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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.

Institutional holdersQ4 2022: 482 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ4 2022: $11.4B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2022.

Institutions holding BILL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Healthcare of Ontario Pension Plan Trust Fund587$64.0K0.00%−9,707−94.3%Reduced
AdvisorNet Financial, Inc512$55.8K0.01%+200+64.1%Added
Penserra Capital Management LLC507$55.0K0.00%+12+2.4%Added
Covestor Ltd491$53.0K0.04%+2+0.4%Added
Coppell Advisory Solutions LLC406$44.2K0.02%+406New
Coppell Advisory Solutions Corp.406$44.2K0.02%+406New
Rockefeller Capital Management L.P.394$42.0K0.00%−388−49.6%Reduced
Belpointe Asset Management LLC379$41.3K0.00%+379New
National Bank of Canada349$38.0K0.00%+21+6.4%Added
Harel Insurance Investments & Financial Services Ltd.339$37.0K0.00%−57−14.4%Reduced
Absoluto Partners Gestao de Recursos Ltda312$34.0K0.02%−4,530−93.6%Reduced
Comerica Securities,inc.310$33.8K0.00%+310New
Global Retirement Partners, LLC306$33.3K0.00%+76+33.0%Added
CWM, LLC298$32.0K0.00%−323−52.0%Reduced
Tobam275$30.0K0.00%00.0%Unchanged
Ci Investments Inc.279$30.0K0.00%+153+121.4%Added
Oberndorf William E273$29.7K0.07%−272−49.9%Reduced
Quadrant Capital Group LLC230$25.1K0.00%−360−61.0%Reduced
KB Financial Partners, LLC230$25.0K0.01%00.0%Unchanged
GWM Advisors LLC420$22.0K0.00%+420New
Lindbrook Capital, LLC198$21.6K0.00%−232−54.0%Reduced
Crewe Advisors LLC193$21.0K0.00%+21+12.2%Added
Quarry LP143$15.6K0.02%+143New
RFP Financial Group LLC127$13.8K0.01%+127New
TD Private Client Wealth LLC121$13.2K0.00%−1−0.8%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna120$13.1K0.01%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S122$13.0K0.00%+122New
Riverview Trust Co108$12.0K0.01%+108New
Macroview Investment Management LLC101$11.0K0.02%+23+29.5%Added
Creative Financial Designs Inc100$10.9K0.00%00.0%Unchanged
Optimum Investment Advisors100$10.9K0.01%00.0%Unchanged
Earnest Partners LLC100$10.9K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$10.9K0.00%00.0%Unchanged
DuPont Capital Management Corp92$10.0K0.00%−18−16.4%Reduced
Montag A & Associates Inc87$9.48K0.00%−78−47.3%Reduced
EverSource Wealth Advisors, LLC70$7.63K0.00%−1−1.4%Reduced
Clearstead Advisors, LLC60$6.54K0.00%00.0%Unchanged
Tradition Wealth Management, LLC54$6.00K0.00%+2+3.8%Added
Arlington Partners LLC43$4.68K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$4.68K0.00%+43New
CoreCap Advisors, LLC38$4.14K0.00%+38New
Ronald Blue Trust, Inc.30$4.00K0.00%−3−9.1%Reduced
TCI Wealth Advisors, Inc.35$3.81K0.00%−54−60.7%Reduced
Zions Bancorporation, N.A.33$3.60K0.00%−32−49.2%Reduced
FinTrust Capital Advisors, LLC32$3.49K0.00%+32New
JJJ Advisors Inc.33$3.44K0.00%−11−25.0%Reduced
Bell Investment Advisors, Inc30$3.27K0.00%−16−34.8%Reduced
SRS Capital Advisors, Inc.30$3.27K0.00%00.0%Unchanged
Harbour Investments, Inc.29$3.16K0.00%+29New
Benjamin F. Edwards & Company, Inc.24$3.00K0.00%00.0%Unchanged
Glassman Wealth Services26$2.83K0.00%−15−36.6%Reduced
Beaird Harris Wealth Management, LLC26$2.83K0.00%+26New
Atticus Wealth Management, LLC24$2.62K0.00%−4−14.3%Reduced
Parkside Financial Bank & Trust19$2.07K0.00%−6−24.0%Reduced
Allworth Financial LP17$1.85K0.00%−142−89.3%Reduced
JFS Wealth Advisors, LLC15$1.63K0.00%−7−31.8%Reduced
Wolff Wiese Magana LLC14$1.52K0.00%−478−97.2%Reduced
Prestige Wealth Management Group LLC14$1.52K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.20K0.00%00.0%Unchanged
Schubert & Co10$1.09K0.00%−8−44.4%Reduced
Capital Advisors, Ltd. LLC95$1.00K0.00%+77+427.8%Added
Umb Bank N A9$1.00K0.00%+7+350.0%Added
Burleson & Company, LLC9$9810.00%+4+80.0%Added
Sutton Wealth Advisors Inc.8$8720.00%00.0%Unchanged
Lee Financial Co7$7630.00%−10−58.8%Reduced
Harvest Group Wealth Management, LLC7$7630.00%+2+40.0%Added
Financial Freedom, LLC7$7630.00%+7New
Farther Finance Advisors, LLC7$7630.00%+7New
CVA Family Office, LLC5$5450.00%−65−92.9%Reduced
SJS Investment Consulting Inc.5$5450.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$5450.00%+5New
Disciplined Investments, LLC4$4360.00%−2−33.3%Reduced
Money Concepts Capital Corp4$4360.00%+4New
Focused Wealth Management, Inc4$4360.00%+4New
Rosenberg Matthew Hamilton3$3270.00%+3New
My Personal CFO, LLC3$3270.00%+3New
BerganKDV Wealth Management, LLC2$2180.00%00.0%Unchanged
Accurate Wealth Management, LLC2$2030.00%+2New
True Wealth Design, LLC1$1090.00%+1New
Massmutual Trust Co FSB3$00.00%−9−75.0%Reduced
Clear Street Markets LLC1$00.00%+1New
Steward Financial Group LLC9$00.00%+9New
Dorsal Capital Management, LLC0$00.00%−555,000−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−413,740−100.0%Sold out
Marshall Wace, LLP0$00.00%−386,541−100.0%Sold out
National Pension Service0$00.00%−157,079−100.0%Sold out
Styrax Capital, LP0$00.00%−132,341−100.0%Sold out
Alta Park Capital, LP0$00.00%−91,172−100.0%Sold out
Capital International Inc0$00.00%−80,342−100.0%Sold out
Walleye Capital LLC0$00.00%−77,483−100.0%Sold out
Calixto Global Investors, LP0$00.00%−75,900−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−64,612−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−60,222−100.0%Sold out
JS Capital Management LLC0$00.00%−60,000−100.0%Sold out
Natixis0$00.00%−55,003−100.0%Sold out
Moore Capital Management, LP0$00.00%−52,560−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−49,749−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−49,381−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−45,000−100.0%Sold out
Sora Investors LLC0$00.00%−44,000−100.0%Sold out