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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,193 | $1.78M | 0.01% | −521−3.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 15,000 | $1.75M | 0.69% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,609 | $1.71M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14,517 | $1.70M | 0.06% | −18,164−55.6% | Reduced |
| Atria Investments LLC | 14,371 | $1.68M | 0.03% | +1,297+9.9% | Added |
| M&T Bank Corp | 14,325 | $1.67M | 0.01% | −146−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 14,272 | $1.67M | 0.00% | −24,968−63.6% | Reduced |
| Achmea Investment Management B.V. | 13,880 | $1.62M | 0.03% | +3,125+29.1% | Added |
| DnB Asset Management AS | 13,683 | $1.60M | 0.01% | −68−0.5% | Reduced |
| KBC Group NV | 13,640 | $1.59M | 0.01% | −8,341−37.9% | Reduced |
| Korea Investment CORP | 13,490 | $1.58M | 0.00% | −15,439−53.4% | Reduced |
| DFPG Investments, LLC | 11,701 | $1.55M | 0.14% | +8,612+278.8% | Added |
| Public Employees Retirement Association of Colorado | 13,255 | $1.55M | 0.01% | −1,043−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 13,240 | $1.55M | 0.02% | −9,336−41.4% | Reduced |
| Vetamer Capital Management, L.P. | 12,423 | $1.45M | 2.24% | +2,656+27.2% | Added |
| Summit Trail Advisors, LLC | 12,372 | $1.45M | 0.05% | +59+0.5% | Added |
| Cetera Advisor Networks LLC | 12,067 | $1.41M | 0.01% | +322+2.7% | Added |
| Prudential Financial Inc | 12,007 | $1.40M | 0.00% | +1,175+10.8% | Added |
| Alberta Investment Management Corp | 11,983 | $1.40M | 0.01% | −1,984−14.2% | Reduced |
| L & S Advisors Inc | 11,975 | $1.40M | 0.19% | +11,975 | New |
| UBS Group AG | 11,529 | $1.35M | 0.00% | −4,414−27.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,491 | $1.34M | 0.00% | −751−6.1% | Reduced |
| Victory Capital Management Inc | 11,184 | $1.31M | 0.00% | −260−2.3% | Reduced |
| Endeavour Capital Advisors Inc | 10,896 | $1.27M | 0.56% | −13,322−55.0% | Reduced |
| Bradley Foster & Sargent Inc | 10,785 | $1.26M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 10,402 | $1.22M | 0.02% | +8+0.1% | Added |
| Whale Rock Capital Management LLC | 10,255 | $1.20M | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,072 | $1.18M | 0.19% | +10,072 | New |
| River & Mercantile Asset Management LLP | 9,960 | $1.16M | 0.23% | +4,000+67.1% | Added |
| Nissay Asset Management Corp | 9,942 | $1.16M | 0.01% | −127−1.3% | Reduced |
| Old Well Partners, LLC | 9,900 | $1.16M | 1.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,718 | $1.14M | 0.00% | −2,936−23.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,699 | $1.13M | 0.04% | +8,929+1,159.6% | Added |
| Valmark Advisers, Inc. | 9,171 | $1.07M | 0.02% | +4,959+117.7% | Added |
| HighTower Advisors, LLC | 9,043 | $1.05M | 0.00% | −5,701−38.7% | Reduced |
| British Columbia Investment Management Corp | 8,630 | $1.01M | 0.01% | +257+3.1% | Added |
| Virtu Financial LLC | 8,497 | $993.0K | 0.08% | +8,497 | New |
| Gladstone Capital Management LLP | 8,400 | $981.5K | 0.11% | +8,400 | New |
| Boothbay Fund Management, LLC | 8,217 | $960.2K | 0.03% | −11,825−59.0% | Reduced |
| Twin Capital Management Inc | 8,079 | $944.0K | 0.12% | −275−3.3% | Reduced |
| Beck Bode, LLC | 7,955 | $929.3K | 0.23% | +661+9.1% | Added |
| LPL Financial LLC | 7,934 | $927.1K | 0.00% | −195−2.4% | Reduced |
| JustInvest LLC | 7,842 | $916.3K | 0.03% | +991+14.5% | Added |
| Maryland State Retirement & Pension System | 7,829 | $914.8K | 0.02% | +319+4.2% | Added |
| Russell Investments Group, Ltd. | 7,667 | $895.4K | 0.00% | −10,804−58.5% | Reduced |
| Principal Financial Group Inc | 7,641 | $892.9K | 0.00% | −2,241−22.7% | Reduced |
| Barton Investment Management | 7,605 | $888.6K | 0.13% | +1,294+20.5% | Added |
| DekaBank Deutsche Girozentrale | 7,380 | $858.0K | 0.00% | −3,499−32.2% | Reduced |
| Proequities, Inc. | 7,257 | $848.0K | 0.06% | −94−1.3% | Reduced |
| Teacher Retirement System of Texas | 7,238 | $846.0K | 0.01% | −72,097−90.9% | Reduced |
| Alpha DNA Investment Management LLC | 7,226 | $844.4K | 0.48% | +7,226 | New |
| Private Advisor Group, LLC | 6,940 | $810.9K | 0.01% | −21−0.3% | Reduced |
| Paragon Advisors, LLC | 6,938 | $810.0K | 0.26% | −6,030−46.5% | Reduced |
| Independent Financial Group, LLC | 6,624 | $774.0K | 0.05% | +3,108+88.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,596 | $770.7K | 0.01% | −18−0.3% | Reduced |
| Advisory Resource Group | 6,552 | $765.6K | 0.21% | −1,053−13.8% | Reduced |
| Nordea Investment Management AB | 6,350 | $743.7K | 0.00% | +467+7.9% | Added |
| Creative Planning | 6,331 | $739.8K | 0.00% | +924+17.1% | Added |
| Portside Wealth Group, LLC | 6,281 | $733.9K | 0.14% | +6,281 | New |
| State of Alaska, Department of Revenue | 6,177 | $721.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,074 | $709.7K | 0.11% | +12+0.2% | Added |
| Public Sector Pension Investment Board | 5,945 | $694.7K | 0.00% | +200+3.5% | Added |
| Schroder Investment Management Group | 5,913 | $690.9K | 0.00% | −578−8.9% | Reduced |
| Shell Asset Management Co | 5,827 | $681.0K | 0.03% | −1,371−19.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,752 | $672.1K | 0.07% | −385−6.3% | Reduced |
| Wolverine Trading, LLC | 5,434 | $631.0K | 0.01% | −3,938−42.0% | Reduced |
| Man Group plc | 5,367 | $627.1K | 0.00% | – | – |
| New York Life Investment Management LLC | 5,330 | $622.8K | 0.01% | +5,330 | New |
| Commonwealth Equity Services, LLC | 5,161 | $603.0K | 0.00% | −530−9.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,147 | $601.4K | 0.08% | +1,313+34.2% | Added |
| Mach-1 Financial Group, Inc. | 5,071 | $592.5K | 0.24% | +5,071 | New |
| Corton Capital Inc. | 4,839 | $565.4K | 0.27% | +375+8.4% | Added |
| Chicago Partners Investment Group LLC | 4,635 | $544.4K | 0.03% | −308−6.2% | Reduced |
| FORA Capital, LLC | 4,468 | $522.1K | 0.07% | +4,468 | New |
| Headlands Technologies LLC | 4,351 | $508.4K | 0.16% | +4,351 | New |
| Parametrica Management Ltd | 4,300 | $502.5K | 0.97% | +4,300 | New |
| Penserra Capital Management LLC | 4,303 | $502.0K | 0.01% | +3,796+748.7% | Added |
| Meitav Dash Investments Ltd | 4,294 | $497.5K | 0.00% | +4,294 | New |
| Prudential PLC | 4,229 | $494.2K | 0.01% | −22−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,217 | $492.8K | 0.09% | +4,217 | New |
| Precision Wealth Strategies, LLC | 4,147 | $484.6K | 0.79% | −88−2.1% | Reduced |
| First Republic Investment Management, Inc. | 4,081 | $476.9K | 0.00% | −4,398−51.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,952 | $461.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,913 | $457.2K | 0.00% | +418+12.0% | Added |
| Vestmark Advisory Solutions, Inc. | 3,866 | $451.7K | 0.02% | −1,121−22.5% | Reduced |
| Synovus Financial Corp | 3,703 | $432.7K | 0.00% | +21+0.6% | Added |
| Personal Cfo Solutions, LLC | 3,688 | $430.9K | 0.09% | +3,688 | New |
| Leonteq Securities AG | 3,683 | $430.4K | 0.04% | −4,492−54.9% | Reduced |
| Xponance, Inc. | 3,623 | $423.3K | 0.01% | +135+3.9% | Added |
| Alliance Wealth Advisors, LLC | 3,600 | $420.7K | 0.16% | −33−0.9% | Reduced |
| Bayesian Capital Management, LP | 3,493 | $408.2K | 0.04% | +3,493 | New |
| CIBC Asset Management Inc | 3,490 | $407.8K | 0.00% | +3+0.1% | Added |
| AustralianSuper Pty Ltd | 3,466 | $405.0K | 0.00% | −1,326−27.7% | Reduced |
| DC Investments Management, LLC | 3,439 | $401.8K | 0.46% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,435 | $401.0K | 0.00% | +3,435 | New |
| Cutler Group LP | 3,351 | $391.0K | 0.09% | −3,492−51.0% | Reduced |
| Moody National Bank Trust Division | 3,265 | $381.5K | 0.03% | −1,600−32.9% | Reduced |
| Ethic Inc. | 3,245 | $379.2K | 0.01% | +3,245 | New |
| Intech Investment Management LLC | 3,191 | $372.9K | 0.00% | −4,171−56.7% | Reduced |
| Gotham Asset Management, LLC | 3,185 | $372.2K | 0.01% | +3,185 | New |