BM TechnologiesBMTX
13F holders, Q1 2024 (March 31)42holders
1famous investor
$1.65avg. 13F price*
At the end of Q1 2024, 42 institutions reported holding BM Technologies Inc. (BMTX) in their 13F filings. The largest holders were Pacific Ridge Capital Partners, LLC ($1.0M), Tieton Capital Management, LLC ($806K) and De Lisle Partners LLP ($707K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- BM Technologies Inc.
- CUSIP
- 05591L107
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $110K |
Ownership 42 holders
| Pacific Ridge Capital Partners, LLC | 0.23% | Reduce -1.7% | 634,986 | $1.0M |
| Tieton Capital Management, LLC | 0.42% | Add +3.9% | 488,218 | $806K |
| De Lisle Partners LLP | 0.16% | — | 424,852 | $707K |
| Vanguard Group Inc. | 0.00% | Add +14.2% | 418,351 | $690K |
| BlackRock Inc. | 0.00% | Reduce -0.4% | 125,039 | $206K |
| Geode Capital Management, LLC | 0.00% | No change | 88,674 | $146K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -16.7% | 80,169 | $132K |
| Nantahala Capital Management, LLC | 0.01% | No change | 76,034 | $125K |
| American Financial Group Inc. | 0.04% | No change | 51,262 | $85K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.2% | 37,122 | $61K |
| Empowered Funds, LLC | 0.00% | Reduce -3.0% | 34,033 | $56K |
| State Street Corp. | 0.00% | No change | 32,323 | $53K |
| Barings LLC | 0.00% | No change | 31,790 | $52K |
| Renaissance Technologies | 0.00% | Add +8.6% | 31,700 | $52K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 19,800 | $33K |
| Group One Trading LLC | 0.00% | Reduce -64.3% | 18,921 | $31K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 18,176 | $30K |
| Northern Trust Corp. | 0.00% | Reduce -17.4% | 14,866 | $25K |
| Schechter Investment Advisors, LLC | 0.00% | No change | 14,690 | $24K |
| Romano Brothers and Company | 0.00% | No change | 11,500 | $19K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.0% | 10,657 | $18K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 10,210 | $17K |
| Stifel Financial Corp. | 0.00% | No change | 10,000 | $17K |
| UBS Group AG | 0.00% | Reduce -54.1% | 7,289 | $12K |
| Wolverine Asset Management LLC | 0.00% | No change | 4,661 | $8K |
| Morgan Stanley | 0.00% | No change | 3,975 | $7K |
| Deutsche Bank AG | 0.00% | No change | 3,089 | $5K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 1,180 | $2K |
| Adirondack Trust Co. | 0.00% | No change | 880 | $1K |
| Barclays PLC | 0.00% | No change | 523 | $863 |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 322 | $531 |
| Osaic Holdings, Inc. | 0.00% | No change | 306 | $505 |
| Qube Research & Technologies Ltd | 0.00% | No change | 255 | $421 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 159 | $262 |
| Citigroup Inc. | 0.00% | No change | 148 | $244 |
| Investors Research Corp | 0.00% | No change | 138 | $228 |
| PFS Partners, LLC | 0.00% | No change | 90 | $149 |
| Wells Fargo & Company | 0.00% | Add +1.5% | 66 | $109 |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 39 | $64 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -97.0% | 1 | $2 |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 286 | $0 |
| Covestor Ltd | 0.00% | No change | 71 | $0 |
"% of holder's portfolio" is BMTX's weight in each manager's 13F, not the share of BM Technologies Inc. the manager owns.