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LRI Investments’s Bentley Systems BSY Stock Holding History

LRI Investments’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 		$329 Buy
+11
New +$358 ﹤0.01% 1623
2026
Q1 		– Sell
-2,736
Closed -$104K – 1423
2025
Q4 		$104K Buy
2,736
+282
+11% +$12.9K 0.01% 406
2025
Q3 		$126K Sell
2,454
-945
-28% -$51.8K 0.01% 376
2025
Q2 		$183K Hold
3,399
– – 0.02% 303
2025
Q1 		$134K Sell
3,399
-2,139
-39% -$95.5K 0.01% 345
2024
Q4 		$259K Buy
5,538
+619
+13% +$30.2K 0.02% 223
2024
Q3 		$237K Sell
4,919
-615
-11% -$30.3K 0.02% 241
2024
Q2 		$273K Buy
+5,534
New +$287K 0.03% 197

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's BSY Position: Q2 2026 in Review

LRI Investments opened a new position in Bentley Systems (BSY) in Q2 2026: 11 shares worth $329. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: LRI Investments previously reported a position in BSY as recently as Q4 2025.

LRI Investments first reported a position in BSY in Q2 2024 and has held it in 8 quarters since. The position peaked at $273K in Q2 2024. 118 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • LRI Investments held 11 shares of Bentley Systems worth $329 as of Q2 2026.
  • Bentley Systems was a new LRI Investments position in Q2 2026.
  • Bentley Systems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1623 holding.
  • LRI Investments first reported a position in Bentley Systems in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's Bentley Systems position peaked at $273K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.