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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

BSY holding history

Bentley Systems Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BSY overviewAll 13F holders of BSYFull Q2 2026 holdings

Shares (Q2 2026)
909,994
Value
$27.2M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of BSY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026909,994$27.2M<0.1%+27,624+3.1%AddedHolders
Q1 2026882,370$31.0M<0.1%+33,105+3.9%AddedHolders
Q4 2025849,265$32.4M<0.1%−25,610−2.9%ReducedHolders
Q3 2025874,875$45.0M<0.1%−271,484−23.7%ReducedHolders
Q2 20251,146,359$61.9M0.1%−209,413−15.4%ReducedHolders
Q1 20251,355,772$53.3M0.1%+10,387+0.8%AddedHolders
Q4 20241,345,385$62.8M0.1%+253,285+23.2%AddedHolders
Q3 20241,092,100$55.5M0.1%+1,042+0.1%AddedHolders
Q2 20241,091,058$53.9M0.1%+441,316+67.9%AddedHolders
Q1 2024649,742$33.9M<0.1%+477+0.1%AddedHolders
Q4 2023649,265$33.9M0.1%−3,211−0.5%ReducedHolders
Q3 2023652,476$32.7M<0.1%+2,981+0.5%AddedHolders
Q2 2023649,495$35.2M<0.1%+635,723+4,616.1%AddedHolders
Q1 202313,772$592.1K<0.1%−105,130−88.4%ReducedHolders
Q4 2022118,902$4.39M<0.1%−108,884−47.8%ReducedHolders
Q3 2022227,786$6.97M<0.1%−340,614−59.9%ReducedHolders
Q2 2022568,400$18.9M<0.1%+558,964+5,923.7%AddedHolders
Q1 20229,436$417.0K<0.1%−65−0.7%ReducedHolders
Q4 20219,501$459.0K<0.1%−24,585−72.1%ReducedHolders
Q3 202134,086$2.07M<0.1%−4,956−12.7%ReducedHolders
Q2 202139,042$2.53M<0.1%+39,042NewHolders