Root Financial Partners
BSY icon

Root Financial Partners’s Bentley Systems BSY Stock Holding History

Root Financial Partners’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
Q3 		$6.71K Buy
+210
New +$7.07K ﹤0.01% 2107
2026
Q2 		– Sell
-312
Closed -$11K – 817
2026
Q1 		$11K Buy
312
+101
+48% +$3.71K ﹤0.01% 1644
2025
Q4 		$8.05K Sell
211
-114
-35% -$5.2K ﹤0.01% 1593
2025
Q3 		$16.7K Buy
+325
New +$17.8K ﹤0.01% 1206

Other funds holding BSY

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's BSY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bentley Systems (BSY) in Q3 2026: 210 shares worth $6.71K. The stake represents ﹤0.01% of the portfolio and ranks #2107 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSY as recently as Q1 2026.

Root Financial Partners first reported a position in BSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.7K in Q3 2025. 169 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Root Financial Partners held 210 shares of Bentley Systems worth $6.71K as of Q3 2026.
  • Bentley Systems was a new Root Financial Partners position in Q3 2026.
  • Bentley Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2107 holding.
  • Root Financial Partners first reported a position in Bentley Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Bentley Systems position peaked at $16.7K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.