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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, 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.

Institutional holdersQ4 2021: 480 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 heldQ4 2021: $25.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2021.

Institutions holding BILL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Manchester Capital Management LLC721$180.0K0.02%−1,213−62.7%Reduced
Marshall Wace, LLP713$178.0K0.00%+713New
Catalyst Capital Advisors LLC700$174.0K0.01%−300−30.0%Reduced
Advisors Asset Management, Inc.680$169.4K0.00%+442+185.7%Added
Spire Wealth Management679$169.0K0.00%−67−9.0%Reduced
AIA Group Ltd669$167.0K0.01%+669New
Ellevest, Inc.666$166.0K0.01%+77+13.1%Added
CVA Family Office, LLC662$165.0K0.04%+662New
Wolff Wiese Magana LLC639$159.0K0.10%−64−9.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund613$153.0K0.00%−4,422−87.8%Reduced
American Portfolios Advisors540$134.5K0.00%+540New
Northwestern Mutual Wealth Management Co508$127.0K0.00%−9−1.7%Reduced
Storebrand Asset Management AS506$126.1K0.00%+506New
Banque Cantonale Vaudoise485$121.0K0.00%+176+57.0%Added
GraniteShares Advisors LLC484$120.0K0.06%+484New
Belpointe Asset Management LLC442$110.0K0.01%−130−22.7%Reduced
Penserra Capital Management LLC415$103.0K0.00%−31,530−98.7%Reduced
First Horizon Advisors, Inc.323$79.0K0.00%+37+12.9%Added
National Bank of Canada316$79.0K0.00%+316New
Lazard Asset Management LLC307$76.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.300$75.0K0.04%00.0%Unchanged
Signaturefd, LLC285$71.0K0.00%+109+61.9%Added
State of Wyoming264$66.0K0.03%−38−12.6%Reduced
The PNC Financial Services Group, Inc.257$63.0K0.00%+39+17.9%Added
Pacer Advisors, Inc.250$62.0K0.00%+250New
Fifth Third Bancorp223$56.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC215$54.0K0.01%+88+69.3%Added
KB Financial Partners, LLC205$51.0K0.01%+205New
High Net Worth Advisory Group LLC200$50.0K0.02%+200New
Altshuler Shaham Ltd170$42.0K0.00%−38−18.3%Reduced
JJJ Advisors Inc.149$37.0K0.01%00.0%Unchanged
AlphaCentric Advisors LLC135$34.0K0.01%+135New
Washington Trust Advisors, Inc.120$30.0K0.00%+120New
TCI Wealth Advisors, Inc.112$28.0K0.00%−1−0.9%Reduced
Reilly Financial Advisors, LLC105$26.0K0.00%+105New
Newbridge Financial Services Group, Inc.100$25.0K0.01%−36−26.5%Reduced
Winch Advisory Services, LLC101$25.0K0.01%−20−16.5%Reduced
Creative Financial Designs Inc100$25.0K0.00%00.0%Unchanged
Optimum Investment Advisors100$25.0K0.01%00.0%Unchanged
FourThought Financial, LLC93$23.0K0.00%00.0%Unchanged
Hanseatic Management Services Inc84$21.0K0.03%00.0%Unchanged
Rockbridge Investment Management, LCC69$17.0K0.00%−11−13.8%Reduced
Private Capital Group, LLC57$14.0K0.00%−10−14.9%Reduced
Crewe Advisors LLC52$13.0K0.00%00.0%Unchanged
Arlington Partners LLC51$13.0K0.00%+51New
Wagner Wealth Management, LLC47$12.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC47$12.0K0.00%+47New
Glassman Wealth Services44$11.0K0.00%+8+22.2%Added
Agf Investments Inc.39$10.0K0.00%00.0%Unchanged
Covestor Ltd37$9.00K0.01%+37New
CWM, LLC32$8.00K0.00%+32New
SRS Capital Advisors, Inc.30$7.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC27$7.00K0.00%+7+35.0%Added
Clearstead Advisors, LLC25$6.00K0.00%+25New
Delos Wealth Advisors, LLC23$6.00K0.01%+23New
Parkside Financial Bank & Trust24$5.00K0.00%+5+26.3%Added
Prestige Wealth Management Group LLC19$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$5.00K0.00%+3+15.8%Added
Shore Point Advisors, LLC17$4.00K0.00%+17New
Ci Investments Inc.11$3.00K0.00%+6+120.0%Added
Robeco Institutional Asset Management B.V.11$3.00K0.00%+11New
Zions Bancorporation, N.A.14$3.00K0.00%+14New
Raffa Wealth Management, LLC11$2.74K0.00%00.0%Unchanged
TD Private Client Wealth LLC9$2.24K0.00%−35−79.5%Reduced
Berkshire Capital Holdings Inc10$2.00K0.00%−85,580−100.0%Reduced
Lindbrook Capital, LLC8$2.00K0.00%−7−46.7%Reduced
Lee Financial Co10$2.00K0.00%+1+11.1%Added
Sutton Wealth Advisors Inc.5$1.25K0.00%00.0%Unchanged
Atticus Wealth Management, LLC4$1.00K0.00%−393−99.0%Reduced
Tarbox Family Office, Inc.5$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC6$1.00K0.00%+2+50.0%Added
JFS Wealth Advisors, LLC4$1.00K0.00%+4New
Lenox Wealth Advisors, LLC3$1.00K0.00%+3New
Harvest Group Wealth Management, LLC5$1.00K0.00%+5New
Henrickson Nauta Wealth Advisors, Inc.5$1.00K0.00%+5New
Allworth Financial LP2$00.00%−40−95.2%Reduced
Massmutual Trust Co FSB2$00.00%+2New
Capital Advisors, Ltd. LLC2$00.00%+2New
Schubert & Co2$00.00%+2New
Unio Capital LLC840––+840New
Arrowstreet Capital, Limited Partnership0$00.00%−266,651−100.0%Sold out
Jackson Square Partners, LLC0$00.00%−242,304−100.0%Sold out
Renaissance Technologies LLC0$00.00%−171,900−100.0%Sold out
Candlestick Capital Management LP0$00.00%−168,513−100.0%Sold out
Islet Management, LP0$00.00%−135,000−100.0%Sold out
Castle Hook Partners LP0$00.00%−94,147−100.0%Sold out
HRT Financial LP0$00.00%−81,217−100.0%Sold out
Durable Capital Partners LP0$00.00%−76,388−100.0%Sold out
PointState Capital LP0$00.00%−74,622−100.0%Sold out
LMR Partners LLP0$00.00%−68,197−100.0%Sold out
Twinbeech Capital LP0$00.00%−34,059−100.0%Sold out
Twin Tree Management, LP0$00.00%−26,012−100.0%Sold out
Pinz Capital Management, LP0$00.00%−22,800−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−22,300−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−21,610−100.0%Sold out
Wolverine Trading, LLC0$00.00%−18,890−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−16,574−100.0%Sold out
CastleArk Alternatives, LLC0$00.00%−15,040−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−14,654−100.0%Sold out
Whitebox Advisors LLC0$00.00%−13,259−100.0%Sold out