LPL Financial
BSY icon

LPL Financial’s Bentley Systems BSY Stock Holding History

LPL Financial’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 		$1.08M Sell
33,747
-69,781
-67% -$2.35M ﹤0.01% 4433
2026
Q2 		$3.09M Buy
103,528
+39,122
+61% +$1.27M ﹤0.01% 3273
2026
Q1 		$2.26M Sell
64,406
-76,633
-54% -$2.82M ﹤0.01% 3384
2025
Q4 		$5.38M Sell
141,039
-19,801
-12% -$902K ﹤0.01% 2472
2025
Q3 		$8.28M Buy
160,840
+9,891
+7% +$542K ﹤0.01% 2050
2025
Q2 		$8.15M Sell
150,949
-29,427
-16% -$1.36M ﹤0.01% 1905
2025
Q1 		$7.1M Sell
180,376
-150,578
-45% -$6.72M ﹤0.01% 1858
2024
Q4 		$15.5M Buy
330,954
+14,509
+5% +$708K 0.01% 1235
2024
Q3 		$16.1M Buy
316,445
+19,969
+7% +$983K 0.01% 1162
2024
Q2 		$14.6M Buy
296,476
+13,596
+5% +$706K 0.01% 1125
2024
Q1 		$14.8M Buy
282,880
+22,056
+8% +$1.11M 0.01% 1087
2023
Q4 		$13.6M Buy
260,824
+165,756
+174% +$8.52M 0.01% 1062
2023
Q3 		$4.77M Buy
95,068
+19,151
+25% +$963K ﹤0.01% 1626
2023
Q2 		$4.12M Buy
75,917
+13,239
+21% +$618K ﹤0.01% 1698
2023
Q1 		$2.69M Buy
62,678
+5,804
+10% +$231K ﹤0.01% 1918
2022
Q4 		$2.1M Buy
56,874
+2,096
+4% +$76K ﹤0.01% 2039
2022
Q3 		$1.68M Buy
54,778
+4,961
+10% +$181K ﹤0.01% 2113
2022
Q2 		$1.66M Buy
49,817
+6,229
+14% +$229K ﹤0.01% 2171
2022
Q1 		$1.93M Buy
43,588
+15,242
+54% +$608K ﹤0.01% 2088
2021
Q4 		$1.37M Sell
28,346
-3,895
-12% -$211K ﹤0.01% 2398
2021
Q3 		$1.96M Buy
32,241
+14,021
+77% +$895K ﹤0.01% 2066
2021
Q2 		$1.18M Buy
18,220
+4,536
+33% +$249K ﹤0.01% 2433
2021
Q1 		$642K Buy
+13,684
New +$626K ﹤0.01% 2810

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

LPL Financial's BSY Position: Q3 2026 in Review

LPL Financial reduced its Bentley Systems (BSY) stake by 67% in Q3 2026, selling an estimated $2.35M and leaving 33,747 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #4433.

LPL Financial first reported a position in BSY in Q1 2021 and has held it in 23 quarters since. The position peaked at $16.1M in Q3 2024. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • LPL Financial held 33,747 shares of Bentley Systems worth $1.08M as of Q3 2026.
  • LPL Financial sold 69,781 Bentley Systems shares in Q3 2026, an estimated $2.35M.
  • Bentley Systems made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4433 holding.
  • LPL Financial first reported a position in Bentley Systems in Q1 2021 and has held it in 23 quarters since.
  • LPL Financial's Bentley Systems position peaked at $16.1M in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.