Security Snapshot

BM TECHNOLOGIES INC - Common (BMTX) Institutional Ownership

CUSIP: 05591L107

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

0

Shares (Excl. Options)

0

Price

$5.00

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Type / Class
Equity / Common
Symbol
BMTX
Shares outstanding
13,083,714
Price per share
$5.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
0
Total reported value
$0
Share change
-523
Value change
-$1,778
Number of holders
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • BMTX - BM TECHNOLOGIES INC - Common is tracked under CUSIP 05591L107.
  • 0 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 1 to 0 between Q3 2025 and Q4 2025.
  • Reported value moved from $1,778 to $0.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 0 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 05591L107?
CUSIP 05591L107 identifies BMTX - BM TECHNOLOGIES INC - Common in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of BM TECHNOLOGIES INC - Common (BMTX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
De Lisle Partners LLP 9.5% $5,724,260 1,144,852 De Lisle Partners LLP 25 Oct 2024
LMR Partners LLP 7.7% $5,037,230 1,007,446 LMR Partners LLP 31 Dec 2024
Pacific Ridge Capital Partners, LLC 4.2% $2,518,555 503,711 Pacific Ridge Capital Partners, LLC 31 Dec 2024

Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$1,778 $5.00 0
2025 Q3 523 $1,778 +$1,778 $3.40 1
2025 Q1 0 $0 -$26,841,706 $5.00 0
2024 Q4 5,488,962 $26,841,706 +$14,482,170 $4.89 45
2024 Q3 2,741,190 $9,320,981 -$512,570 $3.40 42
2024 Q2 2,924,120 $6,579,860 +$493,852 $2.25 45
2024 Q1 2,706,493 $4,473,208 -$171,852 $1.65 39
2023 Q4 2,372,985 $4,864,111 +$457,748 $2.05 44
2023 Q3 2,326,975 $4,653,911 -$1,412,725 $2.00 47
2023 Q2 3,051,594 $9,094,710 -$108,147 $2.98 49
2023 Q1 3,045,605 $10,710,383 -$2,175,252 $3.52 44
2022 Q4 3,516,193 $18,365,439 -$1,894,243 $5.21 46
2022 Q3 3,741,886 $24,996,152 -$2,822,464 $6.69 52
2022 Q2 4,210,783 $24,801,158 -$3,360,936 $5.89 52
2022 Q1 4,742,681 $40,607,712 +$1,229,329 $8.55 52
2021 Q4 4,180,610 $38,514,141 -$5,232,706 $9.21 65
2021 Q3 4,682,516 $41,800,986 +$4,068,765 $8.90 71
2021 Q2 4,056,976 $50,301,000 +$2,003,243 $12.44 78
2021 Q1 3,914,064 $45,233,000 +$44,945,815 $11.65 80
2020 Q4 23,277 $325,000 +$325,000 $13.98 3