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Forum Financial Management’s Bentley Systems BSY Stock Holding History

Forum 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
2025
Q4 		– Sell
-4,002
Closed -$206K – 1018
2025
Q3 		$206K Buy
+4,002
New +$219K ﹤0.01% 959

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 $3.37T AUM 44.26% 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

Forum Financial Management's BSY Position: Q4 2025 in Review

Forum Financial Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 4,002 shares — an estimated $206K sold.

Forum Financial Management first reported a position in BSY in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Forum Financial Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,002 Bentley Systems shares in Q4 2025, an estimated $206K.
  • Forum Financial Management first reported a position in Bentley Systems in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's Bentley Systems position peaked at $206K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.