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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Root Financial Partners's BSY Position: Q1 2026 in Review

Root Financial Partners increased its Bentley Systems (BSY) stake by 48% in Q1 2026, buying an estimated $3.71K and bringing the position to 312 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Root Financial Partners first reported a position in BSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q3 2025. 442 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Root Financial Partners held 312 shares of Bentley Systems worth $11K as of Q1 2026.
  • Root Financial Partners bought 101 Bentley Systems shares in Q1 2026, an estimated $3.71K.
  • Bentley Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1644 holding.
  • Root Financial Partners first reported a position in Bentley Systems in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Bentley Systems position peaked at $16.7K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.