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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 1,223 | $327.0K | 0.01% | +1,223 | New |
| Silvant Capital Management LLC | 1,245 | $332.0K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,244 | $332.0K | 0.01% | +1,244 | New |
| Magnetar Financial LLC | 1,260 | $336.0K | 0.00% | +1,260 | New |
| Arvest Bank Trust Division | 1,281 | $342.0K | 0.02% | −219−14.6% | Reduced |
| Verition Fund Management LLC | 1,318 | $352.0K | 0.01% | +1,318 | New |
| Shay Capital LLC | 1,344 | $359.0K | 0.11% | +1,344 | New |
| Stratos Wealth Partners, LTD. | 1,356 | $362.0K | 0.01% | −20−1.5% | Reduced |
| Tobam | 1,396 | $373.0K | 0.02% | +211+17.8% | Added |
| Board of Trustees of The Leland Stanford Junior University | 1,400 | $374.0K | 0.03% | +1,400 | New |
| Harvest Fund Management Co., Ltd | 1,459 | $389.0K | 0.09% | +1,346+1,191.2% | Added |
| Mount Yale Investment Advisors, LLC | 1,490 | $398.0K | 0.05% | +1,490 | New |
| Advent Capital Management | 1,500 | $400.0K | 0.01% | +1,500 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,544 | $412.0K | 0.00% | +528+52.0% | Added |
| American International Group, Inc. | 1,552 | $414.0K | 0.00% | −33−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,608 | $429.0K | 0.02% | +1,608 | New |
| Golden Green, Inc. | 1,611 | $430.0K | 0.34% | −389−19.5% | Reduced |
| Kestra Advisory Services, LLC | 1,640 | $438.0K | 0.00% | +1,640 | New |
| Foundry Partners, LLC | 1,780 | $475.0K | 0.02% | +1,780 | New |
| Accredited Investors Inc. | 1,820 | $486.0K | 0.05% | −30−1.6% | Reduced |
| Psagot Investment House Ltd. | 1,862 | $497.0K | 0.09% | −986−34.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,862 | $497.0K | 0.09% | +1,862 | New |
| Versor Investments LP | 1,867 | $498.0K | 0.02% | −3,137−62.7% | Reduced |
| Commerce Bank | 1,893 | $505.0K | 0.00% | +1,893 | New |
| Meeder Asset Management Inc | 1,900 | $507.0K | 0.03% | +713+60.1% | Added |
| Manchester Capital Management LLC | 1,934 | $516.0K | 0.07% | +434+28.9% | Added |
| Cresset Asset Management, LLC | 1,993 | $532.0K | 0.01% | +67+3.5% | Added |
| Valeo Financial Advisors, LLC | 2,000 | $534.0K | 0.03% | +2,000 | New |
| Parallel Advisors, LLC | 2,027 | $541.0K | 0.02% | −33−1.6% | Reduced |
| Jefferies Group LLC | 2,072 | $553.1K | 0.01% | −18,928−90.1% | Reduced |
| Rafferty Asset Management, LLC | 2,096 | $560.0K | 0.00% | −11−0.5% | Reduced |
| Evercore Wealth Management, LLC | 2,100 | $561.0K | 0.01% | −3,411−61.9% | Reduced |
| IBM Retirement Fund | 2,132 | $569.0K | 0.04% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 2,141 | $574.0K | 0.15% | −50−2.3% | Reduced |
| Level Four Advisory Services, LLC | 2,185 | $583.0K | 0.06% | +607+38.5% | Added |
| First Mercantile Trust Co | 2,200 | $587.0K | 0.08% | +2,200 | New |
| HBK Sorce Advisory LLC | 2,267 | $605.0K | 0.03% | −1,369−37.7% | Reduced |
| Guggenheim Capital LLC | 2,363 | $631.0K | 0.00% | +498+26.7% | Added |
| Wolf Hill Capital Management, LP | 2,533 | $676.0K | 0.20% | +1,163+84.9% | Added |
| Harvest Investment Services, LLC | 2,585 | $690.0K | 0.28% | +2,585 | New |
| STRS Ohio | 2,736 | $730.0K | 0.00% | −3,148−53.5% | Reduced |
| Panagora Asset Management Inc | 2,794 | $746.0K | 0.00% | −10,616−79.2% | Reduced |
| Man Group plc | 2,794 | $746.0K | 0.00% | +778+38.6% | Added |
| Avitas Wealth Management LLC | 2,862 | $764.0K | 0.14% | −24−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,874 | $767.0K | 0.05% | −1,281−30.8% | Reduced |
| Camarda Financial Advisors, LLC | 2,925 | $781.0K | 0.53% | +2,925 | New |
| Caliber Wealth Management, LLC | 2,638 | $781.0K | 0.55% | +2,638 | New |
| Colonial River Wealth Management, LLC | 2,638 | $781.0K | 0.55% | +2,638 | New |
| Bank of Hawaii | 2,956 | $789.0K | 0.04% | +2,956 | New |
| Gluskin Sheff & Assoc Inc | 4,179 | $803.0K | 0.03% | +4,179 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,095 | $826.0K | 0.01% | +3,095 | New |
| GWM Advisors LLC | 3,106 | $829.0K | 0.02% | +3,106 | New |
| Prudential Financial Inc | 2,837 | $835.0K | 0.00% | +327+13.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 3,229 | $862.0K | 0.01% | −1,802−35.8% | Reduced |
| Old Mission Capital LLC | 3,230 | $862.0K | 0.04% | +3,230 | New |
| Truist Financial Corp | 3,498 | $934.0K | 0.00% | +3,498 | New |
| Two Sigma Securities, LLC | 3,580 | $956.0K | 0.20% | +3,580 | New |
| CIBC Asset Management Inc | 3,762 | $1.00M | 0.00% | +770+25.7% | Added |
| JustInvest LLC | 3,802 | $1.01M | 0.09% | +1,530+67.3% | Added |
| Russell Investments Group, Ltd. | 3,863 | $1.03M | 0.00% | +325+9.2% | Added |
| Joel Isaacson & Co., LLC | 3,914 | $1.04M | 0.08% | +41+1.1% | Added |
| Gsa Capital Partners LLP | 3,994 | $1.07M | 0.11% | +2,577+181.9% | Added |
| Trustcore Financial Services, LLC | 4,047 | $1.08M | 0.11% | +249+6.6% | Added |
| Pendal Group Limited | 4,066 | $1.08M | 0.01% | +10+0.2% | Added |
| Exchange Traded Concepts, LLC | 4,311 | $1.15M | 0.03% | −959−18.2% | Reduced |
| Pearl River Capital, LLC | 4,334 | $1.16M | 0.31% | +2,534+140.8% | Added |
| ProShare Advisors LLC | 4,364 | $1.17M | 0.00% | +1,035+31.1% | Added |
| Parallax Volatility Advisers, L.P. | 4,550 | $1.22M | 0.01% | +4,550 | New |
| Capital Impact Advisors, LLC | 4,632 | $1.24M | 0.49% | −9,264−66.7% | Reduced |
| AlpInvest Partners B.V. | 4,700 | $1.25M | 0.49% | +4,700 | New |
| Commonwealth Equity Services, LLC | 4,733 | $1.26M | 0.00% | +431+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,744 | $1.27M | 0.00% | +2,734+136.0% | Added |
| Algert Global LLC | 4,749 | $1.27M | 0.17% | +4,749 | New |
| Paradigm Financial Advisors, LLC | 4,760 | $1.27M | 0.29% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,803 | $1.28M | 0.04% | +4,803 | New |
| Pictet Asset Management SA | 4,852 | $1.29M | 0.00% | +4,852 | New |
| J. Goldman & Co LP | 4,985 | $1.33M | 0.12% | +4,985 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,035 | $1.34M | 0.00% | +5,035 | New |
| Blueshift Asset Management, LLC | 5,256 | $1.40M | 0.08% | +5,256 | New |
| Metropolitan Life Insurance Co | 5,297 | $1.41M | 0.02% | +102+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,338 | $1.43M | 0.26% | −530−9.0% | Reduced |
| Bullseye Asset Management LLC | 5,467 | $1.46M | 0.51% | −5,648−50.8% | Reduced |
| Alpine Global Management, LLC | 5,519 | $1.47M | 0.33% | +5,519 | New |
| Maryland State Retirement & Pension System | 5,894 | $1.55M | 0.04% | +297+5.3% | Added |
| Shell Asset Management Co | 5,874 | $1.57M | 0.04% | −250−4.1% | Reduced |
| UBS Group AG | 5,979 | $1.60M | 0.00% | +2,042+51.9% | Added |
| Wealthfront Advisers LLC | 6,188 | $1.65M | 0.01% | +6,188 | New |
| Caas Capital Management LP | 6,238 | $1.67M | 0.12% | +6,238 | New |
| Raymond James & Associates | 6,628 | $1.77M | 0.00% | −703−9.6% | Reduced |
| Precision Wealth Strategies, LLC | 6,654 | $1.78M | 1.37% | −988−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,285 | $1.95M | 0.01% | +356+5.1% | Added |
| SG Americas Securities, LLC | 7,355 | $1.96M | 0.01% | −2,070−22.0% | Reduced |
| Clear Creek Financial Management, LLC | 7,456 | $1.99M | 0.32% | +7,456 | New |
| Deutsche Bank AG | 7,593 | $2.03M | 0.00% | −16,502−68.5% | Reduced |
| Amundi | 7,614 | $2.03M | 0.00% | +7,614 | New |
| Benjamin F. Edwards & Company, Inc. | 7,667 | $2.05M | 0.10% | +7,667 | New |
| Creative Planning | 8,002 | $2.14M | 0.00% | −1,614−16.8% | Reduced |
| Granite Point Capital Management, L.P. | 8,000 | $2.14M | 0.83% | +8,000 | New |
| Empowered Funds, LLC | 8,007 | $2.14M | 0.27% | +8,007 | New |
| Bayesian Capital Management, LP | 8,100 | $2.16M | 0.63% | +6,693+475.7% | Added |