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Stone House Investment Management’s Bentley Systems BSY Stock Holding History

Stone House Investment 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
-10
Closed -$515 – 867
2025
Q3 		$515 Sell
10
-170
-94% -$9.31K ﹤0.01% 650
2025
Q2 		$9.71K Buy
+180
New +$8.33K ﹤0.01% 267

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 $34B AUM 6.31% 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 $1.66T AUM 25.57% 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 $7.09B AUM 17.35% 1-Year Est. Return

Stone House Investment Management's BSY Position: Q4 2025 in Review

Stone House Investment Management sold out of Bentley Systems (BSY) in Q4 2025, closing a stake of 10 shares — an estimated $515 sold.

Stone House Investment Management first reported a position in BSY in Q2 2025 and held it in 2 quarters. The position peaked at $9.71K in Q2 2025. 489 funds tracked by Wall St. Rank hold BSY as of Q4 2025.

  • Stone House Investment Management reported no remaining Bentley Systems position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 10 Bentley Systems shares in Q4 2025, an estimated $515.
  • Stone House Investment Management first reported a position in Bentley Systems in Q2 2025 and held it in 2 quarters.
  • Stone House Investment Management's Bentley Systems position peaked at $9.71K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Bentley Systems as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.