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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,079 | $249.9K | 0.00% | +3,079 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,852 | $231.4K | 0.00% | +2,265+385.9% | Added |
| Verition Fund Management LLC | 2,818 | $228.7K | 0.00% | −5,637−66.7% | Reduced |
| Cerity Partners LLC | 2,725 | $221.1K | 0.00% | +338+14.2% | Added |
| 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 |
| Y.D. More Investments Ltd | 2,766 | $212.1K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $209.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $209.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,560 | $207.7K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,541 | $206.2K | 0.03% | +2,541 | New |
| Vestcor Inc | 2,237 | $182.0K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,216 | $179.8K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,066 | $167.6K | 0.02% | +1,114+117.0% | Added |
| MetLife Investment Management | 2,048 | $166.2K | 0.00% | +4+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,999 | $162.2K | 0.00% | −18−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,624 | $131.8K | 0.00% | +496+44.0% | Added |
| Bessemer Group Inc | 1,530 | $124.0K | 0.00% | +713+87.3% | Added |
| Parallel Advisors, LLC | 1,492 | $121.1K | 0.00% | −185−11.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $118.6K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,263 | $102.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,210 | $99.0K | 0.01% | +20+1.7% | Added |
| Whittier Trust Co | 1,150 | $93.3K | 0.00% | +150+15.0% | Added |
| The PNC Financial Services Group, Inc. | 1,056 | $85.7K | 0.00% | −859−44.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $84.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,017 | $82.5K | 0.01% | +122+13.6% | Added |
| American International Group, Inc. | 995 | $80.7K | 0.00% | −22−2.2% | Reduced |
| First Horizon Advisors, Inc. | 948 | $76.9K | 0.00% | +117+14.1% | Added |
| Ossiam | 931 | $75.5K | 0.00% | +290+45.2% | Added |
| Belpointe Asset Management LLC | 899 | $72.9K | 0.00% | +520+137.2% | Added |
| Northwestern Mutual Wealth Management Co | 805 | $65.3K | 0.00% | +18+2.3% | Added |
| Tower Research Capital LLC (TRC) | 770 | $62.0K | 0.00% | −1,703−68.9% | Reduced |
| Advisors Asset Management, Inc. | 751 | $60.9K | 0.00% | −339−31.1% | Reduced |
| Lazard Asset Management LLC | 749 | $60.0K | 0.00% | −28,500−97.4% | Reduced |
| Ostrum Asset Management | 739 | $60.0K | 0.01% | +739 | New |
| Point72 Asset Management, L.P. | 654 | $53.1K | 0.00% | −114,168−99.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 524 | $43.0K | 0.00% | +500+2,083.3% | Added |
| Penserra Capital Management LLC | 507 | $41.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 399 | $32.0K | 0.00% | +277+227.0% | Added |
| Quarry LP | 391 | $31.7K | 0.02% | +248+173.4% | Added |
| Arcadia Investment Management Corp | 389 | $31.6K | 0.01% | +389 | New |
| Signaturefd, LLC | 365 | $29.6K | 0.00% | −533−59.4% | Reduced |
| National Bank of Canada | 347 | $28.2K | 0.00% | −2−0.6% | Reduced |
| IFP Advisors, Inc | 773 | $27.4K | 0.00% | −444−36.5% | Reduced |
| Global Retirement Partners, LLC | 336 | $26.4K | 0.00% | +30+9.8% | Added |
| AdvisorNet Financial, Inc | 321 | $26.0K | 0.00% | −191−37.3% | Reduced |
| Oberndorf William E | 273 | $22.2K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 267 | $22.0K | 0.00% | −12−4.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $21.0K | 0.00% | −80−23.6% | Reduced |
| GWM Advisors LLC | 215 | $17.4K | 0.00% | −205−48.8% | Reduced |
| Crewe Advisors LLC | 182 | $14.8K | 0.00% | −11−5.7% | Reduced |
| Dark Forest Capital Management LP | 180 | $14.6K | 0.00% | +180 | New |
| CWM, LLC | 147 | $12.0K | 0.00% | −151−50.7% | Reduced |
| Lindbrook Capital, LLC | 142 | $11.5K | 0.00% | −56−28.3% | Reduced |
| Montag A & Associates Inc | 134 | $10.9K | 0.00% | +47+54.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $9.19K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $8.93K | 0.01% | −17−13.4% | Reduced |
| Creative Financial Designs Inc | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $8.00K | 0.00% | −8,700−98.9% | Reduced |
| Fifth Third Bancorp | 82 | $6.65K | 0.00% | −663−89.0% | Reduced |
| DuPont Capital Management Corp | 77 | $6.25K | 0.00% | −15−16.3% | Reduced |
| Loomis Sayles & Co L P | 71 | $6.00K | 0.00% | −3,350−97.9% | Reduced |
| TFC Financial Management | 69 | $5.60K | 0.00% | +69 | New |
| Venturi Wealth Management, LLC | 62 | $5.03K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 62 | $5.03K | 0.00% | −8−11.4% | Reduced |
| Covestor Ltd | 67 | $5.00K | 0.00% | −424−86.4% | Reduced |
| Clearstead Advisors, LLC | 60 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $4.06K | 0.00% | +50 | 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 |
| Huntington National Bank | 48 | $3.90K | 0.00% | +48 | New |
| MCF Advisors LLC | 44 | $3.57K | 0.00% | +44 | New |
| Armstrong Advisory Group, Inc | 43 | $3.49K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $3.49K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 39 | $3.17K | 0.00% | −191−83.0% | Reduced |
| Parkside Financial Bank & Trust | 38 | $3.08K | 0.00% | +19+100.0% | Added |
| Clear Street Markets LLC | 37 | $3.00K | 0.00% | +36+3,600.0% | Added |
| Zions Bancorporation, N.A. | 35 | $2.84K | 0.00% | +2+6.1% | Added |
| SRS Capital Advisors, Inc. | 30 | $2.44K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $2.43K | 0.00% | −91−75.2% | Reduced |
| Bogart Wealth, LLC | 26 | $2.11K | 0.00% | +26 | New |
| Atticus Wealth Management, LLC | 24 | $1.95K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $1.30K | 0.00% | −19−54.3% | Reduced |
| Glassman Wealth Services | 15 | $1.22K | 0.00% | −11−42.3% | Reduced |
| Raffa Wealth Management, LLC | 11 | $893 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $811 | 0.00% | −84,590−100.0% | Reduced |
| 25 LLC | 7 | $682 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $568 | 0.00% | −23−76.7% | Reduced |
| Financial Freedom, LLC | 7 | $568 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $487 | 0.00% | +6 | New |
| ICA Group Wealth Management, LLC | 5 | $406 | 0.00% | +5 | New |
| Ameritas Advisory Services, LLC | 4 | $284 | 0.00% | +4 | New |
| Schubert & Co | 3 | $244 | 0.00% | −7−70.0% | Reduced |
| Rosenberg Matthew Hamilton | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $243 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 2 | $162 | 0.00% | −5−71.4% | Reduced |
| Disciplined Investments, LLC | 2 | $162 | 0.00% | −2−50.0% | Reduced |