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Mairs & Power – Power Fund's investment thesis on Bentley Systems ($BSY) — Q2 2026 | Buyside Digest

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$BSYNYSEBentley Systems

BULL

Mairs & Power – Power Fund—BSY

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$36.04USD

+6.9% vs last month

$32.26Pitched

+11.7% since pitch

Market Cap$10.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The fund initiated a new position in Bentley Systems, attracted by a disconnect between strong fundamentals and a declining stock price. Bentley provides essential...

— Andrew R. Adams & Pete J. Johnson

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MPGFX CommentaryBULL

Pitched Jun 30, 2026

The fund initiated a new position in Bentley Systems, a provider of software for designing and managing critical infrastructure. The manager is...

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