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Larry Mathis Financial Planning’s Bentley Systems BSY Stock Holding History

Larry Mathis Financial Planning’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,987
Closed -$245K – 153
2026
Q1 		$245K Sell
6,987
-1,131
-14% -$41.5K 0.22% 129
2025
Q4 		$310K Buy
+8,118
New +$370K 0.27% 107

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Larry Mathis Financial Planning's BSY Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 6,987 shares — an estimated $245K sold.

Larry Mathis Financial Planning first reported a position in BSY in Q4 2025 and held it in 2 quarters. The position peaked at $310K in Q4 2025. 393 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 6,987 Bentley Systems shares in Q2 2026, an estimated $245K.
  • Larry Mathis Financial Planning first reported a position in Bentley Systems in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Bentley Systems position peaked at $310K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.