Montag & Associates’s Bentley Systems BSY Stock Holding History

Montag & Associates’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 Q1	–	Sell	-300	Closed	-$11.4K	–	947
2025 Q4	$11.4K	Buy	+300	New	+$13.7K	﹤0.01%	760

Other funds holding BSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Montag & Associates's BSY Position: Q1 2026 in Review

Montag & Associates sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 300 shares — an estimated $11.4K sold.

Montag & Associates first reported a position in BSY in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 444 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

Montag & Associates reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 300 Bentley Systems shares in Q1 2026, an estimated $11.4K.
Montag & Associates first reported a position in Bentley Systems in Q4 2025 and held it in 1 quarter.
Montag & Associates's Bentley Systems position peaked at $11.4K in Q4 2025.
444 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.