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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
Winch Advisory Services, LLC121$32.0K0.01%+57+89.1%Added
TCI Wealth Advisors, Inc.113$30.0K0.00%+1+0.9%Added
Creative Financial Designs Inc100$27.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$27.0K0.01%00.0%Unchanged
FourThought Financial, LLC93$24.0K0.00%−39−29.5%Reduced
Koshinski Asset Management, Inc.88$23.5K0.00%+88New
Hanseatic Management Services Inc84$22.0K0.04%+84New
Rockbridge Investment Management, LCC80$21.0K0.00%+11+15.9%Added
Private Capital Group, LLC67$18.0K0.00%+5+8.1%Added
Wagner Wealth Management, LLC47$14.0K0.01%00.0%Unchanged
Crewe Advisors LLC52$14.0K0.00%+52New
TD Private Client Wealth LLC44$11.7K0.00%+12+37.5%Added
Allworth Financial LP42$11.0K0.00%+42New
Glassman Wealth Services36$10.0K0.00%+5+16.1%Added
Agf Investments Inc.39$10.0K0.00%+39New
SRS Capital Advisors, Inc.30$8.00K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC26$7.00K0.00%+26New
Parkside Financial Bank & Trust19$6.00K0.00%+11+137.5%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
Hudock, Inc.17$4.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC15$4.00K0.00%+11+275.0%Added
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
Raffa Wealth Management, LLC11$2.94K0.00%00.0%Unchanged
Lee Financial Co9$2.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.5$1.33K0.00%+5New
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
Tybourne Capital Management (HK) Ltd0$00.00%−836,716−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−101,565−100.0%Sold out
Bank of Nova Scotia0$00.00%−100,124−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−56,300−100.0%Sold out
Titan Global Capital Management USA LLC0$00.00%−40,338−100.0%Sold out
Pathway Capital Management, LP0$00.00%−34,963−100.0%Sold out
Engle Capital Management, L.P.0$00.00%−32,000−100.0%Sold out
Paloma Partners Management Co0$00.00%−20,761−100.0%Sold out
Marshall Wace, LLP0$00.00%−17,982−100.0%Sold out
Cinctive Capital Management LP0$00.00%−15,338−100.0%Sold out
Trexquant Investment LP0$00.00%−12,284−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−11,769−100.0%Sold out
Capital Fund Management S.A.0$00.00%−11,660−100.0%Sold out
Centiva Capital, LP0$00.00%−11,553−100.0%Sold out
Hamilton Lane Advisors LLC0$00.00%−9,013−100.0%Sold out
Twin Capital Management Inc0$00.00%−8,350−100.0%Sold out
HSBC Holdings PLC0$00.00%−7,011−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−7,073−100.0%Sold out
Wit, LLC0$00.00%−7,061−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−5,642−100.0%Sold out
Full18 Capital LLC0$00.00%−5,494−100.0%Sold out
Partners Group Holding AG0$00.00%−5,048−100.0%Sold out
Walleye Capital LLC0$00.00%−4,200−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−4,146−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−3,480−100.0%Sold out
State of Michigan Retirement System0$00.00%−3,277−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−3,277−100.0%Sold out
Wealthsource Partners, LLC0$00.00%−3,200−100.0%Sold out
Synovus Financial Corp0$00.00%−3,171−100.0%Sold out
AE Wealth Management LLC0$00.00%−2,846−100.0%Sold out
Legato Capital Management LLC0$00.00%−2,639−100.0%Sold out
Comerica Bank0$00.00%−2,105−100.0%Sold out
HarbourVest Partners LLC0$00.00%−1,770−100.0%Sold out
Adventist Health System Sunbelt Healthcare Corp0$00.00%−1,765−100.0%Sold out
Emerald Mutual Fund Advisers Trust0$00.00%−1,620−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−1,622−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,279−100.0%Sold out
Brighton Jones LLC0$00.00%−1,230−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−731−100.0%Sold out
CVA Family Office, LLC0$00.00%−662−100.0%Sold out
Acadian Asset Management LLC0$00.00%−488−100.0%Sold out
KB Financial Partners, LLC0$00.00%−209−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−113−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−57−100.0%Sold out
Macroview Investment Management LLC0$00.00%−22−100.0%Sold out
Arcadia Investment Advisors LLC0$00.00%−2−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
Bel Air Investment Advisors LLC––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed