Bentley Systems (BSY) Reported the 13th Quarter of Double-Digit ARR Growth

CONESTOGA CAPIGAL ADVISORS, a asset management company, has released an investor speech in the second quarter of 2025. A copy of the message can be downloaded here. The second quarter began with a bad start historically, but later gained momentum with low tariff fears, and market fluctuations decreased significantly. Constoga Mid Cap Composite has returned by 3.46 % in a quarter, leaving the Rusell Mid Cap Growth Index by 18.20 %. After the strong first quarter in 2025, the investor’s enthusiasm turned towards high beta and AI shares in the wake of “Tahrir Day” ads, creating a narrow leadership group that constitutes challenges of the mid -maximum strategy in the second quarter. Please review the 5 best possesses in the box to gain an insight into their main choices for 2025.

In the investor’s speech in the second quarter of 2025, Constoga Capital Advisors such as Bentley Systems, Incorporated (Nasdaq: BSY). Bentley Systems, Incorporated (Nasdaq: BSY) is an provider of infrastructure engineering solutions. Bentley Systems for one month, Incorporated (NASDAQ: BSY) reached 8.56 %, and has gained 20.63 % of its value over the past 52 weeks. On July 25, 2025, Bentley Systems, Incorporated (Nasdaq: BSY) closed at $ 58.59 per share, with a marketing of a market of $ 17.775 billion.

The following in terms of Bentley Systems, Incorporated (Nasdaq: BSY) in the investor letter in the second quarter 2025:

“Bentley Systems, Incorporated (NASDAQ: BSY), provider of the infrastructure engineering program, outperformed the standard in 2Q, where it presented its thirteenth quarter in a row from the growth of repeated annual revenue (ARR). The administration witnessed a force in public works, facilities, and young/medium clients, in addition to the elastic infrastructure spending environment, supported by the flow in government financing (IIJA). “

A computer engineer in front of his screen monitors a 3D model of the building, which represents the company’s open applications and open simulation applications.

Bentley Systems, Incorporated (Nasdaq: BSY) is not listed in our list with 30 more popular shares among hedge boxes. According to our database, 38 Bentley Systems, Incorporated (Nasdaq: Bsy) at the end of the first quarter compared to 35 in the previous quarter. Bentley Systems, Incorporated (NASDAQ: BSY) reported the total revenue of $ 371 million for the first quarter, which represents an increase of 10 % compared to the previous year and a 11 % increase on a fixed currency. While we acknowledge the potential of Bentley, Incorporated (Nasdaq: BSY) as an investment, we believe that some of the shares of artificial intelligence provides greater potential and carry less risks on the downside. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.