Current position

Joel Greenblatt’s Bentley Sys Inc (BSY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares680.24KHighest verified quarter-end share count
Quarters reported19Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Bentley Sys Inc in Q4 2021. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 680.24K shares. The latest verified filing showed: Bought 1.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 1.1% more+7.48K shares · 680.24K shares reported after the change
Filing context

Quarter-end price $29.89 · Estimated holding basis $40.74

Q1 2026
Bought 133.6% more+384.70K shares · 672.76K shares reported after the change
Filing context

Quarter-end price $35.12 · Estimated holding basis $40.86

Q4 2025
Bought 8.2% more+21.86K shares · 288.05K shares reported after the change
Filing context

Quarter-end price $38.17 · Estimated holding basis $48.52

Q3 2025
Bought 228.8% more+185.23K shares · 266.19K shares reported after the change
Filing context

Quarter-end price $51.48 · Estimated holding basis $49.37

Q2 2025
Bought 51.5% more+27.51K shares · 80.97K shares reported after the change
Filing context

Quarter-end price $53.97 · Estimated holding basis $44.55

Q1 2025
Bought 70.4% more+22.08K shares · 53.46K shares reported after the change
Filing context

Quarter-end price $39.34 · Estimated holding basis $39.70

Portfolio importance

How important is Bentley Sys Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#560of 1791 reported positions
Peak portfolio weight0.1%Q1 2026
Best historical rank#365Q1 2022
At peak importanceQ1 2026
BSY
0.1%
Largest holding
17.9%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$60.892026-09-17

Market context only; not an investor transaction price.

Latest filing quarter-end price$29.89Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$40.74Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.