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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.

Institutional holdersQ3 2023: 423 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ3 2023: $11.5B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2023.

Institutions holding BILL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC37$4.02K0.00%+19+105.6%Added
Bell Investment Advisors, Inc35$3.80K0.00%+11+45.8%Added
Farther Finance Advisors, LLC35$3.80K0.00%+23+191.7%Added
SRS Capital Advisors, Inc.30$3.26K0.00%00.0%Unchanged
Steward Financial Group LLC36$3.00K0.00%+36New
Atticus Wealth Management, LLC24$2.61K0.00%00.0%Unchanged
Harbour Investments, Inc.24$2.61K0.00%+22+1,100.0%Added
Gradient Investments LLC20$2.17K0.00%+16+400.0%Added
Valley National Advisers Inc15$2.00K0.00%+15New
Massmutual Trust Co FSB13$1.41K0.00%−18−58.1%Reduced
Raffa Wealth Management, LLC11$1.19K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1.09K0.00%−62,230−100.0%Reduced
SJS Investment Consulting Inc.10$1.09K0.00%+3+42.9%Added
Ronald Blue Trust, Inc.7$1.00K0.00%−6−46.2%Reduced
Tfo-TDC, LLC8$9350.00%+8New
Grove Bank & Trust6$6510.00%+6New
Zions Bancorporation, N.A.5$5430.00%+5New
Kelly Financial Services LLC5$5430.00%+5New
TFC Financial Management3$3260.00%00.0%Unchanged
True Wealth Design, LLC2$2180.00%+1+100.0%Added
Cornerstone Planning Group LLC1$1090.00%+1New
Bessemer Group Inc3$00.00%−1,694−99.8%Reduced
Avion Wealth9$00.00%+9New
Alkeon Capital Management LLC0$00.00%−1,250,311−100.0%Sold out
1832 Asset Management L.P.0$00.00%−624,200−100.0%Sold out
Atreides Management, LP0$00.00%−583,905−100.0%Sold out
Holocene Advisors, LP0$00.00%−465,258−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−305,053−100.0%Sold out
Candlestick Capital Management LP0$00.00%−225,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−175,106−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−169,847−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−169,989−100.0%Sold out
Meritage Group LP0$00.00%−167,540−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−163,911−100.0%Sold out
Renaissance Technologies LLC0$00.00%−143,500−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−51,000−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−38,175−100.0%Sold out
Morgens Waterfall Vintiadis & Co Inc0$00.00%−30,000−100.0%Sold out
USS Investment Management Ltd0$00.00%−19,787−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−17,691−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−14,609−100.0%Sold out
Endeavour Capital Advisors Inc0$00.00%−10,896−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−10,255−100.0%Sold out
Virtu Financial LLC0$00.00%−8,497−100.0%Sold out
Gladstone Capital Management LLP0$00.00%−8,400−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−7,226−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−6,177−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−5,945−100.0%Sold out
Man Group plc0$00.00%−5,367−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−5,071−100.0%Sold out
FORA Capital, LLC0$00.00%−4,468−100.0%Sold out
Headlands Technologies LLC0$00.00%−4,351−100.0%Sold out
Parametrica Management Ltd0$00.00%−4,300−100.0%Sold out
Penserra Capital Management LLC0$00.00%−4,303−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−4,081−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−3,866−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,493−100.0%Sold out
AustralianSuper Pty Ltd0$00.00%−3,466−100.0%Sold out
ASB Consultores, LLC0$00.00%−2,728−100.0%Sold out
Alera Investment Advisors, LLC0$00.00%−2,546−100.0%Sold out
Deuterium Capital Management, LLC0$00.00%−2,500−100.0%Sold out
Delphia (USA) Inc.0$00.00%−2,495−100.0%Sold out
Unio Capital LLC0$00.00%−2,335−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−2,308−100.0%Sold out
Stelac Advisory Services LLC0$00.00%−2,092−100.0%Sold out
Prosperity Wealth Management, Inc.0$00.00%−2,020−100.0%Sold out
Atom Investors LP0$00.00%−1,885−100.0%Sold out
Paradigm Financial Partners, LLC0$00.00%−1,882−100.0%Sold out
Oak Thistle LLC0$00.00%−1,802−100.0%Sold out
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD0$00.00%−1,548−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−635−100.0%Sold out
Elequin Capital LP0$00.00%−130−100.0%Sold out
Macroview Investment Management LLC0$00.00%−107−100.0%Sold out
Creative Financial Designs Inc0$00.00%−100−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−77−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−60−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−32−100.0%Sold out
25 LLC0$00.00%−12−100.0%Sold out
Financial Freedom, LLC0$00.00%−7−100.0%Sold out
Disciplined Investments, LLC0$00.00%−6−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−3−100.0%Sold out
Pictet Asset Management SA––––Not filed
Campbell Capital Management Inc––––Not filed
BMS Financial Advisors, LLC––––Not filed