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Rothschild Investment LLC’s Bentley Systems BSY Stock Holding History

Rothschild Investment LLC’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 		$2.69K Buy
90
+58
+181% +$1.89K ﹤0.01% 2627
2026
Q1 		$1.12K Buy
32
+28
+700% +$1.03K ﹤0.01% 2822
2025
Q4 		$153 Buy
4
+2
+100% +$91 ﹤0.01% 3151
2025
Q3 		$103 Buy
+2
New +$110 ﹤0.01% 3064
2024
Q4 		– Sell
-136
Closed -$6.91K – 2968
2024
Q3 		$6.91K Buy
+136
New +$6.7K ﹤0.01% 1198

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's BSY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bentley Systems (BSY) stake by 181% in Q2 2026, buying an estimated $1.89K and bringing the position to 90 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Rothschild Investment LLC first reported a position in BSY in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.91K in Q3 2024. 180 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Rothschild Investment LLC held 90 shares of Bentley Systems worth $2.69K as of Q2 2026.
  • Rothschild Investment LLC bought 58 Bentley Systems shares in Q2 2026, an estimated $1.89K.
  • Bentley Systems made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2627 holding.
  • Rothschild Investment LLC first reported a position in Bentley Systems in Q3 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Bentley Systems position peaked at $6.91K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.