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NewEdge Wealth’s Bentley Systems BSY Stock Holding History

NewEdge Wealth’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 		$1.67M Sell
55,804
-11,921
-18% -$388K 0.02% 506
2026
Q1 		$2.38M Sell
67,725
-37,959
-36% -$1.39M 0.03% 380
2025
Q4 		$4.03M Sell
105,684
-19,635
-16% -$895K 0.05% 282
2025
Q3 		$6.08M Sell
125,319
-2,786
-2% -$153K 0.09% 179
2025
Q2 		$6.86M Sell
128,105
-1,445
-1% -$66.9K 0.11% 155
2025
Q1 		$5.1M Buy
129,550
+6,737
+5% +$301K 0.09% 183
2024
Q4 		$5.74M Sell
122,813
-2,068
-2% -$101K 0.1% 162
2024
Q3 		$6.35M Buy
124,881
+8,031
+7% +$395K 0.11% 157
2024
Q2 		$5.77M Buy
116,850
+2,496
+2% +$130K 0.12% 145
2024
Q1 		$5.92M Buy
114,354
+11,267
+11% +$567K 0.13% 139
2023
Q4 		$5.38M Buy
103,087
+3,748
+4% +$193K 0.14% 136
2023
Q3 		$4.98M Buy
99,339
+8,624
+10% +$434K 0.16% 132
2023
Q2 		$4.92M Buy
90,715
+2,994
+3% +$140K 0.16% 130
2023
Q1 		$3.77M Buy
87,721
+4,383
+5% +$174K 0.14% 138
2022
Q4 		$3.08M Buy
83,338
+5,591
+7% +$203K 0.13% 147
2022
Q3 		$2.38M Buy
77,747
+4,803
+7% +$176K 0.11% 163
2022
Q2 		$2.43M Buy
72,944
+40,089
+122% +$1.47M 0.11% 164
2022
Q1 		$1.45M Buy
32,855
+11,646
+55% +$465K 0.06% 189
2021
Q4 		$1.02M Buy
21,209
+793
+4% +$42.9K 0.04% 232
2021
Q3 		$1.24M Buy
20,416
+2,321
+13% +$148K 0.07% 164
2021
Q2 		$1.17M Sell
18,095
-122
-0.7% -$6.71K 0.09% 167
2021
Q1 		$855K Buy
+18,217
New +$833K 0.09% 174

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

NewEdge Wealth's BSY Position: Q2 2026 in Review

NewEdge Wealth reduced its Bentley Systems (BSY) stake by 18% in Q2 2026, selling an estimated $388K and leaving 55,804 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #506.

NewEdge Wealth first reported a position in BSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.86M in Q2 2025. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • NewEdge Wealth held 55,804 shares of Bentley Systems worth $1.67M as of Q2 2026.
  • NewEdge Wealth sold 11,921 Bentley Systems shares in Q2 2026, an estimated $388K.
  • Bentley Systems made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #506 holding.
  • NewEdge Wealth first reported a position in Bentley Systems in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Bentley Systems position peaked at $6.86M in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.