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BM Technologies, Inc.

BMTXDelisted Feb 3, 2025
Industry
State Commercial Banks
SEC CIK
0001725872

BM Technologies, Inc. was delisted on Feb 3, 2025; its insiders filed their last Form 4 on Feb 3, 2025; 47 institutions reported holding it in 13F filings for Q4 2024, worth $27.1M in total; no superinvestor held it.

Holders of 5% or more of BMTX

Holders whose latest Schedule 13D or 13G filing reports 5% or more of BM Technologies, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of BMTX
HolderLatest formStakeChangeFirst filedLatest filingFiling
De Lisle Partners LLP13G9.50%1.14M sharesNewJan 17, 20251 filingJan 17, 2025SEC
LMR Partners LLP13G7.70%1.01M sharesNewFeb 14, 20251 filingFeb 14, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

27 Schedule 13D and 13G filings on BM Technologies, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on BMTX
Filed (ET)FilerFormStakeChangeEvent dateFiling
Apr 8, 20251:31 PM ETCSS LLC13G/A0.00%0 shares−7.74 ppfrom 7.74%Below 5%Mar 10, 2025SEC
Feb 14, 20252:13 PM ETLMR Partners LLPand 7 others13G7.70%1.01M sharesNewDec 31, 2024SEC
Feb 13, 202512:42 PM ETM3 Partners LPand 4 others13G/A0.00%0 shares–Below 5%Jan 31, 2025SEC
Feb 12, 20256:25 PM ETPacific Ridge Capital Partners, LLC13G/A4.20%503.7K shares–Below 5%Dec 31, 2024SEC
Jan 17, 202512:12 PM ETDe Lisle Partners LLP13G9.50%1.14M sharesNewOct 25, 2024SEC
Jan 2, 20252:26 PM ETCSS LLC13G7.74%1.01M sharesNewDec 24, 2024SEC
Nov 5, 2024Funicular Funds, LP13GOld format–New–SEC
Nov 4, 2024M3 Partners LP13GOld format–New–SEC
Feb 14, 2024Veradace Capital Management LLC13G/AOld format–––SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Feb 12, 2024Pacific Ridge Capital Partners, LLC13G/AOld format–––SEC
Sep 22, 2023Veradace Capital Management LLC13GOld format–New–SEC
Feb 24, 2023Walleye Capital LLC13G/AOld format–––SEC
Feb 15, 2023Walleye Capital LLC13GOld format–New–SEC
Feb 13, 2023Pacific Ridge Capital Partners, LLC13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13GOld format–New–SEC
Feb 14, 2022Pacific Ridge Capital Partners, LLC13GOld format–New–SEC
Feb 11, 2022Portolan Capital Management, LLC13G/AOld format–––SEC
Feb 16, 2021UBS Oconnor LLC13G/AOld format–––SEC
Feb 16, 2021Periscope Capital Inc.13G/AOld format–––SEC
Feb 16, 2021Oxford Asset Management LLP13G/AOld format–––SEC
Feb 12, 2021Integrated Core Strategies (US) LLC13G/AOld format–––SEC
Feb 11, 2021Weiss Asset Management LP13G/AOld format–––SEC
Feb 8, 2021Polar Asset Management Partners Inc.13G/AOld format–––SEC
Jan 15, 2021Portolan Capital Management, LLC13GOld format–New–SEC
Jan 14, 2021Schechter Private Capital, LLC13DOld format–New–SEC
Jan 11, 2021Glazer Capital, LLC13G/AOld format–––SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell BM Technologies, Inc. shares.

No Form 144 notices for BM Technologies, Inc. are on file.