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Creative Financial Designs’s Bentley Systems BSY Stock Holding History

Creative Financial Designs’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
-1,001
Closed -$51.5K – 2080
2025
Q3 		$51.5K Buy
+1,001
New +$54.8K ﹤0.01% 840
2025
Q1 		– Sell
-39
Closed -$1.82K – 2060
2024
Q4 		$1.82K Buy
+39
New +$1.9K ﹤0.01% 1608

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Creative Financial Designs's BSY Position: Q4 2025 in Review

Creative Financial Designs sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 1,001 shares — an estimated $51.5K sold.

Creative Financial Designs first reported a position in BSY in Q4 2024 and held it in 2 quarters. The position peaked at $51.5K in Q3 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Creative Financial Designs reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 1,001 Bentley Systems shares in Q4 2025, an estimated $51.5K.
  • Creative Financial Designs first reported a position in Bentley Systems in Q4 2024 and held it in 2 quarters.
  • Creative Financial Designs's Bentley Systems position peaked at $51.5K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.