Philadelphia Financial Management of San Francisco’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Philadelphia Financial Management of San Francisco’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	-184,198	Closed	-$2.97M	–	81
2020 Q4	$2.97M	Buy	+184,198	New	+$2.35M	0.77%	43

Other funds holding BTRS

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 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 $2.74B AUM 55.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's BTRS Position: Q1 2021 in Review

Philadelphia Financial Management of San Francisco sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q1 2021, closing a stake of 184,198 shares — an estimated $2.97M sold.

Philadelphia Financial Management of San Francisco first reported a position in BTRS in Q4 2020 and held it in 1 quarter. The position peaked at $2.97M in Q4 2020. 76 funds tracked by Wall St. Rank hold BTRS as of Q1 2021.

Philadelphia Financial Management of San Francisco reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q1 2021 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 184,198 BTRS Holdings Inc. Class 1 Common Stock shares in Q1 2021, an estimated $2.97M.
Philadelphia Financial Management of San Francisco first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2020 and held it in 1 quarter.
Philadelphia Financial Management of San Francisco's BTRS Holdings Inc. Class 1 Common Stock position peaked at $2.97M in Q4 2020.
76 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q1 2021.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2021, filed 17 May 2021.