13F data as of 2022-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

11778X104

FAQ

Who are the top institutional investors holding BTRS HOLDINGS INC-CL 1 (SMMCUSD)?

Major stakeholders currently include Bain Capital Venture Investors, LLC ($262.7M), Vanguard Group INC ($96.1M), Senvest Management, LLC ($74.0M). Based on the latest 13F filings, there are a total of 156 tracked investment funds and institutions maintaining positions in SMMCUSD.

What is the overall institutional sentiment toward SMMCUSD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $585.3M, driven by 21 managers accumulating shares while 12 reduced their exposure.

Which institutions have been selling or reducing their SMMCUSD positions?

In the latest period, 9 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $114.0M.

Are there any notable investors adding SMMCUSD to their portfolios?

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $189.4M.