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Compass Financial Services’s Bentley Systems BSY Stock Holding History

Compass Financial Services’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
Q4 		– Sell
-58
Closed -$2.99K – 295
2025
Q3 		$2.99K Buy
+58
New +$3.18K ﹤0.01% 257

Other funds holding BSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Compass Financial Services's BSY Position: Q4 2025 in Review

Compass Financial Services sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 58 shares — an estimated $2.99K sold.

Compass Financial Services first reported a position in BSY in Q3 2025 and held it in 1 quarter. The position peaked at $2.99K in Q3 2025. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Compass Financial Services reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 58 Bentley Systems shares in Q4 2025, an estimated $2.99K.
  • Compass Financial Services first reported a position in Bentley Systems in Q3 2025 and held it in 1 quarter.
  • Compass Financial Services's Bentley Systems position peaked at $2.99K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.