Baldwin Investment Management’s Bentley Systems BSY Stock Holding History

Baldwin Investment Management’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,743	Closed	-$782K	–	201
2024 Q4	$782K	Sell	16,743 -15,192	-48%	-$741K	0.1%	112
2024 Q3	$1.62M	Sell	31,935 -10,350	-24%	-$510K	0.2%	73
2024 Q2	$2.09M	Buy	42,285 +9,385	+29%	+$487K	0.29%	52
2024 Q1	$1.72M	Buy	32,900 +9,150	+39%	+$460K	0.23%	67
2023 Q4	$1.24M	Buy	23,750 +15,305	+181%	+$786K	0.19%	80
2023 Q3	$424K	Buy	8,445 +225	+3%	+$11.3K	0.07%	142
2023 Q2	$446K	Buy	+8,220	New	+$384K	0.07%	143

Other funds holding BSY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Baldwin Investment Management's BSY Position: Q1 2025 in Review

Baldwin Investment Management sold out of Bentley Systems (BSY) in Q1 2025, closing a stake of 16,743 shares — an estimated $782K sold.

Baldwin Investment Management first reported a position in BSY in Q2 2023 and held it in 7 quarters. The position peaked at $2.09M in Q2 2024. 436 funds tracked by Wall St. Rank hold BSY as of Q1 2025.

Baldwin Investment Management reported no remaining Bentley Systems position as of Q1 2025 after selling out during the quarter.
Baldwin Investment Management sold 16,743 Bentley Systems shares in Q1 2025, an estimated $782K.
Baldwin Investment Management first reported a position in Bentley Systems in Q2 2023 and held it in 7 quarters.
Baldwin Investment Management's Bentley Systems position peaked at $2.09M in Q2 2024.
436 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2025.

Based on Baldwin Investment Management's 13F filing for Q1 2025, filed 7 May 2025.