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

Echo Street 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
2020 Q3	–	Sell	-385,027	Closed	-$3.92M	–	395
2020 Q2	$3.92M	Hold	385,027	–	–	0.05%	169
2020 Q1	$3.73M	Sell	385,027 -364,973	-49%	-$3.63M	0.08%	151
2019 Q4	$7.4M	Hold	750,000	–	–	0.11%	161
2019 Q3	$7.35M	Buy	+750,000	New	+$7.37M	0.12%	150

Other funds holding BTRS

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FBCM

Fort Baker Capital Management Larkspur, California $1.27B AUM 25.46% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

SRCM

Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Echo Street Capital Management's BTRS Position: Q3 2020 in Review

Echo Street Capital Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2020, closing a stake of 385,027 shares — an estimated $3.92M sold.

Echo Street Capital Management first reported a position in BTRS in Q3 2019 and held it in 4 quarters. The position peaked at $7.4M in Q4 2019. 47 funds tracked by Wall St. Rank hold BTRS as of Q3 2020.

Echo Street Capital Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2020 after selling out during the quarter.
Echo Street Capital Management sold 385,027 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2020, an estimated $3.92M.
Echo Street Capital Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2019 and held it in 4 quarters.
Echo Street Capital Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $7.4M in Q4 2019.
47 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2020.

Based on Echo Street Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.