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, Q1 2023
Institutional positions in BILL Holdings, Inc. as of Mar 31, 2023. 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
- 406
- −68 vs. Q4 2022
- Shares held
- 106.2M
- +1.18M (+1.1%) vs. Q4 2022
- Total value
- $8.60B
- −$2.83B (−24.8%) vs. Q4 2022
- New holders
- 61
- 176 more added
- Sold out
- 129
- 121 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 3 | $0 | 0.00% | −6,234−100.0% | Reduced |
| Steward Financial Group LLC | 12 | $0 | 0.00% | +3+33.3% | Added |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $82 | 0.00% | −4−80.0% | Reduced |
| True Wealth Design, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $162 | 0.00% | −5−71.4% | Reduced |
| Disciplined Investments, LLC | 2 | $162 | 0.00% | −2−50.0% | Reduced |
| Gradient Investments LLC | 2 | $162 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $243 | 0.00% | +3 | New |
| Schubert & Co | 3 | $244 | 0.00% | −7−70.0% | Reduced |
| Ameritas Advisory Services, LLC | 4 | $284 | 0.00% | +4 | New |
| ICA Group Wealth Management, LLC | 5 | $406 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $487 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $568 | 0.00% | −23−76.7% | Reduced |
| Financial Freedom, LLC | 7 | $568 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $682 | 0.00% | +7 | New |
| Berkshire Capital Holdings Inc | 10 | $811 | 0.00% | −84,590−100.0% | Reduced |
| Raffa Wealth Management, LLC | 11 | $893 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.22K | 0.00% | −11−42.3% | Reduced |
| TCI Wealth Advisors, Inc. | 16 | $1.30K | 0.00% | −19−54.3% | Reduced |
| Allworth Financial LP | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 24 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.11K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 30 | $2.43K | 0.00% | −91−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $2.84K | 0.00% | +2+6.1% | Added |
| Clear Street Markets LLC | 37 | $3.00K | 0.00% | +36+3,600.0% | Added |
| Parkside Financial Bank & Trust | 38 | $3.08K | 0.00% | +19+100.0% | Added |
| Quadrant Capital Group LLC | 39 | $3.17K | 0.00% | −191−83.0% | Reduced |
| FinTrust Capital Advisors, LLC | 32 | $3.49K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $3.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 44 | $3.57K | 0.00% | +44 | New |
| Huntington National Bank | 48 | $3.90K | 0.00% | +48 | New |
| Tradition Wealth Management, LLC | 52 | $4.00K | 0.00% | −2−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 39 | $4.00K | 0.00% | +9+30.0% | Added |
| Ahrens Investment Partners LLC | 50 | $4.06K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 67 | $5.00K | 0.00% | −424−86.4% | Reduced |
| EverSource Wealth Advisors, LLC | 62 | $5.03K | 0.00% | −8−11.4% | Reduced |
| Venturi Wealth Management, LLC | 62 | $5.03K | 0.00% | +62 | New |
| TFC Financial Management | 69 | $5.60K | 0.00% | +69 | New |
| Loomis Sayles & Co L P | 71 | $6.00K | 0.00% | −3,350−97.9% | Reduced |
| DuPont Capital Management Corp | 77 | $6.25K | 0.00% | −15−16.3% | Reduced |
| Fifth Third Bancorp | 82 | $6.65K | 0.00% | −663−89.0% | Reduced |
| Nisa Investment Advisors, LLC | 100 | $8.00K | 0.00% | −8,700−98.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $8.93K | 0.01% | −17−13.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $9.19K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 134 | $10.9K | 0.00% | +47+54.0% | Added |
| Lindbrook Capital, LLC | 142 | $11.5K | 0.00% | −56−28.3% | Reduced |
| CWM, LLC | 147 | $12.0K | 0.00% | −151−50.7% | Reduced |
| Dark Forest Capital Management LP | 180 | $14.6K | 0.00% | +180 | New |
| Crewe Advisors LLC | 182 | $14.8K | 0.00% | −11−5.7% | Reduced |
| GWM Advisors LLC | 215 | $17.4K | 0.00% | −205−48.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $21.0K | 0.00% | −80−23.6% | Reduced |
| Ci Investments Inc. | 267 | $22.0K | 0.00% | −12−4.3% | Reduced |
| Oberndorf William E | 273 | $22.2K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 321 | $26.0K | 0.00% | −191−37.3% | Reduced |
| Global Retirement Partners, LLC | 336 | $26.4K | 0.00% | +30+9.8% | Added |
| IFP Advisors, Inc | 773 | $27.4K | 0.00% | −444−36.5% | Reduced |
| National Bank of Canada | 347 | $28.2K | 0.00% | −2−0.6% | Reduced |
| Signaturefd, LLC | 365 | $29.6K | 0.00% | −533−59.4% | Reduced |
| Arcadia Investment Management Corp | 389 | $31.6K | 0.01% | +389 | New |
| Quarry LP | 391 | $31.7K | 0.02% | +248+173.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 399 | $32.0K | 0.00% | +277+227.0% | Added |
| Penserra Capital Management LLC | 507 | $41.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 524 | $43.0K | 0.00% | +500+2,083.3% | Added |
| Point72 Asset Management, L.P. | 654 | $53.1K | 0.00% | −114,168−99.4% | Reduced |
| Ostrum Asset Management | 739 | $60.0K | 0.01% | +739 | New |
| Lazard Asset Management LLC | 749 | $60.0K | 0.00% | −28,500−97.4% | Reduced |
| Advisors Asset Management, Inc. | 751 | $60.9K | 0.00% | −339−31.1% | Reduced |
| Tower Research Capital LLC (TRC) | 770 | $62.0K | 0.00% | −1,703−68.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 805 | $65.3K | 0.00% | +18+2.3% | Added |
| Belpointe Asset Management LLC | 899 | $72.9K | 0.00% | +520+137.2% | Added |
| Ossiam | 931 | $75.5K | 0.00% | +290+45.2% | Added |
| First Horizon Advisors, Inc. | 948 | $76.9K | 0.00% | +117+14.1% | Added |
| American International Group, Inc. | 995 | $80.7K | 0.00% | −22−2.2% | Reduced |
| Ellevest, Inc. | 1,017 | $82.5K | 0.01% | +122+13.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $84.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,056 | $85.7K | 0.00% | −859−44.9% | Reduced |
| Whittier Trust Co | 1,150 | $93.3K | 0.00% | +150+15.0% | Added |
| Picton Mahoney Asset Management | 1,210 | $99.0K | 0.01% | +20+1.7% | Added |
| Banque Cantonale Vaudoise | 1,263 | $102.0K | 0.01% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $118.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,492 | $121.1K | 0.00% | −185−11.0% | Reduced |
| Bessemer Group Inc | 1,530 | $124.0K | 0.00% | +713+87.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,624 | $131.8K | 0.00% | +496+44.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,999 | $162.2K | 0.00% | −18−0.9% | Reduced |
| MetLife Investment Management | 2,048 | $166.2K | 0.00% | +4+0.2% | Added |
| Manchester Capital Management LLC | 2,066 | $167.6K | 0.02% | +1,114+117.0% | Added |
| Stelac Advisory Services LLC | 2,216 | $179.8K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 2,237 | $182.0K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,541 | $206.2K | 0.03% | +2,541 | New |
| Compagnie Lombard Odier SCmA | 2,560 | $207.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $209.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $209.1K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,766 | $212.1K | 0.05% | 00.0% | Unchanged |