Amalgamated Financial’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Amalgamated Financial’s Portfolio BTRS Stock Details BTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$107K	Buy	+14,307	New	+$92.6K	﹤0.01%	2126

Other funds holding BTRS

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM

W Capital Management New York $104M AUM 22.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Amalgamated Financial's BTRS Position: Q1 2022 in Review

Amalgamated Financial opened a new position in BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q1 2022: 14,307 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #2126 among its holdings.

129 funds tracked by Wall St. Rank hold BTRS as of Q1 2022.

Amalgamated Financial held 14,307 shares of BTRS Holdings Inc. Class 1 Common Stock worth $107K as of Q1 2022.
BTRS Holdings Inc. Class 1 Common Stock was a new Amalgamated Financial position in Q1 2022.
BTRS Holdings Inc. Class 1 Common Stock made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2126 holding.
129 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.