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LVW Advisors’s Bentley Systems BSY Stock Holding History

LVW 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
Q2 		– Sell
-8,316
Closed -$292K – 468
2026
Q1 		$292K Sell
8,316
-4,676
-36% -$172K 0.03% 336
2025
Q4 		$496K Sell
12,992
-3,606
-22% -$164K 0.05% 192
2025
Q3 		$854K Sell
16,598
-2,666
-14% -$146K 0.09% 118
2025
Q2 		$1.04M Sell
19,264
-1,772
-8% -$82K 0.11% 106
2025
Q1 		$828K Buy
21,036
+712
+4% +$31.8K 0.1% 122
2024
Q4 		$949K Sell
20,324
-1,859
-8% -$90.7K 0.11% 117
2024
Q3 		$1.13M Buy
22,183
+2,208
+11% +$109K 0.14% 103
2024
Q2 		$986K Buy
19,975
+1,933
+11% +$100K 0.14% 98
2024
Q1 		$942K Sell
18,042
-731
-4% -$36.8K 0.16% 99
2023
Q4 		$980K Buy
18,773
+6
+0% +$308 0.18% 84
2023
Q3 		$941K Sell
18,767
-1,520
-7% -$76.5K 0.19% 81
2023
Q2 		$1.1M Sell
20,287
-157
-0.8% -$7.33K 0.21% 81
2023
Q1 		$879K Sell
20,444
-129
-0.6% -$5.13K 0.17% 90
2022
Q4 		$760K Sell
20,573
-1,383
-6% -$50.1K 0.15% 104
2022
Q3 		$672K Buy
21,956
+876
+4% +$32K 0.15% 106
2022
Q2 		$702K Buy
21,080
+5,517
+35% +$203K 0.14% 104
2022
Q1 		$688K Buy
15,563
+6,527
+72% +$260K 0.12% 117
2021
Q4 		$437K Sell
9,036
-2,216
-20% -$120K 0.07% 163
2021
Q3 		$682K Buy
11,252
+172
+2% +$11K 0.12% 127
2021
Q2 		$718K Sell
11,080
-522
-4% -$28.7K 0.13% 115
2021
Q1 		$544K Buy
+11,602
New +$530K 0.1% 139

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

LVW Advisors's BSY Position: Q2 2026 in Review

LVW Advisors sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 8,316 shares — an estimated $292K sold.

LVW Advisors first reported a position in BSY in Q1 2021 and held it in 21 quarters. The position peaked at $1.13M in Q3 2024. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • LVW Advisors reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 8,316 Bentley Systems shares in Q2 2026, an estimated $292K.
  • LVW Advisors first reported a position in Bentley Systems in Q1 2021 and held it in 21 quarters.
  • LVW Advisors's Bentley Systems position peaked at $1.13M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.