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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 918 | $208.0K | 0.01% | +918 | New |
| Assenagon Asset Management S.A. | 891 | $202.0K | 0.00% | −262−22.7% | Reduced |
| Harvest Fund Management Co., Ltd | 826 | $187.0K | 0.04% | −887−51.8% | Reduced |
| Ellevest, Inc. | 817 | $185.0K | 0.02% | +151+22.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $181.0K | 0.01% | +800 | New |
| American Portfolios Advisors | 775 | $175.8K | 0.01% | +235+43.5% | Added |
| Steamboat Capital Partners, LLC | 763 | $173.0K | 0.05% | −3−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 761 | $172.0K | 0.00% | −84−9.9% | Reduced |
| Seeyond | 757 | $171.0K | 0.02% | +757 | New |
| Stelac Advisory Services LLC | 704 | $160.0K | 0.06% | +704 | New |
| Catalyst Capital Advisors LLC | 700 | $159.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 662 | $150.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 657 | $149.0K | 0.00% | −22−3.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 604 | $137.0K | 0.00% | −558−48.0% | Reduced |
| Wolff Wiese Magana LLC | 541 | $123.0K | 0.08% | −98−15.3% | Reduced |
| Standard Family Office LLC | 539 | $122.0K | 0.03% | +539 | New |
| Covestor Ltd | 510 | $116.0K | 0.08% | +473+1,278.4% | Added |
| Northwestern Mutual Wealth Management Co | 489 | $111.0K | 0.00% | −19−3.7% | Reduced |
| IFP Advisors, Inc | 1,838 | $109.0K | 0.00% | −1,522−45.3% | Reduced |
| Belpointe Asset Management LLC | 474 | $108.0K | 0.01% | +32+7.2% | Added |
| Signaturefd, LLC | 463 | $105.0K | 0.00% | +178+62.5% | Added |
| Penserra Capital Management LLC | 443 | $100.0K | 0.00% | +28+6.7% | Added |
| State of Wyoming | 422 | $96.0K | 0.05% | +158+59.8% | Added |
| Carolinas Wealth Consulting LLC | 400 | $91.0K | 0.02% | +400 | New |
| Elequin Capital LP | 378 | $86.0K | 0.01% | +378 | New |
| The PNC Financial Services Group, Inc. | 338 | $75.0K | 0.00% | +81+31.5% | Added |
| National Bank of Canada | 316 | $72.0K | 0.00% | 00.0% | Unchanged |
| EDBI Pte Ltd | 296 | $67.0K | 0.04% | +296 | New |
| Tobam | 275 | $62.0K | 0.00% | −9,963−97.3% | Reduced |
| KB Financial Partners, LLC | 248 | $56.0K | 0.02% | +43+21.0% | Added |
| Fifth Third Bancorp | 223 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 206 | $46.0K | 0.01% | −9−4.2% | Reduced |
| CWM, LLC | 205 | $46.0K | 0.00% | +173+540.6% | Added |
| High Net Worth Advisory Group LLC | 200 | $45.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 167 | $38.0K | 0.00% | +167 | New |
| JJJ Advisors Inc. | 163 | $37.0K | 0.01% | +14+9.4% | Added |
| Winch Advisory Services, LLC | 134 | $30.0K | 0.01% | +33+32.7% | Added |
| TCI Wealth Advisors, Inc. | 130 | $29.0K | 0.00% | +18+16.1% | Added |
| TD Private Client Wealth LLC | 126 | $28.6K | 0.00% | +117+1,300.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $27.2K | 0.01% | +120 | New |
| Allworth Financial LP | 104 | $24.0K | 0.00% | +102+5,100.0% | Added |
| Creative Financial Designs Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 90 | $22.0K | 0.01% | +90 | New |
| FourThought Financial, LLC | 93 | $21.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 75 | $17.0K | 0.02% | +75 | New |
| Clearstead Advisors, LLC | 60 | $14.0K | 0.00% | +35+140.0% | Added |
| Riverview Trust Co | 63 | $14.0K | 0.01% | +63 | New |
| TCWP LLC | 66 | $14.0K | 0.00% | +66 | New |
| SRS Capital Advisors, Inc. | 53 | $12.0K | 0.00% | +23+76.7% | Added |
| First Horizon Advisors, Inc. | 47 | $11.0K | 0.00% | −276−85.4% | Reduced |
| Money Concepts Capital Corp | 50 | $11.0K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 48 | $11.0K | 0.00% | +48 | New |
| Arlington Partners LLC | 43 | $10.0K | 0.00% | −8−15.7% | Reduced |
| Glassman Wealth Services | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $10.0K | 0.00% | +98 | New |
| Rockbridge Investment Management, LCC | 40 | $9.30K | 0.00% | −29−42.0% | Reduced |
| Prospera Financial Services Inc | 35 | $8.00K | 0.00% | +35 | New |
| FinTrust Capital Advisors, LLC | 33 | $7.00K | 0.00% | +33 | New |
| Meeder Asset Management Inc | 27 | $6.00K | 0.00% | −1,881−98.6% | Reduced |
| Parkside Financial Bank & Trust | 27 | $6.00K | 0.00% | +3+12.5% | Added |
| Atticus Wealth Management, LLC | 28 | $6.00K | 0.00% | +24+600.0% | Added |
| Prestige Wealth Management Group LLC | 23 | $5.00K | 0.00% | +4+21.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 24 | $5.00K | 0.00% | +24 | New |
| Zions Bancorporation, N.A. | 17 | $4.00K | 0.00% | +3+21.4% | Added |
| Lindbrook Capital, LLC | 17 | $4.00K | 0.00% | +9+112.5% | Added |
| Private Capital Group, LLC | 12 | $3.00K | 0.00% | −45−78.9% | Reduced |
| JFS Wealth Advisors, LLC | 12 | $3.00K | 0.00% | +8+200.0% | Added |
| Tarbox Family Office, Inc. | 15 | $3.00K | 0.00% | +10+200.0% | Added |
| Raffa Wealth Management, LLC | 11 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Harvest Group Wealth Management, LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Sutton Wealth Advisors Inc. | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | −22−81.5% | Reduced |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Schubert & Co | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Providence Capital Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $1.00K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | +1 | New |
| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −1,123,919−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −289,074−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −218,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −121,122−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −106,700−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −60,046−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −78,950−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −65,778−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −63,304−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −58,753−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −54,297−100.0% | Sold out |