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Livermore
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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, Q1 2022

Institutional positions in BILL Holdings, Inc. as of Mar 31, 2022. 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
486
+12 vs. Q4 2021
Shares held
101.3M
+1.08M (+1.1%) vs. Q4 2021
Total value
$23.0B
−$2.00B (−8.0%) vs. Q4 2021
New holders
100
200 more added
Sold out
88
150 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 486 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 heldQ1 2022: $23.0B
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, Q1 2022

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2021.

Institutions holding BILL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC1,049$238.0K0.01%+139+15.3%Added
Mount Lucas Management LP1,067$242.0K0.07%+62+6.2%Added
Wealth Alliance1,069$243.0K0.05%+24+2.3%Added
Wahed Invest LLC1,099$249.0K0.15%+1,099New
Unio Capital LLC1,130$256.0K0.11%+290+34.5%Added
Golden Green, Inc.1,136$258.0K0.21%−1,449−56.1%Reduced
Corient Capital Partners, LLC1,172$266.0K0.02%+326+38.5%Added
Steward Partners Investment Advisory, LLC1,180$268.0K0.00%+131+12.5%Added
Engineers Gate Manager LP1,190$270.0K0.01%−5,296−81.7%Reduced
Institute for Wealth Management, LLC.1,198$272.0K0.04%00.0%Unchanged
Canada Pension Plan Investment Board1,198$272.0K0.00%+1,198New
Zeke Capital Advisors, LLC1,200$272.0K0.01%+1,200New
Vontobel Holding Ltd.1,181$274.0K0.00%−11,819−90.9%Reduced
Oppenheimer & Co Inc1,209$274.0K0.00%−5−0.4%Reduced
Vestcor Inc1,215$276.0K0.01%+294+31.9%Added
Silvant Capital Management LLC1,245$282.0K0.05%00.0%Unchanged
Sands Capital Management, LLC1,255$285.0K0.00%00.0%Unchanged
Bessemer Group Inc1,313$298.0K0.00%+1,313New
Yorktown Management & Research Co Inc1,340$304.0K0.26%+460+52.3%Added
CenterBook Partners LP1,340$304.0K0.11%+1,340New
Twin Tree Management, LP1,372$311.0K0.01%+1,372New
O'Shaughnessy Asset Management, LLC1,374$312.0K0.01%+259+23.2%Added
B. Metzler seel. Sohn & Co. AG1,395$316.0K0.00%−3,655−72.4%Reduced
My Legacy Advisors, LLC1,405$319.0K0.15%+1,405New
Yousif Capital Management, LLC1,417$321.0K0.00%+240+20.4%Added
Gilbert & Cook, Inc.1,425$323.0K0.05%+455+46.9%Added
Guggenheim Capital LLC1,432$325.0K0.00%−887−38.2%Reduced
IBM Retirement Fund1,454$330.0K0.05%−74−4.8%Reduced
Common Fund for Nonprofit Organizations1,461$331.3K0.04%+1,461New
Cambridge Investment Research Advisors, Inc.1,476$335.0K0.00%−4,549−75.5%Reduced
Security Benefit Life Insurance Co1,477$335.0K0.02%+1,477New
Psagot Value Holdings Ltd. / (Israel)1,500$340.0K0.07%+300+25.0%Added
Evercore Wealth Management, LLC1,505$341.0K0.01%−150−9.1%Reduced
Conway Capital Management, Inc.1,525$345.9K0.22%+1,525New
Brinker Capital Investments, LLC1,564$355.0K0.01%+272+21.1%Added
BMS Financial Advisors, LLC1,571$356.0K0.23%+1,571New
Holistic Financial Partners1,579$358.0K0.23%+1,579New
Federation des caisses Desjardins du Quebec1,603$363.5K0.00%+1,603New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,673$379.0K0.03%+423+33.8%Added
Cresset Asset Management, LLC1,696$385.0K0.00%−268−13.6%Reduced
Asahi Life Asset Management Co., Ltd.1,700$386.0K0.05%+1,700New
Yarbrough Capital, LLC1,734$393.0K0.02%00.0%Unchanged
American International Group, Inc.1,773$402.0K0.00%+30+1.7%Added
Assetmark, Inc1,772$402.0K0.00%+872+96.9%Added
U.S. Capital Wealth Advisors, LLC1,784$405.0K0.01%+49+2.8%Added
Seven Eight Capital, LP1,785$405.0K0.05%+1,785New
Lazard Asset Management LLC1,824$413.0K0.00%+1,517+494.1%Added
Accredited Investors Inc.1,875$425.0K0.04%+55+3.0%Added
Prudential PLC1,884$427.0K0.01%+1,884New
Ferris Capital, LLC1,930$438.0K0.10%+1,000+107.5%Added
Mackenzie Financial Corp1,952$443.0K0.00%−1,478−43.1%Reduced
Caliber Wealth Management, LLC1,961$445.0K0.28%−77−3.8%Reduced
Chicago Partners Investment Group LLC4,387$446.0K0.03%−5,320−54.8%Reduced
Jeneq Management, LP2,000$454.0K0.12%+2,000New
Parallel Advisors, LLC1,988$462.0K0.02%+50+2.6%Added
Rafferty Asset Management, LLC2,049$465.0K0.00%−101−4.7%Reduced
Valeo Financial Advisors, LLC2,083$472.0K0.02%+83+4.2%Added
Octavia Wealth Advisors, LLC2,146$487.0K0.11%−295−12.1%Reduced
National Asset Management, Inc.2,143$487.0K0.02%+714+50.0%Added
ASB Consultores, LLC2,186$496.0K0.21%+772+54.6%Added
Echo Street Capital Management LLC2,206$500.0K0.00%−52,603−96.0%Reduced
WMG Financial Advisors, LLC2,200$500.0K0.37%00.0%Unchanged
Quantbot Technologies LP2,230$505.0K0.04%−11,890−84.2%Reduced
Gladstone Institutional Advisory LLC2,286$518.0K0.04%+2,286New
Graham Capital Management, L.P.2,338$530.0K0.02%+2,338New
Captrust Financial Advisors2,352$533.0K0.00%+1,194+103.1%Added
Alera Investment Advisors, LLC2,372$538.0K0.12%+2,372New
Ethic Inc.2,391$542.0K0.04%+942+65.0%Added
Frank, Rimerman Advisors LLC2,406$545.7K0.17%+2,406New
Atria Wealth Solutions, Inc.2,446$555.0K0.01%+2,446New
Boothbay Fund Management, LLC2,485$564.0K0.02%−2,908−53.9%Reduced
Two Sigma Securities, LLC2,485$564.0K0.08%+560+29.1%Added
Summit Trail Advisors, LLC2,510$569.0K0.05%−257,883−99.0%Reduced
Panagora Asset Management Inc2,511$569.0K0.00%+2,511New
Storebrand Asset Management AS2,545$577.2K0.00%+2,039+403.0%Added
Compagnie Lombard Odier SCmA2,560$581.0K0.01%+1,760+220.0%Added
Capstone Investment Advisors, LLC2,566$582.0K0.01%+2,566New
Raymond James Financial Services Advisors, Inc.2,571$583.0K0.00%−110−4.1%Reduced
Bartlett & Co. LLC2,577$584.0K0.01%−301−10.5%Reduced
Bartlett & Co. Wealth Management LLC2,577$584.4K0.01%−301−10.5%Reduced
HBK Sorce Advisory LLC2,613$593.0K0.03%+382+17.1%Added
Cetera Investment Advisers2,673$606.0K0.01%+2,673New
Marshall Wace, LLP2,806$636.0K0.00%+2,093+293.5%Added
Proequities, Inc.2,845$645.0K0.05%+2,845New
Baker Avenue Asset Management, LP2,913$661.0K0.04%+2,913New
Tokio Marine Asset Management Co Ltd2,922$663.0K0.05%+2,922New
American Trust3,000$680.0K0.05%+3,000New
Occudo Quantitative Strategies LP3,043$690.0K0.06%−12,523−80.5%Reduced
Level Four Advisory Services, LLC3,099$703.0K0.06%+305+10.9%Added
Maven Securities LTD3,100$703.0K0.15%+3,100New
Foundry Partners, LLC3,140$712.0K0.04%−41−1.3%Reduced
APG Asset Management N.V.3,500$713.0K0.00%00.0%Unchanged
Jefferies Group LLC3,214$728.9K0.02%+620+23.9%Added
Joel Isaacson & Co., LLC3,952$760.0K0.06%+38+1.0%Added
G2 Investment Partners Management LLC3,500$794.0K0.19%−8,500−70.8%Reduced
Jennison Associates LLC3,508$796.0K0.00%−6,680−65.6%Reduced
Achmea Investment Management B.V.3,518$798.0K0.02%00.0%Unchanged
E. Ohman J:or Asset Management AB3,600$816.4K0.03%00.0%Unchanged
AdvisorShares Investments LLC3,614$820.0K0.13%+3,614New
Vestmark Advisory Solutions, Inc.3,637$825.0K0.05%+793+27.9%Added