OPS
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Orion Portfolio Solutions’s Bentley Systems BSY Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-55,913
Closed -$2.61M – 1891
2024
Q4 		$2.61M Sell
55,913
-3,298
-6% -$161K 0.03% 567
2024
Q3 		$3.01M Sell
59,211
-4,971
-8% -$245K 0.03% 504
2024
Q2 		$3.17M Sell
64,182
-5,752
-8% -$299K 0.03% 455
2024
Q1 		$3.65M Sell
69,934
-2,664
-4% -$134K 0.04% 416
2023
Q4 		$3.51M Sell
72,598
-5,646
-7% -$290K 0.04% 394
2023
Q3 		$3.92M Buy
78,244
+22,086
+39% +$1.11M 0.05% 357
2023
Q2 		$3.05M Sell
56,158
-4,479
-7% -$209K 0.03% 479
2023
Q1 		$2.61M Buy
+60,637
New +$2.41M 0.03% 487

Other funds holding BSY

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Orion Portfolio Solutions's BSY Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 55,913 shares — an estimated $2.61M sold.

Orion Portfolio Solutions first reported a position in BSY in Q1 2023 and held it in 8 quarters. The position peaked at $3.92M in Q3 2023. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 55,913 Bentley Systems shares in Q1 2025, an estimated $2.61M.
  • Orion Portfolio Solutions first reported a position in Bentley Systems in Q1 2023 and held it in 8 quarters.
  • Orion Portfolio Solutions's Bentley Systems position peaked at $3.92M in Q3 2023.
  • 436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.