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, Q3 2023
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 423
- +7 vs. Q2 2023
- Shares held
- 106.2M
- −1.48M (−1.4%) vs. Q2 2023
- Total value
- $11.5B
- −$1.04B (−8.3%) vs. Q2 2023
- New holders
- 65
- 135 more added
- Sold out
- 58
- 171 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MetLife Investment Management | 2,034 | $220.8K | 0.00% | +3+0.1% | Added |
| Woodline Partners LP | 2,056 | $223.2K | 0.00% | +2,056 | New |
| Meitav Dash Investments Ltd | 2,147 | $225.3K | 0.00% | −2,147−50.0% | Reduced |
| Panagora Asset Management Inc | 2,094 | $227.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,119 | $230.1K | 0.00% | +395+22.9% | Added |
| Vestcor Inc | 2,219 | $241.0K | 0.01% | −18−0.8% | Reduced |
| Clifford Group, LLC | 2,266 | $246.0K | 0.27% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,295 | $249.2K | 0.01% | +2,295 | New |
| Valeo Financial Advisors, LLC | 2,300 | $249.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,399 | $260.5K | 0.04% | +333+16.1% | Added |
| Advisory Services Network, LLC | 2,435 | $264.4K | 0.01% | +163+7.2% | Added |
| Wallace Advisory Group, LLC | 2,296 | $268.3K | 0.19% | +2,296 | New |
| Balyasny Asset Management LLC | 2,509 | $272.4K | 0.00% | −429,238−99.4% | Reduced |
| Parkwood LLC | 2,523 | $274.0K | 0.05% | +2,523 | New |
| CI Private Wealth, LLC | 2,535 | $275.8K | 0.00% | +77+3.1% | Added |
| Synovus Financial Corp | 2,541 | $275.9K | 0.00% | −1,162−31.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,560 | $277.9K | 0.01% | +2,560 | New |
| Teza Capital Management LLC | 2,566 | $278.6K | 0.05% | +2,566 | New |
| Bartlett & Co. Wealth Management LLC | 2,577 | $279.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,577 | $280.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,615 | $283.9K | 0.02% | −650−19.9% | Reduced |
| Corton Capital Inc. | 2,653 | $288.0K | 0.15% | −2,186−45.2% | Reduced |
| Silver Oak Securities, Inc | 2,700 | $293.1K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,833 | $307.6K | 0.00% | +52+1.9% | Added |
| Brinker Capital Investments, LLC | 2,879 | $312.6K | 0.00% | −142−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,879 | $312.6K | 0.00% | −142−4.7% | Reduced |
| Comerica Bank | 2,883 | $313.0K | 0.00% | +2,883 | New |
| Trellus Management Company, LLC | 3,000 | $325.7K | 0.63% | +3,000 | New |
| Nishkama Capital, LLC | 3,007 | $326.5K | 0.11% | −25,897−89.6% | Reduced |
| Prudential PLC | 3,051 | $331.2K | 0.00% | −1,178−27.9% | Reduced |
| Cipher Capital LP | 3,082 | $334.6K | 0.24% | +3,082 | New |
| SYSTM Wealth Solutions LLC | 3,090 | $335.5K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,146 | $341.6K | 0.01% | −26−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,260 | $353.9K | 0.07% | −428−11.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,270 | $355.0K | 0.19% | +3,270 | New |
| Guggenheim Capital LLC | 3,305 | $358.8K | 0.00% | +874+36.0% | Added |
| Wealthfront Advisers LLC | 3,340 | $362.6K | 0.00% | +490+17.2% | Added |
| DC Investments Management, LLC | 3,439 | $373.4K | 0.47% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,501 | $380.1K | 0.01% | +316+9.9% | Added |
| CIBC Asset Management Inc | 3,545 | $384.9K | 0.00% | +55+1.6% | Added |
| Alliance Wealth Advisors, LLC | 3,597 | $390.5K | 0.14% | −3−0.1% | Reduced |
| Wolverine Trading, LLC | 3,628 | $393.9K | 0.00% | −1,806−33.2% | Reduced |
| Kestra Advisory Services, LLC | 3,671 | $398.6K | 0.00% | −242−6.2% | Reduced |
| Xponance, Inc. | 3,703 | $402.0K | 0.01% | +80+2.2% | Added |
| Blueshift Asset Management, LLC | 3,714 | $403.2K | 0.24% | +3,714 | New |
| Leonteq Securities AG | 3,784 | $410.8K | 0.04% | +101+2.7% | Added |
| Cerity Partners LLC | 3,798 | $412.4K | 0.00% | +662+21.1% | Added |
| Royal Fund Management, LLC | 3,800 | $412.6K | 0.06% | −17,000−81.7% | Reduced |
| Aviva PLC | 3,831 | $415.9K | 0.00% | −40,734−91.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,202 | $428.4K | 0.02% | −433−9.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,952 | $429.1K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,959 | $430.0K | 0.00% | +524+15.3% | Added |
| Proequities, Inc. | 4,377 | $475.2K | 0.04% | −2,880−39.7% | Reduced |
| Precision Wealth Strategies, LLC | 4,394 | $477.1K | 0.52% | +247+6.0% | Added |
| Eaton Financial Holdings Company, LLC | 4,483 | $486.7K | 0.13% | +4,483 | New |
| Baker Tilly Wealth Management, LLC | 4,618 | $501.4K | 0.08% | −1,134−19.7% | Reduced |
| Thrivent Financial for Lutherans | 4,680 | $508.0K | 0.00% | −611,532−99.2% | Reduced |
| Allianz Asset Management GmbH | 4,863 | $528.0K | 0.00% | −498−9.3% | Reduced |
| Gilbert & Cook, Inc. | 5,095 | $553.2K | 0.09% | +5,095 | New |
| Procyon Private Wealth Partners, LLC | 5,096 | $553.3K | 0.06% | −51−1.0% | Reduced |
| Twin Capital Management Inc | 5,149 | $559.0K | 0.08% | −2,930−36.3% | Reduced |
| Commonwealth Equity Services, LLC | 5,175 | $562.0K | 0.00% | +14+0.3% | Added |
| Nomura Holdings Inc | 5,379 | $584.0K | 0.01% | +5,379 | New |
| Schroder Investment Management Group | 5,507 | $597.9K | 0.00% | −406−6.9% | Reduced |
| Beck Bode, LLC | 5,724 | $621.5K | 0.16% | −2,231−28.0% | Reduced |
| Creative Planning | 5,786 | $628.2K | 0.00% | −545−8.6% | Reduced |
| Shell Asset Management Co | 5,888 | $639.0K | 0.03% | +61+1.0% | Added |
| Lloyd Advisory Services, LLC. | 5,914 | $642.1K | 0.21% | +5,914 | New |
| Norden Group LLC | 5,914 | $642.1K | 0.21% | +5,914 | New |
| DekaBank Deutsche Girozentrale | 6,229 | $647.0K | 0.00% | −1,151−15.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,000 | $651.4K | 0.06% | +6,000 | New |
| Quent Capital, LLC | 6,065 | $658.5K | 0.10% | −9−0.1% | Reduced |
| Portside Wealth Group, LLC | 6,090 | $661.0K | 0.12% | −191−3.0% | Reduced |
| Nordea Investment Management AB | 6,350 | $692.3K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,587 | $715.2K | 0.01% | −9−0.1% | Reduced |
| DFPG Investments, LLC | 13,119 | $734.9K | 0.07% | +1,418+12.1% | Added |
| Independent Financial Group, LLC | 6,791 | $737.3K | 0.05% | +167+2.5% | Added |
| Intech Investment Management LLC | 6,919 | $751.2K | 0.01% | +3,728+116.8% | Added |
| Private Advisor Group, LLC | 6,946 | $754.1K | 0.01% | +6+0.1% | Added |
| Advisory Resource Group | 6,955 | $755.1K | 0.20% | +403+6.2% | Added |
| Boothbay Fund Management, LLC | 7,274 | $789.7K | 0.03% | −943−11.5% | Reduced |
| Teacher Retirement System of Texas | 7,409 | $804.0K | 0.01% | +171+2.4% | Added |
| Barton Investment Management | 7,617 | $827.0K | 0.13% | +12+0.2% | Added |
| Echo Street Capital Management LLC | 7,672 | $832.9K | 0.01% | +7,672 | New |
| Nicholas Investment Partners, LP | 7,748 | $841.2K | 0.06% | +4,861+168.4% | Added |
| Maryland State Retirement & Pension System | 7,829 | $850.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 7,838 | $851.0K | 0.03% | −4−0.1% | Reduced |
| Principal Financial Group Inc | 8,062 | $875.3K | 0.00% | +421+5.5% | Added |
| HighTower Advisors, LLC | 8,075 | $877.0K | 0.00% | −968−10.7% | Reduced |
| British Columbia Investment Management Corp | 8,630 | $937.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8,833 | $990.4K | 0.13% | +8,833 | New |
| Janus Henderson Group PLC | 9,152 | $993.7K | 0.00% | −566−5.8% | Reduced |
| Berylson Capital Partners, LLC | 9,300 | $1.01M | 2.59% | +9,300 | New |
| Prudential Financial Inc | 9,304 | $1.01M | 0.00% | −2,703−22.5% | Reduced |
| Old Well Partners, LLC | 9,400 | $1.02M | 0.88% | −500−5.1% | Reduced |
| KBC Group NV | 9,452 | $1.03M | 0.00% | −4,188−30.7% | Reduced |
| Greenland Capital Management LP | 9,469 | $1.03M | 0.12% | +9,469 | New |
| River & Mercantile Asset Management LLP | 9,545 | $1.04M | 0.24% | −415−4.2% | Reduced |
| Valmark Advisers, Inc. | 9,749 | $1.06M | 0.02% | +578+6.3% | Added |
| Paragon Advisors, LLC | 9,859 | $1.07M | 0.44% | +2,921+42.1% | Added |