Bentley Systems Inc · Brief

Next report

2 days

Nov 4 · before openest.Q3 FY26

Expected move

±3.7%implied · report alone

39.3942.41

straddle ±8.3%

spot 40.90exp Nov 20ATM strike 40ATM straddle 3.98IV 50%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26±8.9%▼−1.89%×0.21

quarterimplied−10%0+10%realized×

Q2 FY26±8.9%▼−1.89%×0.21

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · est.

Bull2 of 3

4disclosed supplier and customer ties in SEC filingsSEC filings

398managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

4tracked funds holding the companyN-PORT · Jul 31 '26

36managers holding the majority of reported value13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

BSY report session

No linked exposure.

Oct 21impliedImplied move: ±9.5% into Nov 4 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.