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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
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

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

Root Financial Partners's BSY Position: Q2 2026 in Review

Root Financial Partners sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 312 shares — an estimated $11K sold.

Root Financial Partners first reported a position in BSY in Q3 2025 and held it in 3 quarters. The position peaked at $16.7K in Q3 2025. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Root Financial Partners reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 312 Bentley Systems shares in Q2 2026, an estimated $11K.
  • Root Financial Partners first reported a position in Bentley Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bentley Systems position peaked at $16.7K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.