Trium Capital’s Bentley Systems BSY Stock Holding History

Trium Capital’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 Q3	$187K	Sell	5,857 -5,049	-46%	-$170K	0.24%	34
2026 Q2	$326K	Buy	+10,906	New	+$355K	0.2%	37
2026 Q1	–	Sell	-14,316	Closed	-$546K	–	64
2025 Q4	$546K	Buy	14,316 +4,651	+48%	+$212K	0.42%	40
2025 Q3	$498K	Buy	9,665 +4,532	+88%	+$248K	0.19%	39
2025 Q2	$277K	Sell	5,133 -5,787	-53%	-$268K	0.07%	49
2025 Q1	$430K	Buy	10,920 +3,772	+53%	+$168K	0.05%	44
2024 Q4	$334K	Buy	+7,148	New	+$349K	0.05%	31

Other funds holding BSY

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Trium Capital's BSY Position: Q3 2026 in Review

Trium Capital reduced its Bentley Systems (BSY) stake by 46% in Q3 2026, selling an estimated $170K and leaving 5,857 shares worth $187K. The position accounts for 0.24% of the portfolio, ranked #34.

Trium Capital first reported a position in BSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q4 2025. 44 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

Trium Capital held 5,857 shares of Bentley Systems worth $187K as of Q3 2026.
Trium Capital sold 5,049 Bentley Systems shares in Q3 2026, an estimated $170K.
Bentley Systems made up 0.24% of Trium Capital's portfolio in Q3 2026, its #34 holding.
Trium Capital first reported a position in Bentley Systems in Q4 2024 and has held it in 7 quarters since.
Trium Capital's Bentley Systems position peaked at $546K in Q4 2025.
44 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.