PP
BTRS

Paloma Partners’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Paloma Partners’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
Q2 		– Sell
-28,816
Closed -$216K – 1941
2022
Q1 		$216K Sell
28,816
-56,774
-66% -$368K 0.01% 1352
2021
Q4 		$669K Buy
85,590
+51,084
+148% +$443K 0.01% 945
2021
Q3 		$367K Buy
+34,506
New +$398K 0.01% 666
2020
Q3 		– Sell
-45,700
Closed -$466K – 2611
2020
Q2 		$466K Hold
45,700
– – 0.01% 1260
2020
Q1 		$443K Buy
+45,700
New +$455K 0.02% 546

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM
W Capital Management New York $104M AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Paloma Partners's BTRS Position: Q2 2022 in Review

Paloma Partners sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q2 2022, closing a stake of 28,816 shares — an estimated $216K sold.

Paloma Partners first reported a position in BTRS in Q1 2020 and held it in 5 quarters. The position peaked at $669K in Q4 2021. 119 funds tracked by Wall St. Rank hold BTRS as of Q2 2022.

  • Paloma Partners reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q2 2022 after selling out during the quarter.
  • Paloma Partners sold 28,816 BTRS Holdings Inc. Class 1 Common Stock shares in Q2 2022, an estimated $216K.
  • Paloma Partners first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2020 and held it in 5 quarters.
  • Paloma Partners's BTRS Holdings Inc. Class 1 Common Stock position peaked at $669K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2022.

Based on Paloma Partners's 13F filing for Q2 2022, filed 15 Aug 2022.