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Summit Trail Advisors’s Bentley Systems BSY Stock Holding History

Summit Trail 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 		$2.79M Buy
93,344
+11,245
+14% +$366K 0.04% 398
2026
Q1 		$2.88M Buy
82,099
+24,286
+42% +$892K 0.04% 321
2025
Q4 		$2.21M Buy
57,813
+25,811
+81% +$1.18M 0.04% 353
2025
Q3 		$1.65M Buy
32,002
+21,281
+198% +$1.17M 0.02% 548
2025
Q2 		$579K Buy
+10,721
New +$496K 0.01% 678

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

Summit Trail Advisors's BSY Position: Q2 2026 in Review

Summit Trail Advisors increased its Bentley Systems (BSY) stake by 14% in Q2 2026, buying an estimated $366K and bringing the position to 93,344 shares worth $2.79M. The position accounts for 0.04% of the portfolio, ranked #398.

Summit Trail Advisors first reported a position in BSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2026. 398 funds tracked by Wall St. Rank hold BSY as of Q2 2026.

  • Summit Trail Advisors held 93,344 shares of Bentley Systems worth $2.79M as of Q2 2026.
  • Summit Trail Advisors bought 11,245 Bentley Systems shares in Q2 2026, an estimated $366K.
  • Bentley Systems made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #398 holding.
  • Summit Trail Advisors first reported a position in Bentley Systems in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's Bentley Systems position peaked at $2.88M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.