Private Capital Group’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Private Capital Group’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	$1K	Hold	211	–	–	﹤0.01%	1833
2022 Q1	$2K	Buy	+211	New	+$1.37K	﹤0.01%	1854
2021 Q3	–	Sell	-69	Closed	-$1K	–	2227
2021 Q2	$1K	Buy	+69	New	+$997	﹤0.01%	2058

Other funds holding BTRS

BCVI

Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

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

WCM

W Capital Management New York $104M AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

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

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Private Capital Group's BTRS Position: Q2 2022 in Review

Private Capital Group held its BTRS Holdings Inc. Class 1 Common Stock (BTRS) position steady in Q2 2022 at 211 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Private Capital Group first reported a position in BTRS in Q2 2021 and has held it in 3 quarters since. The position peaked at $2K in Q1 2022. 119 funds tracked by Wall St. Rank hold BTRS as of Q2 2022.

Private Capital Group held 211 shares of BTRS Holdings Inc. Class 1 Common Stock worth $1K as of Q2 2022.
Private Capital Group left its BTRS Holdings Inc. Class 1 Common Stock share count unchanged in Q2 2022.
BTRS Holdings Inc. Class 1 Common Stock made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1833 holding.
Private Capital Group first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q2 2021 and has held it in 3 quarters since.
Private Capital Group's BTRS Holdings Inc. Class 1 Common Stock position peaked at $2K in Q1 2022.
119 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.