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Spire Wealth Management’s Bentley Systems BSY Stock Holding History

Spire Wealth 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
-249
Closed -$12.8K – 2323
2025
Q3 		$12.8K Hold
249
– – ﹤0.01% 1663
2025
Q2 		$13.4K Sell
249
-47
-16% -$2.17K ﹤0.01% 1632
2025
Q1 		$11.6K Sell
296
-107
-27% -$4.78K ﹤0.01% 1792
2024
Q4 		$18.8K Buy
403
+80
+25% +$3.9K ﹤0.01% 1643
2024
Q3 		$16.4K Sell
323
-115
-26% -$5.66K ﹤0.01% 1497
2024
Q2 		$21.6K Sell
438
-14
-3% -$727 ﹤0.01% 1417
2024
Q1 		$23.6K Hold
452
– – ﹤0.01% 1462
2023
Q4 		$22.7K Hold
452
– – ﹤0.01% 1488
2023
Q3 		$22.7K Hold
452
– – ﹤0.01% 1454
2023
Q2 		$24.5K Hold
452
– – ﹤0.01% 1501
2023
Q1 		$19.4K Buy
452
+246
+119% +$9.78K ﹤0.01% 1629
2022
Q4 		$8K Hold
206
– – ﹤0.01% 1684
2022
Q3 		$6K Sell
206
-246
-54% -$8.99K ﹤0.01% 1685
2022
Q2 		$15K Buy
452
+71
+19% +$2.61K ﹤0.01% 1765
2022
Q1 		$17K Sell
381
-523
-58% -$20.9K ﹤0.01% 1864
2021
Q4 		$44K Buy
904
+526
+139% +$28.4K ﹤0.01% 1791
2021
Q3 		$23K Buy
378
+81
+27% +$5.17K ﹤0.01% 1794
2021
Q2 		$19K Sell
297
-436
-59% -$24K ﹤0.01% 1883
2021
Q1 		$33K Buy
+733
New +$33.5K ﹤0.01% 1928

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

Spire Wealth Management's BSY Position: Q4 2025 in Review

Spire Wealth Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 249 shares — an estimated $12.8K sold.

Spire Wealth Management first reported a position in BSY in Q1 2021 and held it in 19 quarters. The position peaked at $44K in Q4 2021. 490 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Spire Wealth Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 249 Bentley Systems shares in Q4 2025, an estimated $12.8K.
  • Spire Wealth Management first reported a position in Bentley Systems in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Bentley Systems position peaked at $44K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.