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, Q2 2023
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 419
- +15 vs. Q1 2023
- Shares held
- 107.8M
- +1.62M (+1.5%) vs. Q1 2023
- Total value
- $12.6B
- +$3.98B (+46.2%) vs. Q1 2023
- New holders
- 77
- 143 more added
- Sold out
- 62
- 146 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Unio Capital LLC | 2,335 | $272.8K | 0.14% | +2,335 | New |
| Guggenheim Capital LLC | 2,431 | $284.1K | 0.00% | +2,431 | New |
| CI Private Wealth, LLC | 2,458 | $286.4K | 0.00% | +2,458 | New |
| Delphia (USA) Inc. | 2,495 | $291.5K | 0.46% | −1,122−31.0% | Reduced |
| Deuterium Capital Management, LLC | 2,500 | $292.1K | 0.41% | +2,500 | New |
| Alera Investment Advisors, LLC | 2,546 | $297.5K | 0.06% | +2,546 | New |
| Bartlett & Co. LLC | 2,577 | $301.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $301.1K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,694 | $314.8K | 0.01% | +2,694 | New |
| Silver Oak Securities, Inc | 2,700 | $315.0K | 0.05% | +2,700 | New |
| ASB Consultores, LLC | 2,728 | $318.8K | 0.15% | −593−17.9% | Reduced |
| Cetera Advisors LLC | 2,781 | $325.0K | 0.01% | +2,781 | New |
| Wealthfront Advisers LLC | 2,850 | $333.0K | 0.00% | +2,850 | New |
| Nicholas Investment Partners, LP | 2,887 | $337.3K | 0.02% | +2,887 | New |
| Brinker Capital Investments, LLC | 3,021 | $353.0K | 0.00% | +3,021 | New |
| Orion Portfolio Solutions, LLC | 3,021 | $353.0K | 0.00% | +3,021 | New |
| SYSTM Wealth Solutions LLC | 3,090 | $361.1K | 0.05% | −22−0.7% | Reduced |
| Cerity Partners LLC | 3,136 | $366.4K | 0.00% | +411+15.1% | Added |
| Boston Private Wealth LLC | 3,172 | $370.7K | 0.01% | +93+3.0% | Added |
| Gotham Asset Management, LLC | 3,185 | $372.2K | 0.01% | +3,185 | New |
| Intech Investment Management LLC | 3,191 | $372.9K | 0.00% | −4,171−56.7% | Reduced |
| Ethic Inc. | 3,245 | $379.2K | 0.01% | +3,245 | New |
| Moody National Bank Trust Division | 3,265 | $381.5K | 0.03% | −1,600−32.9% | Reduced |
| Cutler Group LP | 3,351 | $391.0K | 0.09% | −3,492−51.0% | Reduced |
| Janney Montgomery Scott LLC | 3,435 | $401.0K | 0.00% | +3,435 | New |
| DC Investments Management, LLC | 3,439 | $401.8K | 0.46% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 3,466 | $405.0K | 0.00% | −1,326−27.7% | Reduced |
| CIBC Asset Management Inc | 3,490 | $407.8K | 0.00% | +3+0.1% | Added |
| Bayesian Capital Management, LP | 3,493 | $408.2K | 0.04% | +3,493 | New |
| Alliance Wealth Advisors, LLC | 3,600 | $420.7K | 0.16% | −33−0.9% | Reduced |
| Xponance, Inc. | 3,623 | $423.3K | 0.01% | +135+3.9% | Added |
| Leonteq Securities AG | 3,683 | $430.4K | 0.04% | −4,492−54.9% | Reduced |
| Personal Cfo Solutions, LLC | 3,688 | $430.9K | 0.09% | +3,688 | New |
| Synovus Financial Corp | 3,703 | $432.7K | 0.00% | +21+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 3,866 | $451.7K | 0.02% | −1,121−22.5% | Reduced |
| Kestra Advisory Services, LLC | 3,913 | $457.2K | 0.00% | +418+12.0% | Added |
| Joel Isaacson & Co., LLC | 3,952 | $461.8K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,081 | $476.9K | 0.00% | −4,398−51.9% | Reduced |
| Precision Wealth Strategies, LLC | 4,147 | $484.6K | 0.79% | −88−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,217 | $492.8K | 0.09% | +4,217 | New |
| Prudential PLC | 4,229 | $494.2K | 0.01% | −22−0.5% | Reduced |
| Meitav Dash Investments Ltd | 4,294 | $497.5K | 0.00% | +4,294 | New |
| Penserra Capital Management LLC | 4,303 | $502.0K | 0.01% | +3,796+748.7% | Added |
| Parametrica Management Ltd | 4,300 | $502.5K | 0.97% | +4,300 | New |
| Headlands Technologies LLC | 4,351 | $508.4K | 0.16% | +4,351 | New |
| FORA Capital, LLC | 4,468 | $522.1K | 0.07% | +4,468 | New |
| Chicago Partners Investment Group LLC | 4,635 | $544.4K | 0.03% | −308−6.2% | Reduced |
| Corton Capital Inc. | 4,839 | $565.4K | 0.27% | +375+8.4% | Added |
| Mach-1 Financial Group, Inc. | 5,071 | $592.5K | 0.24% | +5,071 | New |
| Procyon Private Wealth Partners, LLC | 5,147 | $601.4K | 0.08% | +1,313+34.2% | Added |
| Commonwealth Equity Services, LLC | 5,161 | $603.0K | 0.00% | −530−9.3% | Reduced |
| New York Life Investment Management LLC | 5,330 | $622.8K | 0.01% | +5,330 | New |
| Man Group plc | 5,367 | $627.1K | 0.00% | – | – |
| Wolverine Trading, LLC | 5,434 | $631.0K | 0.01% | −3,938−42.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,752 | $672.1K | 0.07% | −385−6.3% | Reduced |
| Shell Asset Management Co | 5,827 | $681.0K | 0.03% | −1,371−19.0% | Reduced |
| Schroder Investment Management Group | 5,913 | $690.9K | 0.00% | −578−8.9% | Reduced |
| Public Sector Pension Investment Board | 5,945 | $694.7K | 0.00% | +200+3.5% | Added |
| Quent Capital, LLC | 6,074 | $709.7K | 0.11% | +12+0.2% | Added |
| State of Alaska, Department of Revenue | 6,177 | $721.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,281 | $733.9K | 0.14% | +6,281 | New |
| Creative Planning | 6,331 | $739.8K | 0.00% | +924+17.1% | Added |
| Nordea Investment Management AB | 6,350 | $743.7K | 0.00% | +467+7.9% | Added |
| Advisory Resource Group | 6,552 | $765.6K | 0.21% | −1,053−13.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,596 | $770.7K | 0.01% | −18−0.3% | Reduced |
| Independent Financial Group, LLC | 6,624 | $774.0K | 0.05% | +3,108+88.4% | Added |
| Paragon Advisors, LLC | 6,938 | $810.0K | 0.26% | −6,030−46.5% | Reduced |
| Private Advisor Group, LLC | 6,940 | $810.9K | 0.01% | −21−0.3% | Reduced |
| Alpha DNA Investment Management LLC | 7,226 | $844.4K | 0.48% | +7,226 | New |
| Teacher Retirement System of Texas | 7,238 | $846.0K | 0.01% | −72,097−90.9% | Reduced |
| Proequities, Inc. | 7,257 | $848.0K | 0.06% | −94−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 7,380 | $858.0K | 0.00% | −3,499−32.2% | Reduced |
| Barton Investment Management | 7,605 | $888.6K | 0.13% | +1,294+20.5% | Added |
| Principal Financial Group Inc | 7,641 | $892.9K | 0.00% | −2,241−22.7% | Reduced |
| Russell Investments Group, Ltd. | 7,667 | $895.4K | 0.00% | −10,804−58.5% | Reduced |
| Maryland State Retirement & Pension System | 7,829 | $914.8K | 0.02% | +319+4.2% | Added |
| JustInvest LLC | 7,842 | $916.3K | 0.03% | +991+14.5% | Added |
| LPL Financial LLC | 7,934 | $927.1K | 0.00% | −195−2.4% | Reduced |
| Beck Bode, LLC | 7,955 | $929.3K | 0.23% | +661+9.1% | Added |
| Twin Capital Management Inc | 8,079 | $944.0K | 0.12% | −275−3.3% | Reduced |
| Boothbay Fund Management, LLC | 8,217 | $960.2K | 0.03% | −11,825−59.0% | Reduced |
| Gladstone Capital Management LLP | 8,400 | $981.5K | 0.11% | +8,400 | New |
| Virtu Financial LLC | 8,497 | $993.0K | 0.08% | +8,497 | New |
| British Columbia Investment Management Corp | 8,630 | $1.01M | 0.01% | +257+3.1% | Added |
| HighTower Advisors, LLC | 9,043 | $1.05M | 0.00% | −5,701−38.7% | Reduced |
| Valmark Advisers, Inc. | 9,171 | $1.07M | 0.02% | +4,959+117.7% | Added |
| Tower Research Capital LLC (TRC) | 9,699 | $1.13M | 0.04% | +8,929+1,159.6% | Added |
| Janus Henderson Group PLC | 9,718 | $1.14M | 0.00% | −2,936−23.2% | Reduced |
| Old Well Partners, LLC | 9,900 | $1.16M | 1.04% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,942 | $1.16M | 0.01% | −127−1.3% | Reduced |
| River & Mercantile Asset Management LLP | 9,960 | $1.16M | 0.23% | +4,000+67.1% | Added |
| Pearl River Capital, LLC | 10,072 | $1.18M | 0.19% | +10,072 | New |
| Whale Rock Capital Management LLC | 10,255 | $1.20M | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,402 | $1.22M | 0.02% | +8+0.1% | Added |
| Bradley Foster & Sargent Inc | 10,785 | $1.26M | 0.03% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 10,896 | $1.27M | 0.56% | −13,322−55.0% | Reduced |
| Victory Capital Management Inc | 11,184 | $1.31M | 0.00% | −260−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,491 | $1.34M | 0.00% | −751−6.1% | Reduced |
| UBS Group AG | 11,529 | $1.35M | 0.00% | −4,414−27.7% | Reduced |
| L & S Advisors Inc | 11,975 | $1.40M | 0.19% | +11,975 | New |