- Type / Class
- Equity / Common
- Shares outstanding
- 13,083,714
- Total 13F shares
- 3,516,193
- Share change
- -245,305
- Total reported value
- $18,365,439
- Put/Call ratio
- 13%
- Price per share
- $5.21
- Number of holders
- 46
- Value change
- -$1,894,243
- Number of buys
- 17
- Number of sells
- 21
Quarterly Holders Quick Answers
What is CUSIP 05591L107?
CUSIP 05591L107 identifies BMTX - BM TECHNOLOGIES INC - Common in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 05591L107:
Top shareholders of BMTX - BM TECHNOLOGIES INC - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Pacific Ridge Capital Partners, LLC |
13F
|
Company |
5.2%
|
674,821
|
$4,515,000 | — | 30 Sep 2022 | |
| Tieton Capital Management, LLC |
13F
|
Company |
4.4%
|
572,355
|
$3,829,000 | — | 30 Sep 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
4%
|
522,945
|
$3,499,000 | — | 30 Sep 2022 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
3.1%
|
399,365
|
$2,672,000 | — | 30 Sep 2022 | |
| 1492 Capital Management LLC |
13F
|
Company |
2.4%
|
319,950
|
$2,140,000 | — | 30 Sep 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2%
|
255,515
|
$1,677,000 | — | 30 Sep 2022 | |
| ANCHOR CAPITAL ADVISORS LLC |
13F
|
Company |
1.4%
|
180,346
|
$1,207,000 | — | 30 Sep 2022 | |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC |
13F
|
Company |
1.1%
|
145,000
|
$970,000 | — | 30 Sep 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.98%
|
127,920
|
$855,000 | — | 30 Sep 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.71%
|
92,639
|
$619,000 | — | 30 Sep 2022 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.65%
|
85,636
|
$573,000 | — | 30 Sep 2022 | |
| Andrew J. Dunklau |
3/4/5
|
Director |
—
class O/S missing
|
113,044
|
$351,567 | — | 15 Sep 2022 | |
| AMERICAN FINANCIAL GROUP INC |
13F
|
Company |
0.39%
|
51,262
|
$343,000 | — | 30 Sep 2022 | |
| Robert Diegel |
3/4/5
|
Chief Operating Officer |
—
mixed-class rows
|
85,861
mixed-class rows
|
$263,021 | — | 04 Jan 2022 | |
| BARINGS LLC |
13F
|
Company |
0.24%
|
31,790
|
$213,000 | — | 30 Sep 2022 | |
| MYDA Advisors LLC |
13F
|
Company |
0.23%
|
30,000
|
$201,000 | — | 30 Sep 2022 | |
| STATE STREET CORP |
13F
|
Company |
0.21%
|
28,123
|
$188,000 | — | 30 Sep 2022 | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
13F
|
Company |
0.18%
|
23,066
|
$154,000 | — | 30 Sep 2022 | |
| Robert H. Ramsey |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
49,060
mixed-class rows
|
$148,570 | — | 04 Jan 2022 | |
| GLOBEFLEX CAPITAL L P |
13F
|
Company |
0.17%
|
21,770
|
$146,000 | — | 30 Sep 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.15%
|
20,168
|
$134,000 | — | 30 Sep 2022 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
0.11%
|
15,000
|
$100,000 | — | 30 Sep 2022 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.11%
|
14,862
|
$99,000 | — | 30 Sep 2022 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.11%
|
13,863
|
$93,000 | — | 30 Sep 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.11%
|
13,761
|
$92,000 | — | 30 Sep 2022 | |
| Schechter Investment Advisors, LLC |
13F
|
Company |
0.1%
|
13,690
|
$92,000 | — | 30 Sep 2022 | |
| ROMANO BROTHERS AND COMPANY |
13F
|
Company |
0.08%
|
11,000
|
$74,000 | — | 30 Sep 2022 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.08%
|
10,600
|
$71,000 | — | 30 Sep 2022 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.08%
|
10,302
|
$68,000 | — | 30 Sep 2022 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.07%
|
9,050
|
$61,000 | — | 30 Sep 2022 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.05%
|
6,632
|
$44,000 | — | 30 Sep 2022 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.05%
|
6,109
|
$41,000 | — | 30 Sep 2022 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.04%
|
5,848
|
$37,000 | — | 30 Sep 2022 | |
| UBS Group AG |
13F
|
Company |
0.03%
|
4,149
|
$27,000 | — | 30 Sep 2022 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.03%
|
3,876
|
$26,000 | — | 30 Sep 2022 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.02%
|
3,219
|
$21,535 | — | 30 Sep 2022 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.02%
|
3,089
|
$21,000 | — | 30 Sep 2022 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.02%
|
2,511
|
$16,000 | — | 30 Sep 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.02%
|
2,269
|
$15,000 | — | 30 Sep 2022 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.01%
|
1,889
|
$12,000 | — | 30 Sep 2022 | |
| Cutler Group LLC / CA |
13F
|
Company |
0.01%
|
1,355
|
$9,000 | — | 30 Sep 2022 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
0.01%
|
1,180
|
$8,000 | — | 30 Sep 2022 | |
| Sageworth Trust Co |
13F
|
Company |
0.01%
|
891
|
$6,000 | — | 30 Sep 2022 | |
| ADIRONDACK TRUST CO |
13F
|
Company |
0.01%
|
880
|
$6,000 | — | 30 Sep 2022 | |
| Rise Advisors, LLC |
13F
|
Company |
0.01%
|
875
|
$6,000 | — | 30 Sep 2022 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
619
|
$4,000 | — | 30 Sep 2022 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0%
|
552
|
$4,000 | — | 30 Sep 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
435
|
$3,000 | — | 30 Sep 2022 | |
| IFP Advisors, Inc |
13F
|
Company |
0%
|
12
|
$3,000 | — | 30 Sep 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
345
|
$2,000 | — | 30 Sep 2022 |
Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) as of Q4 2022
As of 31 Dec 2022,
BM TECHNOLOGIES INC - Common (BMTX) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,516,193 shares.
The largest 10 holders included
VANGUARD GROUP INC, Pacific Ridge Capital Partners, LLC, Tieton Capital Management, LLC, Nantahala Capital Management, LLC, KENNEDY CAPITAL MANAGEMENT LLC, DIMENSIONAL FUND ADVISORS LP, JACOB ASSET MANAGEMENT OF NEW YORK LLC, BlackRock Inc., GEODE CAPITAL MANAGEMENT, LLC, and ANCHOR CAPITAL ADVISORS LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
52
Q4 2022 holders
46
Holder diff
-6
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.