Bentley Systems Inc-class B (BSY) 13F Investor Activity Report (Q2 2026)

BSY ranks #1522 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

403 institutions disclose a position in BSY, but none treat it as a major bet — even Sone Capital Management, LLC, its most concentrated holder, allocates just 1.8% of its own portfolio to it.

William Blair Investment Management, LLC has added to its BSY position for two straight quarters, increasing it by $77.8M to reach $177.6M today.

Kayne Anderson Rudnick Investment Management LLC has trimmed its BSY position for two straight quarters, cutting it by $437.3M while still holding $53.7M.

BSY is down 1.4% today, but institutions show net buying of $495.1M this quarter — a divergence between today's price move and the underlying institutional flow.

BSY posted net income of $290.0M over the trailing twelve months, and currently trades at a P/E of 40.3.

• Profitable — net income of $290.0M over the trailing twelve months
• Revenue grew 12.8% year over year
• Net income improved year over year, from $254.3M to $290.0M
• Generated $538.5M in positive operating cash flow
• Current ratio of 0.56x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.99x equity — within a conventional range