BM TechnologiesBMTX
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 47 institutions reported holding BM Technologies Inc. (BMTX) in their 13F filings, up 4 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were De Lisle Partners LLP ($5.6M), M3F, Inc. ($5.5M) and Oddo BHF Asset Management Sas ($2.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BM Technologies Inc.
- CUSIP
- 05591L107
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.8M |
| Exits | 9 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,584,688 shares bought and 803,501 shares sold, net +2,781,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| De Lisle Partners LLP | 0.82% | Add +157.4% | 1,144,852 | $5.6M |
| M3F, Inc. | 1.60% | New | 1,130,898 | $5.5M |
| Oddo BHF Asset Management Sas | 0.15% | New | 590,000 | $2.9M |
| Pacific Ridge Capital Partners, LLC | 0.57% | Reduce -11.3% | 503,711 | $2.5M |
| Vanguard Group Inc. | 0.00% | No change | 418,351 | $2.0M |
| Gabelli Funds LLC | 0.01% | New | 326,936 | $1.6M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | New | 237,000 | $1.2M |
| UBS Group AG | 0.00% | New | 200,004 | $978K |
| Renaissance Technologies | 0.00% | Add +72.3% | 127,000 | $621K |
| FNY Investment Advisers, LLC | 0.32% | New | 125,000 | $611K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.8% | 92,962 | $455K |
| BlackRock, Inc. | 0.00% | Reduce -16.4% | 86,925 | $425K |
| JBF Capital, Inc. | 0.05% | New | 60,400 | $295K |
| Prelude Capital Management, LLC | 0.02% | New | 60,000 | $293K |
| American Financial Group Inc. | 0.12% | No change | 51,262 | $251K |
| PenderFund Capital Management Ltd. | 0.10% | New | 33,400 | $234K |
| Two Sigma Investments, LP | 0.00% | Reduce -20.5% | 38,914 | $190K |
| Dimensional Fund Advisors LP | 0.00% | Add +27.0% | 38,475 | $188K |
| State Street Corp. | 0.00% | Add +18.9% | 38,423 | $188K |
| Essex Investment Management Co. LLC | 0.03% | Reduce -10.4% | 38,024 | $186K |
| Barings LLC | 0.00% | No change | 31,790 | $155K |
| XTX Topco Ltd | 0.01% | New | 21,686 | $106K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 19,800 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 16,100 | $79K |
| Northern Trust Corp. | 0.00% | Add +6.1% | 15,739 | $77K |
| Schechter Investment Advisors, LLC | 0.01% | Reduce -3.8% | 15,690 | $77K |
| Citadel Advisors | 0.00% | Add +14.6% | 14,664 | $72K |
| Romano Brothers and Company | 0.01% | No change | 11,500 | $56K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 11,200 | $55K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 10,210 | $50K |
| Deutsche Bank AG | 0.00% | No change | 3,089 | $15K |
| Morgan Stanley | 0.00% | Reduce -26.3% | 2,928 | $14K |
| Belvedere Trading LLC | 0.00% | New | 1,710 | $8K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 1,180 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 880 | $4K |
| Barclays PLC | 0.00% | No change | 523 | $3K |
| Bank of America Corp. | 0.00% | Reduce -46.6% | 210 | $1K |
| Osaic Holdings, Inc. | 0.00% | No change | 180 | $880 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.6% | 160 | $782 |
| Ridgewood Investments LLC | 0.00% | No change | 153 | $748 |
| Citigroup Inc. | 0.00% | No change | 148 | $724 |
| Investors Research Corp | 0.00% | No change | 138 | $675 |
| PFS Partners, LLC | 0.00% | No change | 90 | $441 |
| JPMorgan Chase & Co. | 0.00% | No change | 40 | $196 |
| Farther Finance Advisors, LLC | 0.00% | No change | 10 | $49 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 7 | $34 |
| Covestor Ltd | 0.00% | Add +21.1% | 86 | $0 |
"% of holder's portfolio" is BMTX's weight in each manager's 13F, not the share of BM Technologies Inc. the manager owns.