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Sone Capital Management’s Bentley Systems BSY Stock Holding History

Sone Capital 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
2026
Q1 		$13.2M Sell
374,524
-166,801
-31% -$6.13M 1.1% 35
2025
Q4 		$20.7M Buy
+541,325
New +$24.7M 1.68% 17
2025
Q2 		– Sell
-622,385
Closed -$24.5M – 107
2025
Q1 		$24.5M Buy
622,385
+239,430
+63% +$10.7M 2.52% 5
2024
Q4 		$17.9M Buy
+382,955
New +$18.7M 2.26% 8

Other funds holding BSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Sone Capital Management's BSY Position: Q1 2026 in Review

Sone Capital Management reduced its Bentley Systems (BSY) stake by 31% in Q1 2026, selling an estimated $6.13M and leaving 374,524 shares worth $13.2M. The position accounts for 1.1% of the portfolio, ranked #35.

Sone Capital Management first reported a position in BSY in Q4 2024 and has held it in 4 quarters since. The position peaked at $24.5M in Q1 2025. 441 funds tracked by Wall St. Rank hold BSY as of Q1 2026.

  • Sone Capital Management held 374,524 shares of Bentley Systems worth $13.2M as of Q1 2026.
  • Sone Capital Management sold 166,801 Bentley Systems shares in Q1 2026, an estimated $6.13M.
  • Bentley Systems made up 1.1% of Sone Capital Management's portfolio in Q1 2026, its #35 holding.
  • Sone Capital Management first reported a position in Bentley Systems in Q4 2024 and has held it in 4 quarters since.
  • Sone Capital Management's Bentley Systems position peaked at $24.5M in Q1 2025.
  • 441 funds tracked by Wall St. Rank held Bentley Systems as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.