Select Equity Group

Select Equity Group’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Select Equity 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 Q3	–	Sell	-70,950	Closed	-$353K	–	186
2022 Q2	$353K	Sell	70,950 -21,718	-23%	-$125K	﹤0.01%	151
2022 Q1	$693K	Buy	92,668 +7,484	+9%	+$48.4K	﹤0.01%	156
2021 Q4	$666K	Sell	85,184 -4,566,046	-98%	-$39.6M	﹤0.01%	155
2021 Q3	$49.5M	Sell	4,651,230 -12,602	-0.3%	-$146K	0.17%	73
2021 Q2	$58.9M	Buy	4,663,832 +549,062	+13%	+$7.93M	0.2%	72
2021 Q1	$59.5M	Buy	4,114,770 +2,071,666	+101%	+$34.6M	0.22%	71
2020 Q4	$33M	Buy	+2,043,104	New	+$26M	0.14%	76

Other funds holding BTRS

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

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

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