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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 2,650 | $215.0K | 0.03% | −678−20.4% | Reduced |
| Teamwork Financial Advisors, LLC | 2,650 | $215.0K | 0.04% | +2,650 | New |
| Cerity Partners LLC | 2,725 | $221.1K | 0.00% | +338+14.2% | Added |
| Verition Fund Management LLC | 2,818 | $228.7K | 0.00% | −5,637−66.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,852 | $231.4K | 0.00% | +2,265+385.9% | Added |
| Boston Private Wealth LLC | 3,079 | $249.9K | 0.00% | +3,079 | New |
| DFPG Investments, LLC | 3,089 | $250.6K | 0.03% | −112−3.5% | Reduced |
| SYSTM Wealth Solutions LLC | 3,112 | $252.5K | 0.04% | −8,154−72.4% | Reduced |
| Blueshift Asset Management, LLC | 3,301 | $267.8K | 0.11% | +3,301 | New |
| ASB Consultores, LLC | 3,321 | $269.5K | 0.11% | −3−0.1% | Reduced |
| DC Investments Management, LLC | 3,439 | $279.0K | 0.33% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,487 | $282.9K | 0.00% | +206+6.3% | Added |
| Xponance, Inc. | 3,488 | $283.0K | 0.00% | +29+0.8% | Added |
| Kestra Advisory Services, LLC | 3,495 | $283.6K | 0.00% | −4,072−53.8% | Reduced |
| Independent Financial Group, LLC | 3,516 | $285.3K | 0.02% | −1,399−28.5% | Reduced |
| Toroso Investments, LLC | 3,533 | $287.0K | 0.01% | +244+7.4% | Added |
| Delphia (USA) Inc. | 3,617 | $293.5K | 0.36% | +1,392+62.6% | Added |
| Alliance Wealth Advisors, LLC | 3,633 | $294.8K | 0.12% | +110+3.1% | Added |
| Synovus Financial Corp | 3,682 | $298.8K | 0.00% | +1,725+88.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,834 | $311.1K | 0.05% | +146+4.0% | Added |
| Joel Isaacson & Co., LLC | 3,952 | $320.7K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,212 | $341.8K | 0.01% | +1,516+56.2% | Added |
| Precision Wealth Strategies, LLC | 4,235 | $343.6K | 0.54% | −814−16.1% | Reduced |
| Prudential PLC | 4,251 | $344.9K | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 4,323 | $350.8K | 0.00% | +4,323 | New |
| Clifford Group, LLC | 4,331 | $351.4K | 0.43% | 00.0% | Unchanged |
| Corton Capital Inc. | 4,464 | $362.2K | 0.25% | +2,043+84.4% | Added |
| Parkwood LLC | 4,539 | $368.0K | 0.07% | +157+3.6% | Added |
| Chicago Partners Investment Group LLC | 4,943 | $378.5K | 0.02% | −2,164−30.4% | Reduced |
| Royal Fund Management, LLC | 4,700 | $381.4K | 0.06% | +2,400+104.3% | Added |
| AustralianSuper Pty Ltd | 4,792 | $388.8K | 0.00% | +4,792 | New |
| Moody National Bank Trust Division | 4,865 | $394.7K | 0.03% | +4,865 | New |
| Candriam Luxembourg S.C.A. | 5,357 | $400.1K | 0.00% | −5,557−50.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,987 | $404.6K | 0.02% | +127+2.6% | Added |
| Allianz Asset Management GmbH | 5,361 | $435.0K | 0.00% | +5,361 | New |
| Creative Planning | 5,407 | $438.7K | 0.00% | −479−8.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,691 | $461.0K | 0.00% | −622−9.9% | Reduced |
| La Banque Postale Asset Management SA | 5,686 | $461.4K | 0.01% | −396−6.5% | Reduced |
| Nordea Investment Management AB | 5,883 | $461.5K | 0.00% | +121+2.1% | Added |
| Quent Capital, LLC | 6,062 | $465.3K | 0.08% | +535+9.7% | Added |
| Public Sector Pension Investment Board | 5,745 | $466.1K | 0.00% | +709+14.1% | Added |
| Commerce Bank | 5,898 | $478.6K | 0.00% | +1,189+25.2% | Added |
| Kula Investments, LLC | 5,911 | $479.6K | 0.12% | +5,911 | New |
| River & Mercantile Asset Management LLP | 5,960 | $484.0K | 0.10% | +5,960 | New |
| Baker Tilly Wealth Management, LLC | 6,137 | $498.0K | 0.06% | −1,332−17.8% | Reduced |
| Point72 Middle East FZE | 6,145 | $498.6K | 0.03% | −36,866−85.7% | Reduced |
| State of Alaska, Department of Revenue | 6,177 | $501.0K | 0.01% | 00.0% | Unchanged |
| Barton Investment Management | 6,311 | $512.1K | 0.09% | +2,045+47.9% | Added |
| Schroder Investment Management Group | 6,491 | $526.7K | 0.00% | +352+5.7% | Added |
| Hongkou Capital LP | 6,500 | $527.4K | 1.73% | +6,500 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,614 | $536.7K | 0.01% | +11+0.2% | Added |
| Lattice Capital Management, LLC | 6,700 | $543.6K | 0.72% | 00.0% | Unchanged |
| Cutler Group LP | 6,843 | $555.0K | 0.09% | +2,612+61.7% | Added |
| JustInvest LLC | 6,851 | $555.9K | 0.02% | +1,539+29.0% | Added |
| Private Advisor Group, LLC | 6,961 | $564.8K | 0.01% | +6,961 | New |
| Shell Asset Management Co | 7,198 | $584.0K | 0.02% | −5−0.1% | Reduced |
| Beck Bode, LLC | 7,294 | $591.9K | 0.15% | −20−0.3% | Reduced |
| Proequities, Inc. | 7,351 | $596.5K | 0.05% | +951+14.9% | Added |
| Intech Investment Management LLC | 7,362 | $597.4K | 0.00% | −377−4.9% | Reduced |
| Maryland State Retirement & Pension System | 7,510 | $609.4K | 0.01% | 00.0% | Unchanged |
| Advisory Resource Group | 7,605 | $617.1K | 0.17% | +2,874+60.7% | Added |
| LPL Financial LLC | 8,129 | $659.6K | 0.00% | +132+1.7% | Added |
| Leonteq Securities AG | 8,175 | $663.3K | 0.06% | +6,121+298.0% | Added |
| Twin Capital Management Inc | 8,354 | $677.8K | 0.09% | +3,029+56.9% | Added |
| British Columbia Investment Management Corp | 8,373 | $679.4K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 8,479 | $688.0K | 0.00% | −4,478−34.6% | Reduced |
| Wolverine Trading, LLC | 9,372 | $718.0K | 0.02% | −1,497−13.8% | Reduced |
| Pinebridge Investments, L.P. | 9,108 | $739.0K | 0.01% | −1,331−12.8% | Reduced |
| Engineers Gate Manager LP | 9,386 | $761.6K | 0.03% | +9,386 | New |
| Vetamer Capital Management, L.P. | 9,767 | $792.5K | 1.09% | +776+8.6% | Added |
| PEAK6 Investments LLC | 9,821 | $796.9K | 0.05% | −14,929−60.3% | Reduced |
| Principal Financial Group Inc | 9,882 | $801.8K | 0.00% | +406+4.3% | Added |
| Old Well Partners, LLC | 9,900 | $803.3K | 0.64% | +1,000+11.2% | Added |
| Atom Investors LP | 9,911 | $804.2K | 0.44% | +9,911 | New |
| Greenland Capital Management LP | 10,035 | $814.2K | 0.10% | +21+0.2% | Added |
| Nissay Asset Management Corp | 10,069 | $817.0K | 0.01% | −294−2.8% | Reduced |
| Echo Street Capital Management LLC | 10,136 | $822.4K | 0.01% | +2,429+31.5% | Added |
| DekaBank Deutsche Girozentrale | 10,879 | $829.0K | 0.00% | +330+3.1% | Added |
| Whale Rock Capital Management LLC | 10,255 | $832.1K | 0.02% | +10,255 | New |
| Westpac Banking Corp | 10,361 | $840.7K | 0.01% | +3,975+62.2% | Added |
| Ieq Capital, LLC | 10,394 | $843.4K | 0.02% | +7+0.1% | Added |
| Macquarie Group Ltd | 10,526 | $854.1K | 0.00% | −620,406−98.3% | Reduced |
| Achmea Investment Management B.V. | 10,755 | $872.0K | 0.03% | +1,970+22.4% | Added |
| Bradley Foster & Sargent Inc | 10,785 | $875.1K | 0.02% | +10,785 | New |
| Prudential Financial Inc | 10,832 | $878.9K | 0.00% | +1,349+14.2% | Added |
| Ontario Teachers Pension Plan Board | 11,085 | $899.4K | 0.01% | +11,085 | New |
| Truist Financial Corp | 11,179 | $907.1K | 0.00% | +1,955+21.2% | Added |
| Man Group plc | – | $910.1K | 0.00% | – | – |
| Axq Capital, LP | 11,400 | $925.0K | 0.37% | +11,400 | New |
| Victory Capital Management Inc | 11,444 | $928.6K | 0.00% | −33,812−74.7% | Reduced |
| Cetera Advisor Networks LLC | 11,745 | $953.0K | 0.01% | +1,780+17.9% | Added |
| Harvest Investment Services, LLC | 11,942 | $969.0K | 0.75% | +11,942 | New |
| Simplex Trading, LLC | 12,158 | $986.0K | 0.04% | −12,843−51.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,242 | $993.0K | 0.00% | +2,532+26.1% | Added |
| Stansberry Asset Management, LLC | 12,308 | $998.7K | 0.19% | +12,308 | New |
| Summit Trail Advisors, LLC | 12,313 | $999.1K | 0.04% | +1,775+16.8% | Added |
| Janus Henderson Group PLC | 12,654 | $1.03M | 0.00% | −196,834−94.0% | Reduced |
| Paragon Advisors, LLC | 12,968 | $1.05M | 0.35% | −3,014−18.9% | Reduced |
| Atria Investments LLC | 13,074 | $1.06M | 0.02% | −141−1.1% | Reduced |
| Magnetar Financial LLC | 13,097 | $1.06M | 0.02% | +13,097 | New |