Vista Equity Partners Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Vista Equity Partners Management’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 Q4	–	Sell	-1,344,906	Closed	-$14.3M	–	40
2021 Q3	$14.3M	Buy	1,344,906 +300,000	+29%	+$3.46M	0.14%	29
2021 Q2	$13.2M	Buy	1,044,906 +130,686	+14%	+$1.89M	0.14%	25
2021 Q1	$13.2M	Sell	914,220 -151,814	-14%	-$2.54M	0.19%	23
2020 Q4	$17.2M	Buy	+1,066,034	New	+$13.6M	0.23%	24

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

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

WCM

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

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

TCM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vista Equity Partners Management's BTRS Position: Q4 2021 in Review

Vista Equity Partners Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2021, closing a stake of 1,344,906 shares — an estimated $14.3M sold.

Vista Equity Partners Management first reported a position in BTRS in Q4 2020 and held it in 4 quarters. The position peaked at $17.2M in Q4 2020. 131 funds tracked by Wall St. Rank hold BTRS as of Q4 2021.

Vista Equity Partners Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2021 after selling out during the quarter.
Vista Equity Partners Management sold 1,344,906 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2021, an estimated $14.3M.
Vista Equity Partners Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2020 and held it in 4 quarters.
Vista Equity Partners Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $17.2M in Q4 2020.
131 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2021.

Based on Vista Equity Partners Management's 13F filing for Q4 2021, filed 15 Feb 2022.