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, Q2 2022
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 433
- −47 vs. Q1 2022
- Shares held
- 100.6M
- −376.0K (−0.4%) vs. Q1 2022
- Total value
- $11.1B
- −$11.8B (−51.6%) vs. Q1 2022
- New holders
- 66
- 189 more added
- Sold out
- 113
- 136 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 56 | $6.00K | 0.00% | +56 | New |
| Arlington Partners LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $5.00K | 0.00% | +50 | New |
| Wagner Wealth Management, LLC | 47 | $5.00K | 0.00% | +47 | New |
| FinTrust Capital Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 31 | $3.41K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 30 | $3.00K | 0.00% | −23−43.4% | Reduced |
| Glassman Wealth Services | 29 | $3.00K | 0.00% | −15−34.1% | Reduced |
| Atticus Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $3.00K | 0.00% | +11+64.7% | Added |
| Massmutual Trust Co FSB | 28 | $3.00K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 18 | $2.00K | 0.00% | −9−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $2.00K | 0.00% | −9−39.1% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +10+83.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Ci Investments Inc. | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Lee Financial Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Steward Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 8 | $880 | 0.00% | +3+60.0% | Added |
| Prospera Financial Services Inc | 2 | $0 | 0.00% | −33−94.3% | Reduced |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Whittier Trust Co | 3 | $0 | 0.00% | +3 | New |
| CIBC Private Wealth Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Melvin Capital Management LP | 0 | $0 | 0.00% | −1,622,007−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,365,353−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −884,367−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −303,984−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −235,852−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −117,920−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −110,917−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −100,795−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −92,000−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −74,100−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −64,250−100.0% | Sold out |
| Emerson Point Capital LP | 0 | $0 | 0.00% | −42,459−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −35,937−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −33,700−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −33,204−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −29,676−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −28,676−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −25,600−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −23,876−100.0% | Sold out |
| Kids Capital Management, L.P. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,252−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −19,610−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −14,609−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −11,215−100.0% | Sold out |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| HarbourVest Partners LLC | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,248−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| EMJ Capital Ltd. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −3,845−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| Jeneq Management, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,772−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,696−100.0% | Sold out |
| Holistic Financial Partners | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Conway Capital Management, Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Common Fund for Nonprofit Organizations | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,432−100.0% | Sold out |