Bentley Systems Ownership 2024 | Who Owns Bentley Systems Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

35.25%

Insider Ownership

46.62%

Retail Ownership

18.13%

Institutional Holders

323.00

Bentley Systems Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC7.12%0.02%22,252,050134,5160.61%1,162,002,052Mar 31, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4.86%1.84%15,192,1421,157,0618.24%793,333,706,000Mar 31, 2024
BLACKROCK INC.4.62%0.02%14,416,860-138,815-0.95%752,848,433Mar 31, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP1.69%0.40%5,282,908-40,398-0.76%275,873,456Mar 31, 2024
STATE STREET CORP1.35%0.01%4,219,359-63,921-1.49%220,334,927Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.24%0.02%3,869,514195,0445.31%201,788,804Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA1.17%0.21%3,644,9023,563,5994383.11%190,336,782Mar 31, 2024
ALLIANCEBERNSTEIN L.P.1.03%0.06%3,210,369-67,755-2.07%167,645,469Mar 31, 2024
WELLS FARGO & COMPANY/MN0.78%0.03%2,438,38014,9680.62%127,332,185,000Mar 31, 2024
BANK OF AMERICA CORP /DE/0.55%0.01%1,718,19820,6211.21%89,724,289,000Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.46%0.02%1,438,6578,6380.60%75,126,669Mar 31, 2024
NORTHERN TRUST CORP0.46%0.01%1,434,367-323,221-18.39%74,902,645Mar 31, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC0.42%1.00%1,316,084-942-0.07%68,726,000Mar 31, 2024
AXA S.A.0.42%0.20%1,300,22815,7661.23%67,897,907Mar 31, 2024
RAYMOND JAMES & ASSOCIATES0.39%0.04%1,210,78391,5398.18%63,227,081Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.37%0.02%1,147,00133,6013.02%59,896,393Mar 31, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.35%0.04%1,098,638-4,196-0.38%57,370,876Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.0.34%0.12%1,075,947-12,021-1.10%56,185,952Mar 31, 2024
HANDELSBANKEN FONDER AB0.33%0.24%1,046,200252,30031.78%54,633,000Mar 31, 2024
JPMORGAN CHASE & CO0.33%0.00%1,039,325361,99353.44%54,273,543Mar 31, 2024

Bentley Systems's largest institutional shareholder is VANGUARD GROUP INC, holding 7.12% of the company's total share outstanding, currently valued at $1.16B. The top 10 institutional shareholders own together 24.41% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
STONY POINT CAPITAL LLC0.06%3.19%185,837--9,704,408Mar 31, 2024
MONTANARO ASSET MANAGEMENT LTD0.10%2.96%313,7756,9002.25%16,385,331Mar 31, 2024
MY WEALTH MANAGEMENT INC.0.01%2.46%42,747-6,000-12.31%2,232,248Mar 31, 2024
XXEC, INC.0.02%1.99%50,571--2,640,818Mar 31, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4.86%1.84%15,192,1421,157,0618.24%793,333,706,000Mar 31, 2024
SEAPORT GLOBAL ADVISORS, LLC0.01%1.66%15,6729,915172.23%818,392Mar 31, 2024
MIROVA0.05%1.46%158,31074,26588.36%8,266,948Mar 31, 2024
LEGACY ADVISORS, LLC0.06%1.28%194,2362080.11%10,143,015Mar 31, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC0.42%1.00%1,316,084-942-0.07%68,726,000Mar 31, 2024
EMPIRE LIFE INVESTMENTS INC.0.08%0.85%264,740264,740100.00%13,824,723Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD0.07%0.70%223,362-46,201-17.14%11,663,964Mar 31, 2024
MIZUHO MARKETS AMERICAS LLC0.14%0.55%423,684-21,000-4.72%22,124,778Mar 31, 2024
KLR INVESTMENT ADVISORS, LLC0.00%0.51%13,257-345-2.54%705,272Mar 31, 2024
EVERPAR ADVISORS LLC0.00%0.44%13,811-7,393-34.87%721,210Mar 31, 2024
GRATUS CAPITAL LLC0.06%0.41%171,704171,704100.00%8,966,377Mar 31, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP1.69%0.40%5,282,908-40,398-0.76%275,873,456Mar 31, 2024
ROBECO SCHWEIZ AG0.13%0.36%393,769-19,042-4.61%20,562,617Mar 31, 2024
FINANCIAL GUIDANCE GROUP, INC.0.00%0.35%10,300-1,800-14.88%537,866Mar 31, 2024
ENTROPY TECHNOLOGIES, LP0.02%0.33%60,12026,38978.23%3,139,466Mar 31, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.05%0.33%157,479-19,908-11.22%8,223,554Mar 31, 2024

The largest Bentley Systems shareholder by % of total assets is STONY POINT CAPITAL LLC. The company owns 185.84K shares of Bentley Systems (BSY), representing 3.19% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PICTET ASSET MANAGEMENT HOLDING SA1.17%0.21%3,644,9023,563,5994383.11%190,336,782Mar 31, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4.86%1.84%15,192,1421,157,0618.24%793,333,706,000Mar 31, 2024
WOODLINE PARTNERS LP0.16%0.24%501,383501,383100.00%26,182,220Mar 31, 2024
JPMORGAN CHASE & CO0.33%0.00%1,039,325361,99353.44%54,273,543Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.12%0.00%360,201360,201100.00%18,809,696Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.09%0.03%291,653291,653100.00%15,230,120Mar 31, 2024
EMPIRE LIFE INVESTMENTS INC.0.08%0.85%264,740264,740100.00%13,824,723Mar 31, 2024
HANDELSBANKEN FONDER AB0.33%0.24%1,046,200252,30031.78%54,633,000Mar 31, 2024
JANUS HENDERSON GROUP PLC0.07%0.01%211,711202,7032250.26%11,055,310Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.24%0.02%3,869,514195,0445.31%201,788,804Mar 31, 2024
GRATUS CAPITAL LLC0.06%0.41%171,704171,704100.00%8,966,377Mar 31, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.17%0.04%534,904149,41038.76%27,933,000Mar 31, 2024
D. E. SHAW & CO., INC.0.05%0.01%152,454136,840876.39%7,961,148Mar 31, 2024
VANGUARD GROUP INC7.12%0.02%22,252,050134,5160.61%1,162,002,052Mar 31, 2024
CITADEL ADVISORS LLC0.05%0.00%158,800123,400348.59%8,292,536Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.04%0.05%118,602118,602100.00%6,193,000Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.14%0.02%423,79491,82827.66%22,130,518Mar 31, 2024
RAYMOND JAMES & ASSOCIATES0.39%0.04%1,210,78391,5398.18%63,227,081Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC0.04%0.08%120,37990,556303.64%6,286,191Mar 31, 2024
ROYAL BANK OF CANADA0.23%0.01%730,42377,28211.83%38,142,000Mar 31, 2024

As of Mar 31 2024, Bentley Systems's largest institutional buyer is PICTET ASSET MANAGEMENT HOLDING SA. The company purchased 3.56M stocks of BSY, valued at $190.34M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERIPRISE FINANCIAL INC0.00%0.00%12,480-1,015,888-98.79%651,706Mar 31, 2024
KOREA INVESTMENT CORP0.19%0.08%588,891-488,817-45.36%30,751,888Mar 31, 2024
BROWN ADVISORY INC0.21%0.05%646,569-416,547-39.18%33,763,821Mar 31, 2024
FIRST TRUST ADVISORS LP0.03%0.00%89,594-414,342-82.22%4,678,598Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC0.03%0.00%80,883-412,509-83.61%4,223,400Mar 31, 2024
NORTHERN TRUST CORP0.46%0.01%1,434,367-323,221-18.39%74,902,645Mar 31, 2024
NOMURA ASSET MANAGEMENT CO LTD0.02%0.01%54,930-320,216-85.36%2,868,445Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP0.07%0.00%203,081-280,993-58.05%10,604,890Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC0.05%0.01%163,313-263,222-61.71%8,528,205Mar 31, 2024
TWINBEECH CAPITAL LP----198,559-100.00%-Mar 31, 2024
INVESCO LTD.0.13%0.00%393,376-146,761-27.17%20,542,095Mar 31, 2024
NATIXIS ADVISORS, L.P.0.04%0.01%110,866-141,386-56.05%5,789,000Mar 31, 2024
BLACKROCK INC.4.62%0.02%14,416,860-138,815-0.95%752,848,433Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC0.30%0.04%940,927-125,349-11.76%49,135,183Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----122,310-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.01%0.00%45,693-121,366-72.65%2,386,088Mar 31, 2024
SQUAREPOINT OPS LLC----117,076-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----116,326-100.00%-Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.33%0.01%1,036,508-111,893-9.74%54,126,464Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%0.00%7,605-99,388-92.89%397,163,000Mar 31, 2024

As of Mar 31 2024, Bentley Systems's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -1.02M shares of BSY, valued at $651.71K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.12%0.00%360,201360,201100.00%18,809,696Mar 31, 2024
EMPIRE LIFE INVESTMENTS INC.0.08%0.85%264,740264,740100.00%13,824,723Mar 31, 2024
GRATUS CAPITAL LLC0.06%0.41%171,704171,704100.00%8,966,377Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.04%0.05%118,602118,602100.00%6,193,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.02%0.01%65,22265,222100.00%3,406,000Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.02%0.14%56,52656,526100.00%2,951,788Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%51,40051,400100.00%2,684,108Mar 31, 2024
HOLOCENE ADVISORS, LP0.01%0.01%30,06430,064100.00%1,569,942Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.01%0.01%23,23723,237100.00%1,213,436Mar 31, 2024
DIVERSIFY ADVISORY SERVICES, LLC0.01%0.06%18,56518,565100.00%935,113Mar 31, 2024
DEUTSCHE BANK AG\0.01%0.00%17,20017,200100.00%898,184Mar 31, 2024
BANK OF MONTREAL /CAN/0.01%0.00%16,60016,600100.00%870,504Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.00%0.10%14,58614,586100.00%762,000Mar 31, 2024
CETERA ADVISORS LLC0.00%0.00%11,64211,642100.00%607,958Mar 31, 2024
STRATEGIC ADVOCATES LLC0.00%0.22%10,72410,724100.00%560,007Mar 31, 2024
APTUS CAPITAL ADVISORS, LLC0.00%0.01%10,60310,603100.00%553,689Mar 31, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.09%10,07110,071100.00%525,908Mar 31, 2024
TREXQUANT INVESTMENT LP0.00%0.01%8,6958,695100.00%454,053Mar 31, 2024
ASB CONSULTORES, LLC0.00%0.10%7,3827,382100.00%385,488Mar 31, 2024
PINEBRIDGE INVESTMENTS, L.P.0.00%0.00%7,2737,273100.00%379,796Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.08%7,2027,202100.00%376,088Mar 31, 2024
ALPS ADVISORS INC0.00%0.00%7,1307,130100.00%372,329Mar 31, 2024
ASAHI LIFE ASSET MANAGEMENT CO., LTD.0.00%0.20%6,2906,290100.00%328,464Mar 31, 2024
FIRST BANK & TRUST0.00%0.07%6,2766,276100.00%327,733Mar 31, 2024
IHT WEALTH MANAGEMENT, LLC0.00%0.01%5,9755,975100.00%312,015Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.01%5,5245,524100.00%288,465Mar 31, 2024
INSIGNEO ADVISORY SERVICES, LLC0.00%0.03%5,4035,403100.00%282,145Mar 31, 2024
0.00%0.04%5,2155,215100.00%285,991Mar 31, 2024
BRIDGEFRONT CAPITAL, LLC0.00%0.20%5,1215,121100.00%267,419Mar 31, 2024
HUNTING HILL GLOBAL CAPITAL, LLC0.00%0.13%4,8944,894100.00%255,565Mar 31, 2024
MAGNOLIA CAPITAL ADVISORS LLC0.00%0.20%4,6464,646100.00%243,729Mar 31, 2024
LINCOLN NATIONAL CORP0.00%0.00%4,3654,365100.00%227,942Mar 31, 2024
OLD NATIONAL BANCORP /IN/0.00%0.01%4,3374,337100.00%226,477Mar 31, 2024
NORDEN GROUP LLC0.00%0.02%4,2874,287100.00%223,867Mar 31, 2024
DYNASTY WEALTH MANAGEMENT, LLC0.00%0.01%4,1744,174100.00%217,963Mar 31, 2024
FORA CAPITAL, LLC0.00%0.02%4,0454,045100.00%211,230Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.02%3,8633,863100.00%201,726Mar 31, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.14%3,0873,087100.00%161,203Mar 31, 2024
0.00%0.00%2,2272,227100.00%116,236Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%1,5371,537100.00%80,262Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%1,1781,178100.00%59,336,000Mar 31, 2024
COLONIAL TRUST ADVISORS0.00%0.00%556556100.00%29,034Mar 31, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC0.00%0.00%475475100.00%24,805Mar 31, 2024
CREWE ADVISORS LLC-0.00%132132100.00%6,894Mar 31, 2024
NVERSES CAPITAL, LLC-0.01%100100100.00%5,222,000Mar 31, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%8282100.00%316,000Mar 31, 2024
BARRETT & COMPANY, INC.-0.00%7575100.00%3,916Mar 31, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC-0.00%3333100.00%1,724Mar 31, 2024
QUEST PARTNERS LLC-0.00%2222100.00%1,149Mar 31, 2024
SALEM INVESTMENT COUNSELORS INC--2121100.00%1,097Mar 31, 2024
NORTHWEST FINANCIAL ADVISORS-0.00%1919100.00%992Mar 31, 2024

Bentley Systems's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 360.20K shares, valued at $18.81M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TWINBEECH CAPITAL LP----198,559-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----122,310-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----117,076-100.00%-Mar 31, 2024
TUDOR INVESTMENT CORP ET AL----116,326-100.00%-Mar 31, 2024
CONCENTRIC CAPITAL STRATEGIES, LP----75,295-100.00%-Mar 31, 2024
EXCHANGE TRADED CONCEPTS, LLC----48,351-100.00%-Mar 31, 2024
JUMP FINANCIAL, LLC----45,200-100.00%-Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC----44,300-100.00%-Mar 31, 2024
APG ASSET MANAGEMENT US INC.----42,542-100.00%-Mar 31, 2024
ENGINEERS GATE MANAGER LP----35,017-100.00%-Mar 31, 2024
EVOKE WEALTH, LLC----32,899-100.00%-Mar 31, 2024
CALDWELL INVESTMENT MANAGEMENT LTD.----32,400-100.00%-Mar 31, 2024
GILDER GAGNON HOWE & CO LLC----26,837-100.00%-Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.----25,500-100.00%-Mar 31, 2024
SAPIENT CAPITAL LLC----19,786-100.00%-Mar 31, 2024
CENTERBOOK PARTNERS LP----17,111-100.00%-Mar 31, 2024
ANDRA AP-FONDEN----15,400-100.00%-Mar 31, 2024
CASTLEARK MANAGEMENT LLC----12,530-100.00%-Mar 31, 2024
FEDERATED HERMES, INC.----12,383-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC----12,100-100.00%-Mar 31, 2024
OREGON PUBLIC EMPLOYEES RETIREMENT FUND----8,900-100.00%-Mar 31, 2024
SEAVIEW INVESTMENT MANAGERS LLC----8,000-100.00%-Mar 31, 2024
COMPASS ION ADVISORS, LLC----7,869-100.00%-Mar 31, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC----5,700-100.00%-Mar 31, 2024
OVERSEA-CHINESE BANKING CORP LTD----5,600-100.00%-Mar 31, 2024
PETRUS TRUST COMPANY, LTA----5,344-100.00%-Mar 31, 2024
EP WEALTH ADVISORS, LLC----5,212-100.00%-Mar 31, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----5,141-100.00%-Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.----5,135-100.00%-Mar 31, 2024
INVESTMENT MANAGEMENT CORP OF ONTARIO----4,965-100.00%-Mar 31, 2024
KAPITALO INVESTIMENTOS LTDA----4,767-100.00%-Mar 31, 2024
MACHINA CAPITAL S.A.S.----4,552-100.00%-Mar 31, 2024
ADVISORY RESEARCH INC----4,329-100.00%-Mar 31, 2024
ASSENAGON ASSET MANAGEMENT S.A.----4,231-100.00%-Mar 31, 2024
REVISOR WEALTH MANAGEMENT LLC----4,200-100.00%-Mar 31, 2024
ETHIC INC.----4,185-100.00%-Mar 31, 2024
MQS MANAGEMENT LLC----4,089-100.00%-Mar 31, 2024
VERITION FUND MANAGEMENT LLC----4,000-100.00%-Mar 31, 2024
COTTONWOOD CAPITAL ADVISORS, LLC----3,912-100.00%-Mar 31, 2024
IA GLOBAL ASSET MANAGEMENT INC.----3,206-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----2,100-100.00%-Mar 31, 2024
HARVEST FUND MANAGEMENT CO., LTD----1,833-100.00%-Mar 31, 2024
GENEOS WEALTH MANAGEMENT INC.----1,000-100.00%-Mar 31, 2024
NISA INVESTMENT ADVISORS, LLC----870-100.00%-Mar 31, 2024
FIFTH THIRD BANCORP----752-100.00%-Mar 31, 2024
LM ADVISORS LLC----525-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----453-100.00%-Mar 31, 2024
GOALVEST ADVISORY LLC----140-100.00%-Mar 31, 2024
LAFFER TENGLER INVESTMENTS----89-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----82-100.00%-Mar 31, 2024
TRIFECTA CAPITAL ADVISORS, LLC----72-100.00%-Mar 31, 2024
LOOMIS SAYLES & CO L P----70-100.00%-Mar 31, 2024
JONES FINANCIAL COMPANIES LLLP----58-100.00%-Mar 31, 2024
AVION WEALTH----10-100.00%-Mar 31, 2024

Bentley Systems's largest sold out institutional shareholder by shares sold is TWINBEECH CAPITAL LP, sold -0.20M shares, valued at -, as of undefined.

Bentley Systems Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMG FUNDS3.13%349,700--Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund2.76%10,900,000--Jan 31, 2024
Virtus Artificial Intelligence & Technology Opportunities Fund1.90%7,500,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund1.19%2,355,000-970,000-29.17%Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund1.17%2,790,000-1,135,000-28.92%Jan 31, 2024
Alger ETF Trust1.17%8,309--Dec 31, 2023
Calamos Dynamic Convertible & Income Fund1.02%7,750,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund1.02%7,750,000--Jan 31, 2024
Virtus Diversified Income & Convertible Fund1.01%2,050,000-820,000-28.57%Jan 31, 2024
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.0.95%448,282-19,786-4.23%Jan 31, 2024
Virtus Strategy Trust0.94%20,800,0001,490,0007.72%Dec 29, 2023
Virtus Strategy Trust0.85%18,695,000--Dec 29, 2023
Virtus Dividend, Interest & Premium Strategy Fund0.84%1,995,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.83%1,650,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.81%9,250,000--Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.81%9,250,000--Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.80%10,000,000--Jan 31, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.80%10,000,000--Jan 31, 2024
Virtus Convertible & Income Fund0.78%3,870,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.78%2,925,000--Jan 31, 2024
Virtus Diversified Income & Convertible Fund0.76%1,555,000--Jan 31, 2024
CALAMOS ADVISORS TRUST/IL0.73%50,000--Dec 31, 2023
BlackRock Innovation & Growth Trust0.68%798,964-54,292-6.36%Dec 31, 2023
Virtus Convertible & Income Fund II0.68%2,550,000-1,025,000-28.67%Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST0.66%202,318-58,536-22.44%Dec 31, 2023
Virtus Convertible & Income Fund0.65%3,225,000-1,300,000-28.73%Jan 31, 2024
VIRTUS EQUITY TRUST0.59%3,195,475325,24111.33%Dec 29, 2023
Virtus Investment Trust0.57%19,350,000--Dec 29, 2023
Virtus Investment Trust0.50%16,850,000-2,500,000-12.92%Dec 29, 2023
Virtus Dividend, Interest & Premium Strategy Fund0.40%950,000--Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.40%950,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.40%785,000--Jan 31, 2024
Virtus Equity & Convertible Income Fund0.40%785,000--Jan 31, 2024
CALAMOS GLOBAL TOTAL RETURN FUND0.40%915,000--Jan 31, 2024
Virtus Investment Trust0.38%12,945,000--Dec 29, 2023
CALAMOS STRATEGIC TOTAL RETURN FUND0.34%3,775,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.32%157,370--Dec 31, 2023
Calamos Global Dynamic Income Fund0.29%3,444,000--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.27%27,898,000--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.27%27,898,000--Jan 31, 2024
WANGER ADVISORS TRUST0.26%160,73917,36612.11%Dec 31, 2023
COLUMBIA ACORN TRUST0.25%850,34688,01011.54%Dec 31, 2023
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.23%126,457--Dec 31, 2023
Virtus Convertible & Income Fund0.21%1,060,000--Jan 31, 2024
Virtus Convertible & Income Fund II0.21%800,000--Jan 31, 2024
PIONEER SERIES TRUST VII0.18%272,000--Jan 31, 2024
PIONEER SERIES TRUST VII0.18%272,000--Jan 31, 2024
NEIMAN FUNDS0.18%32,0001,5004.92%Dec 31, 2023
RENAISSANCE CAPITAL GREENWICH FUNDS0.16%97,209--Dec 31, 2023
EntrepreneurShares Series Trust0.12%32,9178,31933.82%Dec 31, 2023
Voya EQUITY TRUST0.11%165,310--Feb 29, 2024
Listed Funds Trust0.11%48,351--Feb 29, 2024
ALGER FUNDS0.08%80,879-25,149-23.72%Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.08%78,175--Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.08%3,616,000--Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.08%3,616,000--Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.07%265,193--Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.06%5,949--Feb 29, 2024
T. Rowe Price Mid-Cap Growth Fund, Inc.0.05%600,000--Dec 31, 2023
VANGUARD INDEX FUNDS0.05%22,955,8083,792,97819.79%Dec 31, 2023
HARTFORD HLS SERIES FUND II INC0.05%11,800--Dec 31, 2023
VANGUARD EXPLORER FUND0.04%550,000--Jan 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.04%4,8464,846-Dec 31, 2023
AMCAP FUND0.04%321,778--Feb 29, 2024
Oaktree Diversified Income Fund Inc.0.03%103,000--Dec 31, 2023
Virtus Investment Trust0.02%775,000--Dec 29, 2023
TIAA SEPARATE ACCOUNT VA 10.02%5,140--Dec 31, 2023
Northern Lights Variable Trust0.02%20,885-1,388-6.23%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.02%218,253-88,884-28.94%Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.02%57,9869301.63%Feb 29, 2024
Brown Capital Management Mutual Funds0.02%54,123--Dec 31, 2023
GraniteShares ETF Trust0.02%884--Dec 31, 2023
Federated Hermes MDT Series0.01%32,434--Jan 31, 2024
BRIDGEWAY FUNDS INC0.01%31,000--Dec 29, 2023
PIONEER HIGH YIELD FUND0.01%1,372,000272,00024.73%Jan 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%69,9658391.21%Jan 31, 2024
Advisers Investment Trust0.01%315,500315,500-Dec 29, 2023
FIDELITY CONCORD STREET TRUST0.01%2,200,80981,5133.85%Feb 29, 2024
PIONEER HIGH YIELD FUND0.01%1,100,000--Jan 31, 2024
Brown Advisory Funds0.01%351,790-77,053-17.97%Dec 31, 2023
SMALLCAP WORLD FUND INC0.01%584,744--Dec 31, 2023
AB VARIABLE PRODUCTS SERIES FUND, INC.0.01%39,182-54-0.14%Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.01%44,075--Feb 29, 2024
T. Rowe Price Equity Funds, Inc.0.01%128,000--Dec 31, 2023
Humankind Benefit Corp0.01%161-27-14.36%Dec 31, 2023
VANGUARD WORLD FUND0.01%1,678,92910,3270.62%Feb 29, 2024
Oaktree Diversified Income Fund Inc.0.01%21,000--Dec 31, 2023
Goldman Sachs ETF Trust II0.01%6,865180.26%Feb 29, 2024
SCHWAB STRATEGIC TRUST0.01%1,180,6502,5910.22%Feb 29, 2024
TrimTabs ETF Trust0.01%3,926-373-8.68%Jan 31, 2024
T. Rowe Price Equity Series, Inc.0.01%9,000--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.01%618,000310,000100.65%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.01%152,9131,9771.31%Dec 31, 2023
PIONEER VARIABLE CONTRACTS TRUST /MA/0.00%104,000--Dec 29, 2023
PIONEER VARIABLE CONTRACTS TRUST /MA/0.00%104,000--Dec 29, 2023
TIMOTHY PLAN0.00%17,419--Mar 31, 2024
MFS SERIES TRUST I0.00%65,093--Feb 29, 2024
Franklin Alternative Strategies Funds0.00%1,814,000--Feb 29, 2024
BlackRock ETF Trust0.00%2,579--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV0.00%615,000--Jan 31, 2024

Bentley Systems's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 349.70K shares, compromising 3.13% of its total assets.

Bentley Systems Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24323-14.32%
31 Dec, 2337710.23%
30 Sep, 23342-0.87%
30 Jun, 2334510.58%
31 Mar, 233121.30%
31 Dec, 2230810.39%
30 Sep, 222797.31%
30 Jun, 22260-1.89%
31 Mar, 222654.33%
31 Dec, 21254-2.68%
30 Sep, 2126114.98%
30 Jun, 2122771.97%
31 Mar, 2113257.14%
31 Dec, 208420.00%
30 Sep, 20706900.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-

As of 31 Mar 24, 323 institutions are holding Bentley Systems's shares, representing a decrease of -14.32% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 24110,107,375-4.91%
31 Dec, 23115,786,8833.57%
30 Sep, 23111,796,0241.61%
30 Jun, 23110,025,7907.24%
31 Mar, 23102,593,315-1.13%
31 Dec, 22103,762,8372.27%
30 Sep, 22101,463,5091.26%
30 Jun, 22100,202,1828.56%
31 Mar, 2292,304,9410.90%
31 Dec, 2191,477,6981.25%
30 Sep, 2190,352,3743.46%
30 Jun, 2187,332,50235.18%
31 Mar, 2164,605,2706.88%
31 Dec, 2060,445,036400.20%
30 Sep, 2012,084,14714918600.00%
30 Jun, 2081-
31 Mar, 2081-
31 Dec, 1981-
30 Sep, 1981-
30 Jun, 1981-
31 Mar, 1981-

Bentley Systems (BSY) has 110.11M shares outstanding as of 31 Mar 24, down -4.91% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2435.25%2.58%
31 Dec, 2336.98%2.88%
30 Sep, 2335.84%2.86%
30 Jun, 2335.41%3.25%
31 Mar, 2333.01%2.95%
31 Dec, 2233.47%3.13%
30 Sep, 2232.72%3.10%
30 Jun, 2232.51%3.62%
31 Mar, 2229.97%3.39%
31 Dec, 2129.75%3.46%
30 Sep, 2129.32%3.55%
30 Jun, 2128.72%6.30%
31 Mar, 2121.35%5.16%
31 Dec, 2020.34%116.58%
30 Sep, 204.18%-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

As of 31 Mar 24, Bentley Systems is held by 35.25% institutional shareholders, representing a 2.58% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24158-26.85%
31 Dec, 2321622.73%
30 Sep, 23176-21.08%
30 Jun, 2322321.86%
31 Mar, 23183-
31 Dec, 221836.40%
30 Sep, 221724.88%
30 Jun, 221641.23%
31 Mar, 221629.46%
31 Dec, 21148-5.73%
30 Sep, 21157-10.29%
30 Jun, 2117571.57%
31 Mar, 2110252.24%
31 Dec, 2067-2.90%
30 Sep, 2069-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-

158 institutional shareholders have increased their position in BSY stock as of 31 Mar 24 compared to 216 in the previous quarter (a -26.85% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 241153.60%
31 Dec, 23111-4.31%
30 Sep, 2311645.00%
30 Jun, 2380-8.05%
31 Mar, 2387-3.33%
31 Dec, 229032.35%
30 Sep, 2268-2.86%
30 Jun, 227011.11%
31 Mar, 2263-11.27%
31 Dec, 21715.97%
30 Sep, 216797.06%
30 Jun, 2134100.00%
31 Mar, 211788.89%
31 Dec, 209-
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

115 institutional shareholders have reduced their position in BSY stock as of 31 Mar 24 compared to 111 in the previous quarter (a 3.60% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24323-14.32%110,107,375-4.91%35.25%2.58%158-26.85%1153.60%
31 Dec, 2337710.23%115,786,8833.57%36.98%2.88%21622.73%111-4.31%
30 Sep, 23342-0.87%111,796,0241.61%35.84%2.86%176-21.08%11645.00%
30 Jun, 2334510.58%110,025,7907.24%35.41%3.25%22321.86%80-8.05%
31 Mar, 233121.30%102,593,315-1.13%33.01%2.95%183-87-3.33%
31 Dec, 2230810.39%103,762,8372.27%33.47%3.13%1836.40%9032.35%
30 Sep, 222797.31%101,463,5091.26%32.72%3.10%1724.88%68-2.86%
30 Jun, 22260-1.89%100,202,1828.56%32.51%3.62%1641.23%7011.11%
31 Mar, 222654.33%92,304,9410.90%29.97%3.39%1629.46%63-11.27%
31 Dec, 21254-2.68%91,477,6981.25%29.75%3.46%148-5.73%715.97%
30 Sep, 2126114.98%90,352,3743.46%29.32%3.55%157-10.29%6797.06%
30 Jun, 2122771.97%87,332,50235.18%28.72%6.30%17571.57%34100.00%
31 Mar, 2113257.14%64,605,2706.88%21.35%5.16%10252.24%1788.89%
31 Dec, 208420.00%60,445,036400.20%20.34%116.58%67-2.90%9-
30 Sep, 20706900.00%12,084,14714918600.00%4.18%-69---
30 Jun, 201-81-------
31 Mar, 201-81-------
31 Dec, 191-81-------
30 Sep, 191-81-------
30 Jun, 191-81-----100.00%--
31 Mar, 191-81---1---

Bentley Systems Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell59,420$55.01$3.27M16,972,383
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell104,610$55.36$5.79M16,867,773
May 09, 2024Bentley Keith A.director, 10 percent owner S-SaleSell118,949$55.01$6.54M17,031,803
Apr 25, 2024Bentley Keith A.director, 10 percent owner S-SaleSell17,021$55.00$936.15K17,150,752

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell59,420$55.01$3.27M16,972,383
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell104,610$55.36$5.79M16,867,773
May 09, 2024Bentley Keith A.director, 10 percent owner S-SaleSell118,949$55.01$6.54M17,031,803
Apr 25, 2024Bentley Keith A.director, 10 percent owner S-SaleSell17,021$55.00$936.15K17,150,752
Apr 23, 2024Andre Wernerofficer Chief Financial OfficerF-InKindSell419$52.46$21.98K271,263
Apr 23, 2024Cumins Nicholasofficer Chief Operating OfficerF-InKindSell1,388$52.46$72.81K177,646
Apr 23, 2024Shaman David R.officer Chief Legal OfficerF-InKindSell850$52.46$44.59K513,445
Apr 23, 2024Ballard Brockofficer Chief Revenue OfficerF-InKindSell279$52.46$14.64K68,933
Apr 01, 2024Trimback Thomas Fofficer Chief Accounting OfficerF-InKindSell184$52.22$9.61K9,593

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell59,420$55.01$3.27M16,972,383
May 13, 2024Bentley Keith A.director, 10 percent owner S-SaleSell104,610$55.36$5.79M16,867,773
May 09, 2024Bentley Keith A.director, 10 percent owner S-SaleSell118,949$55.01$6.54M17,031,803
Apr 29, 2024BENTLEY GREGORY Sdirector, 10 percent owner, officer Chairman, CEO & PresidentA-AwardBuy102,352$54.37$5.56M7,678,556
Apr 25, 2024Bentley Keith A.director, 10 percent owner S-SaleSell17,021$55.00$936.15K17,150,752
Apr 23, 2024Andre Wernerofficer Chief Financial OfficerF-InKindSell419$52.46$21.98K271,263
Apr 23, 2024Cumins Nicholasofficer Chief Operating OfficerF-InKindSell1,388$52.46$72.81K177,646
Apr 23, 2024Shaman David R.officer Chief Legal OfficerF-InKindSell850$52.46$44.59K513,445
Apr 23, 2024Ballard Brockofficer Chief Revenue OfficerF-InKindSell279$52.46$14.64K68,933
Apr 01, 2024Griswold Kirk B.director-A-AwardBuy81--452,669
Apr 01, 2024Bentley Keith A.director, 10 percent owner A-AwardBuy3,594--17,167,773
Apr 01, 2024BENTLEY GREGORY Sdirector, 10 percent owner, officer Chairman, CEO & PresidentA-AwardBuy2,707--7,576,204
Apr 01, 2024Shaman David R.officer Chief Legal OfficerA-AwardBuy435--514,295
Apr 01, 2024Bentley Barry J.director, 10 percent owner A-AwardBuy4--12,648,225
Apr 01, 2024Ballard Brockofficer Chief Revenue OfficerA-AwardBuy51--69,212
Apr 01, 2024Andre Wernerofficer Chief Financial OfficerA-AwardBuy64--271,682
Apr 01, 2024Trimback Thomas Fofficer Chief Accounting OfficerA-AwardBuy10--9,777
Apr 01, 2024Trimback Thomas Fofficer Chief Accounting OfficerF-InKindSell184$52.22$9.61K9,593
Apr 01, 2024Bentley Raymond B.director, 10 percent owner A-AwardBuy1,285--17,190,172
Apr 01, 2024Cumins Nicholasofficer Chief Operating OfficerA-AwardBuy144--179,034

The last insider sell of Bentley Systems's stock was made by Bentley Keith A. on May 13 2024, selling 59,420 shares at $55.01 per share (valued at $3.27M).

Bentley Systems Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241616.67%
Q1 2024263281.25%
Q4 20231412116.67%
Q3 2023152268.18%
Q2 2023212875.00%
Q1 2023273187.10%
Q4 20221512125.00%
Q3 20221312108.33%
Q2 20221810180.00%
Q1 20223122140.91%
Q4 20211714121.43%
Q3 2021125223.08%
Q2 2021193850.00%
Q1 20211717100.00%
Q4 20201511136.36%
Q3 2020232979.31%
Q2 202071700.00%
Q3 2005---

1 total buy trades, and 6 total sell trades (buy/sell ratio of 0.17%) were made by Bentley Systems's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-2-
Q1 2024-10-
Q4 2023-8-
Q3 2023-10-
Q2 2023-9-
Q1 2023-10-
Q4 2022-7-
Q3 2022-7-
Q2 2022-3-
Q1 2022---
Q4 202133100.00%
Q3 2021-43-
Q2 2021-28-
Q1 2021-5-
Q4 2020-2-
Q3 2020-3-
Q2 2020---
Q3 2005---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Bentley Systems's stocks.

Bentley Systems Peer Ownership


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BLKBBlackbaud, Inc.
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CALXCalix, Inc.
BRZEBraze, Inc.
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ALRMAlarm.com Holdings, Inc.
SAPSAP SE

BSY Ownership FAQ


Bentley Systems is owned by institutional shareholders (35.25%), insiders (46.62%), and public (18.13%). The largest institutional shareholder of Bentley Systems is VANGUARD GROUP INC (7.12% of total shares) and the top mutual fund owner is AMG FUNDS (3.13% of total shares).

Bentley Systems's major institutional shareholders are VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., ARTISAN PARTNERS LIMITED PARTNERSHIP, and STATE STREET CORP. The top five shareholders own together 19.65% of the company's share outstanding.

As of Mar 2024, there are 323 institutional shareholders of Bentley Systems.

VANGUARD GROUP INC owns 22.25M shares of Bentley Systems, representing 7.12% of the company's total shares outstanding, valued at $1.16B (as of Mar 2024).

As of Mar 2024, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds 15.19M shares of Bentley Systems (BSY), compromising 4.86% of the company, valued at $793.33B.

BLACKROCK INC is the third largest holder of Bentley Systems. The company owns 14.42M of the company's shares outstanding (worth $752.85M).