BTRS Insider Trading (BTRS)

Insider Ownership Percentage: 19.40%
Insider Buying (Last 12 Months): $2,320,950.71
Insider Selling (Last 12 Months): $295,830.04

BTRS Insider Trading History Chart

This chart shows the insider buying and selling history at BTRS by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

BTRS Share Price & Price History

Current Price: $7.63
Price Change: Price Decrease of -0.03 (-0.39%)
As of 08/16/2022 01:00 AM ET

This chart shows the closing price history over time for BTRS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

BTRS Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/1/2022Andrew J. HerningSVPSell5,496$4.93$27,095.2893,105View SEC Filing Icon  
5/16/2022Andrew J. HerningSVPSell366$4.74$1,734.8483,601View SEC Filing Icon  
5/16/2022Jeanne O'ConnorInsiderSell561$4.74$2,659.14220,366View SEC Filing Icon  
5/16/2022Mark L ShifkeCFOSell382$4.74$1,810.68418,872View SEC Filing Icon  
5/16/2022Steven PinadoPresidentSell13,151$4.74$62,335.74508,150View SEC Filing Icon  
3/18/2022Andrew J. HerningSVPSell5,000$6.98$34,900.00View SEC Filing Icon  
12/13/2021Charles B BernickerDirectorBuy1,000$7.78$7,780.00View SEC Filing Icon  
12/6/2021Flint A. LaneCEOBuy65,614$7.00$459,298.00View SEC Filing Icon  
12/3/2021Flint A. LaneCEOBuy34,386$6.84$235,200.24View SEC Filing Icon  
12/3/2021Juli SpottiswoodDirectorBuy10,000$6.82$68,200.00View SEC Filing Icon  
11/17/2021Andrew J. HerningSVPSell423$8.82$3,730.86View SEC Filing Icon  
9/13/2021Flint A. LaneCEOBuy74,576$10.14$756,200.64View SEC Filing Icon  
9/13/2021Joe EngInsiderBuy47,938$10.56$506,225.2829,488View SEC Filing Icon  
9/13/2021Mark L. ShifkeCFOBuy28,435$10.13$288,046.55190,809View SEC Filing Icon  
9/2/2021Jeanne O'ConnorInsiderSell14,049$11.50$161,563.50View SEC Filing Icon  
7/6/2021Bain Capital Venture InvestorsMajor ShareholderSell3,151,895$11.73$36,971,728.35View SEC Filing Icon  
7/6/2021Charles B. BernickerDirectorSell550,000$11.73$6,451,500.00View SEC Filing Icon  
5/28/2021Andrew J. HerningSVPSell3,500$14.15$49,525.0045,402View SEC Filing Icon  
5/26/2021Andrew J. HerningSVPSell5,000$13.90$69,500.0045,402View SEC Filing Icon  
5/19/2021Andrew J. HerningSVPSell417$12.28$5,120.7640,402View SEC Filing Icon  
5/18/2021Clare HartDirectorBuy10,000$12.83$128,300.0021,195View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for BTRS (NASDAQ:BTRS)

75.70% of BTRS stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at BTRS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

BTRS Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2022B. Riley Asset Management LLC352,983$1.76M0.8%+35.7%0.216%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD53,916$0.27M0.0%+5.6%0.033%Search for SEC Filing on Google Icon
8/15/2022State Street Corp1,924,464$9.58M0.0%+22.5%1.178%Search for SEC Filing on Google Icon
8/15/2022Macquarie Group Ltd.2,350,631$11.71M0.0%-18.7%1.438%Search for SEC Filing on Google Icon
8/15/2022PDT Partners LLC50,176$0.25M0.0%N/A0.031%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC62,776$0.31M0.0%-48.0%0.038%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC287,685$1.43M0.0%+82.9%0.176%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.60,669$0.30M0.0%-6.0%0.037%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.51,130$0.26M0.0%-7.4%0.031%Search for SEC Filing on Google Icon
8/13/2022Teacher Retirement System of Texas10,580$53K0.0%-24.5%0.006%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC474,500$2.36M0.0%-8.4%0.290%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp873,621$4.35M0.0%+1.2%0.535%Search for SEC Filing on Google Icon
8/12/2022FMR LLC936,548$4.66M0.0%-73.9%0.573%Search for SEC Filing on Google Icon
8/12/2022Artisan Partners Limited Partnership2,263,184$11.27M0.0%-14.1%1.385%Search for SEC Filing on Google Icon
8/12/2022Franklin Resources Inc.2,348,711$11.70M0.0%-10.9%1.437%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers109,754$0.55M0.0%+53.3%0.067%Search for SEC Filing on Google Icon
8/11/2022Deutsche Bank AG536,351$2.67M0.0%+757.8%0.328%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can384,720$2.06M0.0%N/A0.235%Search for SEC Filing on Google Icon
8/11/2022Platinum Investment Management Ltd.2,994,437$14.91M0.6%+24.2%1.832%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.83,199$0.41M0.0%+25.4%0.051%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.15,564$78K0.0%-9.9%0.010%Search for SEC Filing on Google Icon
8/10/2022William Blair Investment Management LLC1,221,275$6.08M0.0%+0.7%0.747%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank180,700$0.90M0.0%+10.7%0.111%Search for SEC Filing on Google Icon
8/5/2022MQS Management LLC14,142$70K0.0%N/A0.009%Search for SEC Filing on Google Icon
8/5/2022TimesSquare Capital Management LLC4,748,343$23.65M0.3%+3.6%2.906%Search for SEC Filing on Google Icon
8/4/2022HST Ventures LLC145,628$0.73M0.5%-41.0%0.089%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.11,249$56K0.0%-79.0%0.007%Search for SEC Filing on Google Icon
8/3/2022IQ EQ FUND MANAGEMENT IRELAND Ltd19,192$96K0.0%N/A0.012%Search for SEC Filing on Google Icon
8/3/2022Handelsbanken Fonder AB19,600$98K0.0%N/A0.012%Search for SEC Filing on Google Icon
8/2/2022Lapides Asset Management LLC410,700$2.05M1.0%+60.1%0.251%Search for SEC Filing on Google Icon
8/1/2022ProShare Advisors LLC11,268$57K0.0%-36.8%0.007%Search for SEC Filing on Google Icon
7/29/2022SG Americas Securities LLC66,884$0.33M0.0%+335.5%0.041%Search for SEC Filing on Google Icon
7/28/2022Arizona State Retirement System20,786$0.10M0.0%+11.4%0.013%Search for SEC Filing on Google Icon
7/26/2022Mirae Asset Global Investments Co. Ltd.26,856$0.13M0.0%N/A0.016%Search for SEC Filing on Google Icon
7/25/2022Strs Ohio126,700$0.63M0.0%+756.1%0.078%Search for SEC Filing on Google Icon
6/30/2022Amalgamated Bank14,307$0.11M0.0%+24.6%0.009%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE441,093$3.30M0.0%+106.4%0.270%Search for SEC Filing on Google Icon
5/17/2022Portolan Capital Management LLC138,559$1.04M0.1%-58.0%0.085%Search for SEC Filing on Google Icon
5/17/2022Quantbot Technologies LP13,400$100K0.0%+3,818.1%0.008%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada10,058$76K0.0%-44.6%0.006%Search for SEC Filing on Google Icon
5/17/2022Select Equity Group L.P.92,668$0.69M0.0%+8.8%0.057%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System99,239$0.74M0.0%+5.1%0.061%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.498,628$3.73M0.0%-84.6%0.306%Search for SEC Filing on Google Icon
5/16/2022Maverick Capital Ltd.16,946$0.13M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/16/2022B. Riley Asset Management LLC260,090$1.95M0.9%+9.7%0.160%Search for SEC Filing on Google Icon
5/16/2022State Street Corp1,570,955$11.75M0.0%+15.3%0.965%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.42,004$0.32M0.0%+8.8%0.026%Search for SEC Filing on Google Icon
5/16/2022Hsbc Holdings PLC41,860$0.31M0.0%+21.9%0.026%Search for SEC Filing on Google Icon
5/13/2022Ameritas Investment Partners Inc.7,375$55K0.0%+48.7%0.005%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC518,200$3.88M0.0%+43.7%0.318%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp862,892$6.46M0.0%+29.1%0.530%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.591,400$4.42M0.0%+16.6%0.363%Search for SEC Filing on Google Icon
5/13/2022Visa Inc.836,012$6.25M4.1%N/A0.513%Search for SEC Filing on Google Icon
5/13/2022Prudential Financial Inc.314,005$2.35M0.0%N/A0.193%Search for SEC Filing on Google Icon
5/13/2022Federated Hermes Inc.9,396$70K0.0%N/A0.006%Search for SEC Filing on Google Icon
5/13/2022American International Group Inc.47,211$0.35M0.0%+34.8%0.029%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.8,945,890$66.92M0.0%-0.7%5.493%Search for SEC Filing on Google Icon
5/13/2022Platinum Investment Management Ltd.2,410,886$18.03M0.6%+5.6%1.480%Search for SEC Filing on Google Icon
5/13/2022Sei Investments Co.64,542$0.48M0.0%-5.8%0.040%Search for SEC Filing on Google Icon
5/12/2022HST Ventures LLC246,679$1.85M1.5%-31.5%0.151%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.7,340,288$54.91M0.0%+37.3%4.507%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers71,590$0.54M0.0%+43.6%0.044%Search for SEC Filing on Google Icon
5/12/2022Metropolitan Life Insurance Co NY6,593$49K0.0%-64.6%0.004%Search for SEC Filing on Google Icon
5/12/2022MetLife Investment Management LLC56,276$0.42M0.0%+128.8%0.035%Search for SEC Filing on Google Icon
5/12/2022Citigroup Inc.9,254$69K0.0%-66.3%0.006%Search for SEC Filing on Google Icon
5/12/2022Oppenheimer Asset Management Inc.21,637$0.16M0.0%+39.3%0.013%Search for SEC Filing on Google Icon
5/11/2022Banc Funds Co. LLC104,645$0.78M0.1%+31.8%0.064%Search for SEC Filing on Google Icon
5/11/2022Bank of New York Mellon Corp319,733$2.39M0.0%+27.9%0.196%Search for SEC Filing on Google Icon
5/11/2022William Blair Investment Management LLC1,212,296$9.07M0.0%+2.2%0.744%Search for SEC Filing on Google Icon
5/11/2022JPMorgan Chase & Co.66,364$0.50M0.0%-15.0%0.041%Search for SEC Filing on Google Icon
5/11/2022GSA Capital Partners LLP21,683$0.16M0.0%-60.2%0.013%Search for SEC Filing on Google Icon
5/10/2022ProShare Advisors LLC17,828$0.13M0.0%+23.8%0.011%Search for SEC Filing on Google Icon
5/10/2022Aaron Wealth Advisors LLC3,463$0.46M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/9/2022Principal Financial Group Inc.17,265$0.13M0.0%+54.5%0.011%Search for SEC Filing on Google Icon
5/9/2022Swiss National Bank163,200$1.22M0.0%+7.8%0.100%Search for SEC Filing on Google Icon
5/6/2022Los Angeles Capital Management LLC53,290$0.40M0.0%N/A0.033%Search for SEC Filing on Google Icon
5/6/2022IndexIQ Advisors LLC55,526$0.42M0.0%N/A0.034%Search for SEC Filing on Google Icon
5/6/2022TimesSquare Capital Management LLC4,585,543$34.30M0.4%-3.2%2.815%Search for SEC Filing on Google Icon
5/5/2022New York State Common Retirement Fund409,292$3.06M0.0%+5.6%0.251%Search for SEC Filing on Google Icon
5/5/2022Russell Investments Group Ltd.10,800$80K0.0%N/A0.007%Search for SEC Filing on Google Icon
5/4/2022Envestnet Asset Management Inc.53,647$0.40M0.0%+35.8%0.033%Search for SEC Filing on Google Icon
4/29/2022SG Americas Securities LLC15,359$0.12M0.0%+35.3%0.010%Search for SEC Filing on Google Icon
4/29/2022Nisa Investment Advisors LLC3,600$27K0.0%N/A0.002%Search for SEC Filing on Google Icon
4/28/2022Lapides Asset Management LLC256,500$1.92M0.8%+1,202.0%0.162%Search for SEC Filing on Google Icon
4/26/2022Penbrook Management LLC61,490$0.46M0.3%N/A0.039%Search for SEC Filing on Google Icon
4/22/2022Truist Financial Corp31,837$0.24M0.0%+35.6%0.020%Search for SEC Filing on Google Icon
4/20/2022Pinnacle Wealth Planning Services Inc.11,816$88K0.0%N/A0.007%Search for SEC Filing on Google Icon
3/7/2022Stephens Inc. AR161,700$1.26M0.0%+14.1%0.102%Search for SEC Filing on Google Icon
2/16/2022BlueMar Capital Management LLC723,185$5.66M1.6%N/A0.456%Search for SEC Filing on Google Icon
2/15/2022Silvercrest Asset Management Group LLC781,937$6.12M0.0%-0.7%0.493%Search for SEC Filing on Google Icon
2/15/2022Select Equity Group L.P.85,184$0.67M0.0%-98.2%0.054%Search for SEC Filing on Google Icon
2/15/2022Southpoint Capital Advisors LP2,000,000$15.64M0.3%+100.0%1.261%Search for SEC Filing on Google Icon
2/15/2022Adage Capital Partners GP L.L.C.2,326,419$18.19M0.0%+38.8%1.467%Search for SEC Filing on Google Icon
2/14/2022Canada Pension Plan Investment Board146,000$1.14M0.0%N/A0.092%Search for SEC Filing on Google Icon
2/14/2022Squarepoint Ops LLC219,963$1.72M0.0%N/A0.139%Search for SEC Filing on Google Icon
2/14/2022Point72 Asset Management L.P.300,100$2.35M0.0%-77.4%0.189%Search for SEC Filing on Google Icon
2/14/2022Goldman Sachs Group Inc.3,241,421$25.35M0.0%+778.3%2.043%Search for SEC Filing on Google Icon
2/14/2022Blair William & Co. IL43,495$0.34M0.0%-61.9%0.027%Search for SEC Filing on Google Icon
2/14/2022GSA Capital Partners LLP54,486$0.43M0.1%+329.0%0.034%Search for SEC Filing on Google Icon
2/11/2022Senvest Management LLC8,413,672$65.80M1.9%+230.3%5.304%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
BTRS logo
BTRS Holdings Inc. provides cloud-based software and integrated payment processing solutions that automates business-to-business (B2B) commerce worldwide. The company operates in two segments, Print, and Software and Payments. The company offers solutions that span credit decisioning and monitoring, online ordering, invoicing, cash application, and collections. Its products include credit Application, a B2B credit application module, which provides a digital process that delivers credit-related information in real-time to streamline prospect evaluation and new customer onboarding during initial sales activity; Credit Management, a credit management module, which provides ongoing risk assessment for its customers' customers; order/E-commerce module that offers B2B wholesale distributors with e-commerce capabilities; and invoicing module, which enables its customers to optimize invoice delivery across various distribution channels. The company's products also comprise integrated B2B payments, an integrated payment capabilities that enable customers to facilitate payments at every possible touchpoint across solution set; cash application module, which enables revenue reconciliation through line item reconciliation within accounting and ERP systems; collections module that enables customers to shift from a reactive recovery-centric model to a strategic customer touchpoint-centric operation, preventing payment delays, and driving positive customer experiences; and business payments network, which makes accepting electronic payments through connecting suppliers and their underlying systems, AP portals, payment card issuers, banks, and payment processors. It serves customers across various industry verticals comprising technology, healthcare, industrial, wholesale distribution, consumer packaged goods, and others. The company was incorporated in 2001 and is headquartered in Lawrenceville, New Jersey.
Read More on BTRS

Today's Range

Now: $7.63
Low: $7.44
High: $7.77

50 Day Range

MA: $5.66
Low: $4.35
High: $7.84

52 Week Range

Now: $7.63
Low: $3.95
High: $12.19

Volume

868,750 shs

Average Volume

1,082,428 shs

Market Capitalization

$1.25 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.66

Who are the company insiders with the largest holdings of BTRS?

BTRS's top insider shareholders include:
  1. Steven Pinado (President)
  2. Mark L Shifke (CFO)
  3. Jeanne O'connor (Insider)
  4. Mark L Shifke (CFO)
  5. Andrew J Herning (SVP)
  6. Andrew J Herning (SVP)
  7. Joe Eng (Insider)
  8. Clare Hart (Director)
  9. Bain Capital Venture Investors (Major Shareholder)
  10. Bradley J Haas (Major Shareholder)
  11. Charles B Bernicker (Director)
  12. Flint A Lane (CEO)
  13. Juli Spottiswood (Director)
Learn More about top insider investors at BTRS.

Who are the major institutional investors of BTRS?

BTRS's top institutional investors include:
  1. TimesSquare Capital Management LLC — 2.91%
  2. Platinum Investment Management Ltd. — 1.83%
  3. Macquarie Group Ltd. — 1.44%
  4. Franklin Resources Inc. — 1.44%
  5. Artisan Partners Limited Partnership — 1.38%
  6. State Street Corp — 1.18%
Learn More about top institutional investors of BTRS stock.

Which institutional investors are selling BTRS stock?

During the previous quarter, BTRS stock was sold by these institutional investors:
  1. FMR LLC
  2. Macquarie Group Ltd.
  3. Artisan Partners Limited Partnership
  4. Franklin Resources Inc.
  5. HST Ventures LLC
  6. Cubist Systematic Strategies LLC
  7. Renaissance Technologies LLC
  8. Envestnet Asset Management Inc.
During the previous year, company insiders that have sold BTRS company stock include:
  1. Steven Pinado (President)
  2. Mark L Shifke (CFO)
  3. Jeanne O'connor (Insider)
  4. Mark L Shifke (CFO)
Learn More investors selling BTRS stock.

Which institutional investors are buying BTRS stock?

During the previous quarter, BTRS stock was purchased by institutional investors including:
  1. Platinum Investment Management Ltd.
  2. Deutsche Bank AG
  3. Bank of Montreal Can
  4. State Street Corp
  5. TimesSquare Capital Management LLC
  6. Lapides Asset Management LLC
  7. Millennium Management LLC
  8. Strs Ohio
Within the last year, these company insiders have bought BTRS stock:
  1. Steven Pinado (President)
  2. Mark L Shifke (CFO)
  3. Jeanne O'connor (Insider)
  4. Mark L Shifke (CFO)
  5. Andrew J Herning (SVP)
  6. Andrew J Herning (SVP)
Learn More investors buying BTRS stock.