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BTRS Holdings Inc.

BTRSDelisted Dec 16, 2022
Industry
Services-Computer Programming Services
SEC CIK
0001774155

BTRS Holdings Inc. was delisted on Dec 16, 2022; its insiders filed their last Form 4 on Dec 20, 2022; 157 institutions reported holding it in 13F filings for Q3 2022, worth $1.27B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in BTRS Holdings Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
106
+2 vs. Q2 2021
Shares held
101.5M
+6.99M (+7.4%) vs. Q2 2021
Total value
$1.08B
−$112.9M (−9.5%) vs. Q2 2021
New holders
24
56 more added
Sold out
22
20 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BTRS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 106 institutions
Q1 2021: 76 institutionsQ2 2021: 104 institutionsQ3 2021: 106 institutionsQ4 2021: 131 institutionsQ1 2022: 129 institutionsQ2 2022: 119 institutionsQ3 2022: 157 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $1.08B
Q1 2021: $1.27BQ2 2021: $1.19BQ3 2021: $1.08BQ4 2021: $943.5MQ1 2022: $938.3MQ2 2022: $657.4MQ3 2022: $1.27BQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding BTRS and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 2022157$1.27B
Q2 2022119$657.4M
Q1 2022129$938.3M
Q4 2021131$943.5M
Q3 2021106$1.08B
Q2 2021104$1.19B
Q1 202176$1.27B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding BTRS Holdings Inc.; share changes are against Q2 2021.

Institutions holding BTRS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TimesSquare Capital Management, LLC4,096,675$43.6M0.38%+694,870+20.4%Added
Select Equity Group, L.P.4,651,230$49.5M0.17%−12,602−0.3%Reduced
BlackRock Inc.5,783,226$61.5M0.00%+750,255+14.9%Added
Franklin Resources Inc7,625,719$81.1M0.03%+269,634+3.7%Added
Vanguard Group Inc8,400,063$89.4M0.00%−1,177,320−12.3%Reduced
Bain Capital Venture Investors, LLC28,367,064$301.8M18.98%−3,151,895−10.0%Reduced
Portsea Asset Management LLP0$00.00%−1,109,184−100.0%Sold out
Keybank National Association0$00.00%−836,012−100.0%Sold out
Bank of Montreal0$00.00%−694,216−100.0%Sold out
Cinctive Capital Management LP0$00.00%−282,704−100.0%Sold out
Wellington Management Group LLP0$00.00%−107,391−100.0%Sold out
UBS Oconnor LLC0$00.00%−80,000−100.0%Sold out
Axiom Investors LLC0$00.00%−78,910−100.0%Sold out
Moore Capital Management, LP0$00.00%−70,000−100.0%Sold out
Shay Capital LLC0$00.00%−29,286−100.0%Sold out
Exos Asset Management LLC0$00.00%−23,360−100.0%Sold out
Squarepoint Ops LLC0$00.00%−22,311−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−18,234−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−17,374−100.0%Sold out
Engineers Gate Manager LP0$00.00%−15,154−100.0%Sold out
Virtu Financial LLC0$00.00%−12,467−100.0%Sold out
ProShare Advisors LLC0$00.00%−12,300−100.0%Sold out
Tuttle Tactical Management0$00.00%−10,246−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−10,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−7,098−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,141−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−132−100.0%Sold out
Private Capital Group, LLC0$00.00%−69−100.0%Sold out