Compass Financial Management
BSY icon

Compass Financial Management’s Bentley Systems BSY Stock Holding History

Compass Financial 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
2026
Q3 		$32 Hold
1
– – ﹤0.01% 1714
2026
Q2 		$30 Buy
+1
New +$33 ﹤0.01% 1529

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Pictet Asset Management
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Morgan Stanley
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William Blair Investment Management
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Geode Capital Management
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Compass Financial Management's BSY Position: Q3 2026 in Review

Compass Financial Management held its Bentley Systems (BSY) position steady in Q3 2026 at 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Compass Financial Management first reported a position in BSY in Q2 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Compass Financial Management held 1 share of Bentley Systems worth $32 as of Q3 2026.
  • Compass Financial Management left its Bentley Systems share count unchanged in Q3 2026.
  • Bentley Systems made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1714 holding.
  • Compass Financial Management first reported a position in Bentley Systems in Q2 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.