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 |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 5,049 | $550.1K | 0.57% | −2,136−29.7% | Reduced |
| Public Sector Pension Investment Board | 5,036 | $548.7K | 0.00% | +5,036 | New |
| Blue Owl Capital Holdings LP | 5,012 | $546.1K | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,915 | $535.5K | 0.05% | +1,415+40.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,860 | $529.5K | 0.03% | +352+7.8% | Added |
| Bayesian Capital Management, LP | 4,795 | $522.5K | 0.08% | −9,000−65.2% | Reduced |
| Banco BTG Pactual S.A. | 4,752 | $517.8K | 0.30% | +4,752 | New |
| Advisory Resource Group | 4,731 | $515.5K | 0.15% | +1,958+70.6% | Added |
| Commerce Bank | 4,709 | $513.1K | 0.00% | +2,002+74.0% | Added |
| Occudo Quantitative Strategies LP | 4,579 | $498.9K | 0.06% | +2,751+150.5% | Added |
| Mariner, LLC | 4,421 | $482.0K | 0.00% | −1,669−27.4% | Reduced |
| Parkwood LLC | 4,382 | $477.0K | 0.10% | −11,964−73.2% | Reduced |
| Clifford Group, LLC | 4,331 | $471.9K | 0.59% | +4,331 | New |
| Barton Investment Management | 4,266 | $464.8K | 0.09% | +4,266 | New |
| Prudential PLC | 4,251 | $463.2K | 0.01% | +2,239+111.3% | Added |
| Cutler Group LP | 4,231 | $461.0K | 0.06% | +1,019+31.7% | Added |
| Next Century Growth Investors LLC | 4,220 | $459.8K | 0.06% | −20.0% | Reduced |
| Janney Montgomery Scott LLC | 3,974 | $433.0K | 0.00% | +1,554+64.2% | Added |
| Joel Isaacson & Co., LLC | 3,952 | $430.6K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,937 | $429.0K | 0.00% | −1,888−32.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,688 | $401.8K | 0.07% | +3,688 | New |
| Jefferies Financial Group Inc. | 3,588 | $390.9K | 0.01% | +3,588 | New |
| Alliance Wealth Advisors, LLC | 3,523 | $383.9K | 0.17% | +3,523 | New |
| Xponance, Inc. | 3,459 | $376.9K | 0.01% | +1,572+83.3% | Added |
| DC Investments Management, LLC | 3,439 | $374.7K | 0.47% | +3,439 | New |
| Loomis Sayles & Co L P | 3,421 | $373.0K | 0.00% | +3,421 | New |
| Prana Capital Management, LP | 3,410 | $371.6K | 0.03% | +3,410 | New |
| Landscape Capital Management, L.L.C. | 3,328 | $362.6K | 0.05% | +678+25.6% | Added |
| ASB Consultores, LLC | 3,324 | $362.2K | 0.15% | +633+23.5% | Added |
| Toroso Investments, LLC | 3,289 | $358.0K | 0.01% | +3,289 | New |
| CIBC Asset Management Inc | 3,281 | $357.5K | 0.00% | −968−22.8% | Reduced |
| Pearl River Capital, LLC | 3,037 | $330.9K | 0.06% | +3,037 | New |
| DFPG Investments, LLC | 3,201 | $327.8K | 0.05% | +3,201 | New |
| Granite Point Capital Management, L.P. | 3,000 | $326.9K | 0.39% | −3,000−50.0% | Reduced |
| TBH Global Asset Management, LLC | 2,884 | $314.2K | 0.08% | +183+6.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,859 | $312.0K | 0.00% | +1,029+56.2% | Added |
| Brinker Capital Investments, LLC | 2,784 | $303.3K | 0.01% | +538+24.0% | Added |
| Y.D. More Investments Ltd | 2,766 | $301.4K | 0.08% | +2,766 | New |
| ProShare Advisors LLC | 2,704 | $294.6K | 0.00% | −229−7.8% | Reduced |
| WoodTrust Financial Corp | 2,700 | $294.0K | 0.06% | +250+10.2% | Added |
| Valmark Advisers, Inc. | 2,696 | $293.8K | 0.01% | +2,696 | New |
| Bartlett & Co. LLC | 2,577 | $281.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $280.8K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,560 | $279.0K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 2,530 | $275.7K | 0.00% | −9,726−79.4% | Reduced |
| Seven Eight Capital, LP | 2,511 | $273.6K | 0.07% | +2,511 | New |
| Valeo Financial Advisors, LLC | 2,480 | $270.2K | 0.01% | +168+7.3% | Added |
| Tower Research Capital LLC (TRC) | 2,473 | $270.0K | 0.01% | −7,026−74.0% | Reduced |
| Alera Investment Advisors, LLC | 2,477 | $269.9K | 0.06% | −19−0.8% | Reduced |
| Corton Capital Inc. | 2,421 | $263.8K | 0.22% | −2,918−54.7% | Reduced |
| Yarbrough Capital, LLC | 2,390 | $260.4K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,387 | $259.8K | 0.00% | +2,387 | New |
| Wallace Advisory Group, LLC | 2,359 | $257.0K | 0.20% | +2,359 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,335 | $254.4K | 0.02% | +246+11.8% | Added |
| Royal Fund Management, LLC | 2,300 | $250.6K | 0.04% | +2,300 | New |
| Vestcor Inc | 2,237 | $244.0K | 0.01% | +27+1.2% | Added |
| Delphia (USA) Inc. | 2,225 | $242.4K | 0.28% | −3,213−59.1% | Reduced |
| Mirador Capital Partners LP | 2,224 | $242.3K | 0.06% | +2,224 | New |
| Stelac Advisory Services LLC | 2,216 | $241.5K | 0.11% | 00.0% | Unchanged |
| Chimera Capital Management LLC | 2,161 | $235.5K | 0.07% | +2,161 | New |
| Meitav Dash Investments Ltd | 2,147 | $234.5K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,133 | $232.4K | 0.02% | −2,090−49.5% | Reduced |
| Accredited Investors Inc. | 2,125 | $231.5K | 0.02% | +250+13.3% | Added |
| Avitas Wealth Management LLC | 2,090 | $227.7K | 0.05% | +2,090 | New |
| 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 |
| Leonteq Securities AG | 2,054 | $223.8K | 0.01% | +2,032+9,236.4% | Added |
| Octavia Wealth Advisors, LLC | 2,048 | $223.2K | 0.06% | −93−4.3% | Reduced |
| MetLife Investment Management | 2,044 | $222.7K | 0.00% | +37+1.8% | Added |
| Unio Capital LLC | 2,020 | $220.1K | 0.12% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,017 | $219.8K | 0.00% | +45+2.3% | Added |
| Cetera Advisors LLC | 1,973 | $215.0K | 0.00% | +1,973 | New |
| Synovus Financial Corp | 1,957 | $213.2K | 0.00% | +64+3.4% | Added |
| Aigen Investment Management, LP | 1,921 | $209.3K | 0.03% | +1,921 | New |
| Souders Financial Advisors | 1,918 | $209.0K | 0.05% | +24+1.3% | Added |
| The PNC Financial Services Group, Inc. | 1,915 | $208.7K | 0.00% | +336+21.3% | Added |
| National Asset Management, Inc. | 1,890 | $205.9K | 0.01% | −101−5.1% | Reduced |
| Parallel Advisors, LLC | 1,677 | $182.7K | 0.01% | −385−18.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $169.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,519 | $165.5K | 0.01% | −630−29.3% | Reduced |
| Banque Cantonale Vaudoise | 1,263 | $138.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,190 | $130.0K | 0.01% | −20−1.7% | Reduced |
| Seaport Global Advisors, LLC | 1,157 | $126.1K | 0.44% | +240+26.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,128 | $122.9K | 0.00% | +40+3.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $120.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,090 | $118.8K | 0.00% | −232−17.5% | Reduced |
| American International Group, Inc. | 1,017 | $110.8K | 0.00% | −7−0.7% | Reduced |
| Whittier Trust Co | 1,000 | $109.0K | 0.00% | −3−0.3% | Reduced |
| Manchester Capital Management LLC | 952 | $103.7K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 898 | $97.8K | 0.00% | −535−37.3% | Reduced |
| Ellevest, Inc. | 895 | $97.5K | 0.01% | −78−8.0% | Reduced |
| First Horizon Advisors, Inc. | 831 | $90.5K | 0.00% | +53+6.8% | Added |
| Bessemer Group Inc | 817 | $89.0K | 0.00% | −411−33.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 787 | $85.8K | 0.00% | +109+16.1% | Added |
| Fifth Third Bancorp | 745 | $81.2K | 0.00% | +494+196.8% | Added |
| Seeyond | 701 | $76.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 700 | $76.3K | 0.02% | 00.0% | Unchanged |
| Ossiam | 641 | $69.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,217 | $67.0K | 0.00% | −20−1.6% | Reduced |
| Meeder Asset Management Inc | 589 | $64.2K | 0.01% | +475+416.7% | Added |