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Edmond de Rothschild Holding’s Bentley Systems BSY Stock Holding History

Edmond de Rothschild Holding’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
-228
Closed -$11.7K – 571
2025
Q3 		$11.7K Hold
228
– – ﹤0.01% 528
2025
Q2 		$12.3K Hold
228
– – ﹤0.01% 520
2025
Q1 		$8.97K Hold
228
– – ﹤0.01% 539
2024
Q4 		$10.6K Sell
228
-1,286
-85% -$62.7K ﹤0.01% 569
2024
Q3 		$76.9K Sell
1,514
-252
-14% -$12.4K ﹤0.01% 491
2024
Q2 		$87.2K Sell
1,766
-277
-14% -$14.4K ﹤0.01% 512
2024
Q1 		$107K Sell
2,043
-934
-31% -$47K ﹤0.01% 500
2023
Q4 		$155K Buy
2,977
+1,169
+65% +$60.1K ﹤0.01% 458
2023
Q3 		$90.7K Sell
1,808
-38
-2% -$1.91K ﹤0.01% 500
2023
Q2 		$100K Sell
1,846
-1,925
-51% -$89.8K ﹤0.01% 502
2023
Q1 		$162K Buy
3,771
+286
+8% +$11.4K ﹤0.01% 460
2022
Q4 		$129K Hold
3,485
– – ﹤0.01% 527
2022
Q3 		$107K Buy
3,485
+53
+2% +$1.94K ﹤0.01% 556
2022
Q2 		$114K Sell
3,432
-400
-10% -$14.7K ﹤0.01% 565
2022
Q1 		$169K Buy
3,832
+311
+9% +$12.4K ﹤0.01% 522
2021
Q4 		$170K Buy
+3,521
New +$190K ﹤0.01% 556

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

Edmond de Rothschild Holding's BSY Position: Q4 2025 in Review

Edmond de Rothschild Holding sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 228 shares — an estimated $11.7K sold.

Edmond de Rothschild Holding first reported a position in BSY in Q4 2021 and held it in 16 quarters. The position peaked at $170K in Q4 2021. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Edmond de Rothschild Holding reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 228 Bentley Systems shares in Q4 2025, an estimated $11.7K.
  • Edmond de Rothschild Holding first reported a position in Bentley Systems in Q4 2021 and held it in 16 quarters.
  • Edmond de Rothschild Holding's Bentley Systems position peaked at $170K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2025, filed 17 Feb 2026.