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Thrive Wealth Management’s Bentley Systems BSY Stock Holding History

Thrive Wealth Management’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 		– Sell
-5,739
Closed -$219K – 238
2025
Q4 		$219K Sell
5,739
-2,562
-31% -$117K 0.03% 216
2025
Q3 		$427K Buy
8,301
+200
+2% +$11K 0.06% 141
2025
Q2 		$437K Buy
8,101
+316
+4% +$14.6K 0.07% 135
2025
Q1 		$306K Buy
7,785
+1,287
+20% +$57.5K 0.06% 160
2024
Q4 		$303K Sell
6,498
-1,462
-18% -$71.3K 0.05% 153
2024
Q3 		$404K Buy
7,960
+4
+0.1% +$197 0.07% 138
2024
Q2 		$393K Sell
7,956
-399
-5% -$20.7K 0.08% 139
2024
Q1 		$436K Buy
8,355
+721
+9% +$36.3K 0.09% 117
2023
Q4 		$398K Buy
7,634
+165
+2% +$8.48K 0.09% 121
2023
Q3 		$375K Sell
7,469
-56
-0.7% -$2.82K 0.1% 109
2023
Q2 		$408K Buy
7,525
+1,486
+25% +$69.3K 0.11% 108
2023
Q1 		$260K Buy
+6,039
New +$240K 0.07% 139

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

Thrive Wealth Management's BSY Position: Q1 2026 in Review

Thrive Wealth Management sold out of Bentley Systems (BSY) in Q1 2026, closing a stake of 5,739 shares — an estimated $219K sold.

Thrive Wealth Management first reported a position in BSY in Q1 2023 and held it in 12 quarters. The position peaked at $437K in Q2 2025. 441 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Thrive Wealth Management reported no remaining Bentley Systems position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 5,739 Bentley Systems shares in Q1 2026, an estimated $219K.
  • Thrive Wealth Management first reported a position in Bentley Systems in Q1 2023 and held it in 12 quarters.
  • Thrive Wealth Management's Bentley Systems position peaked at $437K in Q2 2025.
  • 441 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.