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 |
|---|---|---|---|---|---|
| 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 |
| APG Asset Management N.V. | 3,500 | $767.0K | 0.00% | +3,500 | New |
| Truist Financial Corp | 3,036 | $756.0K | 0.00% | −462−13.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,997 | $746.0K | 0.01% | +2,001+200.9% | Added |
| Avitas Wealth Management LLC | 2,959 | $737.0K | 0.12% | +97+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,878 | $717.1K | 0.01% | +2,878 | New |
| Bartlett & Co. LLC | 2,878 | $717.0K | 0.01% | +2,878 | New |
| Vestmark Advisory Solutions, Inc. | 2,844 | $709.0K | 0.04% | −30−1.0% | Reduced |
| Level Four Advisory Services, LLC | 2,794 | $696.0K | 0.05% | +609+27.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,681 | $668.0K | 0.00% | −2,063−43.5% | Reduced |
| Verition Fund Management LLC | 2,623 | $654.0K | 0.01% | +1,305+99.0% | Added |
| Exchange Traded Concepts, LLC | 2,601 | $648.0K | 0.01% | −1,710−39.7% | Reduced |
| Jefferies Group LLC | 2,594 | $646.3K | 0.01% | +522+25.2% | Added |
| Golden Green, Inc. | 2,585 | $644.0K | 0.52% | +974+60.5% | Added |
| Aigen Investment Management, LP | 2,536 | $630.0K | 0.04% | +2,536 | New |
| Manufacturers Life Insurance Company, The | 2,453 | $611.0K | 0.00% | −40,180−94.2% | Reduced |
| Octavia Wealth Advisors, LLC | 2,441 | $608.0K | 0.13% | +300+14.0% | Added |
| Standard Life Aberdeen plc | 2,359 | $588.0K | 0.00% | +2,359 | New |
| Guggenheim Capital LLC | 2,319 | $578.0K | 0.00% | −44−1.9% | 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 |
| HBK Sorce Advisory LLC | 2,231 | $556.0K | 0.03% | −36−1.6% | Reduced |
| WMG Financial Advisors, LLC | 2,200 | $550.0K | 0.43% | +2,200 | New |
| Rafferty Asset Management, LLC | 2,150 | $536.0K | 0.00% | +54+2.6% | Added |
| Valeo Financial Advisors, LLC | 2,000 | $498.0K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,990 | $496.0K | 0.03% | +1,990 | New |
| Commerce Bank | 1,987 | $495.0K | 0.00% | +94+5.0% | Added |
| Cresset Asset Management, LLC | 1,964 | $488.0K | 0.00% | −29−1.5% | Reduced |
| Parallel Advisors, LLC | 1,938 | $483.0K | 0.02% | −89−4.4% | Reduced |
| 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 |
| Meeder Asset Management Inc | 1,908 | $475.0K | 0.05% | +8+0.4% | Added |
| Accredited Investors Inc. | 1,820 | $453.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 1,743 | $434.0K | 0.00% | +191+12.3% | 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 |
| Harvest Fund Management Co., Ltd | 1,713 | $431.0K | 0.07% | +254+17.4% | Added |
| Quantamental Technologies LLC | 1,724 | $430.0K | 0.22% | +1,724 | New |
| Evercore Wealth Management, LLC | 1,655 | $412.0K | 0.01% | −445−21.2% | Reduced |
| Aviva PLC | 1,612 | $402.0K | 0.00% | +1,612 | New |
| IBM Retirement Fund | 1,528 | $381.0K | 0.05% | −604−28.3% | Reduced |
| Virginia Retirement Systems Et Al | 1,500 | $374.0K | 0.00% | −7,500−83.3% | Reduced |
| Stratos Wealth Partners, LTD. | 1,491 | $371.0K | 0.01% | +135+10.0% | Added |
| Caliber Wealth Management, LLC | 2,038 | $369.0K | 0.25% | −600−22.7% | Reduced |
| Ethic Inc. | 1,449 | $361.0K | 0.03% | +415+40.1% | Added |
| National Asset Management, Inc. | 1,429 | $357.0K | 0.01% | +206+16.8% | Added |
| ASB Consultores, LLC | 1,414 | $352.0K | 0.17% | +1,414 | New |
| Park Avenue Securities LLC | 1,390 | $346.0K | 0.01% | +336+31.9% | Added |
| Vident Investment Advisory, LLC | 1,384 | $345.0K | 0.01% | +140+11.3% | Added |
| AlphaCrest Capital Management LLC | 1,326 | $330.0K | 0.01% | +572+75.9% | Added |
| Brinker Capital Investments, LLC | 1,292 | $322.0K | 0.00% | −100−7.2% | Reduced |
| Sands Capital Management, LLC | 1,255 | $313.0K | 0.00% | +1,255 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,250 | $311.0K | 0.03% | +1,250 | New |
| Silvant Capital Management LLC | 1,245 | $310.0K | 0.05% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 1,229 | $306.0K | 0.01% | +1,229 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,215 | $305.1K | 0.00% | +380+45.5% | Added |
| MML Investors Services, LLC | 1,219 | $304.0K | 0.00% | −3−0.2% | 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 |
| Psagot Value Holdings Ltd. / (Israel) | 1,200 | $299.0K | 0.06% | −662−35.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,198 | $298.0K | 0.05% | +38+3.3% | Added |
| Yousif Capital Management, LLC | 1,177 | $293.0K | 0.00% | +1,177 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,162 | $292.0K | 0.01% | +60+5.4% | Added |
| Captrust Financial Advisors | 1,158 | $289.0K | 0.00% | +61+5.6% | Added |
| Assenagon Asset Management S.A. | 1,153 | $287.0K | 0.00% | +1,153 | New |
| O'Shaughnessy Asset Management, LLC | 1,115 | $278.0K | 0.00% | +26+2.4% | Added |
| Schroder Investment Management Group | 1,085 | $270.0K | 0.00% | +1,085 | New |
| Lombard Odier Asset Management (USA) Corp | 1,072 | $267.0K | 0.04% | −14,078−92.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,049 | $261.0K | 0.00% | +210+25.0% | Added |
| Wealth Alliance | 1,045 | $260.0K | 0.05% | +45+4.5% | Added |
| Mount Lucas Management LP | 1,005 | $250.0K | 0.07% | +1,005 | New |
| CSS LLC | 1,000 | $249.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,000 | $249.0K | 0.11% | 00.0% | Unchanged |
| Arvest Trust Co N A | 994 | $248.0K | 0.01% | +994 | New |
| Gilbert & Cook, Inc. | 970 | $242.0K | 0.04% | −147−13.2% | Reduced |
| Flaharty Asset Management, LLC | 970 | $242.0K | 0.04% | +970 | New |
| Laurion Capital Management LP | 948 | $236.0K | 0.00% | −10,000−91.3% | Reduced |
| Ferris Capital, LLC | 930 | $232.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 921 | $229.0K | 0.01% | +921 | New |
| Toroso Investments, LLC | 910 | $227.0K | 0.01% | +138+17.9% | Added |
| Azora Capital LP | 908 | $226.0K | 0.04% | −87,044−99.0% | Reduced |
| Assetmark, Inc | 900 | $224.0K | 0.00% | +900 | New |
| Profund Advisors LLC | 892 | $222.0K | 0.01% | +103+13.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 890 | $222.0K | 0.01% | +890 | New |
| Yorktown Management & Research Co Inc | 880 | $219.0K | 0.15% | 00.0% | Unchanged |
| Stonnington Group, LLC | 1,000 | $212.0K | 0.05% | −50−4.8% | Reduced |
| Corient Capital Partners, LLC | 846 | $211.0K | 0.01% | +58+7.4% | Added |
| Rockefeller Capital Management L.P. | 845 | $210.0K | 0.00% | −214−20.2% | Reduced |
| FirstPurpose Wealth LLC | 843 | $210.0K | 0.13% | +843 | New |
| Turim 21 Investimentos Ltda. | 837 | $209.0K | 0.09% | +837 | New |
| Quantinno Capital Management LP | 826 | $206.0K | 0.04% | +826 | New |
| Bleichroeder LP | 820 | $204.0K | 0.03% | +820 | New |
| Patten Group, Inc. | 813 | $203.0K | 0.05% | +813 | New |
| Worth Venture Partners, LLC | 814 | $203.0K | 0.10% | +814 | New |
| Federated Hermes, Inc. | 812 | $202.0K | 0.00% | −16,655−95.4% | Reduced |
| Vivid Financial Management, Inc. | 807 | $201.0K | 0.08% | −33−3.9% | Reduced |
| Compagnie Lombard Odier SCmA | 800 | $199.0K | 0.00% | +800 | New |
| Steamboat Capital Partners, LLC | 766 | $191.0K | 0.06% | −77−9.1% | Reduced |
| Leonteq Securities AG | 748 | $186.4K | 0.01% | +748 | New |