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, Q4 2023
Institutional positions in BILL Holdings, Inc. as of Dec 31, 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
- 412
- −8 vs. Q3 2023
- Shares held
- 103.0M
- −3.17M (−3.0%) vs. Q3 2023
- Total value
- $8.36B
- −$3.16B (−27.4%) vs. Q3 2023
- New holders
- 92
- 142 more added
- Sold out
- 100
- 139 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 2,184 | $237.1K | 0.19% | −112−4.9% | Reduced |
| Creative Planning | 2,921 | $238.3K | 0.00% | −2,865−49.5% | Reduced |
| Cerity Partners LLC | 2,986 | $243.6K | 0.00% | −812−21.4% | Reduced |
| Collaborative Holdings Management LP | 3,000 | $244.8K | 0.75% | +3,000 | New |
| Cambridge Investment Research Advisors, Inc. | 3,102 | $253.0K | 0.00% | +1,092+54.3% | Added |
| Boston Private Wealth LLC | 3,260 | $266.0K | 0.01% | +114+3.6% | Added |
| CIBC Asset Management Inc | 3,330 | $271.7K | 0.00% | −215−6.1% | Reduced |
| WoodTrust Financial Corp | 3,400 | $277.0K | 0.05% | +3,400 | New |
| Jump Financial, LLC | 3,436 | $280.3K | 0.01% | +3,436 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,440 | $280.7K | 0.12% | +170+5.2% | Added |
| Allianz Asset Management GmbH | 3,489 | $284.7K | 0.00% | −1,374−28.3% | Reduced |
| Degroof Petercam Asset Management | 3,500 | $285.6K | 0.00% | +3,500 | New |
| Campbell & CO Investment Adviser LLC | 3,551 | $289.7K | 0.03% | +1,686+90.4% | Added |
| Alliance Wealth Advisors, LLC | 3,610 | $294.5K | 0.10% | +13+0.4% | Added |
| Candriam Luxembourg S.C.A. | 3,640 | $297.0K | 0.00% | −54,909−93.8% | Reduced |
| Xponance, Inc. | 3,743 | $305.4K | 0.00% | +40+1.1% | Added |
| Boothbay Fund Management, LLC | 3,815 | $311.3K | 0.01% | −3,459−47.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,823 | $312.0K | 0.13% | +3,823 | New |
| Aviva PLC | 3,831 | $312.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,832 | $312.7K | 0.02% | −545−12.5% | Reduced |
| Mirabella Financial Services LLP | 3,894 | $317.6K | 0.05% | +3,894 | New |
| Joel Isaacson & Co., LLC | 3,952 | $322.4K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,152 | $338.8K | 0.00% | +847+25.6% | Added |
| Kestra Advisory Services, LLC | 4,161 | $339.5K | 0.00% | +490+13.3% | Added |
| Valeo Financial Advisors, LLC | 4,250 | $346.8K | 0.01% | +1,950+84.8% | Added |
| Fifth Third Bancorp | 4,394 | $358.5K | 0.00% | +4,352+10,361.9% | Added |
| Precision Wealth Strategies, LLC | 4,396 | $358.7K | 0.35% | +20.0% | Added |
| Teacher Retirement System of Texas | 4,395 | $359.0K | 0.00% | −3,014−40.7% | Reduced |
| BIT Capital GmbH | 4,436 | $361.9K | 0.04% | +4,436 | New |
| Shell Asset Management Co | 4,454 | $363.0K | 0.02% | −1,434−24.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,522 | $368.9K | 0.00% | +2,550+129.3% | Added |
| Summit Trail Advisors, LLC | 4,585 | $374.1K | 0.01% | −6,028−56.8% | Reduced |
| Bank of Nova Scotia | 4,625 | $377.3K | 0.00% | +4,625 | New |
| Chicago Partners Investment Group LLC | 5,252 | $384.3K | 0.02% | +1,050+25.0% | Added |
| Norden Group LLC | 4,715 | $384.7K | 0.07% | −1,199−20.3% | Reduced |
| JustInvest LLC | 4,767 | $388.9K | 0.01% | −3,071−39.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,894 | $399.3K | 0.07% | +276+6.0% | Added |
| Alberta Investment Management Corp | 4,900 | $399.8K | 0.00% | −5,650−53.6% | Reduced |
| Gsa Capital Partners LLP | 4,902 | $400.0K | 0.03% | +4,902 | New |
| Symmetry Peak Management LLC | 5,000 | $407.9K | 1.58% | +5,000 | New |
| Commonwealth Equity Services, LLC | 5,020 | $410.0K | 0.00% | −155−3.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,052 | $412.2K | 0.04% | −44−0.9% | Reduced |
| Parkwood LLC | 5,076 | $414.0K | 0.07% | +2,553+101.2% | Added |
| Institute for Wealth Management, LLC. | 5,177 | $422.4K | 0.07% | +5,177 | New |
| Nomura Holdings Inc | 5,255 | $428.8K | 0.00% | −124−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,388 | $439.6K | 0.01% | +3,093+134.8% | Added |
| Gilbert & Cook, Inc. | 5,524 | $450.7K | 0.06% | +429+8.4% | Added |
| Schroder Investment Management Group | 5,533 | $451.4K | 0.00% | +26+0.5% | Added |
| Prudential PLC | 5,541 | $452.1K | 0.00% | +2,490+81.6% | Added |
| Panagora Asset Management Inc | 5,759 | $469.9K | 0.00% | +3,665+175.0% | Added |
| Quent Capital, LLC | 6,079 | $496.0K | 0.07% | +14+0.2% | Added |
| Balyasny Asset Management LLC | 6,305 | $514.4K | 0.00% | +3,796+151.3% | Added |
| AnglePoint Asset Management Ltd | 6,340 | $517.3K | 0.65% | +6,340 | New |
| Independent Financial Group, LLC | 6,416 | $523.5K | 0.03% | −375−5.5% | Reduced |
| Nordea Investment Management AB | 6,350 | $524.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 6,453 | $526.5K | 0.00% | −1,609−20.0% | Reduced |
| Portside Wealth Group, LLC | 6,468 | $527.7K | 0.10% | +378+6.2% | Added |
| DekaBank Deutsche Girozentrale | 6,492 | $532.0K | 0.00% | +263+4.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,620 | $540.1K | 0.01% | +33+0.5% | Added |
| Versor Investments LP | 6,655 | $543.0K | 0.11% | −8,316−55.5% | Reduced |
| Atomi Financial Group, Inc. | 6,781 | $553.3K | 0.08% | +6,781 | New |
| CI Private Wealth, LLC | 6,983 | $569.7K | 0.00% | +4,448+175.5% | Added |
| Calamos Advisors LLC | 7,050 | $575.2K | 0.00% | −108,322−93.9% | Reduced |
| HighTower Advisors, LLC | 7,279 | $591.0K | 0.00% | −796−9.9% | Reduced |
| Sherbrooke Park Advisers LLC | 7,298 | $595.4K | 0.28% | +5,277+261.1% | Added |
| Cipher Capital LP | 7,468 | $609.3K | 0.20% | +4,386+142.3% | Added |
| Private Advisor Group, LLC | 7,825 | $638.4K | 0.00% | +879+12.7% | Added |
| Maryland State Retirement & Pension System | 7,829 | $638.8K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,903 | $644.8K | 0.00% | −1,401−15.1% | Reduced |
| BlueMar Capital Management, LLC | 8,258 | $673.8K | 1.02% | −3,142−27.6% | Reduced |
| Hel Ved Capital Management Ltd | 8,420 | $687.0K | 0.20% | +8,420 | New |
| Legato Capital Management LLC | 8,542 | $696.9K | 0.09% | +8,542 | New |
| Intech Investment Management LLC | 8,636 | $704.6K | 0.01% | +1,717+24.8% | Added |
| LPL Financial LLC | 8,642 | $705.1K | 0.00% | −4,654−35.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,675 | $707.8K | 0.00% | −7,114−45.1% | Reduced |
| Connective Portfolio Management, LLC | 9,000 | $734.3K | 1.50% | +9,000 | New |
| Janus Henderson Group PLC | 9,075 | $740.3K | 0.00% | −77−0.8% | Reduced |
| CenterStar Asset Management, LLC | 9,231 | $751.4K | 0.77% | +9,231 | New |
| Korea Investment CORP | 9,329 | $761.2K | 0.00% | −9,577−50.7% | Reduced |
| Kapitalo Investimentos Ltda | 9,333 | $761.5K | 0.16% | +9,333 | New |
| Park Avenue Securities LLC | 10,218 | $834.0K | 0.01% | −5,660−35.6% | Reduced |
| Landscape Capital Management, L.L.C. | 10,367 | $845.8K | 0.08% | +10,367 | New |
| Nissay Asset Management Corp | 10,835 | $884.0K | 0.01% | +546+5.3% | Added |
| Ieq Capital, LLC | 10,869 | $886.8K | 0.01% | +480+4.6% | Added |
| Oak Thistle LLC | 10,982 | $896.0K | 0.26% | +10,982 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,014 | $899.0K | 0.00% | +37+0.3% | Added |
| British Columbia Investment Management Corp | 11,038 | $900.6K | 0.01% | +2,408+27.9% | Added |
| Public Employees Retirement Association of Colorado | 11,159 | $910.0K | 0.00% | −619−5.3% | Reduced |
| Advisory Resource Group | 11,308 | $922.6K | 0.23% | +4,353+62.6% | Added |
| Group One Trading, L.P. | 11,344 | $925.6K | 0.03% | +11,344 | New |
| New York Life Investment Management LLC | 11,678 | $952.8K | 0.01% | +694+6.3% | Added |
| Toroso Investments, LLC | 11,699 | $954.5K | 0.02% | +1,268+12.2% | Added |
| Mariner, LLC | 11,783 | $961.4K | 0.00% | −1,955−14.2% | Reduced |
| Polianta Ltd | 11,900 | $970.0K | 0.57% | +11,900 | New |
| Cetera Advisor Networks LLC | 11,893 | $970.4K | 0.01% | +231+2.0% | Added |
| Truist Financial Corp | 12,199 | $995.3K | 0.00% | −6,078−33.3% | Reduced |
| AQR Capital Management LLC | 12,215 | $996.6K | 0.00% | +12,215 | New |
| Leonteq Securities AG | 12,245 | $999.1K | 0.13% | +8,461+223.6% | Added |
| Raymond James & Associates | 12,363 | $1.01M | 0.00% | −1,524−11.0% | Reduced |
| Old Well Partners, LLC | 12,400 | $1.01M | 0.94% | +3,000+31.9% | Added |