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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 2,700 | $293.1K | 0.06% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,653 | $288.0K | 0.15% | −2,186−45.2% | Reduced |
| Moody National Bank Trust Division | 2,615 | $283.9K | 0.02% | −650−19.9% | Reduced |
| Bartlett & Co. LLC | 2,577 | $280.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,577 | $279.8K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,566 | $278.6K | 0.05% | +2,566 | New |
| Compagnie Lombard Odier SCmA | 2,560 | $277.9K | 0.01% | +2,560 | New |
| Synovus Financial Corp | 2,541 | $275.9K | 0.00% | −1,162−31.4% | Reduced |
| CI Private Wealth, LLC | 2,535 | $275.8K | 0.00% | +77+3.1% | Added |
| Parkwood LLC | 2,523 | $274.0K | 0.05% | +2,523 | New |
| Balyasny Asset Management LLC | 2,509 | $272.4K | 0.00% | −429,238−99.4% | Reduced |
| Wallace Advisory Group, LLC | 2,296 | $268.3K | 0.19% | +2,296 | New |
| Advisory Services Network, LLC | 2,435 | $264.4K | 0.01% | +163+7.2% | Added |
| Manchester Capital Management LLC | 2,399 | $260.5K | 0.04% | +333+16.1% | Added |
| Valeo Financial Advisors, LLC | 2,300 | $249.7K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,295 | $249.2K | 0.01% | +2,295 | New |
| Clifford Group, LLC | 2,266 | $246.0K | 0.27% | 00.0% | Unchanged |
| Vestcor Inc | 2,219 | $241.0K | 0.01% | −18−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,119 | $230.1K | 0.00% | +395+22.9% | Added |
| Panagora Asset Management Inc | 2,094 | $227.3K | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 2,147 | $225.3K | 0.00% | −2,147−50.0% | Reduced |
| Woodline Partners LP | 2,056 | $223.2K | 0.00% | +2,056 | New |
| MetLife Investment Management | 2,034 | $220.8K | 0.00% | +3+0.1% | Added |
| Ethic Inc. | 2,026 | $220.0K | 0.01% | −1,219−37.6% | Reduced |
| Sherbrooke Park Advisers LLC | 2,021 | $219.4K | 0.07% | +2,021 | New |
| Cambridge Investment Research Advisors, Inc. | 2,010 | $218.0K | 0.00% | +2,010 | New |
| Crestone Asset Management LLC | 1,987 | $215.7K | 0.05% | +1,987 | New |
| Bridgewater Associates, LP | 1,976 | $214.5K | 0.00% | +1,976 | New |
| U.S. Capital Wealth Advisors, LLC | 1,974 | $214.3K | 0.01% | −720−26.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,972 | $214.1K | 0.01% | −7,727−79.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,927 | $209.2K | 0.00% | +193+11.1% | Added |
| Brevan Howard Capital Management LP | 1,913 | $207.7K | 0.06% | +1,913 | New |
| Captrust Financial Advisors | 1,871 | $203.1K | 0.00% | +1,871 | New |
| Campbell & CO Investment Adviser LLC | 1,865 | $202.5K | 0.02% | −2,352−55.8% | Reduced |
| AtonRa Partners | 1,850 | $200.9K | 0.42% | +1,850 | New |
| First Horizon Advisors, Inc. | 1,818 | $197.4K | 0.01% | −51−2.7% | Reduced |
| Ossiam | 1,605 | $174.3K | 0.00% | −304−15.9% | Reduced |
| Cutler Group LP | 1,544 | $167.0K | 0.03% | −1,807−53.9% | Reduced |
| Parallel Advisors, LLC | 1,404 | $152.4K | 0.01% | −79−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,315 | $142.8K | 0.00% | −20−1.5% | Reduced |
| Signaturefd, LLC | 1,302 | $141.4K | 0.00% | +157+13.7% | Added |
| Picton Mahoney Asset Management | 1,305 | $141.0K | 0.01% | −43,011−97.1% | Reduced |
| Sands Capital Management, LLC | 1,255 | $136.3K | 0.00% | +1,255 | New |
| Banque Cantonale Vaudoise | 1,200 | $131.0K | 0.01% | −63−5.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,100 | $115.0K | 0.06% | 00.0% | Unchanged |
| American International Group, Inc. | 865 | $93.9K | 0.00% | −49−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 774 | $84.0K | 0.00% | +5+0.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 760 | $82.5K | 0.04% | +640+533.3% | Added |
| Lazard Asset Management LLC | 743 | $80.0K | 0.00% | −985−57.0% | Reduced |
| Ostrum Asset Management | 734 | $79.7K | 0.01% | −6−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 700 | $76.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 700 | $76.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $54.0K | 0.00% | −24−4.6% | Reduced |
| Desjardins Global Asset Management Inc. | 496 | $53.8K | 0.01% | +496 | New |
| CWM, LLC | 457 | $50.0K | 0.00% | +48+11.7% | Added |
| IFP Advisors, Inc | 441 | $47.9K | 0.00% | −163−27.0% | Reduced |
| Coppell Advisory Solutions LLC | 406 | $44.2K | 0.02% | −42−9.4% | Reduced |
| AdvisorNet Financial, Inc | 383 | $41.6K | 0.00% | +56+17.1% | Added |
| Advisors Asset Management, Inc. | 359 | $39.0K | 0.00% | +4+1.1% | Added |
| National Bank of Canada | 347 | $37.7K | 0.00% | +1+0.3% | Added |
| Global Retirement Partners, LLC | 357 | $37.3K | 0.00% | +21+6.3% | Added |
| Parallax Volatility Advisers, L.P. | 299 | $32.5K | 0.00% | −14,218−97.9% | Reduced |
| Oberndorf William E | 273 | $29.6K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 273 | $29.6K | 0.02% | +88+47.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 251 | $27.0K | 0.00% | −1,323−84.1% | Reduced |
| Lindbrook Capital, LLC | 232 | $25.2K | 0.00% | −2−0.9% | Reduced |
| Arcadia Investment Management Corp | 225 | $24.4K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 220 | $24.0K | 0.00% | −21−8.7% | Reduced |
| RiverPark Advisors, LLC | 217 | $23.6K | 0.02% | +217 | New |
| Allworth Financial LP | 215 | $23.3K | 0.00% | +8+3.9% | Added |
| Headinvest, LLC | 200 | $21.7K | 0.00% | +200 | New |
| GWM Advisors LLC | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $21.7K | 0.00% | +66+49.3% | Added |
| Versant Capital Management, Inc | 195 | $21.2K | 0.01% | −3−1.5% | Reduced |
| Riverview Trust Co | 182 | $19.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 182 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 154 | $17.0K | 0.00% | +11+7.7% | Added |
| EverSource Wealth Advisors, LLC | 148 | $16.1K | 0.00% | +25+20.3% | Added |
| RFP Financial Group LLC | 127 | $13.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 119 | $12.9K | 0.01% | +119 | New |
| Venturi Wealth Management, LLC | 111 | $12.1K | 0.00% | +57+105.6% | Added |
| Earnest Partners LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 88 | $10.0K | 0.01% | −47−34.8% | Reduced |
| Capital Advisors, Ltd. LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 74 | $8.00K | 0.00% | +28+60.9% | Added |
| Quadrant Capital Group LLC | 70 | $7.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $7.38K | 0.00% | +68 | New |
| MCF Advisors LLC | 58 | $6.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $6.08K | 0.00% | +5+9.8% | Added |
| Wolff Wiese Magana LLC | 56 | $6.08K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 52 | $5.65K | 0.00% | −34−39.5% | Reduced |
| Harvest Fund Management Co., Ltd | 47 | $5.00K | 0.00% | −364−88.6% | Reduced |
| Glassman Wealth Services | 44 | $4.78K | 0.00% | −13−22.8% | Reduced |
| Baker Avenue Asset Management, LP | 44 | $4.78K | 0.00% | +32+266.7% | Added |
| Armstrong Advisory Group, Inc | 43 | $4.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 42 | $4.56K | 0.00% | −46−52.3% | Reduced |
| Huntington National Bank | 42 | $4.56K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $4.34K | 0.00% | +40 | New |