Bentley Systems
About: Bentley Systems is a software vendor that caters to engineers, architects, constructors, and geospatial professionals by enabling design, modeling, simulation, project management, and data management of infrastructure assets. The firm delivers solutions via the cloud, desktop, and hybrid environments. While Bentley is relatively small in comparison with peers like Autodesk, it shines in core specialty areas, like bridge or rail design, as opposed to being more broad-based in its applications. Bentley's largest end market is the public works and utilities sector, which represents approximately two thirds of revenue.
Employees: 5,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
144% more call options, than puts
Call options by funds: $33.5M | Put options by funds: $13.7M
100% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]
43% more capital invested
Capital invested by funds: $4.84B [Q1] → $6.93B (+$2.09B) [Q2]
41% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 61
4% more funds holding
Funds holding: 427 [Q1] → 444 (+17) [Q2]
1.8% more ownership
Funds ownership: 42.19% [Q1] → 43.98% (+1.8%) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 149
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Goldman Sachs Kash Rangan | 13%downside $47 | Sell Maintained | 7 Aug 2025 |
UBS Taylor McGinnis | 11%upside $60 | Neutral Maintained | 7 Aug 2025 |
Piper Sandler Clarke Jeffries | 17%upside $63 | Overweight Maintained | 7 Aug 2025 |
Oppenheimer Kristen Owen | 20%upside $65 | Outperform Maintained | 7 Aug 2025 |
Rosenblatt Blair Abernethy | 8%upside $58 | Neutral Downgraded | 7 Aug 2025 |
Financial journalist opinion
Based on 11 articles about BSY published over the past 30 days
