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Mount Yale Investment Advisors’s Bentley Systems BSY Stock Holding History

Mount Yale Investment 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 		$202K Sell
6,749
-3,194
-32% -$104K ﹤0.01% 1149
2026
Q1 		$349K Sell
9,943
-880
-8% -$32.3K 0.01% 834
2025
Q4 		$413K Buy
+10,823
New +$493K 0.02% 509

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

Mount Yale Investment Advisors's BSY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Bentley Systems (BSY) stake by 32% in Q2 2026, selling an estimated $104K and leaving 6,749 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Mount Yale Investment Advisors first reported a position in BSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Mount Yale Investment Advisors held 6,749 shares of Bentley Systems worth $202K as of Q2 2026.
  • Mount Yale Investment Advisors sold 3,194 Bentley Systems shares in Q2 2026, an estimated $104K.
  • Bentley Systems made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1149 holding.
  • Mount Yale Investment Advisors first reported a position in Bentley Systems in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Bentley Systems position peaked at $413K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.