Skip to main content

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

BSY holding history

Bentley Systems Inc in every 13F filed by NewEdge Wealth, LLC, 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)
55,804
Value
$1.67M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BSY by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,804$1.67M<0.1%−11,921−17.6%ReducedHolders
Q1 202667,725$2.38M<0.1%−37,959−35.9%ReducedHolders
Q4 2025105,684$4.03M<0.1%−19,635−15.7%ReducedHolders
Q3 2025125,319$6.08M0.1%−2,786−2.2%ReducedHolders
Q2 2025128,105$6.86M0.1%−1,445−1.1%ReducedHolders
Q1 2025129,550$5.10M0.1%+6,737+5.5%AddedHolders
Q4 2024122,813$5.74M0.1%−2,068−1.7%ReducedHolders
Q3 2024124,881$6.35M0.1%+8,031+6.9%AddedHolders
Q2 2024116,850$5.77M0.1%+2,496+2.2%AddedHolders
Q1 2024114,354$5.92M0.1%+11,267+10.9%AddedHolders
Q4 2023103,087$5.38M0.1%+3,748+3.8%AddedHolders
Q3 202399,339$4.98M0.2%+8,624+9.5%AddedHolders
Q2 202390,715$4.92M0.2%+2,994+3.4%AddedHolders
Q1 202387,721$3.77M0.1%+4,383+5.3%AddedHolders
Q4 202283,338$3.08M0.1%+5,591+7.2%AddedHolders
Q3 202277,747$2.38M0.1%+4,803+6.6%AddedHolders
Q2 202272,944$2.43M0.1%+40,089+122.0%AddedHolders
Q1 202232,855$1.45M0.1%+11,646+54.9%AddedHolders
Q4 202121,209$1.02M<0.1%+793+3.9%AddedHolders
Q3 202120,416$1.24M0.1%+2,321+12.8%AddedHolders
Q2 202118,095$1.17M0.1%−122−0.7%ReducedHolders
Q1 202118,217$855.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.