LPL Financial
EPAY

LPL Financial’s Bottomline Technologies Inc EPAY Stock Holding History

LPL Financial’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,582
Closed -$711K – 4469
2021
Q4 		$711K Buy
12,582
+3,363
+36% +$157K ﹤0.01% 2968
2021
Q3 		$359K Buy
9,219
+2,444
+36% +$98.5K ﹤0.01% 3503
2021
Q2 		$251K Buy
6,775
+481
+8% +$19.8K ﹤0.01% 3736
2021
Q1 		$285K Sell
6,294
-246
-4% -$11.8K ﹤0.01% 3505
2020
Q4 		$345K Buy
6,540
+284
+5% +$12.9K ﹤0.01% 3097
2020
Q3 		$264K Sell
6,256
-7
-0.1% -$332 ﹤0.01% 3000
2020
Q2 		$318K Buy
6,263
+52
+0.8% +$2.32K ﹤0.01% 2794
2020
Q1 		$228K Buy
6,211
+984
+19% +$45.4K ﹤0.01% 2715
2019
Q4 		$281K Sell
5,227
-680
-12% -$30.9K ﹤0.01% 2834
2019
Q3 		$232K Buy
5,907
+609
+11% +$25.6K ﹤0.01% 2883
2019
Q2 		$233K Sell
5,298
-351
-6% -$16.3K ﹤0.01% 2915
2019
Q1 		$285K Sell
5,649
-91
-2% -$4.39K ﹤0.01% 2685
2018
Q4 		$276K Sell
5,740
-157
-3% -$9.08K ﹤0.01% 2535
2018
Q3 		$429K Sell
5,897
-1,610
-21% -$98.4K ﹤0.01% 2361
2018
Q2 		$374K Sell
7,507
-2,104
-22% -$93.9K ﹤0.01% 2447
2018
Q1 		$365K Sell
9,611
-268
-3% -$9.99K ﹤0.01% 2437
2017
Q4 		$344K Sell
9,879
-61
-0.6% -$2.04K ﹤0.01% 2373
2017
Q3 		$331K Buy
9,940
+540
+6% +$15.7K ﹤0.01% 2283
2017
Q2 		$258K Buy
+9,400
New +$231K ﹤0.01% 2410

Other funds holding EPAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
CCM
Clearfield Capital Management New York $143M AUM 158.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's EPAY Position: Q1 2022 in Review

LPL Financial sold out of Bottomline Technologies Inc (EPAY) in Q1 2022, closing a stake of 12,582 shares — an estimated $711K sold.

LPL Financial first reported a position in EPAY in Q2 2017 and held it in 19 quarters. The position peaked at $711K in Q4 2021. 226 funds tracked by Wall St. Rank hold EPAY as of Q1 2022.

  • LPL Financial reported no remaining Bottomline Technologies Inc position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 12,582 Bottomline Technologies Inc shares in Q1 2022, an estimated $711K.
  • LPL Financial first reported a position in Bottomline Technologies Inc in Q2 2017 and held it in 19 quarters.
  • LPL Financial's Bottomline Technologies Inc position peaked at $711K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2022.

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