Legacy Advisors
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Legacy Advisors’s Bentley Systems BSY Stock Holding History

Legacy Advisors’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
Q3 		$6.22M Buy
194,764
+188
+0.1% +$6.33K 0.59% 32
2026
Q2 		$5.82M Buy
194,576
+251
+0.1% +$8.16K 0.54% 36
2026
Q1 		$6.82M Buy
194,325
+339
+0.2% +$12.5K 0.8% 31
2025
Q4 		$7.4M Sell
193,986
-12
-0% -$547 0.8% 30
2025
Q3 		$10M Buy
+193,998
New +$10.6M 1.23% 19
2025
Q1 		$7.62M Buy
193,599
+417
+0.2% +$18.6K 0.78% 22
2024
Q4 		$9.02M Buy
193,182
+231
+0.1% +$11.3K 0.88% 21
2024
Q3 		$9.8M Buy
192,951
+215
+0.1% +$10.6K 1.06% 18
2024
Q2 		$9.5M Sell
192,736
-1,500
-0.8% -$77.9K 1.16% 16
2024
Q1 		$10.1M Buy
194,236
+208
+0.1% +$10.5K 1.28% 13
2023
Q4 		$10.1M Sell
194,028
-1,218
-0.6% -$62.6K 1.3% 13
2023
Q3 		$9.8M Buy
195,246
+203
+0.1% +$10.2K 1.58% 10
2023
Q2 		$10.6M Sell
195,043
-371
-0.2% -$17.3K 1.57% 8
2023
Q1 		$8.4M Buy
195,414
+205
+0.1% +$8.15K 1.55% 9
2022
Q4 		$7.21M Buy
195,209
+145
+0.1% +$5.26K 1.32% 10
2022
Q3 		$5.97M Sell
195,064
-24,839
-11% -$908K 1.32% 10
2022
Q2 		$7.32M Sell
219,903
-404
-0.2% -$14.8K 1.54% 8
2022
Q1 		$9.7M Sell
220,307
-542
-0.2% -$21.6K 1.89% 6
2021
Q4 		$10.7M Sell
220,849
-1,638
-0.7% -$88.6K 3.92% 5
2021
Q3 		$13.5M Buy
222,487
+3,232
+1% +$206K 5.39% 3
2021
Q2 		$14.2M Buy
+219,255
New +$12.1M 5.77% 2

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Legacy Advisors's BSY Position: Q3 2026 in Review

Legacy Advisors increased its Bentley Systems (BSY) stake by 0.1% in Q3 2026, buying an estimated $6.33K and bringing the position to 194,764 shares worth $6.22M. The position accounts for 0.59% of the portfolio, ranked #32.

Legacy Advisors first reported a position in BSY in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.2M in Q2 2021. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Legacy Advisors held 194,764 shares of Bentley Systems worth $6.22M as of Q3 2026.
  • Legacy Advisors bought 188 Bentley Systems shares in Q3 2026, an estimated $6.33K.
  • Bentley Systems made up 0.59% of Legacy Advisors's portfolio in Q3 2026, its #32 holding.
  • Legacy Advisors first reported a position in Bentley Systems in Q2 2021 and has held it in 21 quarters since.
  • Legacy Advisors's Bentley Systems position peaked at $14.2M in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.