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, Q4 2021
Institutional positions in Bottomline Technologies Inc as of Dec 31, 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
- 242
- +42 vs. Q3 2021
- Shares held
- 40.8M
- −798.6K (−1.9%) vs. Q3 2021
- Total value
- $2.31B
- +$670.1M (+41.0%) vs. Q3 2021
- New holders
- 71
- 60 more added
- Sold out
- 29
- 78 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bottomline Technologies Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $0 | 0.00% | +4 | New |
| McDonald Partners LLC | 13 | $734 | 0.00% | +13 | New |
| Absolute Capital Management, LLC | 13 | $734 | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | −445−96.9% | Reduced |
| Tarbox Family Office, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Fieldpoint Private Securities, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 27 | $2.00K | 0.00% | +27 | New |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | +40 | New |
| Dark Forest Capital Management LP | 29 | $2.00K | 0.00% | +29 | New |
| Sageworth Trust Co | 50 | $3.00K | 0.00% | −170−77.3% | Reduced |
| Quadrant Capital Group LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 71 | $4.00K | 0.00% | +22+44.9% | Added |
| Private Capital Group, LLC | 65 | $4.00K | 0.00% | +42+182.6% | Added |
| Whittier Trust Co of Nevada Inc | 100 | $6.00K | 0.00% | −800−88.9% | Reduced |
| Parkside Financial Bank & Trust | 131 | $7.00K | 0.00% | +6+4.8% | Added |
| TCI Wealth Advisors, Inc. | 157 | $9.00K | 0.00% | +59+60.2% | Added |
| Fifth Third Bancorp | 155 | $9.00K | 0.00% | +97+167.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 167 | $9.00K | 0.00% | +108+183.1% | Added |
| Sageworth Trust Co of South Dakota | 163 | $9.00K | 0.01% | +163 | New |
| Neo Ivy Capital Management | 195 | $11.0K | 0.02% | +195 | New |
| FMR LLC | 273 | $15.0K | 0.00% | +12+4.6% | Added |
| Versant Capital Management, Inc | 444 | $25.0K | 0.01% | −13−2.8% | Reduced |
| Bardin Hill Management Partners LP | 500 | $28.0K | 0.01% | +500 | New |
| Vestcor Inc | 578 | $33.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 708 | $40.0K | 0.00% | +708 | New |
| Aquatic Capital Management LLC | 700 | $40.0K | 0.08% | +700 | New |
| Sutton Wealth Advisors Inc. | 744 | $42.0K | 0.01% | +11+1.5% | Added |
| Acadian Asset Management LLC | 842 | $47.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 961 | $54.0K | 0.00% | +961 | New |
| Baystate Wealth Management LLC | 1,000 | $56.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 984 | $56.0K | 0.00% | +105+11.9% | Added |
| Tower Research Capital LLC (TRC) | 998 | $57.0K | 0.00% | −3,182−76.1% | Reduced |
| Macquarie Group Ltd | 1,054 | $60.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,142 | $64.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,282 | $72.0K | 0.00% | −994−43.7% | Reduced |
| Eagle Bay Advisors LLC | 1,359 | $77.0K | 0.05% | +431+46.4% | Added |
| Nisa Investment Advisors, LLC | 1,485 | $84.0K | 0.00% | +800+116.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,542 | $87.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 1,587 | $90.0K | 0.02% | +114+7.7% | Added |
| AdvisorNet Financial, Inc | 2,250 | $127.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,779 | $157.0K | 0.08% | +383+16.0% | Added |
| Ameritas Investment Partners, Inc. | 3,610 | $204.0K | 0.01% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 2,900 | $207.0K | 0.05% | +2,900 | New |
| MML Investors Services, LLC | 3,813 | $215.0K | 0.00% | +3,813 | New |
| Bridgefront Capital, LLC | 3,882 | $219.0K | 0.21% | +3,882 | New |
| Crossmark Global Holdings, Inc. | 3,900 | $220.0K | 0.00% | +3,900 | New |
| State of Wyoming | 3,925 | $222.0K | 0.10% | +1,383+54.4% | Added |
| Sphinx Trading, LP | 4,000 | $226.0K | 0.23% | +4,000 | New |
| Profund Advisors LLC | 4,120 | $233.0K | 0.01% | +4,120 | New |
| Citadel Advisors LLC | 4,415 | $249.0K | 0.00% | −18,863−81.0% | Reduced |
| CWM Advisors, LLC | 4,402 | $249.0K | 0.03% | −1,407−24.2% | Reduced |
| FORA Capital, LLC | 4,787 | $270.0K | 0.10% | +4,787 | New |
| Victory Capital Management Inc | 5,060 | $286.0K | 0.00% | −143−2.7% | Reduced |
| PEAK6 Investments LLC | 5,101 | $288.0K | 0.01% | +5,101 | New |
| Mutual of America Capital Management LLC | 5,285 | $298.0K | 0.00% | +40+0.8% | Added |
| Susquehanna International Group, LLP | 5,291 | $299.0K | 0.00% | −8,309−61.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,769 | $327.0K | 0.00% | +1,017+21.4% | Added |
| Everence Capital Management Inc | 5,810 | $328.0K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,899 | $333.0K | 0.07% | −8,418−58.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,191 | $350.0K | 0.00% | +1,553+33.5% | Added |
| Squarepoint Ops LLC | 6,314 | $357.0K | 0.00% | +985+18.5% | Added |
| Public Employees Retirement Association of Colorado | 6,360 | $359.0K | 0.00% | −337,168−98.1% | Reduced |
| Marshall Financial Group LLC | 6,350 | $359.0K | 0.13% | +6,350 | New |
| Wolverine Trading, LLC | 6,385 | $361.0K | 0.00% | +6,385 | New |
| Cim Investment Mangement Inc | 6,592 | $372.0K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6,603 | $373.0K | 0.03% | +893+15.6% | Added |
| US Bancorp | 6,686 | $377.0K | 0.00% | +215+3.3% | Added |
| Lapides Asset Management, LLC | 7,000 | $395.0K | 0.17% | −34,100−83.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,085 | $400.0K | 0.01% | +7,085 | New |
| Qube Research & Technologies Ltd | 7,116 | $402.0K | 0.00% | +7,116 | New |
| FDx Advisors, Inc. | 7,299 | $412.0K | 0.01% | +627+9.4% | Added |
| Trexquant Investment LP | 7,392 | $417.0K | 0.03% | −3,147−29.9% | Reduced |
| Teton Advisors, Inc. | 7,600 | $429.0K | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 7,700 | $435.0K | 0.00% | +7,700 | New |
| Pitcairn Co | 7,770 | $439.0K | 0.03% | +776+11.1% | Added |
| NJ State Employees Deferred Compensation Plan | 8,000 | $452.0K | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 8,241 | $465.0K | 0.00% | −2,260−21.5% | Reduced |
| Vident Investment Advisory, LLC | 8,269 | $467.0K | 0.01% | +1,163+16.4% | Added |
| Teacher Retirement System of Texas | 8,760 | $495.0K | 0.00% | +1,502+20.7% | Added |
| Ironwood Investment Management LLC | 8,825 | $498.0K | 0.25% | +8,825 | New |
| Handelsbanken Fonder AB | 9,023 | $510.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,139 | $516.0K | 0.00% | +9,139 | New |
| Royce & Associates LP | 9,800 | $553.0K | 0.00% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 10,000 | $565.0K | 0.29% | −20,000−66.7% | Reduced |
| We Are One Seven, LLC | 10,049 | $567.0K | 0.06% | +343+3.5% | Added |
| Virtu Financial LLC | 10,054 | $568.0K | 0.06% | +10,054 | New |
| Janney Montgomery Scott LLC | 10,244 | $578.0K | 0.00% | +5,040+96.8% | Added |
| Bank of Montreal | 10,825 | $611.0K | 0.00% | −3,137−22.5% | Reduced |
| ProShare Advisors LLC | 11,015 | $622.0K | 0.00% | +4,327+64.7% | Added |
| Teachers Retirement System of the State of Kentucky | 11,030 | $623.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,387 | $643.0K | 0.01% | −879−7.2% | Reduced |
| BCK Capital Management LP | 12,100 | $683.0K | 0.46% | +12,100 | New |
| Arizona State Retirement System | 12,216 | $690.0K | 0.01% | −147−1.2% | Reduced |