BTRS Holdings Inc (BTRS) Ownership

9.49 ↑0.00 (0.00%)

As of December 15, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BAIN CAPITAL VENTURE INVESTORS, LLC is the biggest individual institutional holder of BTRS Holdings Inc (BTRS), owning a total of 28.4 million shares. Combined, the top 35 institutional holders of BTRS own 71.57% of the company with a total of 120 million shares.

In the latest ownership report on September 30th 2022, the top 35 institutional holders increased their combined ownership of BTRS by 23.1 million shares. 22 institutions bought 31,326,192 total additional shares and increased their ownership by an average of 24.33%. However 7 institutions sold 8,221,413 total shares and decreased their ownership by an average of 19.53%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BTRS Holdings increased by a net total of 23,104,779 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BAIN CAPITAL VENTURE INVESTORS, LLC	16.908%	0.000%	28,367,064	0	2022-09-30
Vanguard Group Inc	6.188%	4.993%	10,381,868	493,695	2022-09-30
RIMA MANAGEMENT, LLC	4.764%	-41.671%	7,992,727	-5,709,999	2022-09-30
BlackRock Inc	4.617%	1.089%	7,746,121	83,429	2022-09-30
Morgan Stanley - Brokerage Accounts	4.317%	43.432%	7,242,413	2,193,051	2022-09-30
Pentwater Capital Management LP	3.194%	0.000%	5,359,000	5,359,000	2022-09-30
Omni Event Management Ltd	3.088%	0.000%	5,180,398	5,180,398	2022-09-30
TimesSquare Capital Management, LLC	2.627%	-7.178%	4,407,508	-340,835	2022-09-30
BROADWOOD CAPITAL Inc	2.521%	6.334%	4,229,652	251,951	2022-09-30
Junked Platinum Investment Management Ltd	1.785%	0.000%	2,994,437	0	2022-09-30
Water Island Capital LLC	1.483%	0.000%	2,488,010	2,488,010	2022-09-30
Franklin Resources Inc	1.401%	0.067%	2,350,283	1,572	2022-09-30
Test Hedge Fund Mgmt	1.370%	0.000%	2,298,842	2,298,842	2022-09-30
Macquarie Group Ltd	1.344%	-4.077%	2,254,798	-95,833	2022-09-30
Artisan Partners Limited Partnership	1.331%	-1.342%	2,232,814	-30,370	2022-09-30
Glazer Capital, LLC	1.167%	0.000%	1,957,054	1,957,054	2022-09-30
Westchester Capital Management LLC	1.106%	0.000%	1,855,461	1,855,461	2022-09-30
State Street Corporation	1.090%	-5.012%	1,828,006	-96,458	2022-09-30
Tudor Investment Corp Et AL	1.088%	0.000%	1,825,662	1,825,662	2022-09-30
Geode Capital Management, LLC	1.012%	8.529%	1,697,881	133,438	2022-09-30
Senator Investment Group LP	0.894%	-50.000%	1,500,000	-1,500,000	2022-09-30
Woodline Partners LP	0.793%	0.000%	1,330,312	1,330,312	2022-09-30
Phase 2 Partners, LLC	0.781%	68.984%	1,309,961	534,764	2022-09-30
Cooper Creek Partners Management LLC	0.719%	-27.462%	1,183,133	-447,918	2022-09-30
Goldman Sachs Group Inc	0.715%	92.522%	1,176,671	565,482	2022-09-30
Magnetar Financial LLC	0.638%	0.000%	1,070,917	1,070,917	2022-09-30
Man Group PLC	0.520%	0.000%	871,709	871,709	2022-09-30
Visa Inc	0.498%	0.000%	836,012	0	2022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.495%	0.000%	831,200	831,200	2022-09-30
Two Sigma Investments LLC	0.440%	309.355%	738,067	557,767	2022-09-30
First Trust Capital Management L.P.	0.438%	0.000%	735,328	735,328	2022-09-30
AXA SA	0.422%	0.000%	707,150	707,150	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BAIN CAPITAL VENTURE INVESTORS, LLC	16.908%	0.000%	28,367,064	0	2022-09-30
Vanguard Group Inc	6.188%	4.993%	10,381,868	493,695	2022-09-30
RIMA MANAGEMENT, LLC	4.764%	-41.671%	7,992,727	-5,709,999	2022-09-30
BlackRock Inc	4.617%	1.089%	7,746,121	83,429	2022-09-30
Morgan Stanley - Brokerage Accounts	4.317%	43.432%	7,242,413	2,193,051	2022-09-30
Pentwater Capital Management LP	3.194%	0.000%	5,359,000	5,359,000	2022-09-30
Omni Event Management Ltd	3.088%	0.000%	5,180,398	5,180,398	2022-09-30
TimesSquare Capital Management, LLC	2.627%	-7.178%	4,407,508	-340,835	2022-09-30
BROADWOOD CAPITAL Inc	2.521%	6.334%	4,229,652	251,951	2022-09-30
Junked Platinum Investment Management Ltd	1.785%	0.000%	2,994,437	0	2022-09-30
Water Island Capital LLC	1.483%	0.000%	2,488,010	2,488,010	2022-09-30
Franklin Resources Inc	1.401%	0.067%	2,350,283	1,572	2022-09-30
Test Hedge Fund Mgmt	1.370%	0.000%	2,298,842	2,298,842	2022-09-30
Macquarie Group Ltd	1.344%	-4.077%	2,254,798	-95,833	2022-09-30
Artisan Partners Limited Partnership	1.331%	-1.342%	2,232,814	-30,370	2022-09-30
Glazer Capital, LLC	1.167%	0.000%	1,957,054	1,957,054	2022-09-30
Westchester Capital Management LLC	1.106%	0.000%	1,855,461	1,855,461	2022-09-30
State Street Corporation	1.090%	-5.012%	1,828,006	-96,458	2022-09-30
Tudor Investment Corp Et AL	1.088%	0.000%	1,825,662	1,825,662	2022-09-30
Geode Capital Management, LLC	1.012%	8.529%	1,697,881	133,438	2022-09-30
Senator Investment Group LP	0.894%	-50.000%	1,500,000	-1,500,000	2022-09-30
Woodline Partners LP	0.793%	0.000%	1,330,312	1,330,312	2022-09-30
Phase 2 Partners, LLC	0.781%	68.984%	1,309,961	534,764	2022-09-30
Cooper Creek Partners Management LLC	0.719%	-27.462%	1,183,133	-447,918	2022-09-30
Ameriprise Financial Inc	0.717%	-1.760%	1,179,733	-21,140	2022-06-30
Goldman Sachs Group Inc	0.715%	92.522%	1,176,671	565,482	2022-09-30
Magnetar Financial LLC	0.638%	0.000%	1,070,917	1,070,917	2022-09-30
FMR Inc	0.569%	-73.856%	936,548	-2,645,686	2022-06-30
Northern Trust Corp	0.531%	1.243%	873,621	10,729	2022-06-30
Man Group PLC	0.520%	0.000%	871,709	871,709	2022-09-30
Visa Inc	0.498%	0.000%	836,012	0	2022-09-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.495%	0.000%	831,200	831,200	2022-09-30
Two Sigma Investments LLC	0.440%	309.355%	738,067	557,767	2022-09-30
First Trust Capital Management L.P.	0.438%	0.000%	735,328	735,328	2022-09-30
AXA SA	0.422%	0.000%	707,150	707,150	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of BTRS Holdings Inc (BTRS), owning a total of 3.3 million shares. Combined, the top 50 mutual fund holders of BTRS own 23.22% of the company with a total of 39 million shares.

In the latest ownership report on November 30th 2022, the top 50 fund holders increased their combined ownership of BTRS by 3.2 million shares. 15 funds bought 3,348,929 total additional shares and increased their ownership by an average of 7.91%. However 5 funds sold 171,856 total shares and decreased their ownership by an average of 9.86%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BTRS Holdings increased by a net total of 3,177,073 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.987%	0.000%	3,333,418	0	2022-11-30
Vanguard Small Cap Index	1.729%	0.008%	2,900,481	238	2022-11-30
Arbitrage R	1.474%	0.000%	2,473,118	2,473,118	2022-11-30
iShares Russell 2000 ETF	1.397%	-0.084%	2,342,911	-1,960	2022-11-30
Vanguard Small Cap Growth Index Inv	1.010%	1.135%	1,694,891	19,018	2022-11-30
Vanguard Extended Market Index Investor	0.692%	0.330%	1,160,109	3,814	2022-11-30
Fidelity® Small Cap Index	0.473%	0.332%	793,692	2,623	2022-11-30
iShares Russell 2000 Growth ETF	0.469%	0.238%	787,152	1,866	2022-11-30
Vanguard Information Technology ETF	0.431%	-11.710%	723,023	-95,892	2022-11-30
AXAWF Next Generation I Cap EUR	0.422%	0.000%	707,150	0	2022-11-30
FranklinK2 Bardin Hill Arb EBPFaccUSD	0.313%	19.647%	524,885	86,191	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.300%	3.433%	503,100	16,700	2022-11-30
Fidelity® Extended Market Index	0.254%	0.000%	426,887	0	2022-11-30
Franklin K2 Alt Strats I(acc)USD	0.197%	19.916%	330,020	54,810	2022-11-30
GSF II GS Glb Mlt-Mgr Alts R USD Inc	0.163%	0.000%	273,662	273,662	2022-11-30
GuideStone Funds Small Cap Equity Instl	0.150%	-19.898%	251,600	-62,500	2022-11-30
Water Island Event-Driven Fund I	0.126%	0.000%	211,865	211,865	2022-11-30
Janus HndrsnGlbl Mlt-Strat E2 EUR	0.101%	0.000%	168,797	0	2022-11-30
AltShares Merger Arbitrage ETF	0.098%	0.000%	164,971	164,971	2022-11-30
iShares Russell 2000 Small-Cap Idx Instl	0.093%	27.494%	156,548	33,759	2022-11-30
TIAA-CREF Small-Cap Blend Idx Inst	0.080%	0.033%	134,309	44	2022-11-30
TIAA-CREF Equity Index Instl	0.041%	0.000%	69,174	0	2022-11-30
Zacks Small-Cap Core Inv	0.041%	-12.850%	68,838	-10,150	2022-11-30
Fidelity® Small Cap Growth Index	0.016%	-4.771%	27,026	-1,354	2022-11-30
Neuberger Berman Abs Ret Multi-Mgr Instl	0.012%	46.126%	19,800	6,250	2022-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.987%	0.000%	3,333,418	0	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.962%	0.031%	3,292,018	1,035	2022-09-30
Vanguard Small Cap Index	1.729%	0.008%	2,900,481	238	2022-11-30
Arbitrage R	1.474%	0.000%	2,473,118	2,473,118	2022-11-30
iShares Russell 2000 ETF	1.397%	-0.084%	2,342,911	-1,960	2022-11-30
Franklin US Small Cap Growth Equity	1.254%	0.000%	2,103,900	0	2022-09-30
Man GLG Event Driven Alternative IN USD	1.121%	175.189%	1,880,735	1,197,300	2022-10-31
Vanguard Small Cap Growth Index Inv	1.010%	1.135%	1,694,891	19,018	2022-11-30
Delaware Ivy Small Cap Growth C	0.990%	0.000%	1,661,474	0	2022-09-30
The Merger Fund A	0.925%	0.000%	1,552,230	1,552,230	2022-09-30
Empower Small Cap Growth/TimesSquare SP	0.888%	-7.327%	1,489,980	-117,800	2022-09-30
Artisan U.S. Small-Cap Growth	0.767%	-1.770%	1,287,546	-23,199	2022-09-30
Artisan Small Cap Investor	0.767%	-1.770%	1,287,546	-23,199	2022-09-30
Vanguard Extended Market Index Investor	0.692%	0.330%	1,160,109	3,814	2022-11-30
Fidelity® Small Cap Index	0.473%	0.332%	793,692	2,623	2022-11-30
iShares Russell 2000 Growth ETF	0.469%	0.238%	787,152	1,866	2022-11-30
TimesSquare CIT Small Cap Growth A	0.447%	-4.616%	750,100	-36,300	2022-09-30
First Trust Merger Arbitrage Cl I	0.434%	0.000%	727,295	727,295	2022-09-30
Vanguard Information Technology ETF	0.431%	-11.710%	723,023	-95,892	2022-11-30
AXAWF Next Generation I Cap EUR	0.422%	0.000%	707,150	0	2022-11-30
FranklinK2 Bardin Hill Arb EBPFaccUSD	0.313%	19.647%	524,885	86,191	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.300%	3.433%	503,100	16,700	2022-11-30
Xtrackers ShortDAX Daily Swap ETF 1C	0.286%	0.000%	480,362	480,362	2022-09-30
Fidelity Advisor® Stock Selec Mid Cp I	0.272%	0.000%	447,800	0	2022-09-30
iMGP Alt Strats Instl	0.264%	50.193%	443,611	148,251	2022-10-31
Fidelity® Extended Market Index	0.254%	0.000%	426,887	0	2022-11-30
Franklin K2 Alt Strats I(acc)USD	0.197%	19.916%	330,020	54,810	2022-11-30
GSF II GS Glb Mlt-Mgr Alts R USD Inc	0.163%	0.000%	273,662	273,662	2022-11-30
GuideStone Funds Small Cap Equity Instl	0.150%	-19.898%	251,600	-62,500	2022-11-30
AQR Diversified Arbitrage I	0.127%	0.000%	213,543	213,543	2022-09-30
Water Island Event-Driven Fund I	0.126%	0.000%	211,865	211,865	2022-11-30
Northern Trust Russell 2000 Growth Index	0.118%	-9.525%	197,843	-20,829	2022-09-30
BlackRock Extended Mkt Composite	0.113%	0.991%	189,083	1,856	2022-09-30
Delaware Ivy VIP Small Cap Growth II	0.104%	-39.720%	174,112	-114,725	2022-09-30
Janus HndrsnGlbl Mlt-Strat E2 EUR	0.101%	0.000%	168,797	0	2022-11-30
AltShares Merger Arbitrage ETF	0.098%	0.000%	164,971	164,971	2022-11-30
iShares Russell 2000 Small-Cap Idx Instl	0.093%	27.494%	156,548	33,759	2022-11-30
SFT Ivy® Small Cap Growth	0.084%	2.062%	140,969	2,848	2022-09-30
TIAA-CREF Small-Cap Blend Idx Inst	0.080%	0.033%	134,309	44	2022-11-30
Virtus Westchester Event-Driven Fd I	0.076%	0.000%	128,209	128,209	2022-09-30
Russell Personalized DI All Cap SMA	0.059%	0.000%	99,484	0	2022-09-30
TIAA-CREF Equity Index Instl	0.041%	0.000%	69,174	0	2022-11-30
Zacks Small-Cap Core Inv	0.041%	-12.850%	68,838	-10,150	2022-11-30
TimesSquare Capital Small Cap Growth	0.039%	-5.309%	66,000	-3,700	2022-09-30
Ivy Small Cap Growth Composite	0.025%	2.620%	41,251	1,053	2022-09-30
Fidelity® Small Cap Growth Index	0.016%	-4.771%	27,026	-1,354	2022-11-30
Neuberger Berman Abs Ret Multi-Mgr Instl	0.012%	46.126%	19,800	6,250	2022-11-30
The Merger Fund VL I	0.012%	0.000%	19,463	19,463	2022-09-30
ON BlackRock Advantage Small Cap Gr Port	0.011%	0.000%	17,554	0	2022-09-30
UBS (CH) IF Eqs Glbl Sm Cp Pasv II I-X	0.008%	0.000%	14,167	0	2022-10-31