Here’s Why Bentley Systems (BSY) Traded Lower in Q4

1 month ago 21

Soumya Eswaran

Fri, February 20, 2026 astatine 8:25 AM CST 2 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Mid Cap Strategy returned -5.75% nett of fees compared to the Russell Midcap Growth Index’s -3.70% return. The underperformance was driven by antagonistic banal enactment successful the Technology and Industrials sectors, portion affirmative assemblage allocation effects partially eased underperformance. The Mid Cap Composite returned -4.73% nett of fees for the afloat twelvemonth 2025, trailing the benchmark instrumentality of 8.66%. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks similar Bentley Systems, Incorporated (NASDAQ:BSY). Headquartered successful Exton, Pennsylvania, Bentley Systems, Incorporated (NASDAQ:BSY) is an infrastructure engineering bundle solutions provider. On February 19, 2026, Bentley Systems, Incorporated (NASDAQ:BSY) banal closed astatine $34.17 per share. One-month instrumentality of Bentley Systems, Incorporated (NASDAQ:BSY) was -12.02%, and its shares mislaid 25.05% implicit the past 52 weeks. Bentley Systems, Incorporated (NASDAQ:BSY) has a marketplace capitalization of $10.375 billion.

Conestoga Capital Advisors stated the pursuing regarding Bentley Systems, Incorporated (NASDAQ:BSY) successful its 4th fourth 2025 capitalist letter:

"Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering bundle utilized successful the plan and cognition of transportation, utilities, and concern assets. The banal traded little arsenic gross maturation decelerated modestly and margins were affected by accrued concern successful merchandise improvement and go-to marketplace initiatives. Concerns astir task timing and public-sector spending besides weighed connected sentiment. Despite durable request for infrastructure software, the marketplace reacted to near-term execution and maturation variability."

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Bentley Systems, Incorporated (NASDAQ:BSY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge money portfolios held Bentley Systems, Incorporated (NASDAQ:BSY) astatine the extremity of the 3rd quarter, compared to 28 successful the erstwhile quarter. While we admit the imaginable of Bentley Systems, Incorporated (NASDAQ:BSY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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