Bellwether Advisors’s Bentley Systems BSY Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-468	Closed	-$25.3K	–	197
2025 Q2	$25.3K	Buy	+468	New	+$21.7K	﹤0.01%	275

Other funds holding BSY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellwether Advisors's BSY Position: Q3 2025 in Review

Bellwether Advisors sold out of Bentley Systems (BSY) in Q3 2025, closing a stake of 468 shares — an estimated $25.3K sold.

Bellwether Advisors first reported a position in BSY in Q2 2025 and held it in 1 quarter. The position peaked at $25.3K in Q2 2025. 467 funds tracked by Wall St. Rank hold BSY as of Q3 2025.

Bellwether Advisors reported no remaining Bentley Systems position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 468 Bentley Systems shares in Q3 2025, an estimated $25.3K.
Bellwether Advisors first reported a position in Bentley Systems in Q2 2025 and held it in 1 quarter.
Bellwether Advisors's Bentley Systems position peaked at $25.3K in Q2 2025.
467 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.