BILL Holdings, Inc.
BILL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001786352
In the last 90 days, BILL Holdings, Inc. insiders filed 0 open-market purchases and 3 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.55B in total; superinvestors Starboard Value and Soros Fund Management hold it.
13F holders, Q2 2021
Institutional positions in BILL Holdings, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 346
- +34 vs. Q1 2021
- Shares held
- 82.8M
- +3.10M (+3.9%) vs. Q1 2021
- Total value
- $15.2B
- +$3.59B (+30.9%) vs. Q1 2021
- New holders
- 76
- 137 more added
- Sold out
- 42
- 94 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BILL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 341 | $3.55B |
| Q1 2026 | 341 | $3.92B |
| Q4 2025 | 366 | $5.96B |
| Q3 2025 | 365 | $5.43B |
| Q2 2025 | 371 | $4.46B |
| Q1 2025 | 394 | $4.28B |
| Q4 2024 | 413 | $8.03B |
| Q3 2024 | 346 | $4.79B |
| Q2 2024 | 338 | $4.86B |
| Q1 2024 | 377 | $6.55B |
| Q4 2023 | 412 | $8.36B |
| Q3 2023 | 423 | $11.5B |
| Q2 2023 | 419 | $12.6B |
| Q1 2023 | 406 | $8.60B |
| Q4 2022 | 482 | $11.4B |
| Q3 2022 | 490 | $13.4B |
| Q2 2022 | 433 | $11.1B |
| Q1 2022 | 486 | $23.0B |
| Q4 2021 | 480 | $25.0B |
| Q3 2021 | 432 | $25.3B |
| Q2 2021 | 346 | $15.2B |
| Q1 2021 | 312 | $11.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arcadia Investment Advisors LLC | 2 | $366 | 0.00% | +2 | New |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8 | $1.00K | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −216,210−100.0% | Reduced |
| Tower Research Capital LLC (TRC) | 10 | $2.00K | 0.00% | −2,724−99.6% | Reduced |
| Lee Financial Co | 9 | $2.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 11 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Macroview Investment Management LLC | 22 | $4.00K | 0.01% | +22 | New |
| Ellevest, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 32 | $5.86K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $6.00K | 0.00% | +30+3,000.0% | Added |
| IFP Advisors, Inc | 51 | $9.00K | 0.00% | +1+2.0% | Added |
| Wagner Wealth Management, LLC | 47 | $9.00K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 57 | $10.0K | 0.00% | +12+26.7% | Added |
| Enterprise Financial Services Corp | 57 | $10.0K | 0.00% | +16+39.0% | Added |
| Private Capital Group, LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 64 | $12.0K | 0.00% | +64 | New |
| Rockbridge Investment Management, LCC | 69 | $13.0K | 0.00% | −11−13.8% | Reduced |
| Quadrant Capital Group LLC | 81 | $15.0K | 0.00% | +62+326.3% | Added |
| Creative Financial Designs Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 113 | $20.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 113 | $21.0K | 0.00% | −612−84.4% | Reduced |
| TCI Wealth Advisors, Inc. | 112 | $21.0K | 0.00% | +36+47.4% | Added |
| FourThought Financial, LLC | 132 | $24.0K | 0.00% | −273−67.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 143 | $26.0K | 0.02% | +137+2,283.3% | Added |
| JJJ Advisors Inc. | 147 | $27.0K | 0.01% | +5+3.5% | Added |
| San Francisco Sentry Investment Group (Ca) | 173 | $32.0K | 0.02% | −2−1.1% | Reduced |
| Exane Derivatives | 170 | $32.5K | 0.01% | +170 | New |
| The PNC Financial Services Group, Inc. | 184 | $34.0K | 0.00% | +60+48.4% | Added |
| Cutler Group LP | 200 | $36.0K | 0.00% | −999−83.3% | Reduced |
| KB Financial Partners, LLC | 209 | $38.0K | 0.01% | +52+33.1% | Added |
| Berman Capital Advisors, LLC | 239 | $43.0K | 0.01% | +218+1,038.1% | Added |
| First Horizon Advisors, Inc. | 297 | $54.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 300 | $55.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 309 | $57.0K | 0.00% | −71−18.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 411 | $75.0K | 0.00% | +108+35.6% | Added |
| Fifth Third Bancorp | 445 | $82.0K | 0.00% | −25,296−98.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 461 | $84.0K | 0.00% | −222−32.5% | Reduced |
| Acadian Asset Management LLC | 488 | $89.0K | 0.00% | +488 | New |
| Asset Management One Co.,Ltd. | 562 | $102.0K | 0.00% | −50−8.2% | Reduced |
| CVA Family Office, LLC | 662 | $121.0K | 0.03% | +662 | New |
| Rockefeller Capital Management L.P. | 693 | $126.0K | 0.00% | +107+18.3% | Added |
| Pacer Advisors, Inc. | 731 | $134.0K | 0.00% | +731 | New |
| Captrust Financial Advisors | 781 | $143.0K | 0.00% | +86+12.4% | Added |
| Lazard Asset Management LLC | 807 | $147.0K | 0.00% | +807 | New |
| Steward Partners Investment Advisory, LLC | 825 | $151.0K | 0.00% | −139−14.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 835 | $153.0K | 0.00% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 850 | $156.0K | 0.04% | +850 | New |
| Spire Wealth Management | 991 | $182.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,016 | $186.0K | 0.00% | −2,020−66.5% | Reduced |
| State of Wyoming | 1,017 | $186.0K | 0.12% | +610+149.9% | Added |
| Wolff Wiese Magana LLC | 1,048 | $192.0K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,127 | $206.0K | 0.01% | −1,941−63.3% | Reduced |
| Meeder Asset Management Inc | 1,187 | $217.0K | 0.01% | −216−15.4% | Reduced |
| Tobam | 1,185 | $217.0K | 0.01% | +227+23.7% | Added |
| World Asset Management Inc | 1,186 | $217.0K | 0.02% | +1,186 | New |
| Oppenheimer & Co Inc | 1,224 | $224.0K | 0.00% | −352−22.3% | Reduced |
| Brighton Jones LLC | 1,230 | $225.0K | 0.01% | +1,230 | New |
| Silvant Capital Management LLC | 1,245 | $228.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,279 | $234.0K | 0.10% | +1,279 | New |
| Institute for Wealth Management, LLC. | 1,314 | $241.0K | 0.04% | +1,314 | New |
| Wolf Hill Capital Management, LP | 1,370 | $251.0K | 0.08% | +1,370 | New |
| Stratos Wealth Partners, LTD. | 1,376 | $252.0K | 0.01% | +1,376 | New |
| Brinker Capital Investments, LLC | 1,392 | $255.0K | 0.00% | +1,392 | New |
| Bayesian Capital Management, LP | 1,407 | $258.0K | 0.07% | +1,407 | New |
| Gsa Capital Partners LLP | 1,417 | $260.0K | 0.03% | +1,417 | New |
| Manufacturers Life Insurance Company, The | 1,427 | $261.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 1,460 | $267.0K | 0.00% | −53,973−97.4% | Reduced |
| Manchester Capital Management LLC | 1,500 | $275.0K | 0.04% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,500 | $275.0K | 0.02% | +1,500 | New |
| Level Four Advisory Services, LLC | 1,578 | $289.0K | 0.02% | +1,578 | New |
| American International Group, Inc. | 1,585 | $290.0K | 0.00% | −78−4.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,620 | $297.0K | 0.01% | −9,680−85.7% | Reduced |
| Gotham Asset Management, LLC | 1,622 | $297.0K | 0.01% | +1,622 | New |
| Tudor Investment Corp Et Al | 1,731 | $317.0K | 0.01% | −892−34.0% | Reduced |
| Adventist Health System Sunbelt Healthcare Corp | 1,765 | $323.0K | 0.01% | +1,765 | New |
| HarbourVest Partners LLC | 1,770 | $324.0K | 0.03% | +1,770 | New |
| Pearl River Capital, LLC | 1,800 | $330.0K | 0.09% | +257+16.7% | Added |
| Accredited Investors Inc. | 1,850 | $339.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,865 | $342.0K | 0.00% | +1,865 | New |
| Cresset Asset Management, LLC | 1,926 | $352.0K | 0.00% | +1,926 | New |
| Golden Green, Inc. | 2,000 | $366.0K | 0.28% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,010 | $368.0K | 0.00% | −14−0.7% | Reduced |
| Man Group plc | 2,016 | $369.0K | 0.00% | −6,065−75.1% | Reduced |
| Parallel Advisors, LLC | 2,060 | $377.0K | 0.02% | −274−11.7% | Reduced |
| Stonnington Group, LLC | 2,000 | $378.0K | 0.08% | +2,000 | New |
| Rafferty Asset Management, LLC | 2,107 | $386.0K | 0.00% | −847−28.7% | Reduced |
| IBM Retirement Fund | 2,132 | $391.0K | 0.03% | −394−15.6% | Reduced |
| Octavia Wealth Advisors, LLC | 2,191 | $401.0K | 0.11% | +365+20.0% | Added |
| Vivid Financial Management, Inc. | 2,230 | $408.0K | 0.17% | −68−3.0% | Reduced |
| JustInvest LLC | 2,272 | $416.0K | 0.04% | +2,272 | New |
| PDT Partners, LLC | 2,352 | $431.0K | 0.03% | +2,352 | New |
| Comerica Bank | 2,105 | $433.0K | 0.00% | −121−5.4% | Reduced |