CAC
BTRS

Cowen and Company’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Cowen and Company’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
2020
Q4 		– Sell
-28,900
Closed -$302K – 555
2020
Q3 		$302K Buy
+28,900
New +$298K 0.05% 178
2020
Q1 		– Sell
-301,078
Closed -$2.97M – 567
2019
Q4 		$2.97M Sell
301,078
-20,983
-7% -$207K 0.26% 35
2019
Q3 		$3.16M Buy
+322,061
New +$3.17M 0.8% 20

Other funds holding BTRS

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
GIP
General Industrial Partners London, United Kingdom $2.57M AUM
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
PGM
Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cowen and Company's BTRS Position: Q4 2020 in Review

Cowen and Company sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2020, closing a stake of 28,900 shares — an estimated $302K sold.

Cowen and Company first reported a position in BTRS in Q3 2019 and held it in 3 quarters. The position peaked at $3.16M in Q3 2019. 40 funds tracked by Wall St. Rank hold BTRS as of Q4 2020.

  • Cowen and Company reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2020 after selling out during the quarter.
  • Cowen and Company sold 28,900 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2020, an estimated $302K.
  • Cowen and Company first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2019 and held it in 3 quarters.
  • Cowen and Company's BTRS Holdings Inc. Class 1 Common Stock position peaked at $3.16M in Q3 2019.
  • 40 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2020.

Based on Cowen and Company's 13F filing for Q4 2020, filed 8 Feb 2021.