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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,172 | $370.7K | 0.01% | +93+3.0% | Added |
| Cerity Partners LLC | 3,136 | $366.4K | 0.00% | +411+15.1% | Added |
| SYSTM Wealth Solutions LLC | 3,090 | $361.1K | 0.05% | −22−0.7% | Reduced |
| 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 |
| Nicholas Investment Partners, LP | 2,887 | $337.3K | 0.02% | +2,887 | New |
| Wealthfront Advisers LLC | 2,850 | $333.0K | 0.00% | +2,850 | New |
| Cetera Advisors LLC | 2,781 | $325.0K | 0.01% | +2,781 | New |
| ASB Consultores, LLC | 2,728 | $318.8K | 0.15% | −593−17.9% | Reduced |
| Silver Oak Securities, Inc | 2,700 | $315.0K | 0.05% | +2,700 | New |
| U.S. Capital Wealth Advisors, LLC | 2,694 | $314.8K | 0.01% | +2,694 | New |
| Bartlett & Co. Wealth Management LLC | 2,577 | $301.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $301.0K | 0.01% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 2,546 | $297.5K | 0.06% | +2,546 | New |
| Deuterium Capital Management, LLC | 2,500 | $292.1K | 0.41% | +2,500 | New |
| Delphia (USA) Inc. | 2,495 | $291.5K | 0.46% | −1,122−31.0% | Reduced |
| CI Private Wealth, LLC | 2,458 | $286.4K | 0.00% | +2,458 | New |
| Guggenheim Capital LLC | 2,431 | $284.1K | 0.00% | +2,431 | New |
| Unio Capital LLC | 2,335 | $272.8K | 0.14% | +2,335 | New |
| Weiss Multi-Strategy Advisers LLC | 2,308 | $270.0K | 0.01% | −14,692−86.4% | Reduced |
| Valeo Financial Advisors, LLC | 2,300 | $268.8K | 0.01% | +2,300 | New |
| Advisory Services Network, LLC | 2,272 | $265.5K | 0.01% | −14,101−86.1% | Reduced |
| Clifford Group, LLC | 2,266 | $264.8K | 0.28% | −2,065−47.7% | Reduced |
| Vestcor Inc | 2,237 | $261.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,094 | $244.7K | 0.00% | +2,094 | New |
| Stelac Advisory Services LLC | 2,092 | $244.4K | 0.11% | −124−5.6% | Reduced |
| Manchester Capital Management LLC | 2,066 | $241.4K | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,036 | $237.9K | 0.00% | +37+1.9% | Added |
| MetLife Investment Management | 2,031 | $237.3K | 0.00% | −17−0.8% | Reduced |
| Prosperity Wealth Management, Inc. | 2,020 | $236.0K | 0.15% | +2,020 | New |
| Ossiam | 1,909 | $223.1K | 0.00% | +978+105.0% | Added |
| Atom Investors LP | 1,885 | $220.3K | 0.08% | −8,026−81.0% | Reduced |
| Paradigm Financial Partners, LLC | 1,882 | $219.9K | 0.06% | +1,882 | New |
| First Horizon Advisors, Inc. | 1,869 | $218.4K | 0.01% | +921+97.2% | Added |
| Oak Thistle LLC | 1,802 | $210.6K | 0.11% | +1,802 | New |
| Raymond James Financial Services Advisors, Inc. | 1,734 | $202.6K | 0.00% | +1,734 | New |
| BMS Financial Advisors, LLC | 1,725 | $201.6K | 0.13% | +1,725 | New |
| Steward Partners Investment Advisory, LLC | 1,724 | $201.4K | 0.00% | +100+6.2% | Added |
| Lazard Asset Management LLC | 1,728 | $201.0K | 0.00% | +979+130.7% | Added |
| Bessemer Group Inc | 1,697 | $198.0K | 0.00% | +167+10.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,574 | $184.0K | 0.00% | +1,175+294.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1,548 | $180.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,483 | $173.3K | 0.01% | −9−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,335 | $156.0K | 0.00% | +279+26.4% | Added |
| Banque Cantonale Vaudoise | 1,263 | $147.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,145 | $133.8K | 0.00% | +780+213.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $128.0K | 0.06% | 00.0% | Unchanged |
| American International Group, Inc. | 914 | $106.8K | 0.00% | −81−8.1% | Reduced |
| Cubist Systematic Strategies, LLC | 800 | $93.5K | 0.00% | −79,103−99.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 769 | $89.9K | 0.00% | −36−4.5% | Reduced |
| Ostrum Asset Management | 740 | $86.5K | 0.01% | +1+0.1% | Added |
| Nisa Investment Advisors, LLC | 700 | $81.8K | 0.00% | +600+600.0% | Added |
| UniSuper Management Pty Ltd | 700 | $81.8K | 0.00% | +700 | New |
| Pinebridge Investments, L.P. | 635 | $74.2K | 0.00% | −8,473−93.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 524 | $61.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 448 | $52.0K | 0.02% | +448 | New |
| CWM, LLC | 409 | $48.0K | 0.00% | +262+178.2% | Added |
| Harvest Fund Management Co., Ltd | 411 | $48.0K | 0.01% | +411 | New |
| Advisors Asset Management, Inc. | 355 | $41.5K | 0.00% | −396−52.7% | Reduced |
| National Bank of Canada | 346 | $40.4K | 0.00% | −1−0.3% | Reduced |
| Global Retirement Partners, LLC | 336 | $39.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 327 | $38.2K | 0.00% | +6+1.9% | Added |
| Oberndorf William E | 273 | $31.9K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 241 | $28.0K | 0.00% | −18−6.9% | Reduced |
| Lindbrook Capital, LLC | 234 | $27.3K | 0.00% | +92+64.8% | Added |
| Arcadia Investment Management Corp | 225 | $26.3K | 0.01% | −164−42.2% | Reduced |
| Allworth Financial LP | 207 | $24.2K | 0.00% | +190+1,117.6% | Added |
| GWM Advisors LLC | 200 | $23.4K | 0.00% | −15−7.0% | Reduced |
| Versant Capital Management, Inc | 198 | $23.1K | 0.01% | +192+3,200.0% | Added |
| Quarry LP | 185 | $21.6K | 0.01% | −206−52.7% | Reduced |
| IFP Advisors, Inc | 604 | $21.4K | 0.00% | −169−21.9% | Reduced |
| Crewe Advisors LLC | 182 | $21.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 182 | $21.3K | 0.02% | +182 | New |
| Ci Investments Inc. | 143 | $17.0K | 0.00% | −124−46.4% | Reduced |
| Covestor Ltd | 135 | $16.0K | 0.01% | +68+101.5% | Added |
| Montag A & Associates Inc | 134 | $15.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 130 | $15.2K | 0.01% | +130 | New |
| RFP Financial Group LLC | 127 | $14.8K | 0.01% | +17+15.5% | Added |
| EverSource Wealth Advisors, LLC | 123 | $14.4K | 0.00% | +61+98.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 107 | $12.5K | 0.02% | +107 | New |
| Creative Financial Designs Inc | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 88 | $10.3K | 0.00% | +6+7.3% | Added |
| TD Private Client Wealth LLC | 86 | $10.0K | 0.00% | +56+186.7% | Added |
| Capital Advisors, Ltd. LLC | 86 | $10.0K | 0.00% | +86 | New |
| Plante Moran Financial Advisors, LLC | 77 | $9.00K | 0.00% | +77 | New |
| Quadrant Capital Group LLC | 70 | $8.18K | 0.00% | +31+79.5% | Added |
| Jefferies Financial Group Inc. | 60 | $7.01K | 0.00% | +60 | New |
| MCF Advisors LLC | 58 | $6.78K | 0.00% | +14+31.8% | Added |
| Glassman Wealth Services | 57 | $6.66K | 0.00% | +42+280.0% | Added |
| Wolff Wiese Magana LLC | 56 | $6.54K | 0.01% | +56 | New |
| Venturi Wealth Management, LLC | 54 | $6.31K | 0.00% | −8−12.9% | Reduced |
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $5.96K | 0.00% | +13+34.2% | Added |
| Armstrong Advisory Group, Inc | 43 | $5.03K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $5.00K | 0.00% | −25−35.2% | Reduced |
| Huntington National Bank | 42 | $4.91K | 0.00% | −6−12.5% | Reduced |
| Massmutual Trust Co FSB | 31 | $3.62K | 0.00% | +31 | New |