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, Q4 2022
Institutional positions in BILL Holdings, Inc. as of Dec 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
- 482
- 0 vs. Q3 2022
- Shares held
- 105.1M
- +3.74M (+3.7%) vs. Q3 2022
- Total value
- $11.4B
- −$1.99B (−14.8%) vs. Q3 2022
- New holders
- 84
- 175 more added
- Sold out
- 84
- 175 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Picton Mahoney Asset Management | 1,190 | $130.0K | 0.01% | −20−1.7% | Reduced |
| Banque Cantonale Vaudoise | 1,263 | $138.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,519 | $165.5K | 0.01% | −630−29.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $169.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,677 | $182.7K | 0.01% | −385−18.7% | Reduced |
| National Asset Management, Inc. | 1,890 | $205.9K | 0.01% | −101−5.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,915 | $208.7K | 0.00% | +336+21.3% | Added |
| Souders Financial Advisors | 1,918 | $209.0K | 0.05% | +24+1.3% | Added |
| Aigen Investment Management, LP | 1,921 | $209.3K | 0.03% | +1,921 | New |
| Synovus Financial Corp | 1,957 | $213.2K | 0.00% | +64+3.4% | Added |
| Cetera Advisors LLC | 1,973 | $215.0K | 0.00% | +1,973 | New |
| Robeco Institutional Asset Management B.V. | 2,017 | $219.8K | 0.00% | +45+2.3% | Added |
| Unio Capital LLC | 2,020 | $220.1K | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 2,044 | $222.7K | 0.00% | +37+1.8% | Added |
| Octavia Wealth Advisors, LLC | 2,048 | $223.2K | 0.06% | −93−4.3% | Reduced |
| Leonteq Securities AG | 2,054 | $223.8K | 0.01% | +2,032+9,236.4% | Added |
| Allstate Corp | 2,070 | $225.5K | 0.01% | −1,193−36.6% | Reduced |
| Allstate Investment Management Co | 2,070 | $225.5K | 0.01% | +2,070 | New |
| Avitas Wealth Management LLC | 2,090 | $227.7K | 0.05% | +2,090 | New |
| Accredited Investors Inc. | 2,125 | $231.5K | 0.02% | +250+13.3% | Added |
| Dakota Wealth Management | 2,133 | $232.4K | 0.02% | −2,090−49.5% | Reduced |
| Meitav Dash Investments Ltd | 2,147 | $234.5K | 0.00% | 00.0% | Unchanged |
| Chimera Capital Management LLC | 2,161 | $235.5K | 0.07% | +2,161 | New |
| Stelac Advisory Services LLC | 2,216 | $241.5K | 0.11% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,224 | $242.3K | 0.06% | +2,224 | New |
| Delphia (USA) Inc. | 2,225 | $242.4K | 0.28% | −3,213−59.1% | Reduced |
| Vestcor Inc | 2,237 | $244.0K | 0.01% | +27+1.2% | Added |
| Royal Fund Management, LLC | 2,300 | $250.6K | 0.04% | +2,300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,335 | $254.4K | 0.02% | +246+11.8% | Added |
| Wallace Advisory Group, LLC | 2,359 | $257.0K | 0.20% | +2,359 | New |
| Cerity Partners LLC | 2,387 | $259.8K | 0.00% | +2,387 | New |
| Yarbrough Capital, LLC | 2,390 | $260.4K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,421 | $263.8K | 0.22% | −2,918−54.7% | Reduced |
| Alera Investment Advisors, LLC | 2,477 | $269.9K | 0.06% | −19−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,473 | $270.0K | 0.01% | −7,026−74.0% | Reduced |
| Valeo Financial Advisors, LLC | 2,480 | $270.2K | 0.01% | +168+7.3% | Added |
| Seven Eight Capital, LP | 2,511 | $273.6K | 0.07% | +2,511 | New |
| Calamos Advisors LLC | 2,530 | $275.7K | 0.00% | −9,726−79.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,560 | $279.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $280.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $281.0K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,696 | $293.8K | 0.01% | +2,696 | New |
| WoodTrust Financial Corp | 2,700 | $294.0K | 0.06% | +250+10.2% | Added |
| ProShare Advisors LLC | 2,704 | $294.6K | 0.00% | −229−7.8% | Reduced |
| Y.D. More Investments Ltd | 2,766 | $301.4K | 0.08% | +2,766 | New |
| Brinker Capital Investments, LLC | 2,784 | $303.3K | 0.01% | +538+24.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,859 | $312.0K | 0.00% | +1,029+56.2% | Added |
| TBH Global Asset Management, LLC | 2,884 | $314.2K | 0.08% | +183+6.8% | Added |
| Granite Point Capital Management, L.P. | 3,000 | $326.9K | 0.39% | −3,000−50.0% | Reduced |
| DFPG Investments, LLC | 3,201 | $327.8K | 0.05% | +3,201 | New |
| Pearl River Capital, LLC | 3,037 | $330.9K | 0.06% | +3,037 | New |
| CIBC Asset Management Inc | 3,281 | $357.5K | 0.00% | −968−22.8% | Reduced |
| Toroso Investments, LLC | 3,289 | $358.0K | 0.01% | +3,289 | New |
| ASB Consultores, LLC | 3,324 | $362.2K | 0.15% | +633+23.5% | Added |
| Landscape Capital Management, L.L.C. | 3,328 | $362.6K | 0.05% | +678+25.6% | Added |
| Prana Capital Management, LP | 3,410 | $371.6K | 0.03% | +3,410 | New |
| Loomis Sayles & Co L P | 3,421 | $373.0K | 0.00% | +3,421 | New |
| DC Investments Management, LLC | 3,439 | $374.7K | 0.47% | +3,439 | New |
| Xponance, Inc. | 3,459 | $376.9K | 0.01% | +1,572+83.3% | Added |
| Alliance Wealth Advisors, LLC | 3,523 | $383.9K | 0.17% | +3,523 | New |
| Jefferies Financial Group Inc. | 3,588 | $390.9K | 0.01% | +3,588 | New |
| Procyon Private Wealth Partners, LLC | 3,688 | $401.8K | 0.07% | +3,688 | New |
| Wealthfront Advisers LLC | 3,937 | $429.0K | 0.00% | −1,888−32.4% | Reduced |
| Joel Isaacson & Co., LLC | 3,952 | $430.6K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,974 | $433.0K | 0.00% | +1,554+64.2% | Added |
| Next Century Growth Investors LLC | 4,220 | $459.8K | 0.06% | −20.0% | Reduced |
| Cutler Group LP | 4,231 | $461.0K | 0.06% | +1,019+31.7% | Added |
| Prudential PLC | 4,251 | $463.2K | 0.01% | +2,239+111.3% | Added |
| Barton Investment Management | 4,266 | $464.8K | 0.09% | +4,266 | New |
| Clifford Group, LLC | 4,331 | $471.9K | 0.59% | +4,331 | New |
| Parkwood LLC | 4,382 | $477.0K | 0.10% | −11,964−73.2% | Reduced |
| Mariner, LLC | 4,421 | $482.0K | 0.00% | −1,669−27.4% | Reduced |
| Occudo Quantitative Strategies LP | 4,579 | $498.9K | 0.06% | +2,751+150.5% | Added |
| Commerce Bank | 4,709 | $513.1K | 0.00% | +2,002+74.0% | Added |
| Advisory Resource Group | 4,731 | $515.5K | 0.15% | +1,958+70.6% | Added |
| Banco BTG Pactual S.A. | 4,752 | $517.8K | 0.30% | +4,752 | New |
| Bayesian Capital Management, LP | 4,795 | $522.5K | 0.08% | −9,000−65.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,860 | $529.5K | 0.03% | +352+7.8% | Added |
| Independent Financial Group, LLC | 4,915 | $535.5K | 0.05% | +1,415+40.4% | Added |
| Blue Owl Capital Holdings LP | 5,012 | $546.1K | 0.23% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,036 | $548.7K | 0.00% | +5,036 | New |
| Precision Wealth Strategies, LLC | 5,049 | $550.1K | 0.57% | −2,136−29.7% | Reduced |
| Mach-1 Financial Group, Inc. | 5,059 | $551.3K | 0.26% | +5,059 | New |
| Centiva Capital, LP | 5,157 | $561.9K | 0.05% | +5,157 | New |
| JustInvest LLC | 5,312 | $578.8K | 0.02% | −627−10.6% | Reduced |
| Twin Capital Management Inc | 5,325 | $580.0K | 0.08% | +20.0% | Added |
| Boothbay Fund Management, LLC | 5,362 | $584.2K | 0.02% | −1,704−24.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,390 | $587.0K | 0.06% | −2,650−33.0% | Reduced |
| Quent Capital, LLC | 5,527 | $602.2K | 0.11% | −157−2.8% | Reduced |
| Gyon Technologies Capital Management, LP | 5,702 | $621.3K | 0.23% | +2,078+57.3% | Added |
| Nordea Investment Management AB | 5,762 | $622.2K | 0.00% | +281+5.1% | Added |
| Creative Planning | 5,886 | $641.3K | 0.00% | −388−6.2% | Reduced |
| Alberta Investment Management Corp | 5,925 | $645.6K | 0.01% | +5,925 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,980 | $651.6K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,035 | $657.6K | 0.05% | +6,035 | New |
| La Banque Postale Asset Management SA | 6,082 | $662.7K | 0.02% | +6,082 | New |
| Schroder Investment Management Group | 6,139 | $668.9K | 0.00% | −364−5.6% | Reduced |
| State of Alaska, Department of Revenue | 6,177 | $673.0K | 0.01% | +212+3.6% | Added |
| ClariVest Asset Management LLC | 6,237 | $679.0K | 0.03% | −26−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,313 | $687.0K | 0.00% | +669+11.9% | Added |