William Blair Investment Management
BTRS

William Blair Investment Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

William Blair Investment 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
2022
Q3 		– Sell
-1,221,275
Closed -$6.08M – 417
2022
Q2 		$6.08M Buy
1,221,275
+8,979
+0.7% +$51.6K 0.02% 326
2022
Q1 		$9.07M Buy
1,212,296
+26,201
+2% +$170K 0.03% 325
2021
Q4 		$9.28M Buy
1,186,095
+12,577
+1% +$109K 0.03% 340
2021
Q3 		$12.5M Buy
1,173,518
+12,379
+1% +$143K 0.04% 348
2021
Q2 		$14.7M Sell
1,161,139
-46,889
-4% -$677K 0.05% 248
2021
Q1 		$17.5M Buy
1,208,028
+524,670
+77% +$8.77M 0.06% 235
2020
Q4 		$11M Buy
+683,358
New +$8.71M 0.04% 288

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

William Blair Investment Management's BTRS Position: Q3 2022 in Review

William Blair Investment Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q3 2022, closing a stake of 1,221,275 shares — an estimated $6.08M sold.

William Blair Investment Management first reported a position in BTRS in Q4 2020 and held it in 7 quarters. The position peaked at $17.5M in Q1 2021. 157 funds tracked by Wall St. Rank hold BTRS as of Q3 2022.

  • William Blair Investment Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q3 2022 after selling out during the quarter.
  • William Blair Investment Management sold 1,221,275 BTRS Holdings Inc. Class 1 Common Stock shares in Q3 2022, an estimated $6.08M.
  • William Blair Investment Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q4 2020 and held it in 7 quarters.
  • William Blair Investment Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $17.5M in Q1 2021.
  • 157 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q3 2022.

Based on William Blair Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.