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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 13,887 | $1.51M | 0.00% | −2,894−17.2% | Reduced |
| Achmea Investment Management B.V. | 13,796 | $1.50M | 0.03% | −84−0.6% | Reduced |
| Mariner, LLC | 13,738 | $1.49M | 0.00% | −1,932−12.3% | Reduced |
| LPL Financial LLC | 13,296 | $1.44M | 0.00% | +5,362+67.6% | Added |
| Natixis Advisors, L.P. | 13,040 | $1.42M | 0.00% | −25,549−66.2% | Reduced |
| Quantinno Capital Management LP | 12,769 | $1.39M | 0.06% | +12,769 | New |
| Caisse de Depot Et Placement du Quebec | 12,500 | $1.36M | 0.00% | −43,500−77.7% | Reduced |
| L & S Advisors Inc | 12,418 | $1.35M | 0.19% | +443+3.7% | Added |
| Russell Investments Group, Ltd. | 11,940 | $1.29M | 0.00% | +4,273+55.7% | Added |
| Public Employees Retirement Association of Colorado | 11,778 | $1.28M | 0.01% | −1,477−11.1% | Reduced |
| Cetera Advisor Networks LLC | 11,662 | $1.27M | 0.01% | −405−3.4% | Reduced |
| Bradley Foster & Sargent Inc | 10,785 | $1.26M | 0.03% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 11,524 | $1.25M | 2.30% | −899−7.2% | Reduced |
| BlueMar Capital Management, LLC | 11,400 | $1.24M | 1.30% | +11,400 | New |
| Victory Capital Management Inc | 11,130 | $1.21M | 0.00% | −54−0.5% | Reduced |
| New York Life Investment Management LLC | 10,984 | $1.19M | 0.01% | +5,654+106.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,977 | $1.19M | 0.00% | −514−4.5% | Reduced |
| SG Americas Securities, LLC | 10,800 | $1.17M | 0.02% | +10,800 | New |
| Summit Trail Advisors, LLC | 10,613 | $1.15M | 0.04% | −1,759−14.2% | Reduced |
| Alberta Investment Management Corp | 10,550 | $1.15M | 0.01% | −1,433−12.0% | Reduced |
| Toroso Investments, LLC | 10,431 | $1.13M | 0.03% | −5,359−33.9% | Reduced |
| Ieq Capital, LLC | 10,389 | $1.13M | 0.02% | −13−0.1% | Reduced |
| Nissay Asset Management Corp | 10,289 | $1.12M | 0.01% | +347+3.5% | Added |
| Paragon Advisors, LLC | 9,859 | $1.07M | 0.44% | +2,921+42.1% | Added |
| Valmark Advisers, Inc. | 9,749 | $1.06M | 0.02% | +578+6.3% | Added |
| River & Mercantile Asset Management LLP | 9,545 | $1.04M | 0.24% | −415−4.2% | Reduced |
| Greenland Capital Management LP | 9,469 | $1.03M | 0.12% | +9,469 | New |
| KBC Group NV | 9,452 | $1.03M | 0.00% | −4,188−30.7% | Reduced |
| Old Well Partners, LLC | 9,400 | $1.02M | 0.88% | −500−5.1% | Reduced |
| Prudential Financial Inc | 9,304 | $1.01M | 0.00% | −2,703−22.5% | Reduced |
| Berylson Capital Partners, LLC | 9,300 | $1.01M | 2.59% | +9,300 | New |
| Janus Henderson Group PLC | 9,152 | $993.7K | 0.00% | −566−5.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,833 | $990.4K | 0.13% | +8,833 | New |
| British Columbia Investment Management Corp | 8,630 | $937.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,075 | $877.0K | 0.00% | −968−10.7% | Reduced |
| Principal Financial Group Inc | 8,062 | $875.3K | 0.00% | +421+5.5% | Added |
| JustInvest LLC | 7,838 | $851.0K | 0.03% | −4−0.1% | Reduced |
| Maryland State Retirement & Pension System | 7,829 | $850.0K | 0.02% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 7,748 | $841.2K | 0.06% | +4,861+168.4% | Added |
| Echo Street Capital Management LLC | 7,672 | $832.9K | 0.01% | +7,672 | New |
| Barton Investment Management | 7,617 | $827.0K | 0.13% | +12+0.2% | Added |
| Teacher Retirement System of Texas | 7,409 | $804.0K | 0.01% | +171+2.4% | Added |
| Boothbay Fund Management, LLC | 7,274 | $789.7K | 0.03% | −943−11.5% | Reduced |
| Advisory Resource Group | 6,955 | $755.1K | 0.20% | +403+6.2% | Added |
| Private Advisor Group, LLC | 6,946 | $754.1K | 0.01% | +6+0.1% | Added |
| Intech Investment Management LLC | 6,919 | $751.2K | 0.01% | +3,728+116.8% | Added |
| Independent Financial Group, LLC | 6,791 | $737.3K | 0.05% | +167+2.5% | Added |
| DFPG Investments, LLC | 13,119 | $734.9K | 0.07% | +1,418+12.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,587 | $715.2K | 0.01% | −9−0.1% | Reduced |
| Nordea Investment Management AB | 6,350 | $692.3K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,090 | $661.0K | 0.12% | −191−3.0% | Reduced |
| Quent Capital, LLC | 6,065 | $658.5K | 0.10% | −9−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,000 | $651.4K | 0.06% | +6,000 | New |
| DekaBank Deutsche Girozentrale | 6,229 | $647.0K | 0.00% | −1,151−15.6% | Reduced |
| 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 |
| Shell Asset Management Co | 5,888 | $639.0K | 0.03% | +61+1.0% | Added |
| Creative Planning | 5,786 | $628.2K | 0.00% | −545−8.6% | Reduced |
| Beck Bode, LLC | 5,724 | $621.5K | 0.16% | −2,231−28.0% | Reduced |
| Schroder Investment Management Group | 5,507 | $597.9K | 0.00% | −406−6.9% | Reduced |
| Nomura Holdings Inc | 5,379 | $584.0K | 0.01% | +5,379 | New |
| Commonwealth Equity Services, LLC | 5,175 | $562.0K | 0.00% | +14+0.3% | Added |
| Twin Capital Management Inc | 5,149 | $559.0K | 0.08% | −2,930−36.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,096 | $553.3K | 0.06% | −51−1.0% | Reduced |
| Gilbert & Cook, Inc. | 5,095 | $553.2K | 0.09% | +5,095 | New |
| Allianz Asset Management GmbH | 4,863 | $528.0K | 0.00% | −498−9.3% | Reduced |
| Thrivent Financial for Lutherans | 4,680 | $508.0K | 0.00% | −611,532−99.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,618 | $501.4K | 0.08% | −1,134−19.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,483 | $486.7K | 0.13% | +4,483 | New |
| Precision Wealth Strategies, LLC | 4,394 | $477.1K | 0.52% | +247+6.0% | Added |
| Proequities, Inc. | 4,377 | $475.2K | 0.04% | −2,880−39.7% | Reduced |
| Janney Montgomery Scott LLC | 3,959 | $430.0K | 0.00% | +524+15.3% | Added |
| Joel Isaacson & Co., LLC | 3,952 | $429.1K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,202 | $428.4K | 0.02% | −433−9.3% | Reduced |
| Aviva PLC | 3,831 | $415.9K | 0.00% | −40,734−91.4% | Reduced |
| Royal Fund Management, LLC | 3,800 | $412.6K | 0.06% | −17,000−81.7% | Reduced |
| Cerity Partners LLC | 3,798 | $412.4K | 0.00% | +662+21.1% | Added |
| Leonteq Securities AG | 3,784 | $410.8K | 0.04% | +101+2.7% | Added |
| Blueshift Asset Management, LLC | 3,714 | $403.2K | 0.24% | +3,714 | New |
| Xponance, Inc. | 3,703 | $402.0K | 0.01% | +80+2.2% | Added |
| Kestra Advisory Services, LLC | 3,671 | $398.6K | 0.00% | −242−6.2% | Reduced |
| Wolverine Trading, LLC | 3,628 | $393.9K | 0.00% | −1,806−33.2% | Reduced |
| Alliance Wealth Advisors, LLC | 3,597 | $390.5K | 0.14% | −3−0.1% | Reduced |
| CIBC Asset Management Inc | 3,545 | $384.9K | 0.00% | +55+1.6% | Added |
| Gotham Asset Management, LLC | 3,501 | $380.1K | 0.01% | +316+9.9% | Added |
| DC Investments Management, LLC | 3,439 | $373.4K | 0.47% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,340 | $362.6K | 0.00% | +490+17.2% | Added |
| Guggenheim Capital LLC | 3,305 | $358.8K | 0.00% | +874+36.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,270 | $355.0K | 0.19% | +3,270 | New |
| Personal Cfo Solutions, LLC | 3,260 | $353.9K | 0.07% | −428−11.6% | Reduced |
| Boston Private Wealth LLC | 3,146 | $341.6K | 0.01% | −26−0.8% | Reduced |
| SYSTM Wealth Solutions LLC | 3,090 | $335.5K | 0.05% | 00.0% | Unchanged |
| Cipher Capital LP | 3,082 | $334.6K | 0.24% | +3,082 | New |
| Prudential PLC | 3,051 | $331.2K | 0.00% | −1,178−27.9% | Reduced |
| Nishkama Capital, LLC | 3,007 | $326.5K | 0.11% | −25,897−89.6% | Reduced |
| Trellus Management Company, LLC | 3,000 | $325.7K | 0.63% | +3,000 | New |
| Comerica Bank | 2,883 | $313.0K | 0.00% | +2,883 | New |
| 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 |
| Cetera Advisors LLC | 2,833 | $307.6K | 0.00% | +52+1.9% | Added |