- Type / Class
- Equity / Common
- Shares outstanding
- 13,083,714
- Total 13F shares
- 3,051,594
- Share change
- -23,119
- Total reported value
- $9,094,710
- Put/Call ratio
- 48%
- Price per share
- $2.98
- Number of holders
- 49
- Value change
- -$108,147
- Number of buys
- 15
- Number of sells
- 17
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.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
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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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
5.4%
|
702,671
|
$2,473,402 | — | 31 Mar 2023 | |
| Pacific Ridge Capital Partners, LLC |
13F
|
Company |
5%
|
659,841
|
$2,322,640 | — | 31 Mar 2023 | |
| Tieton Capital Management, LLC |
13F
|
Company |
3.9%
|
512,596
|
$1,804,000 | — | 31 Mar 2023 | |
| Rajinder Singh |
3/4/5
|
Co-Chief Executive Officer |
—
mixed-class rows
|
375,000
mixed-class rows
|
$1,152,500 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
238,107
|
$828,594 | — | 31 Mar 2023 | |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC |
13F
|
Company |
1.2%
|
160,000
|
$563,200 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
1%
|
130,369
|
$458,899 | — | 31 Mar 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.84%
|
109,616
|
$385,848 | — | 31 Mar 2023 | |
| Andrew J. Dunklau |
3/4/5
|
Director |
—
class O/S missing
|
113,044
|
$351,567 | — | 15 Sep 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.72%
|
93,624
|
$329,556 | — | 31 Mar 2023 | |
| Nantahala Capital Management, LLC |
13F
|
Company |
0.61%
|
79,212
|
$278,826 | — | 31 Mar 2023 | |
| Robert Diegel |
3/4/5
|
Chief Operating Officer |
—
mixed-class rows
|
85,861
mixed-class rows
|
$263,021 | — | 04 Jan 2022 | |
| ANCHOR CAPITAL ADVISORS LLC |
13F
|
Company |
0.53%
|
69,305
|
$243,954 | — | 31 Mar 2023 | |
| Financial Gravity Asset Management, Inc. |
13F
|
Company |
0%
|
4
|
$190,000 | — | 31 Mar 2023 | |
| AMERICAN FINANCIAL GROUP INC |
13F
|
Company |
0.39%
|
51,262
|
$180,000 | — | 31 Mar 2023 | |
| Robert H. Ramsey |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
49,060
mixed-class rows
|
$148,570 | — | 04 Jan 2022 | |
| STATE STREET CORP |
13F
|
Company |
0.25%
|
32,323
|
$113,777 | — | 31 Mar 2023 | |
| BARINGS LLC |
13F
|
Company |
0.24%
|
31,790
|
$111,901 | — | 31 Mar 2023 | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
13F
|
Company |
0.17%
|
22,132
|
$78,000 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.15%
|
19,800
|
$70,000 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.14%
|
18,176
|
$64,000 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.14%
|
18,171
|
$63,962 | — | 31 Mar 2023 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
0.11%
|
15,000
|
$52,800 | — | 31 Mar 2023 | |
| Schechter Investment Advisors, LLC |
13F
|
Company |
0.11%
|
14,690
|
$51,709 | — | 31 Mar 2023 | |
| ROMANO BROTHERS AND COMPANY |
13F
|
Company |
0.1%
|
13,000
|
$45,760 | — | 31 Mar 2023 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.08%
|
10,551
|
$37,139 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.08%
|
10,210
|
$35,939 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.05%
|
6,640
|
$23,373 | — | 31 Mar 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.05%
|
6,632
|
$23,345 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.04%
|
5,788
|
$20,374 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.02%
|
3,089
|
$10,873 | — | 31 Mar 2023 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.02%
|
2,440
|
$8,000 | — | 31 Mar 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.01%
|
1,818
|
$6,399 | — | 31 Mar 2023 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
0.01%
|
1,180
|
$4,000 | — | 31 Mar 2023 | |
| Sageworth Trust Co |
13F
|
Company |
0.01%
|
891
|
$3,136 | — | 31 Mar 2023 | |
| ADIRONDACK TRUST CO |
13F
|
Company |
0.01%
|
880
|
$3,088 | — | 31 Mar 2023 | |
| Rise Advisors, LLC |
13F
|
Company |
0.01%
|
875
|
$3,080 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.01%
|
751
|
$3,000 | — | 31 Mar 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
523
|
$1,841 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
345
|
$1,214 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
339
|
$1,193 | — | 31 Mar 2023 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0%
|
286
|
$1,000 | — | 31 Mar 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
159
|
$1,000 | — | 31 Mar 2023 | |
| Ridgewood Investments LLC |
13F
|
Company |
0%
|
153
|
$539 | — | 31 Mar 2023 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
148
|
$521 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
139
|
$490 | — | 31 Mar 2023 | |
| Investors Research Corp |
13F
|
Company |
0%
|
138
|
$486 | — | 31 Mar 2023 | |
| PFS Partners, LLC |
13F
|
Company |
0%
|
90
|
$317 | — | 31 Mar 2023 | |
| Sageworth Trust Co of South Dakota |
13F
|
Company |
0%
|
10
|
$35 | — | 31 Mar 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
4
|
$14 | — | 31 Mar 2023 |
Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) as of Q2 2023
As of 30 Jun 2023,
BM TECHNOLOGIES INC - Common (BMTX) was held by
49 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,051,594 shares.
The largest 10 holders included
Pacific Ridge Capital Partners, LLC, VANGUARD GROUP INC, Tieton Capital Management, LLC, JACOB ASSET MANAGEMENT OF NEW YORK LLC, DIMENSIONAL FUND ADVISORS LP, BlackRock Inc., BRIDGEWAY CAPITAL MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, Nantahala Capital Management, LLC, and KENNEDY CAPITAL MANAGEMENT LLC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
44
Q2 2023 holders
49
Holder diff
5
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.