Wealthfront Advisers
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Wealthfront Advisers’s Bentley Systems BSY Stock Holding History

Wealthfront Advisers’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
-8,412
Closed -$321K – 1082
2025
Q4 		$321K Sell
8,412
-2,461
-23% -$112K ﹤0.01% 909
2025
Q3 		$560K Sell
10,873
-120
-1% -$6.57K ﹤0.01% 799
2025
Q2 		$593K Buy
10,993
+1,419
+15% +$65.7K ﹤0.01% 768
2025
Q1 		$377K Sell
9,574
-780
-8% -$34.8K ﹤0.01% 821
2024
Q4 		$484K Sell
10,354
-417
-4% -$20.3K ﹤0.01% 782
2024
Q3 		$547K Sell
10,771
-335
-3% -$16.5K ﹤0.01% 749
2024
Q2 		$548K Sell
11,106
-15
-0.1% -$779 ﹤0.01% 728
2024
Q1 		$581K Sell
11,121
-21,606
-66% -$1.09M ﹤0.01% 711
2023
Q4 		$1.71M Buy
32,727
+20,619
+170% +$1.06M 0.01% 494
2023
Q3 		$607K Buy
12,108
+228
+2% +$11.5K ﹤0.01% 658
2023
Q2 		$644K Buy
11,880
+458
+4% +$21.4K ﹤0.01% 636
2023
Q1 		$491K Buy
11,422
+271
+2% +$10.8K ﹤0.01% 667
2022
Q4 		$412K Buy
11,151
+4,157
+59% +$151K ﹤0.01% 668
2022
Q3 		$214K Sell
6,994
-1,327
-16% -$48.5K ﹤0.01% 744
2022
Q2 		$277K Buy
+8,321
New +$306K ﹤0.01% 696

Other funds holding BSY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 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