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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 12,264 | $3.27M | 0.13% | +12,264 | New |
| Calamos Advisors LLC | 12,178 | $3.25M | 0.02% | +12,178 | New |
| HighTower Advisors, LLC | 12,046 | $3.22M | 0.01% | −10,282−46.0% | Reduced |
| G2 Investment Partners Management LLC | 12,000 | $3.20M | 0.56% | −8,833−42.4% | Reduced |
| Simplex Trading, LLC | 17,749 | $3.19M | 0.11% | +20.0% | Added |
| Royal Bank of Canada | 11,851 | $3.16M | 0.00% | −6,763−36.3% | Reduced |
| Teacher Retirement System of Texas | 11,560 | $3.09M | 0.02% | −12,572−52.1% | Reduced |
| Scge Management, L.P. | 11,500 | $3.07M | 0.03% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 11,016 | $2.94M | 0.79% | +11,016 | New |
| Laurion Capital Management LP | 10,948 | $2.92M | 0.04% | +10,948 | New |
| Private Advisory Group LLC | 10,371 | $2.77M | 0.68% | −9,922−48.9% | Reduced |
| Atom Investors LP | 10,221 | $2.73M | 0.53% | +10,221 | New |
| WCM Investment Management, LLC | 10,153 | $2.71M | 0.01% | −3,689−26.7% | Reduced |
| UBS Oconnor LLC | 10,000 | $2.67M | 0.02% | +10,000 | New |
| State of Wisconsin Investment Board | 9,901 | $2.64M | 0.01% | +940+10.5% | Added |
| LPL Financial LLC | 9,700 | $2.59M | 0.00% | +5,914+156.2% | Added |
| Nomura Holdings Inc | 9,309 | $2.58M | 0.02% | −7,422−44.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,611 | $2.57M | 0.01% | +6,592+218.4% | Added |
| Baker Tilly Wealth Management, LLC | 9,066 | $2.42M | 0.32% | −2,508−21.7% | Reduced |
| Ieq Capital, LLC | 9,048 | $2.42M | 0.06% | +9,048 | New |
| Vontobel Holding Ltd. | 9,000 | $2.40M | 0.02% | −170−1.9% | Reduced |
| Virginia Retirement Systems Et Al | 9,000 | $2.40M | 0.02% | +6,000+200.0% | Added |
| Xponance, Inc. | 8,891 | $2.37M | 0.05% | +199+2.3% | Added |
| Samson Rock Capital LLP | 8,762 | $2.34M | 1.48% | +8,762 | New |
| Portman Ltd | 8,461 | $2.26M | 1.62% | +8,461 | New |
| Advisory Services Network, LLC | 8,381 | $2.24M | 0.07% | +1,981+31.0% | Added |
| Quadrature Capital Ltd | 8,364 | $2.23M | 0.08% | +3,569+74.4% | Added |
| Pinebridge Investments, L.P. | 8,265 | $2.21M | 0.03% | −984−10.6% | Reduced |
| Jump Financial, LLC | 8,200 | $2.19M | 0.16% | +4,948+152.2% | Added |
| Principal Financial Group Inc | 8,145 | $2.17M | 0.00% | −21,701−72.7% | Reduced |
| Brookstone Capital Management | 7,355 | $2.17M | 0.04% | +7,355 | New |
| Maven Securities LTD | 8,108 | $2.17M | 0.25% | +8,108 | New |
| Bayesian Capital Management, LP | 8,100 | $2.16M | 0.63% | +6,693+475.7% | Added |
| Empowered Funds, LLC | 8,007 | $2.14M | 0.27% | +8,007 | 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 |
| Benjamin F. Edwards & Company, Inc. | 7,667 | $2.05M | 0.10% | +7,667 | New |
| Amundi | 7,614 | $2.03M | 0.00% | +7,614 | New |
| Deutsche Bank AG | 7,593 | $2.03M | 0.00% | −16,502−68.5% | Reduced |
| Clear Creek Financial Management, LLC | 7,456 | $1.99M | 0.32% | +7,456 | New |
| SG Americas Securities, LLC | 7,355 | $1.96M | 0.01% | −2,070−22.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,285 | $1.95M | 0.01% | +356+5.1% | Added |
| Precision Wealth Strategies, LLC | 6,654 | $1.78M | 1.37% | −988−12.9% | Reduced |
| Raymond James & Associates | 6,628 | $1.77M | 0.00% | −703−9.6% | Reduced |
| Caas Capital Management LP | 6,238 | $1.67M | 0.12% | +6,238 | New |
| Wealthfront Advisers LLC | 6,188 | $1.65M | 0.01% | +6,188 | New |
| UBS Group AG | 5,979 | $1.60M | 0.00% | +2,042+51.9% | Added |
| Shell Asset Management Co | 5,874 | $1.57M | 0.04% | −250−4.1% | Reduced |
| Maryland State Retirement & Pension System | 5,894 | $1.55M | 0.04% | +297+5.3% | Added |
| Alpine Global Management, LLC | 5,519 | $1.47M | 0.33% | +5,519 | New |
| Bullseye Asset Management LLC | 5,467 | $1.46M | 0.51% | −5,648−50.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,338 | $1.43M | 0.26% | −530−9.0% | Reduced |
| Metropolitan Life Insurance Co | 5,297 | $1.41M | 0.02% | +102+2.0% | Added |
| Blueshift Asset Management, LLC | 5,256 | $1.40M | 0.08% | +5,256 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 5,035 | $1.34M | 0.00% | +5,035 | New |
| J. Goldman & Co LP | 4,985 | $1.33M | 0.12% | +4,985 | New |
| Pictet Asset Management SA | 4,852 | $1.29M | 0.00% | +4,852 | New |
| Sigma Planning Corp | 4,803 | $1.28M | 0.04% | +4,803 | New |
| Paradigm Financial Advisors, LLC | 4,760 | $1.27M | 0.29% | 00.0% | Unchanged |
| Algert Global LLC | 4,749 | $1.27M | 0.17% | +4,749 | New |
| Raymond James Financial Services Advisors, Inc. | 4,744 | $1.27M | 0.00% | +2,734+136.0% | Added |
| Commonwealth Equity Services, LLC | 4,733 | $1.26M | 0.00% | +431+10.0% | Added |
| AlpInvest Partners B.V. | 4,700 | $1.25M | 0.49% | +4,700 | New |
| Capital Impact Advisors, LLC | 4,632 | $1.24M | 0.49% | −9,264−66.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,550 | $1.22M | 0.01% | +4,550 | New |
| ProShare Advisors LLC | 4,364 | $1.17M | 0.00% | +1,035+31.1% | Added |
| Pearl River Capital, LLC | 4,334 | $1.16M | 0.31% | +2,534+140.8% | Added |
| Exchange Traded Concepts, LLC | 4,311 | $1.15M | 0.03% | −959−18.2% | Reduced |
| Pendal Group Limited | 4,066 | $1.08M | 0.01% | +10+0.2% | Added |
| Trustcore Financial Services, LLC | 4,047 | $1.08M | 0.11% | +249+6.6% | Added |
| Gsa Capital Partners LLP | 3,994 | $1.07M | 0.11% | +2,577+181.9% | Added |
| Joel Isaacson & Co., LLC | 3,914 | $1.04M | 0.08% | +41+1.1% | Added |
| Russell Investments Group, Ltd. | 3,863 | $1.03M | 0.00% | +325+9.2% | Added |
| JustInvest LLC | 3,802 | $1.01M | 0.09% | +1,530+67.3% | Added |
| CIBC Asset Management Inc | 3,762 | $1.00M | 0.00% | +770+25.7% | Added |
| Two Sigma Securities, LLC | 3,580 | $956.0K | 0.20% | +3,580 | New |
| Truist Financial Corp | 3,498 | $934.0K | 0.00% | +3,498 | New |
| 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 |
| Prudential Financial Inc | 2,837 | $835.0K | 0.00% | +327+13.0% | Added |
| GWM Advisors LLC | 3,106 | $829.0K | 0.02% | +3,106 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,095 | $826.0K | 0.01% | +3,095 | New |
| Gluskin Sheff & Assoc Inc | 4,179 | $803.0K | 0.03% | +4,179 | New |
| Bank of Hawaii | 2,956 | $789.0K | 0.04% | +2,956 | New |
| 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 |
| Vestmark Advisory Solutions, Inc. | 2,874 | $767.0K | 0.05% | −1,281−30.8% | Reduced |
| Avitas Wealth Management LLC | 2,862 | $764.0K | 0.14% | −24−0.8% | 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 |
| STRS Ohio | 2,736 | $730.0K | 0.00% | −3,148−53.5% | Reduced |
| Harvest Investment Services, LLC | 2,585 | $690.0K | 0.28% | +2,585 | New |
| Wolf Hill Capital Management, LP | 2,533 | $676.0K | 0.20% | +1,163+84.9% | Added |
| Guggenheim Capital LLC | 2,363 | $631.0K | 0.00% | +498+26.7% | Added |
| HBK Sorce Advisory LLC | 2,267 | $605.0K | 0.03% | −1,369−37.7% | Reduced |
| First Mercantile Trust Co | 2,200 | $587.0K | 0.08% | +2,200 | New |
| Level Four Advisory Services, LLC | 2,185 | $583.0K | 0.06% | +607+38.5% | Added |
| Octavia Wealth Advisors, LLC | 2,141 | $574.0K | 0.15% | −50−2.3% | Reduced |
| IBM Retirement Fund | 2,132 | $569.0K | 0.04% | 00.0% | Unchanged |