NewEdge Advisors’s Bentley Systems BSY Stock Holding History

NewEdge 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
2025 Q2	–	Sell	-6	Closed	-$236	–	4001
2025 Q1	$236	Sell	6 -1,794	-100%	-$80.1K	﹤0.01%	3788
2024 Q4	$84.1K	Sell	1,800 -27	-1%	-$1.32K	﹤0.01%	2336
2024 Q3	$92.8K	Sell	1,827 -128	-7%	-$6.3K	﹤0.01%	2217
2024 Q2	$96.5K	Buy	1,955 +917	+88%	+$47.6K	﹤0.01%	2129
2024 Q1	$54.2K	Sell	1,038 -189	-15%	-$9.51K	﹤0.01%	2281
2023 Q4	$64K	Buy	1,227 +1,214	+9,338%	+$62.4K	﹤0.01%	2132
2023 Q3	$652	Hold	13	–	–	﹤0.01%	3222
2023 Q2	$705	Buy	+13	New	+$607	﹤0.01%	3292
2023 Q1	–	Sell	-1,090	Closed	-$40.3K	–	3512
2022 Q4	$40.3K	Buy	+1,090	New	+$39.5K	﹤0.01%	1810

Other funds holding BSY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return