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Sequoia Financial Advisors’s Bentley Systems BSY Stock Holding History

Sequoia Financial Advisors’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
-7,470
Closed -$262K – 2185
2026
Q1 		$262K Buy
7,470
+1,708
+30% +$62.7K ﹤0.01% 1647
2025
Q4 		$220K Buy
+5,762
New +$263K ﹤0.01% 1753

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

Sequoia Financial Advisors's BSY Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of Bentley Systems (BSY) in Q2 2026, closing a stake of 7,470 shares — an estimated $262K sold.

Sequoia Financial Advisors first reported a position in BSY in Q4 2025 and held it in 2 quarters. The position peaked at $262K in Q1 2026. 397 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining Bentley Systems position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,470 Bentley Systems shares in Q2 2026, an estimated $262K.
  • Sequoia Financial Advisors first reported a position in Bentley Systems in Q4 2025 and held it in 2 quarters.
  • Sequoia Financial Advisors's Bentley Systems position peaked at $262K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.