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.
Q1 2022 vs. Q4 2021
How the institutions holding BTRS Holdings Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 131 | 129 | −2 |
| Shares | 120.7M | 125.5M | +4.86M (+4.0%) |
| Value | $943.5M | $938.3M | −$5.19M (−0.6%) |
New holders (19)
Institutions that held BTRS Holdings Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Senator Investment Group LP | 3,000,000 | $22.4M | 0.70% |
| Prudential Financial Inc | 314,005 | $2.35M | 0.00% |
| B. Riley Asset Management, LLC | 260,090 | $1.95M | 1.01% |
| Barclays PLC | 69,231 | $517.0K | 0.00% |
| Penbrook Management LLC | 61,490 | $460.0K | 0.30% |
| IndexIQ Advisors LLC | 55,526 | $415.0K | 0.01% |
| Los Angeles Capital Management LLC | 53,290 | $399.0K | 0.00% |
| Maverick Capital LtdSuperinvestorMaverick Capital | 16,946 | $127.0K | 0.00% |
| Amalgamated Financial Corp. | 14,307 | $107.0K | 0.00% |
| Janus Henderson Group PLC | 12,374 | $93.0K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 11,816 | $88.0K | 0.02% |
| Bayesian Capital Management, LP | 10,845 | $81.0K | 0.01% |
| Russell Investments Group, Ltd. | 10,800 | $80.0K | 0.00% |
| LPL Financial LLC | 10,288 | $77.0K | 0.00% |
| Federated Hermes, Inc. | 9,396 | $70.0K | 0.00% |
| Nisa Investment Advisors, LLC | 3,600 | $27.0K | 0.00% |
| Private Capital Group, LLC | 211 | $2.00K | 0.00% |
| CWM, LLC | 50 | $0 | 0.00% |
| Aaron Wealth Advisors | 3,463 | – | – |
Sold out (21)
Institutions that held BTRS Holdings Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Point72 Asset Management, L.P. | 300,100 | $2.35M |
| Phase 2 Partners, LLC | 249,052 | $1.95M |
| Stephens Inc | 161,700 | $1.26M |
| Canada Pension Plan Investment Board | 146,000 | $1.14M |
| Holocene Advisors, LP | 121,720 | $952.0K |
| Nomura Holdings Inc | 76,361 | $599.0K |
| Engineers Gate Manager LP | 73,337 | $573.0K |
| Dynamic Technology Lab Private Ltd | 62,986 | $493.0K |
| ExodusPoint Capital Management, LP | 57,282 | $448.0K |
| HRT Financial LP | 43,221 | $337.0K |
| Jane Street Group, LLC | 31,046 | $243.0K |
| Connor, Clark & Lunn Investment Management Ltd. | 30,862 | $241.0K |
| Tudor Investment Corp Et Al | 30,391 | $238.0K |
| Jump Financial, LLC | 22,638 | $177.0K |
| AlphaCrest Capital Management LLC | 19,800 | $155.0K |
| Qube Research & Technologies Ltd | 17,465 | $137.0K |
| UBS Group AG | 16,200 | $127.0K |
| Graham Capital Management, L.P. | 13,841 | $108.0K |
| Cresset Asset Management, LLC | 12,318 | $96.0K |
| Wolverine Asset Management LLC | 233 | $1.00K |
| Ellevest, Inc. | 23 | $0 |