BSY β€” BENTLEY SYS INC

Ownership history in Cache Advisors, LLC  Β·  6 quarters on record

AI Ownership Summary

Cache Advisors, LLC reported BENTLEY SYS INC (BSY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows BSY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cache Advisors, LLC's position in BENTLEY SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cache Advisors, LLC held BSY β€” position size vs. price
% of Fund (quarterly)    BSY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,279 β€” 0% 0.03% $221K 2026-04-17 $35.08
2025 Q4 REDUCED 6,279 -1,757 -21.9% 0.03% $240K 2026-01-22 $39.13
2025 Q3 ADDED 8,036 +1,757 +28.0% 0.07% $414K 2025-11-12 $44.23
2025 Q2 UNCHANGED 6,279 β€” 0% 0.09% $339K 2025-08-14 $51.48
2025 Q1 ADDED 6,279 +1,937 +44.6% 0.09% $247K 2025-05-15 $47.93
2024 Q4 INITIATED 4,342 β€” β€” 0.12% $293K 2025-02-14 $46.88

FAQ About Cache Advisors, LLC and BSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cache Advisors, LLC reported owning BSY?

Cache Advisors, LLC reported BSY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BSY position in Cache Advisors, LLC's portfolio?

The largest reported portfolio weight for BSY was 0.12% in 2024 Q4.

What is the latest reported BSY position on this page?

The most recent filing on this page is 2026 Q1, when Cache Advisors, LLC reported 6,279 shares, equal to 0.03% of portfolio, with an estimated market value of $221K.

What does the chart on this BSY ownership page compare?

The chart compares Cache Advisors, LLC's quarterly BSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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