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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, Q3 2021

Institutional positions in BILL Holdings, Inc. as of Sep 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
432
+89 vs. Q2 2021
Shares held
95.0M
+12.2M (+14.7%) vs. Q2 2021
Total value
$25.3B
+$10.2B (+67.0%) vs. Q2 2021
New holders
135
137 more added
Sold out
46
130 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 432 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ3 2021: $25.3B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2021.

Institutions holding BILL in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BerganKDV Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
Ci Investments Inc.5$1.00K0.00%+5New
Tarbox Family Office, Inc.5$1.00K0.00%+5New
Sutton Wealth Advisors Inc.5$1.33K0.00%+5New
Lee Financial Co9$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$2.94K0.00%00.0%Unchanged
Arkadios Wealth Advisors12$3.00K0.00%−7−36.8%Reduced
Syverson Strege & Co12$3.00K0.00%+12New
Kowal Investment Group, LLC10$3.00K0.00%+10New
Hudock, Inc.17$4.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC15$4.00K0.00%+11+275.0%Added
Patriot Financial Group Insurance Agency, LLC20$5.00K0.00%+5+33.3%Added
Prestige Wealth Management Group LLC19$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc19$5.00K0.00%+19New
Parkside Financial Bank & Trust19$6.00K0.00%+11+137.5%Added
Meridian Wealth Partners, LLC26$7.00K0.00%+26New
SRS Capital Advisors, Inc.30$8.00K0.00%00.0%Unchanged
Glassman Wealth Services36$10.0K0.00%+5+16.1%Added
Agf Investments Inc.39$10.0K0.00%+39New
Allworth Financial LP42$11.0K0.00%+42New
TD Private Client Wealth LLC44$11.7K0.00%+12+37.5%Added
Wagner Wealth Management, LLC47$14.0K0.01%00.0%Unchanged
Crewe Advisors LLC52$14.0K0.00%+52New
Private Capital Group, LLC67$18.0K0.00%+5+8.1%Added
Rockbridge Investment Management, LCC80$21.0K0.00%+11+15.9%Added
Hanseatic Management Services Inc84$22.0K0.04%+84New
Koshinski Asset Management, Inc.88$23.5K0.00%+88New
FourThought Financial, LLC93$24.0K0.00%−39−29.5%Reduced
Creative Financial Designs Inc100$27.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$27.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.113$30.0K0.00%+1+0.9%Added
Winch Advisory Services, LLC121$32.0K0.01%+57+89.1%Added
Quadrant Capital Group LLC127$34.0K0.00%+46+56.8%Added
Newbridge Financial Services Group, Inc.136$36.0K0.02%−7−4.9%Reduced
JJJ Advisors Inc.149$40.0K0.01%+2+1.4%Added
Bessemer Group Inc159$42.0K0.00%+159New
Signaturefd, LLC176$47.0K0.00%+119+208.8%Added
Guidance Point Advisors, LLC196$52.0K0.02%+196New
Altshuler Shaham Ltd208$56.0K0.00%+208New
The PNC Financial Services Group, Inc.218$59.0K0.00%+34+18.5%Added
IFP Advisors, Inc225$59.0K0.00%+174+341.2%Added
Fifth Third Bancorp223$60.0K0.00%−222−49.9%Reduced
Advisors Asset Management, Inc.238$64.0K0.00%+238New
Berman Capital Advisors, LLC276$73.0K0.01%+37+15.5%Added
First Horizon Advisors, Inc.286$76.0K0.00%−11−3.7%Reduced
Jackson, Grant Investment Advisers, Inc.300$80.0K0.04%00.0%Unchanged
Exane Derivatives303$80.9K0.02%+133+78.2%Added
State of Wyoming302$81.0K0.05%−715−70.3%Reduced
Lazard Asset Management LLC307$81.0K0.00%−500−62.0%Reduced
Banque Cantonale Vaudoise309$82.0K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.315$84.0K0.00%−247−44.0%Reduced
Atticus Wealth Management, LLC397$106.0K0.05%+397New
Migdal Insurance & Financial Holdings Ltd.461$123.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co517$137.0K0.00%+517New
Belpointe Asset Management LLC572$153.0K0.01%+572New
Ellevest, Inc.589$157.0K0.02%+567+2,577.3%Added
Wolff Wiese Magana LLC703$187.0K0.13%−345−32.9%Reduced
Spire Wealth Management746$199.0K0.01%−245−24.7%Reduced
AlphaCrest Capital Management LLC754$201.0K0.01%+754New
Holistic Financial Partners766$204.0K0.13%+766New
Toroso Investments, LLC772$206.0K0.01%+772New
DC Investments Management, LLC784$209.0K0.39%+784New
Corient Capital Partners, LLC788$210.0K0.02%+788New
Profund Advisors LLC789$211.0K0.01%+789New
PDT Partners, LLC800$214.0K0.02%−1,552−66.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main835$222.9K0.00%00.0%Unchanged
Vivid Financial Management, Inc.840$224.0K0.09%−1,390−62.3%Reduced
Steward Partners Investment Advisory, LLC839$224.0K0.00%+14+1.7%Added
Steamboat Capital Partners, LLC843$225.0K0.05%−7−0.8%Reduced
Yorktown Management & Research Co Inc880$235.0K0.18%+880New
Enlightenment Research, LLC900$240.0K0.29%+900New
Resources Investment Advisors, LLC.908$242.0K0.01%+908New
Brinker Capital Investments, LLC1,392$255.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)996$266.0K0.01%+986+9,860.0%Added
Maltese Capital Management LLC1,000$267.0K0.05%+1,000New
CSS LLC1,000$267.0K0.01%+1,000New
Pentwater Capital Management LP1,000$267.0K0.00%+1,000New
Catalyst Capital Advisors LLC1,000$267.0K0.01%+1,000New
Lavaca Capital LLC1,000$267.0K0.13%+1,000New
Wealth Alliance1,000$267.0K0.06%+1,000New
People's United Financial, Inc.1,018$272.0K0.01%+1,018New
Ethic Inc.1,034$276.0K0.03%+1,034New
Wealthspire Advisors, LLC1,050$280.0K0.01%+1,050New
Rehmann Capital Advisory Group1,263$280.3K0.03%+1,263New
Park Avenue Securities LLC1,054$281.0K0.01%+1,054New
Rockefeller Capital Management L.P.1,059$282.0K0.00%+366+52.8%Added
XTX Topco Ltd1,068$285.0K0.10%−2,078−66.1%Reduced
Stonnington Group, LLC1,050$288.0K0.06%−950−47.5%Reduced
O'Shaughnessy Asset Management, LLC1,089$291.0K0.01%+678+165.0%Added
World Asset Management Inc1,094$292.0K0.03%−92−7.8%Reduced
Captrust Financial Advisors1,097$293.0K0.00%+316+40.5%Added
Harel Insurance Investments & Financial Services Ltd.1,102$294.0K0.01%−25−2.2%Reduced
Gilbert & Cook, Inc.1,117$298.0K0.05%+1,117New
WESPAC Advisors, LLC1,142$305.0K0.19%+1,142New
Ferris Capital, LLC930$307.0K0.07%+930New
Institute for Wealth Management, LLC.1,160$310.0K0.05%−154−11.7%Reduced
Oppenheimer Asset Management Inc.1,169$312.0K0.00%+1,169New
Oppenheimer & Co Inc1,183$316.0K0.01%−41−3.3%Reduced
Sawtooth Solutions, LLC1,186$317.0K0.05%+1,186New
MML Investors Services, LLC1,222$326.0K0.00%+1,222New