BSY
Bentley Systems, Incorporated · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -13.3% ·
flujo de acciones +17.7% ·
nuevas posiciones netas -15.4%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 118 | -3 | 109.82M | $3.29B | +7 | −9 |
| Q1 2026 | 123 | -14 | 104.99M | $3.69B | +6 | −21 |
| Q4 2025 | 138 | +2 | 119.46M | $4.62B | +4 | −1 |
| Q3 2025 | 20 | 0 | 54.59M | $2.81B | +2 | −3 |
| Q2 2025 | 18 | +2 | 45.42M | $2.45B | +2 | — |
| Q1 2025 | 13 | -2 | 10.21M | $401.29M | — | −2 |
| Q4 2024 | 15 | +3 | 8.67M | $404.62M | +3 | — |
| Q3 2024 | 11 | +2 | 5.30M | $268.92M | +3 | −1 |
| Q2 2024 | 9 | — | 5.56M | $274.26M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 3.33M | -0.8% | $131.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 3.33M | -0.8% | $131.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 3.08M | +3.9% | $120.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 3.08M | +3.9% | $120.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 1.63M | +190.5% | $64.12M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 1.63M | +190.5% | $64.12M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 911.45K | +126.1% | $35.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 287.50K | +4.6% | $11.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 257.11K | +502.1% | $10.11M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 199.89K | +2112.6% | $7.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 160.50K | +11.3% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 99.76K | -59.7% | $3.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 99.76K | -59.7% | $3.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 94.12K | +1152.1% | $3.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 94.12K | +1152.1% | $3.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 54.51K | +200.7% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 53.46K | +70.4% | $2.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Norges Bank ✦ (pasivo) | 51.89K | -61.9% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Bridgewater Associates | $21.50M | era 0.1% |
| Adage Capital Partners | $700,500 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 440 tenedores, 149.73M acciones, $4.81B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.