- Type / Class
- Equity / Common
- Shares outstanding
- 13,083,714
- Total 13F shares
- 2,924,120
- Share change
- +217,626
- Total reported value
- $6,579,860
- Put/Call ratio
- 35%
- Price per share
- $2.25
- Number of holders
- 45
- Value change
- +$493,852
- Number of buys
- 17
- Number of sells
- 13
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 |
|---|---|---|---|---|---|---|---|---|
| Rajinder Singh |
3/4/5
|
Co-Chief Executive Officer |
—
mixed-class rows
|
375,000
mixed-class rows
|
$1,152,500 | — | 30 Jun 2023 | |
| Pacific Ridge Capital Partners, LLC |
13F
|
Company |
4.9%
|
634,986
|
$1,047,727 | — | 31 Mar 2024 | |
| Tieton Capital Management, LLC |
13F
|
Company |
3.7%
|
488,218
|
$806,000 | — | 31 Mar 2024 | |
| De Lisle Partners LLP |
13F
|
Company |
3.2%
|
424,852
|
$707,378 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.2%
|
418,351
|
$690,279 | — | 31 Mar 2024 | |
| Andrew J. Dunklau |
3/4/5
|
Director |
—
class O/S missing
|
113,044
|
$351,567 | — | 15 Sep 2022 | |
| 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%
|
125,039
|
$206,314 | — | 31 Mar 2024 | |
| Robert H. Ramsey |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
49,060
mixed-class rows
|
$148,570 | — | 04 Jan 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.68%
|
88,674
|
$146,360 | — | 31 Mar 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.61%
|
80,169
|
$132,279 | — | 31 Mar 2024 | |
| Nantahala Capital Management, LLC |
13F
|
Company |
0.58%
|
76,034
|
$125,456 | — | 31 Mar 2024 | |
| AMERICAN FINANCIAL GROUP INC |
13F
|
Company |
0.39%
|
51,262
|
$85,000 | — | 31 Mar 2024 | |
| James Francis Dullinger |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
36,599
mixed-class rows
|
$63,024 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.28%
|
37,122
|
$61,251 | — | 31 Mar 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.26%
|
34,033
|
$56,154 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.25%
|
32,323
|
$53,333 | — | 31 Mar 2024 | |
| BARINGS LLC |
13F
|
Company |
0.24%
|
31,790
|
$52,454 | — | 31 Mar 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.24%
|
31,700
|
$52,000 | — | 31 Mar 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.15%
|
19,800
|
$33,000 | — | 31 Mar 2024 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.14%
|
18,921
|
$31,220 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.14%
|
18,176
|
$30,000 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.11%
|
14,866
|
$24,529 | — | 31 Mar 2024 | |
| Schechter Investment Advisors, LLC |
13F
|
Company |
0.11%
|
14,690
|
$24,239 | — | 31 Mar 2024 | |
| ROMANO BROTHERS AND COMPANY |
13F
|
Company |
0.09%
|
11,500
|
$18,975 | — | 31 Mar 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.08%
|
10,657
|
$17,584 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.08%
|
10,210
|
$16,847 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.08%
|
10,000
|
$16,500 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.06%
|
7,289
|
$12,027 | — | 31 Mar 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.04%
|
4,661
|
$7,690 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.03%
|
3,975
|
$6,559 | — | 31 Mar 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.02%
|
3,089
|
$5,097 | — | 31 Mar 2024 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
13F
|
Company |
0.01%
|
1,180
|
$2,000 | — | 31 Mar 2024 | |
| ADIRONDACK TRUST CO |
13F
|
Company |
0.01%
|
880
|
$1,443 | — | 31 Mar 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0%
|
523
|
$863 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
322
|
$531 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
306
|
$505 | — | 31 Mar 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0%
|
255
|
$421 | — | 31 Mar 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
159
|
$262 | — | 31 Mar 2024 | |
| CITIGROUP INC |
13F
|
Company |
0%
|
148
|
$244 | — | 31 Mar 2024 | |
| Investors Research Corp |
13F
|
Company |
0%
|
138
|
$228 | — | 31 Mar 2024 | |
| PFS Partners, LLC |
13F
|
Company |
0%
|
90
|
$149 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
66
|
$109 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
39
|
$64 | — | 31 Mar 2024 | |
| Financial Gravity Asset Management, Inc. |
13F
|
Company |
0%
|
1
|
$2 | — | 31 Mar 2024 |
Institutional Holders of BM TECHNOLOGIES INC - Common (BMTX) as of Q2 2024
As of 30 Jun 2024,
BM TECHNOLOGIES INC - Common (BMTX) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,924,120 shares.
The largest 10 holders included
Pacific Ridge Capital Partners, LLC, Tieton Capital Management, LLC, De Lisle Partners LLP, VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, BlackRock Inc., GEODE CAPITAL MANAGEMENT, LLC, Nantahala Capital Management, LLC, TWO SIGMA INVESTMENTS, LP, and BRIDGEWAY CAPITAL MANAGEMENT, LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
39
Q2 2024 holders
45
Holder diff
6
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.