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

BCVI

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

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

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

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.75B AUM 102.57% 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

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Select Equity Group's BTRS Position: Q3 2022 in Review

Select Equity Group sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2022, closing a stake of 70,950 shares — an estimated $353K sold.

Select Equity Group first reported a position in BTRS in Q4 2020 and held it in 7 quarters. The position peaked at $59.5M in Q1 2021. 157 funds tracked by Wall St. Rank hold BTRS as of Q3 2022.

Select Equity Group reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2022 after selling out during the quarter.
Select Equity Group sold 70,950 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2022, an estimated $353K.
Select Equity Group first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2020 and held it in 7 quarters.
Select Equity Group's BTRS Holdings Inc. Class 1 Common Stock position peaked at $59.5M in Q1 2021.
157 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2022.

Based on Select Equity Group's 13F filing for Q3 2022, filed 14 Nov 2022.