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, Q3 2022
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 490
- +59 vs. Q2 2022
- Shares held
- 101.4M
- +798.8K (+0.8%) vs. Q2 2022
- Total value
- $13.4B
- +$2.36B (+21.3%) vs. Q2 2022
- New holders
- 100
- 159 more added
- Sold out
- 41
- 173 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holistic Financial Partners | 1,677 | $222.0K | 0.22% | +1,677 | New |
| Mackenzie Financial Corp | 1,702 | $225.0K | 0.00% | +1,702 | New |
| New York Life Investment Management LLC | 1,699 | $225.0K | 0.00% | +1,699 | New |
| Assenagon Asset Management S.A. | 1,697 | $225.0K | 0.00% | +1,697 | New |
| Boston Private Wealth LLC | 1,727 | $229.0K | 0.00% | +1,727 | New |
| Ashfield Capital Partners, LLC | 1,800 | $238.0K | 0.02% | +1,800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,830 | $242.0K | 0.00% | +1,830 | New |
| Occudo Quantitative Strategies LP | 1,828 | $242.0K | 0.02% | +1,828 | New |
| BMS Financial Advisors, LLC | 1,846 | $244.0K | 0.17% | −158−7.9% | Reduced |
| Bridgefront Capital, LLC | 1,868 | $247.0K | 0.25% | +1,868 | New |
| Accredited Investors Inc. | 1,875 | $248.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,877 | $248.0K | 0.01% | +1,877 | New |
| O'Shaughnessy Asset Management, LLC | 1,875 | $248.0K | 0.00% | +1,875 | New |
| Cambridge Investment Research Advisors, Inc. | 1,879 | $249.0K | 0.00% | +1,879 | New |
| Xponance, Inc. | 1,887 | $250.0K | 0.00% | +42+2.3% | Added |
| Souders Financial Advisors | 1,894 | $251.0K | 0.07% | +1,894 | New |
| Synovus Financial Corp | 1,893 | $254.0K | 0.00% | +1,893 | New |
| Raymond James Financial Services Advisors, Inc. | 1,932 | $256.0K | 0.00% | −141−6.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,958 | $259.0K | 0.06% | +1,958 | New |
| Robeco Institutional Asset Management B.V. | 1,972 | $261.0K | 0.00% | −5,587−73.9% | Reduced |
| National Asset Management, Inc. | 1,991 | $264.0K | 0.01% | +16+0.8% | Added |
| MetLife Investment Management | 2,007 | $265.7K | 0.00% | −48−2.3% | Reduced |
| Prudential PLC | 2,012 | $266.0K | 0.00% | +2,012 | New |
| Unio Capital LLC | 2,020 | $267.0K | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,045 | $271.0K | 0.02% | +2,045 | New |
| Parallel Advisors, LLC | 2,062 | $273.0K | 0.01% | +143+7.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,089 | $276.0K | 0.02% | −426−16.9% | Reduced |
| Octavia Wealth Advisors, LLC | 2,141 | $283.0K | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 2,135 | $283.0K | 0.02% | +2,135 | New |
| U.S. Capital Wealth Advisors, LLC | 2,149 | $284.0K | 0.01% | −55−2.5% | Reduced |
| WMG Financial Advisors, LLC | 2,200 | $290.0K | 0.26% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,147 | $290.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,216 | $293.0K | 0.13% | 00.0% | Unchanged |
| Vestcor Inc | 2,210 | $293.0K | 0.01% | +40+1.8% | Added |
| Silver Oak Securities, Inc | 2,700 | $293.1K | 0.06% | +2,700 | New |
| Brinker Capital Investments, LLC | 2,246 | $297.0K | 0.01% | +158+7.6% | Added |
| Gsa Capital Partners LLP | 2,241 | $297.0K | 0.04% | +2,241 | New |
| Valeo Financial Advisors, LLC | 2,312 | $306.0K | 0.02% | +12+0.5% | Added |
| Yarbrough Capital, LLC | 2,390 | $316.0K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,400 | $318.0K | 0.06% | −10,600−81.5% | Reduced |
| Janney Montgomery Scott LLC | 2,420 | $320.0K | 0.00% | +2,420 | New |
| WoodTrust Financial Corp | 2,450 | $324.0K | 0.07% | +2,450 | New |
| Alera Investment Advisors, LLC | 2,496 | $331.0K | 0.09% | +39+1.6% | Added |
| Panagora Asset Management Inc | 2,511 | $332.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,560 | $339.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $341.0K | 0.01% | −119−4.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,577 | $341.1K | 0.01% | −119−4.4% | Reduced |
| SG Americas Securities, LLC | 2,597 | $344.0K | 0.01% | −8,328−76.2% | Reduced |
| Landscape Capital Management, L.L.C. | 2,650 | $351.0K | 0.05% | −4,031−60.3% | Reduced |
| Wolverine Trading, LLC | 2,634 | $356.0K | 0.01% | −26,970−91.1% | Reduced |
| ASB Consultores, LLC | 2,691 | $356.0K | 0.17% | +52+2.0% | Added |
| Commerce Bank | 2,707 | $358.0K | 0.00% | +185+7.3% | Added |
| TBH Global Asset Management, LLC | 2,701 | $358.0K | 0.09% | +2,701 | New |
| Advisory Resource Group | 2,773 | $367.0K | 0.12% | +2,773 | New |
| Quantamental Technologies LLC | 2,784 | $369.0K | 0.14% | +2,784 | New |
| ProShare Advisors LLC | 2,933 | $388.0K | 0.00% | −538−15.5% | Reduced |
| Lido Advisors, LLC | 2,936 | $388.0K | 0.01% | +2,936 | New |
| HBK Sorce Advisory LLC | 3,168 | $419.0K | 0.03% | +618+24.2% | Added |
| Cutler Group LP | 3,212 | $425.0K | 0.05% | −2,610−44.8% | Reduced |
| Allstate Corp | 3,263 | $432.0K | 0.01% | −553−14.5% | Reduced |
| Beaumont Financial Partners, LLC | 3,295 | $436.0K | 0.04% | −1,000−23.3% | Reduced |
| Independent Financial Group, LLC | 3,500 | $463.3K | 0.04% | +3,500 | New |
| Achmea Investment Management B.V. | 3,518 | $465.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,583 | $474.0K | 0.03% | +3,583 | New |
| Gyon Technologies Capital Management, LP | 3,624 | $480.0K | 0.15% | −4,271−54.1% | Reduced |
| Level Four Advisory Services, LLC | 3,700 | $490.0K | 0.05% | +3,700 | New |
| Capula Management Ltd | 3,740 | $495.0K | 0.06% | +3,740 | New |
| Kestra Advisory Services, LLC | 3,943 | $522.0K | 0.01% | −863−18.0% | Reduced |
| Joel Isaacson & Co., LLC | 3,952 | $523.0K | 0.05% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 4,000 | $529.0K | 0.16% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 4,083 | $540.0K | 0.01% | +1,922+88.9% | Added |
| Old Well Partners, LLC | 4,200 | $556.0K | 0.46% | +4,200 | New |
| Next Century Growth Investors LLC | 4,222 | $558.0K | 0.07% | +4,222 | New |
| Dakota Wealth Management | 4,223 | $559.0K | 0.05% | +4,223 | New |
| CIBC Asset Management Inc | 4,249 | $562.0K | 0.00% | +12+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 4,508 | $597.0K | 0.03% | +962+27.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,542 | $601.0K | 0.00% | −1,272−21.9% | Reduced |
| Jennison Associates LLC | 4,744 | $628.0K | 0.00% | −435−8.4% | Reduced |
| Simplex Trading, LLC | 4,771 | $631.0K | 0.02% | −12,807−72.9% | Reduced |
| Squarepoint Ops LLC | 4,789 | $634.0K | 0.01% | −184,763−97.5% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 4,842 | $646.0K | 0.26% | −691−12.5% | Reduced |
| Balyasny Asset Management LLC | 4,970 | $658.0K | 0.00% | +4,970 | New |
| Blue Owl Capital Holdings LP | 5,012 | $663.0K | 0.29% | 00.0% | Unchanged |
| Twin Capital Management Inc | 5,323 | $705.0K | 0.10% | +5,323 | New |
| Corton Capital Inc. | 5,339 | $707.0K | 0.86% | +2,134+66.6% | Added |
| Pendal Group Limited | 5,395 | $714.0K | 0.01% | −307−5.4% | Reduced |
| Delphia (USA) Inc. | 5,438 | $720.0K | 0.82% | +1,829+50.7% | Added |
| Nordea Investment Management AB | 5,481 | $734.0K | 0.00% | +242+4.6% | Added |
| Alpha DNA Investment Management LLC | 5,550 | $734.0K | 0.64% | +5,550 | New |
| Commonwealth Equity Services, LLC | 5,644 | $747.0K | 0.00% | −711−11.2% | Reduced |
| Quent Capital, LLC | 5,684 | $752.0K | 0.16% | +25+0.4% | Added |
| LPL Financial LLC | 5,794 | $767.0K | 0.00% | −821−12.4% | Reduced |
| Wealthfront Advisers LLC | 5,825 | $771.0K | 0.00% | +1,724+42.0% | Added |
| JustInvest LLC | 5,939 | $786.0K | 0.04% | +1,465+32.7% | Added |
| State of Alaska, Department of Revenue | 5,965 | $789.0K | 0.01% | +3,998+203.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,980 | $792.0K | 0.02% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 6,000 | $794.0K | 0.83% | −1,000−14.3% | Reduced |
| Mariner, LLC | 6,090 | $806.0K | 0.00% | +6,090 | New |
| American Trust | 6,151 | $814.0K | 0.07% | +280+4.8% | Added |
| ClariVest Asset Management LLC | 6,263 | $828.0K | 0.04% | −1,937−23.6% | Reduced |