BM (BMTX)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	11.22 mm	11.22 mm	11.22 mm	11.22 mm	11.22 mm	11.22 mm
Cash burn (monthly)	411.00 k	(no burn)	1.66 mm	1.10 mm	(no burn)	(no burn)
Cash used (since last report)	1.92 mm	n/a	7.78 mm	5.16 mm	n/a	n/a
Cash remaining	9.30 mm	n/a	3.45 mm	6.06 mm	n/a	n/a
Runway (months of cash)	22.6	n/a	2.1	5.5	n/a	n/a

Beta Read what these cash burn values mean

Financial data from BM earnings reports.

Institutional ownership, Q3 2024

BMTX institutional ownership history Ownership history

50.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	45	50	-10.0%
Opened positions	4	11	-63.6%
Closed positions	9	4	+125.0%
Increased positions	6	8	-25.0%
Reduced positions	7	9	-22.2%

13F shares	Current	Prev Q	Change
Total value	7.37 bn	5.32 bn	+38.5%
Total shares	6.12 mm	6.78 mm	-9.8%
Total puts	96.90 k	98.40 k	-1.5%
Total calls	142.36 k	280.76 k	-49.3%
Total put/call ratio	0.7	0.4	+94.2%

Largest owners	Shares	Value	Change
Schechter Private Capital	3.22 mm	$0.00	0.0%
Veradace Capital Management	634.10 k	$1.00 mm	0.0%
Pacific Ridge Capital Partners	568.08 k	$1.93 bn	-6.9%
De Lisle Partners	444.85 k	$1.51 bn	+4.7%
Vanguard	418.35 k	$1.42 bn	0.0%
BlackRock	103.99 k	$353.57 mm	NEW
Geode Capital Management	96.67 k	$328.77 mm	+4.4%
Nantahala Capital Management	76.03 k	$258.52 mm	0.0%
Renaissance Technologies	73.70 k	$250.59 mm	-45.0%
Bridgeway Capital Management	69.78 k	$237.24 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
Tieton Capital Management	0.00	-488.89 k	EXIT
BLK BlackRock	0.00	-106.07 k	EXIT
BlackRock	103.99 k	+103.99 k	NEW
Renaissance Technologies	73.70 k	-60.40 k	-45.0%
Two Sigma Securities	0.00	-44.95 k	EXIT
Pacific Ridge Capital Partners	568.08 k	-42.04 k	-6.9%
Two Sigma Investments	48.93 k	-24.59 k	-33.4%
Millennium Management	0.00	-23.58 k	EXIT
Simplex Trading	22.73 k	+22.73 k	NEW
De Lisle Partners	444.85 k	+20.00 k	+4.7%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

BMTX insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value
31 Jan 25	Marcy Schwab	Common Stock	Sale back to company	Dispose D	No	No	5	4,000	20.00 k
31 Jan 25	Michael Richard Pavone	Common Stock	Sale back to company	Dispose D	No	No	5	2,000	10.00 k
31 Jan 25	Aaron Hodari	Common Stock	Sale back to company	Dispose D	Yes	No	5	13,000	65.00 k
31 Jan 25	Mike Gill	Common Stock	Sale back to company	Dispose D	No	No	5	4,000	20.00 k
31 Jan 25	John J Dolan	Common Stock	Sale back to company	Dispose D	No	No	5	3,000	15.00 k

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Press releases

From Benzinga Pro

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NURO, CARA, ZUO, BMTX on Behalf of Shareholders

18 Dec 24

NEW YORK, Dec. 18, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties

BM TECHNOLOGIES INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of BM Technologies, Inc. - BMTX

17 Dec 24

Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of BM Technologies, Inc. (NYSE:BMTX) to First Carolina Bank.