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, Q4 2021
Institutional positions in BILL Holdings, Inc. as of Dec 31, 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
- 480
- +54 vs. Q3 2021
- Shares held
- 100.2M
- +5.27M (+5.6%) vs. Q3 2021
- Total value
- $25.0B
- −$369.9M (−1.5%) vs. Q3 2021
- New holders
- 133
- 183 more added
- Sold out
- 79
- 131 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ferris Capital, LLC | 930 | $232.0K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 948 | $236.0K | 0.00% | −10,000−91.3% | Reduced |
| Gilbert & Cook, Inc. | 970 | $242.0K | 0.04% | −147−13.2% | Reduced |
| Flaharty Asset Management, LLC | 970 | $242.0K | 0.04% | +970 | New |
| Arvest Trust Co N A | 994 | $248.0K | 0.01% | +994 | New |
| CSS LLC | 1,000 | $249.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,000 | $249.0K | 0.11% | 00.0% | Unchanged |
| Mount Lucas Management LP | 1,005 | $250.0K | 0.07% | +1,005 | New |
| Wealth Alliance | 1,045 | $260.0K | 0.05% | +45+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,049 | $261.0K | 0.00% | +210+25.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,072 | $267.0K | 0.04% | −14,078−92.9% | Reduced |
| Schroder Investment Management Group | 1,085 | $270.0K | 0.00% | +1,085 | New |
| O'Shaughnessy Asset Management, LLC | 1,115 | $278.0K | 0.00% | +26+2.4% | Added |
| Assenagon Asset Management S.A. | 1,153 | $287.0K | 0.00% | +1,153 | New |
| Captrust Financial Advisors | 1,158 | $289.0K | 0.00% | +61+5.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,162 | $292.0K | 0.01% | +60+5.4% | Added |
| Yousif Capital Management, LLC | 1,177 | $293.0K | 0.00% | +1,177 | New |
| Institute for Wealth Management, LLC. | 1,198 | $298.0K | 0.05% | +38+3.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,200 | $299.0K | 0.06% | −662−35.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,211 | $302.0K | 0.03% | −279−18.7% | Reduced |
| Oppenheimer & Co Inc | 1,214 | $302.0K | 0.01% | +31+2.6% | Added |
| MML Investors Services, LLC | 1,219 | $304.0K | 0.00% | −3−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,215 | $305.1K | 0.00% | +380+45.5% | Added |
| Capital Wealth Planning, LLC | 1,229 | $306.0K | 0.01% | +1,229 | New |
| Silvant Capital Management LLC | 1,245 | $310.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,250 | $311.0K | 0.03% | +1,250 | New |
| Sands Capital Management, LLC | 1,255 | $313.0K | 0.00% | +1,255 | New |
| Brinker Capital Investments, LLC | 1,292 | $322.0K | 0.00% | −100−7.2% | Reduced |
| AlphaCrest Capital Management LLC | 1,326 | $330.0K | 0.01% | +572+75.9% | Added |
| Vident Investment Advisory, LLC | 1,384 | $345.0K | 0.01% | +140+11.3% | Added |
| Park Avenue Securities LLC | 1,390 | $346.0K | 0.01% | +336+31.9% | Added |
| ASB Consultores, LLC | 1,414 | $352.0K | 0.17% | +1,414 | New |
| National Asset Management, Inc. | 1,429 | $357.0K | 0.01% | +206+16.8% | Added |
| Ethic Inc. | 1,449 | $361.0K | 0.03% | +415+40.1% | Added |
| Caliber Wealth Management, LLC | 2,038 | $369.0K | 0.25% | −600−22.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,491 | $371.0K | 0.01% | +135+10.0% | Added |
| Virginia Retirement Systems Et Al | 1,500 | $374.0K | 0.00% | −7,500−83.3% | Reduced |
| IBM Retirement Fund | 1,528 | $381.0K | 0.05% | −604−28.3% | Reduced |
| Aviva PLC | 1,612 | $402.0K | 0.00% | +1,612 | New |
| Evercore Wealth Management, LLC | 1,655 | $412.0K | 0.01% | −445−21.2% | Reduced |
| Quantamental Technologies LLC | 1,724 | $430.0K | 0.22% | +1,724 | New |
| Harvest Fund Management Co., Ltd | 1,713 | $431.0K | 0.07% | +254+17.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,735 | $432.0K | 0.02% | +127+7.9% | Added |
| Yarbrough Capital, LLC | 1,734 | $432.0K | 0.02% | +1,734 | New |
| American International Group, Inc. | 1,743 | $434.0K | 0.00% | +191+12.3% | Added |
| Accredited Investors Inc. | 1,820 | $453.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,908 | $475.0K | 0.05% | +8+0.4% | Added |
| Two Sigma Securities, LLC | 1,925 | $480.0K | 0.09% | −1,655−46.2% | Reduced |
| Magnetar Financial LLC | 1,926 | $480.0K | 0.00% | +666+52.9% | Added |
| Parallel Advisors, LLC | 1,938 | $483.0K | 0.02% | −89−4.4% | Reduced |
| Cresset Asset Management, LLC | 1,964 | $488.0K | 0.00% | −29−1.5% | Reduced |
| Commerce Bank | 1,987 | $495.0K | 0.00% | +94+5.0% | Added |
| Trexquant Investment LP | 1,990 | $496.0K | 0.03% | +1,990 | New |
| Valeo Financial Advisors, LLC | 2,000 | $498.0K | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,150 | $536.0K | 0.00% | +54+2.6% | Added |
| WMG Financial Advisors, LLC | 2,200 | $550.0K | 0.43% | +2,200 | New |
| HBK Sorce Advisory LLC | 2,231 | $556.0K | 0.03% | −36−1.6% | Reduced |
| Infini Master Fund | 2,300 | $573.0K | 1.46% | +2,300 | New |
| Infini Capital Management Ltd | 2,300 | $573.0K | 1.46% | +2,300 | New |
| Guggenheim Capital LLC | 2,319 | $578.0K | 0.00% | −44−1.9% | Reduced |
| Standard Life Aberdeen plc | 2,359 | $588.0K | 0.00% | +2,359 | New |
| Octavia Wealth Advisors, LLC | 2,441 | $608.0K | 0.13% | +300+14.0% | Added |
| Manufacturers Life Insurance Company, The | 2,453 | $611.0K | 0.00% | −40,180−94.2% | Reduced |
| Aigen Investment Management, LP | 2,536 | $630.0K | 0.04% | +2,536 | New |
| Golden Green, Inc. | 2,585 | $644.0K | 0.52% | +974+60.5% | Added |
| Jefferies Group LLC | 2,594 | $646.3K | 0.01% | +522+25.2% | Added |
| Exchange Traded Concepts, LLC | 2,601 | $648.0K | 0.01% | −1,710−39.7% | Reduced |
| Verition Fund Management LLC | 2,623 | $654.0K | 0.01% | +1,305+99.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,681 | $668.0K | 0.00% | −2,063−43.5% | Reduced |
| Level Four Advisory Services, LLC | 2,794 | $696.0K | 0.05% | +609+27.9% | Added |
| Vestmark Advisory Solutions, Inc. | 2,844 | $709.0K | 0.04% | −30−1.0% | Reduced |
| Bartlett & Co. LLC | 2,878 | $717.0K | 0.01% | +2,878 | New |
| Bartlett & Co. Wealth Management LLC | 2,878 | $717.1K | 0.01% | +2,878 | New |
| Avitas Wealth Management LLC | 2,959 | $737.0K | 0.12% | +97+3.4% | Added |
| Tower Research Capital LLC (TRC) | 2,997 | $746.0K | 0.01% | +2,001+200.9% | Added |
| Truist Financial Corp | 3,036 | $756.0K | 0.00% | −462−13.2% | Reduced |
| APG Asset Management N.V. | 3,500 | $767.0K | 0.00% | +3,500 | New |
| Pearl River Capital, LLC | 3,129 | $780.0K | 0.21% | −1,205−27.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,130 | $780.0K | 0.45% | +3,130 | New |
| Foundry Partners, LLC | 3,181 | $793.0K | 0.03% | +1,401+78.7% | Added |
| Harvest Investment Services, LLC | 3,288 | $819.0K | 0.35% | +703+27.2% | Added |
| IFP Advisors, Inc | 3,360 | $826.0K | 0.02% | +3,135+1,393.3% | Added |
| Mackenzie Financial Corp | 3,430 | $855.0K | 0.00% | +3,430 | New |
| Bank of Hawaii | 3,510 | $875.0K | 0.05% | +554+18.7% | Added |
| Achmea Investment Management B.V. | 3,518 | $877.0K | 0.04% | +3,518 | New |
| E. Ohman J:or Asset Management AB | 3,600 | $896.9K | 0.03% | +3,600 | New |
| GWM Advisors LLC | 3,646 | $909.0K | 0.01% | +540+17.4% | Added |
| Wolf Hill Capital Management, LP | 3,699 | $922.0K | 0.27% | +1,166+46.0% | Added |
| Advisor Resource Council | 3,707 | $924.0K | 0.07% | +3,707 | New |
| Pendal Group Limited | 3,715 | $926.0K | 0.01% | −351−8.6% | Reduced |
| Boulder Hill Capital Management LP | 3,800 | $947.0K | 0.92% | +3,800 | New |
| Joel Isaacson & Co., LLC | 3,914 | $975.0K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3,967 | $988.0K | 0.11% | −80−2.0% | Reduced |
| Sender Co & Partners, Inc. | 4,071 | $1.01M | 0.65% | +4,071 | New |
| Alpine Global Management, LLC | 4,263 | $1.06M | 0.16% | −1,256−22.8% | Reduced |
| STRS Ohio | 4,451 | $1.11M | 0.00% | +1,715+62.7% | Added |
| Prudential Financial Inc | 3,783 | $1.11M | 0.00% | +946+33.3% | Added |
| Nordea Investment Management AB | 4,645 | $1.16M | 0.00% | +4,645 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,660 | $1.16M | 0.02% | +4,660 | New |
| Dynamic Technology Lab Private Ltd | 4,663 | $1.16M | 0.13% | +4,663 | New |