Bottomline Technologies Inc
EPAYDelisted May 13, 2022- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001073349
Bottomline Technologies Inc was delisted on May 13, 2022; its insiders filed their last Form 4 on May 17, 2022; 224 institutions reported holding it in 13F filings for Q1 2022, worth $2.22B in total; no superinvestor held it.
13F holders, Q3 2021
Institutional positions in Bottomline Technologies 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
- 204
- −4 vs. Q2 2021
- Shares held
- 41.7M
- +706.9K (+1.7%) vs. Q2 2021
- Total value
- $1.64B
- +$117.8M (+7.8%) vs. Q2 2021
- New holders
- 24
- 66 more added
- Sold out
- 28
- 78 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPAY 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 1 | $2.00K |
| Q2 2022 | 1 | $2.00K |
| Q1 2022 | 224 | $2.22B |
| Q4 2021 | 242 | $2.31B |
| Q3 2021 | 204 | $1.64B |
| Q2 2021 | 210 | $1.52B |
| Q1 2021 | 206 | $1.87B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Bottomline Technologies Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $0 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 12 | $0 | 0.00% | +12 | New |
| Tarbox Family Office, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $1.00K | 0.00% | +19 | New |
| Fieldpoint Private Securities, LLC | 27 | $1.00K | 0.00% | +27 | New |
| West Paces Advisors Inc. | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 59 | $2.00K | 0.00% | +33+126.9% | Added |
| Fifth Third Bancorp | 58 | $2.00K | 0.00% | +58 | New |
| Manchester Capital Management LLC | 49 | $2.00K | 0.00% | +49 | New |
| Column Capital Advisors, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 98 | $4.00K | 0.00% | +98 | New |
| Parkside Financial Bank & Trust | 125 | $5.00K | 0.00% | +115+1,150.0% | Added |
| Meeder Asset Management Inc | 163 | $6.00K | 0.00% | +145+805.6% | Added |
| Sageworth Trust Co | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 261 | $10.0K | 0.00% | +82+45.8% | Added |
| Liberty Wealth Management LLC | 334 | $15.0K | 0.01% | +167+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 459 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 457 | $18.0K | 0.01% | +114+33.2% | Added |
| Vestcor Inc | 578 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 602 | $24.0K | 0.00% | −13−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 685 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 733 | $28.8K | 0.01% | +219+42.6% | Added |
| Acadian Asset Management LLC | 842 | $33.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 879 | $35.0K | 0.00% | +82+10.3% | Added |
| Whittier Trust Co of Nevada Inc | 900 | $35.0K | 0.00% | +900 | New |
| Eagle Bay Advisors LLC | 928 | $36.0K | 0.02% | −95−9.3% | Reduced |
| Baystate Wealth Management LLC | 1,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,054 | $41.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,142 | $44.0K | 0.00% | +392+52.3% | Added |
| Group One Trading, L.P. | 1,468 | $58.0K | 0.00% | −437−22.9% | Reduced |
| Tortoise Index Solutions, LLC | 1,473 | $58.0K | 0.01% | −160−9.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,542 | $61.0K | 0.00% | +1,542 | New |
| Point72 Hong Kong Ltd | 1,958 | $77.0K | 0.01% | +1,958 | New |
| AdvisorNet Financial, Inc | 2,250 | $88.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 2,276 | $89.0K | 0.00% | −433−16.0% | Reduced |
| Truvestments Capital LLC | 2,396 | $94.0K | 0.05% | +102+4.4% | Added |
| State of Wyoming | 2,542 | $100.0K | 0.06% | −277−9.8% | Reduced |
| Heritage Wealth Management, LLC | 2,646 | $104.0K | 0.04% | +427+19.2% | Added |
| Ameritas Investment Partners, Inc. | 3,610 | $142.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,180 | $164.0K | 0.00% | +3,074+277.9% | Added |
| UBS Group AG | 4,254 | $167.0K | 0.00% | −15,140−78.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,638 | $182.0K | 0.00% | −888−16.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,752 | $187.0K | 0.00% | +323+7.3% | Added |
| Simplex Trading, LLC | 5,117 | $192.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,204 | $204.0K | 0.00% | −4,355−45.6% | Reduced |
| Victory Capital Management Inc | 5,203 | $204.0K | 0.00% | −233−4.3% | Reduced |
| Mutual of America Capital Management LLC | 5,245 | $206.0K | 0.00% | −346−6.2% | Reduced |
| Squarepoint Ops LLC | 5,329 | $209.0K | 0.00% | −4,360−45.0% | Reduced |
| HSBC Holdings PLC | 5,399 | $214.0K | 0.00% | −4,948−47.8% | Reduced |
| Zions Bancorporation, N.A. | 5,710 | $224.0K | 0.02% | +493+9.4% | Added |
| CWM Advisors, LLC | 5,809 | $228.0K | 0.03% | −1,319−18.5% | Reduced |
| Everence Capital Management Inc | 5,810 | $228.0K | 0.02% | 00.0% | Unchanged |
| American Capital Management Inc | 6,286 | $247.0K | 0.01% | −1,335−17.5% | Reduced |
| US Bancorp | 6,471 | $254.0K | 0.00% | +38+0.6% | Added |
| Cim Investment Mangement Inc | 6,592 | $259.0K | 0.08% | +6,592 | New |
| FDx Advisors, Inc. | 6,672 | $262.0K | 0.01% | +337+5.3% | Added |
| ProShare Advisors LLC | 6,688 | $263.0K | 0.00% | −5,867−46.7% | Reduced |
| SG Americas Securities, LLC | 6,758 | $265.0K | 0.00% | +2,261+50.3% | Added |
| Pitcairn Co | 6,994 | $275.0K | 0.02% | −766−9.9% | Reduced |
| Vident Investment Advisory, LLC | 7,106 | $279.0K | 0.01% | −1,137−13.8% | Reduced |
| Psagot Investment House Ltd. | 7,120 | $280.0K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7,120 | $280.0K | 0.05% | +7,120 | New |
| Teacher Retirement System of Texas | 7,258 | $285.0K | 0.00% | +1,437+24.7% | Added |
| Teton Advisors, Inc. | 7,600 | $299.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,801 | $306.0K | 0.00% | −35,386−81.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 8,000 | $314.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 8,889 | $349.0K | 0.02% | −2,532−22.2% | Reduced |
| Handelsbanken Fonder AB | 9,023 | $354.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 9,219 | $359.0K | 0.00% | +2,444+36.1% | Added |
| Royce & Associates LP | 9,800 | $385.0K | 0.00% | 00.0% | Unchanged |
| Rinet Co LLC | 10,000 | $393.0K | 0.07% | −5,000−33.3% | Reduced |
| HRT Financial LP | 10,501 | $412.0K | 0.00% | +10,501 | New |
| Trexquant Investment LP | 10,539 | $414.0K | 0.03% | +3,963+60.3% | Added |
| Teachers Retirement System of the State of Kentucky | 11,030 | $433.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 11,032 | $433.0K | 0.06% | +5,146+87.4% | Added |
| Cresset Asset Management, LLC | 11,373 | $446.0K | 0.01% | +3,945+53.1% | Added |
| We Are One Seven, LLC | 9,706 | $449.0K | 0.06% | +72+0.7% | Added |
| Metropolitan Life Insurance Co | 12,266 | $481.8K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,363 | $486.0K | 0.00% | +125+1.0% | Added |
| State of Tennessee, Treasury Department | 12,524 | $492.0K | 0.00% | −9,114−42.1% | Reduced |
| Natixis Advisors, L.P. | 13,522 | $531.0K | 0.00% | +802+6.3% | Added |
| Susquehanna International Group, LLP | 13,600 | $534.0K | 0.00% | −6,204−31.3% | Reduced |
| Montecito Bank & Trust | 14,000 | $550.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,206 | $558.0K | 0.00% | +1,211+9.3% | Added |
| Nicolet Bankshares Inc | 14,317 | $562.0K | 0.14% | −80−0.6% | Reduced |
| Bank of Montreal | 13,962 | $567.0K | 0.00% | −179−1.3% | Reduced |
| MetLife Investment Management | 15,184 | $596.4K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,476 | $618.0K | 0.02% | +15,476 | New |
| Oregon Public Employees Retirement Fund | 15,756 | $619.0K | 0.01% | −100−0.6% | Reduced |
| Eaton Vance Management | 17,771 | $650.0K | 0.00% | +342+2.0% | Added |
| Seascape Capital Management | 18,000 | $707.0K | 0.36% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,772 | $737.0K | 0.00% | −27,600−59.5% | Reduced |
| Louisiana State Employees Retirement System | 19,000 | $746.0K | 0.02% | +1,300+7.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,389 | $762.0K | 0.00% | +19,389 | New |
| Price T Rowe Associates Inc | 19,611 | $770.0K | 0.00% | +81+0.4% | Added |