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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 2,100 | $561.0K | 0.01% | −3,411−61.9% | Reduced |
| Rafferty Asset Management, LLC | 2,096 | $560.0K | 0.00% | −11−0.5% | Reduced |
| Jefferies Group LLC | 2,072 | $553.1K | 0.01% | −18,928−90.1% | Reduced |
| Parallel Advisors, LLC | 2,027 | $541.0K | 0.02% | −33−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,000 | $534.0K | 0.03% | +2,000 | New |
| Cresset Asset Management, LLC | 1,993 | $532.0K | 0.01% | +67+3.5% | Added |
| Manchester Capital Management LLC | 1,934 | $516.0K | 0.07% | +434+28.9% | Added |
| Meeder Asset Management Inc | 1,900 | $507.0K | 0.03% | +713+60.1% | Added |
| Commerce Bank | 1,893 | $505.0K | 0.00% | +1,893 | New |
| Versor Investments LP | 1,867 | $498.0K | 0.02% | −3,137−62.7% | 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 |
| Accredited Investors Inc. | 1,820 | $486.0K | 0.05% | −30−1.6% | Reduced |
| Foundry Partners, LLC | 1,780 | $475.0K | 0.02% | +1,780 | New |
| Kestra Advisory Services, LLC | 1,640 | $438.0K | 0.00% | +1,640 | New |
| Golden Green, Inc. | 1,611 | $430.0K | 0.34% | −389−19.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,608 | $429.0K | 0.02% | +1,608 | New |
| American International Group, Inc. | 1,552 | $414.0K | 0.00% | −33−2.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,544 | $412.0K | 0.00% | +528+52.0% | Added |
| Advent Capital Management | 1,500 | $400.0K | 0.01% | +1,500 | New |
| Mount Yale Investment Advisors, LLC | 1,490 | $398.0K | 0.05% | +1,490 | New |
| Harvest Fund Management Co., Ltd | 1,459 | $389.0K | 0.09% | +1,346+1,191.2% | Added |
| Board of Trustees of The Leland Stanford Junior University | 1,400 | $374.0K | 0.03% | +1,400 | New |
| Tobam | 1,396 | $373.0K | 0.02% | +211+17.8% | Added |
| Stratos Wealth Partners, LTD. | 1,356 | $362.0K | 0.01% | −20−1.5% | Reduced |
| Shay Capital LLC | 1,344 | $359.0K | 0.11% | +1,344 | New |
| Verition Fund Management LLC | 1,318 | $352.0K | 0.01% | +1,318 | New |
| Arvest Bank Trust Division | 1,281 | $342.0K | 0.02% | −219−14.6% | Reduced |
| Magnetar Financial LLC | 1,260 | $336.0K | 0.00% | +1,260 | 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 |
| National Asset Management, Inc. | 1,223 | $327.0K | 0.01% | +1,223 | New |
| MML Investors Services, LLC | 1,222 | $326.0K | 0.00% | +1,222 | New |
| Sawtooth Solutions, LLC | 1,186 | $317.0K | 0.05% | +1,186 | New |
| Oppenheimer & Co Inc | 1,183 | $316.0K | 0.01% | −41−3.3% | Reduced |
| Oppenheimer Asset Management Inc. | 1,169 | $312.0K | 0.00% | +1,169 | New |
| Institute for Wealth Management, LLC. | 1,160 | $310.0K | 0.05% | −154−11.7% | Reduced |
| Ferris Capital, LLC | 930 | $307.0K | 0.07% | +930 | New |
| WESPAC Advisors, LLC | 1,142 | $305.0K | 0.19% | +1,142 | New |
| Gilbert & Cook, Inc. | 1,117 | $298.0K | 0.05% | +1,117 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,102 | $294.0K | 0.01% | −25−2.2% | Reduced |
| Captrust Financial Advisors | 1,097 | $293.0K | 0.00% | +316+40.5% | Added |
| World Asset Management Inc | 1,094 | $292.0K | 0.03% | −92−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,089 | $291.0K | 0.01% | +678+165.0% | Added |
| Stonnington Group, LLC | 1,050 | $288.0K | 0.06% | −950−47.5% | Reduced |
| XTX Topco Ltd | 1,068 | $285.0K | 0.10% | −2,078−66.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,059 | $282.0K | 0.00% | +366+52.8% | Added |
| Park Avenue Securities LLC | 1,054 | $281.0K | 0.01% | +1,054 | New |
| Rehmann Capital Advisory Group | 1,263 | $280.3K | 0.03% | +1,263 | New |
| Wealthspire Advisors, LLC | 1,050 | $280.0K | 0.01% | +1,050 | New |
| Ethic Inc. | 1,034 | $276.0K | 0.03% | +1,034 | New |
| People's United Financial, Inc. | 1,018 | $272.0K | 0.01% | +1,018 | New |
| Maltese Capital Management LLC | 1,000 | $267.0K | 0.05% | +1,000 | New |
| CSS LLC | 1,000 | $267.0K | 0.01% | +1,000 | New |
| Pentwater Capital Management LP | 1,000 | $267.0K | 0.00% | +1,000 | New |
| Catalyst Capital Advisors LLC | 1,000 | $267.0K | 0.01% | +1,000 | New |
| Lavaca Capital LLC | 1,000 | $267.0K | 0.13% | +1,000 | New |
| Wealth Alliance | 1,000 | $267.0K | 0.06% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 996 | $266.0K | 0.01% | +986+9,860.0% | Added |
| Brinker Capital Investments, LLC | 1,392 | $255.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 908 | $242.0K | 0.01% | +908 | New |
| Enlightenment Research, LLC | 900 | $240.0K | 0.29% | +900 | New |
| Yorktown Management & Research Co Inc | 880 | $235.0K | 0.18% | +880 | New |
| Steamboat Capital Partners, LLC | 843 | $225.0K | 0.05% | −7−0.8% | Reduced |
| Vivid Financial Management, Inc. | 840 | $224.0K | 0.09% | −1,390−62.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 839 | $224.0K | 0.00% | +14+1.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 835 | $222.9K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 800 | $214.0K | 0.02% | −1,552−66.0% | Reduced |
| Profund Advisors LLC | 789 | $211.0K | 0.01% | +789 | New |
| Corient Capital Partners, LLC | 788 | $210.0K | 0.02% | +788 | New |
| DC Investments Management, LLC | 784 | $209.0K | 0.39% | +784 | New |
| Toroso Investments, LLC | 772 | $206.0K | 0.01% | +772 | New |
| Holistic Financial Partners | 766 | $204.0K | 0.13% | +766 | New |
| AlphaCrest Capital Management LLC | 754 | $201.0K | 0.01% | +754 | New |
| Spire Wealth Management | 746 | $199.0K | 0.01% | −245−24.7% | Reduced |
| Wolff Wiese Magana LLC | 703 | $187.0K | 0.13% | −345−32.9% | Reduced |
| Ellevest, Inc. | 589 | $157.0K | 0.02% | +567+2,577.3% | Added |
| Belpointe Asset Management LLC | 572 | $153.0K | 0.01% | +572 | New |
| Northwestern Mutual Wealth Management Co | 517 | $137.0K | 0.00% | +517 | New |
| Migdal Insurance & Financial Holdings Ltd. | 461 | $123.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 397 | $106.0K | 0.05% | +397 | New |
| Asset Management One Co.,Ltd. | 315 | $84.0K | 0.00% | −247−44.0% | Reduced |
| Banque Cantonale Vaudoise | 309 | $82.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 302 | $81.0K | 0.05% | −715−70.3% | Reduced |
| Lazard Asset Management LLC | 307 | $81.0K | 0.00% | −500−62.0% | Reduced |
| Exane Derivatives | 303 | $80.9K | 0.02% | +133+78.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 300 | $80.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 286 | $76.0K | 0.00% | −11−3.7% | Reduced |
| Berman Capital Advisors, LLC | 276 | $73.0K | 0.01% | +37+15.5% | Added |
| Advisors Asset Management, Inc. | 238 | $64.0K | 0.00% | +238 | New |
| Fifth Third Bancorp | 223 | $60.0K | 0.00% | −222−49.9% | Reduced |
| The PNC Financial Services Group, Inc. | 218 | $59.0K | 0.00% | +34+18.5% | Added |
| IFP Advisors, Inc | 225 | $59.0K | 0.00% | +174+341.2% | Added |
| Altshuler Shaham Ltd | 208 | $56.0K | 0.00% | +208 | New |
| Guidance Point Advisors, LLC | 196 | $52.0K | 0.02% | +196 | New |
| Signaturefd, LLC | 176 | $47.0K | 0.00% | +119+208.8% | Added |
| Bessemer Group Inc | 159 | $42.0K | 0.00% | +159 | New |
| JJJ Advisors Inc. | 149 | $40.0K | 0.01% | +2+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 136 | $36.0K | 0.02% | −7−4.9% | Reduced |
| Quadrant Capital Group LLC | 127 | $34.0K | 0.00% | +46+56.8% | Added |