BCM
BTRS

Beryl Capital Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Beryl Capital Management’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
2021
Q1 		– Sell
-33,062
Closed -$533K – 271
2020
Q4 		$533K Sell
33,062
-16,938
-34% -$216K 0.08% 188
2020
Q3 		$523K Buy
+50,000
New +$516K 0.09% 80

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Beryl Capital Management's BTRS Position: Q1 2021 in Review

Beryl Capital Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q1 2021, closing a stake of 33,062 shares — an estimated $533K sold.

Beryl Capital Management first reported a position in BTRS in Q3 2020 and held it in 2 quarters. The position peaked at $533K in Q4 2020. 76 funds tracked by Wall St. Rank hold BTRS as of Q1 2021.

  • Beryl Capital Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q1 2021 after selling out during the quarter.
  • Beryl Capital Management sold 33,062 BTRS Holdings Inc. Class 1 Common Stock shares in Q1 2021, an estimated $533K.
  • Beryl Capital Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2020 and held it in 2 quarters.
  • Beryl Capital Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $533K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q1 2021.

Based on Beryl Capital Management's 13F filing for Q1 2021, filed 17 May 2021.