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Net Worth Advisory Group’s Bentley Systems BSY Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-6,563
Closed -$354K – 417
2025
Q2 		$354K Buy
6,563
+226
+4% +$10.5K 0.08% 261
2025
Q1 		$249K Buy
6,337
+1,278
+25% +$57.1K 0.08% 299
2024
Q4 		$236K Sell
5,059
-1
-0% -$49 0.07% 317
2024
Q3 		$257K Buy
+5,060
New +$249K 0.08% 314

Other funds holding BSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Net Worth Advisory Group's BSY Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Bentley Systems (BSY) in Q3 2025, closing a stake of 6,563 shares — an estimated $354K sold.

Net Worth Advisory Group first reported a position in BSY in Q3 2024 and held it in 4 quarters. The position peaked at $354K in Q2 2025. 467 funds tracked by Wall St. Rank hold BSY as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Bentley Systems position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 6,563 Bentley Systems shares in Q3 2025, an estimated $354K.
  • Net Worth Advisory Group first reported a position in Bentley Systems in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Bentley Systems position peaked at $354K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.