- Type / Class
- Equity / Common
- Shares outstanding
- 13,083,714
- Total 13F shares
- 2,372,985
- Share change
- +221,011
- Total reported value
- $4,864,111
- Put/Call ratio
- 125%
- Price per share
- $2.05
- Number of holders
- 44
- Value change
- +$457,748
- Number of buys
- 14
- Number of sells
- 16
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.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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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 |
|---|---|---|---|---|---|---|---|---|
| Rajinder Singh |
3/4/5
|
Co-Chief Executive Officer |
—
mixed-class rows
|
375,000
mixed-class rows
|
$1,152,500 | — | 30 Jun 2023 | |
| Tieton Capital Management, LLC |
13F
|
Company |
3.7%
|
483,901
|
$968,000 | — | 30 Sep 2023 | |
| Pacific Ridge Capital Partners, LLC |
13F
|
Company |
3.5%
|
460,142
|
$920,284 | — | 30 Sep 2023 | |
| Financial Gravity Asset Management, Inc. |
13F
|
Company |
0%
|
26
|
$859,499 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.8%
|
366,352
|
$732,704 | — | 30 Sep 2023 | |
| Andrew J. Dunklau |
3/4/5
|
Director |
—
class O/S missing
|
113,044
|
$351,567 | — | 15 Sep 2022 | |
| JACOB ASSET MANAGEMENT OF NEW YORK LLC |
13F
|
Company |
1.3%
|
175,000
|
$350,000 | — | 30 Sep 2023 | |
| Robert Diegel |
3/4/5
|
Chief Operating Officer |
—
mixed-class rows
|
85,861
mixed-class rows
|
$263,021 | — | 04 Jan 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.96%
|
125,825
|
$251,650 | — | 30 Sep 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.71%
|
93,136
|
$186,272 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.68%
|
88,674
|
$177,407 | — | 30 Sep 2023 | |
| Nantahala Capital Management, LLC |
13F
|
Company |
0.61%
|
79,212
|
$158,424 | — | 30 Sep 2023 | |
| Robert H. Ramsey |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
49,060
mixed-class rows
|
$148,570 | — | 04 Jan 2022 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.48%
|
62,341
|
$124,682 | — | 30 Sep 2023 | |
| AMERICAN FINANCIAL GROUP INC |
13F
|
Company |
0.39%
|
51,262
|
$103,000 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.37%
|
49,062
|
$98,111 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.25%
|
32,312
|
$64,624 | — | 30 Sep 2023 | |
| Empowered Funds, LLC |
13F
|
Company |
0.24%
|
32,000
|
$64,000 | — | 30 Sep 2023 | |
| BARINGS LLC |
13F
|
Company |
0.24%
|
31,790
|
$63,580 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.18%
|
24,200
|
$48,000 | — | 30 Sep 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.15%
|
19,800
|
$40,000 | — | 30 Sep 2023 | |
| Cox Capital Mgt LLC |
13F
|
Company |
0.14%
|
18,625
|
$37,250 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.14%
|
18,176
|
$36,000 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.14%
|
17,987
|
$35,974 | — | 30 Sep 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.11%
|
15,000
|
$30,000 | — | 30 Sep 2023 | |
| Schechter Investment Advisors, LLC |
13F
|
Company |
0.11%
|
14,690
|
$29,380 | — | 30 Sep 2023 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.11%
|
13,869
|
$27,738 | — | 30 Sep 2023 | |
| ROMANO BROTHERS AND COMPANY |
13F
|
Company |
0.1%
|
13,000
|
$26,000 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.08%
|
10,210
|
$20,420 | — | 30 Sep 2023 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.07%
|
8,651
|
$17,302 | — | 30 Sep 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.05%
|
6,632
|
$13,264 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.03%
|
4,491
|
$8,982 | — | 30 Sep 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.02%
|
3,089
|
$6,178 | — | 30 Sep 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.01%
|
1,818
|
$3,636 | — | 30 Sep 2023 | |
| PERRITT CAPITAL MANAGEMENT INC |
13F
|
Company |
0.01%
|
1,462
|
$2,924 | — | 30 Sep 2023 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
0.01%
|
1,180
|
$2,000 | — | 30 Sep 2023 | |
| ADIRONDACK TRUST CO |
13F
|
Company |
0.01%
|
880
|
$1,760 | — | 30 Sep 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
523
|
$1,046 | — | 30 Sep 2023 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0%
|
286
|
$1,000 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
306
|
$612 | — | 30 Sep 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0%
|
255
|
$510 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
0%
|
223
|
$446 | — | 30 Sep 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
159
|
$318 | — | 30 Sep 2023 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
148
|
$296 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
139
|
$278 | — | 30 Sep 2023 | |
| Investors Research Corp |
13F
|
Company |
0%
|
138
|
$276 | — | 30 Sep 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
125
|
$250 | — | 30 Sep 2023 | |
| PFS Partners, LLC |
13F
|
Company |
0%
|
90
|
$180 | — | 30 Sep 2023 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0%
|
58
|
$116 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
29
|
$58 | — | 30 Sep 2023 |
Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) as of Q4 2023
As of 31 Dec 2023,
BM TECHNOLOGIES INC - Common (BMTX) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,372,985 shares.
The largest 10 holders included
Pacific Ridge Capital Partners, LLC, Tieton Capital Management, LLC, VANGUARD GROUP INC, BlackRock Inc., BRIDGEWAY CAPITAL MANAGEMENT, LLC, GEODE CAPITAL MANAGEMENT, LLC, Nantahala Capital Management, LLC, GROUP ONE TRADING, L.P., AMERICAN FINANCIAL GROUP INC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
44
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
47
Q4 2023 holders
44
Holder diff
-3
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.