Wellington Management Group
BTRS

Wellington Management Group’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Wellington Management 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
2021
Q3 		– Sell
-107,391
Closed -$1.28M – 2310
2021
Q2 		$1.28M Sell
107,391
-617,916
-85% -$8.93M ﹤0.01% 1757
2021
Q1 		$10.4M Buy
+725,307
New +$12.1M ﹤0.01% 1230

Other funds holding BTRS

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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 $2.18B AUM 58.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group's BTRS Position: Q3 2021 in Review

Wellington Management Group sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2021, closing a stake of 107,391 shares — an estimated $1.28M sold.

Wellington Management Group first reported a position in BTRS in Q1 2021 and held it in 2 quarters. The position peaked at $10.4M in Q1 2021. 106 funds tracked by Wall St. Rank hold BTRS as of Q3 2021.

  • Wellington Management Group reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2021 after selling out during the quarter.
  • Wellington Management Group sold 107,391 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2021, an estimated $1.28M.
  • Wellington Management Group first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q1 2021 and held it in 2 quarters.
  • Wellington Management Group's BTRS Holdings Inc. Class 1 Common Stock position peaked at $10.4M in Q1 2021.
  • 106 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2021.

Based on Wellington Management Group's 13F filing for Q3 2021, filed 15 Nov 2021.