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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 2,922 | $663.0K | 0.05% | +2,922 | New |
| Baker Avenue Asset Management, LP | 2,913 | $661.0K | 0.04% | +2,913 | New |
| Proequities, Inc. | 2,845 | $645.0K | 0.05% | +2,845 | New |
| Marshall Wace, LLP | 2,806 | $636.0K | 0.00% | +2,093+293.5% | Added |
| Cetera Investment Advisers | 2,673 | $606.0K | 0.01% | +2,673 | New |
| HBK Sorce Advisory LLC | 2,613 | $593.0K | 0.03% | +382+17.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,577 | $584.4K | 0.01% | −301−10.5% | Reduced |
| Bartlett & Co. LLC | 2,577 | $584.0K | 0.01% | −301−10.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,571 | $583.0K | 0.00% | −110−4.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,566 | $582.0K | 0.01% | +2,566 | New |
| Compagnie Lombard Odier SCmA | 2,560 | $581.0K | 0.01% | +1,760+220.0% | Added |
| Storebrand Asset Management AS | 2,545 | $577.2K | 0.00% | +2,039+403.0% | Added |
| Summit Trail Advisors, LLC | 2,510 | $569.0K | 0.05% | −257,883−99.0% | Reduced |
| Panagora Asset Management Inc | 2,511 | $569.0K | 0.00% | +2,511 | New |
| Boothbay Fund Management, LLC | 2,485 | $564.0K | 0.02% | −2,908−53.9% | Reduced |
| Two Sigma Securities, LLC | 2,485 | $564.0K | 0.08% | +560+29.1% | Added |
| Atria Wealth Solutions, Inc. | 2,446 | $555.0K | 0.01% | +2,446 | New |
| Frank, Rimerman Advisors LLC | 2,406 | $545.7K | 0.17% | +2,406 | New |
| Ethic Inc. | 2,391 | $542.0K | 0.04% | +942+65.0% | Added |
| Alera Investment Advisors, LLC | 2,372 | $538.0K | 0.12% | +2,372 | New |
| Captrust Financial Advisors | 2,352 | $533.0K | 0.00% | +1,194+103.1% | Added |
| Graham Capital Management, L.P. | 2,338 | $530.0K | 0.02% | +2,338 | New |
| Gladstone Institutional Advisory LLC | 2,286 | $518.0K | 0.04% | +2,286 | New |
| Quantbot Technologies LP | 2,230 | $505.0K | 0.04% | −11,890−84.2% | Reduced |
| Echo Street Capital Management LLC | 2,206 | $500.0K | 0.00% | −52,603−96.0% | Reduced |
| WMG Financial Advisors, LLC | 2,200 | $500.0K | 0.37% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,186 | $496.0K | 0.21% | +772+54.6% | Added |
| Octavia Wealth Advisors, LLC | 2,146 | $487.0K | 0.11% | −295−12.1% | Reduced |
| National Asset Management, Inc. | 2,143 | $487.0K | 0.02% | +714+50.0% | Added |
| Valeo Financial Advisors, LLC | 2,083 | $472.0K | 0.02% | +83+4.2% | Added |
| Rafferty Asset Management, LLC | 2,049 | $465.0K | 0.00% | −101−4.7% | Reduced |
| Parallel Advisors, LLC | 1,988 | $462.0K | 0.02% | +50+2.6% | Added |
| Jeneq Management, LP | 2,000 | $454.0K | 0.12% | +2,000 | New |
| Chicago Partners Investment Group LLC | 4,387 | $446.0K | 0.03% | −5,320−54.8% | Reduced |
| Caliber Wealth Management, LLC | 1,961 | $445.0K | 0.28% | −77−3.8% | Reduced |
| Mackenzie Financial Corp | 1,952 | $443.0K | 0.00% | −1,478−43.1% | Reduced |
| Ferris Capital, LLC | 1,930 | $438.0K | 0.10% | +1,000+107.5% | Added |
| Prudential PLC | 1,884 | $427.0K | 0.01% | +1,884 | New |
| Accredited Investors Inc. | 1,875 | $425.0K | 0.04% | +55+3.0% | Added |
| Lazard Asset Management LLC | 1,824 | $413.0K | 0.00% | +1,517+494.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,784 | $405.0K | 0.01% | +49+2.8% | Added |
| Seven Eight Capital, LP | 1,785 | $405.0K | 0.05% | +1,785 | New |
| American International Group, Inc. | 1,773 | $402.0K | 0.00% | +30+1.7% | Added |
| Assetmark, Inc | 1,772 | $402.0K | 0.00% | +872+96.9% | Added |
| Yarbrough Capital, LLC | 1,734 | $393.0K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,700 | $386.0K | 0.05% | +1,700 | New |
| Cresset Asset Management, LLC | 1,696 | $385.0K | 0.00% | −268−13.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,673 | $379.0K | 0.03% | +423+33.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,603 | $363.5K | 0.00% | +1,603 | New |
| Holistic Financial Partners | 1,579 | $358.0K | 0.23% | +1,579 | New |
| BMS Financial Advisors, LLC | 1,571 | $356.0K | 0.23% | +1,571 | New |
| Brinker Capital Investments, LLC | 1,564 | $355.0K | 0.01% | +272+21.1% | Added |
| Conway Capital Management, Inc. | 1,525 | $345.9K | 0.22% | +1,525 | New |
| Evercore Wealth Management, LLC | 1,505 | $341.0K | 0.01% | −150−9.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $340.0K | 0.07% | +300+25.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,476 | $335.0K | 0.00% | −4,549−75.5% | Reduced |
| Security Benefit Life Insurance Co | 1,477 | $335.0K | 0.02% | +1,477 | New |
| Common Fund for Nonprofit Organizations | 1,461 | $331.3K | 0.04% | +1,461 | New |
| IBM Retirement Fund | 1,454 | $330.0K | 0.05% | −74−4.8% | Reduced |
| Guggenheim Capital LLC | 1,432 | $325.0K | 0.00% | −887−38.2% | Reduced |
| Gilbert & Cook, Inc. | 1,425 | $323.0K | 0.05% | +455+46.9% | Added |
| Yousif Capital Management, LLC | 1,417 | $321.0K | 0.00% | +240+20.4% | Added |
| My Legacy Advisors, LLC | 1,405 | $319.0K | 0.15% | +1,405 | New |
| B. Metzler seel. Sohn & Co. AG | 1,395 | $316.0K | 0.00% | −3,655−72.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,374 | $312.0K | 0.01% | +259+23.2% | Added |
| Twin Tree Management, LP | 1,372 | $311.0K | 0.01% | +1,372 | New |
| Yorktown Management & Research Co Inc | 1,340 | $304.0K | 0.26% | +460+52.3% | Added |
| CenterBook Partners LP | 1,340 | $304.0K | 0.11% | +1,340 | New |
| Bessemer Group Inc | 1,313 | $298.0K | 0.00% | +1,313 | New |
| Sands Capital Management, LLC | 1,255 | $285.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,245 | $282.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 1,215 | $276.0K | 0.01% | +294+31.9% | Added |
| Vontobel Holding Ltd. | 1,181 | $274.0K | 0.00% | −11,819−90.9% | Reduced |
| Oppenheimer & Co Inc | 1,209 | $274.0K | 0.00% | −5−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,198 | $272.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,198 | $272.0K | 0.00% | +1,198 | New |
| Zeke Capital Advisors, LLC | 1,200 | $272.0K | 0.01% | +1,200 | New |
| Engineers Gate Manager LP | 1,190 | $270.0K | 0.01% | −5,296−81.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,180 | $268.0K | 0.00% | +131+12.5% | Added |
| Corient Capital Partners, LLC | 1,172 | $266.0K | 0.02% | +326+38.5% | Added |
| Golden Green, Inc. | 1,136 | $258.0K | 0.21% | −1,449−56.1% | Reduced |
| Unio Capital LLC | 1,130 | $256.0K | 0.11% | +290+34.5% | Added |
| Wahed Invest LLC | 1,099 | $249.0K | 0.15% | +1,099 | New |
| Wealth Alliance | 1,069 | $243.0K | 0.05% | +24+2.3% | Added |
| Mount Lucas Management LP | 1,067 | $242.0K | 0.07% | +62+6.2% | Added |
| Toroso Investments, LLC | 1,049 | $238.0K | 0.01% | +139+15.3% | Added |
| Lavaca Capital LLC | 1,035 | $235.0K | 0.10% | +35+3.5% | Added |
| Comerica Securities,inc. | 1,005 | $228.0K | 0.02% | +1,005 | New |
| Dynamic Technology Lab Private Ltd | 1,000 | $227.0K | 0.03% | −3,663−78.6% | Reduced |
| AIA Group Ltd | 999 | $227.0K | 0.01% | +330+49.3% | Added |
| Symmetry Investments LP | 1,000 | $227.0K | 0.07% | +1,000 | New |
| Arvest Trust Co N A | 983 | $223.0K | 0.01% | −11−1.1% | Reduced |
| Cigna Investments Inc | 963 | $219.0K | 0.03% | +963 | New |
| Axxcess Wealth Management, LLC | 962 | $218.0K | 0.02% | +962 | New |
| Manchester Capital Management LLC | 952 | $216.0K | 0.03% | +231+32.0% | Added |
| Laurion Capital Management LP | 948 | $215.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 937 | $212.0K | 0.00% | +937 | New |
| Mount Yale Investment Advisors, LLC | 930 | $211.0K | 0.02% | −281−23.2% | Reduced |
| Sender Co & Partners, Inc. | 925 | $210.0K | 0.31% | −3,146−77.3% | Reduced |
| FirstPurpose Wealth LLC | 921 | $209.0K | 0.16% | +78+9.3% | Added |