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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, 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.

Institutional holdersQ4 2023: 412 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 heldQ4 2023: $8.36B
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, Q4 2023

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2023.

Institutions holding BILL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank12,431$1.01M0.00%−5,914−32.2%Reduced
Quantinno Capital Management LP12,503$1.02M0.04%−266−2.1%Reduced
River & Mercantile Asset Management LLP12,608$1.03M0.19%+3,063+32.1%Added
Achmea Investment Management B.V.12,718$1.04M0.02%−1,078−7.8%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna12,800$1.04M0.44%+12,040+1,584.2%Added
Seaport Global Advisors, LLC12,806$1.04M2.50%+12,806New
Grandeur Peak Global Advisors, LLC13,026$1.06M0.07%−19,103−59.5%Reduced
Qube Research & Technologies Ltd13,097$1.07M0.00%+13,097New
Atria Investments LLC13,243$1.08M0.02%−839−6.0%Reduced
Victory Capital Management Inc13,734$1.12M0.00%+2,604+23.4%Added
Algert Global LLC13,910$1.13M0.05%+13,910New
M&T Bank Corp13,998$1.14M0.00%−455−3.1%Reduced
HRT Financial LP14,225$1.16M0.01%+14,225New
Moore Capital Management, LP14,271$1.16M0.03%+14,271New
KBC Group NV14,329$1.17M0.00%+4,877+51.6%Added
Barton Investment Management14,377$1.17M0.15%+6,760+88.7%Added
HAP Trading, LLC14,394$1.17M0.34%+14,394New
Amalgamated Bank14,756$1.20M0.01%−984−6.3%Reduced
Summit Wealth & Retirement Planning, Inc.15,000$1.22M0.52%00.0%Unchanged
Alight Capital Management LP15,000$1.22M0.39%+15,000New
DnB Asset Management AS15,016$1.23M0.01%−300−2.0%Reduced
Walleye Capital LLC15,166$1.24M0.02%+15,166New
Vontobel Holding Ltd.15,544$1.27M0.01%+1,405+9.9%Added
UBS Group AG15,710$1.28M0.00%+1,016+6.9%Added
Tredje AP-fonden15,783$1.29M0.02%00.0%Unchanged
Tudor Investment Corp Et Al16,336$1.33M0.02%−47,429−74.4%Reduced
Stansberry Asset Management, LLC16,939$1.38M0.23%−2,107−11.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)17,156$1.40M0.01%−22−0.1%Reduced
Trivest Advisors Ltd17,200$1.40M0.06%+17,200New
IFM Investors Pty Ltd17,630$1.44M0.02%−151−0.8%Reduced
Utah Retirement Systems17,710$1.44M0.02%+100+0.6%Added
Advisor Group Holdings, Inc.17,783$1.45M0.00%−50,371−73.9%Reduced
Handelsbanken Fonder AB18,556$1.51M0.01%+300+1.6%Added
Altiora Financial Group, LLC19,000$1.55M0.45%00.0%Unchanged
Mizuho Markets Americas LLC19,047$1.55M0.05%+19,047New
Skandinaviska Enskilda Banken AB (publ)19,334$1.58M0.01%+329+1.7%Added
Washington Harbour Partners LP19,500$1.59M3.05%+19,500New
Formula Growth Ltd20,000$1.63M0.52%+20,000New
Gilder Gagnon Howe & Co LLC20,593$1.68M0.02%+20,593New
Bridgewater Associates, LP20,844$1.70M0.01%+18,868+954.9%Added
Alps Advisors Inc21,285$1.74M0.01%+6,905+48.0%Added
MML Investors Services, LLC21,436$1.75M0.01%−14,009−39.5%Reduced
Shepherd Financial Partners LLC22,292$1.82M0.26%+396+1.8%Added
Paragon Advisors, LLC22,724$1.85M0.78%+12,865+130.5%Added
Stifel Financial Corp22,800$1.86M0.00%−2,368−9.4%Reduced
Entropy Technologies, LP22,821$1.86M0.35%+22,821New
Azzad Asset Management Inc22,863$1.87M0.24%−2,901−11.3%Reduced
Two Sigma Investments, LP23,600$1.93M0.00%+23,600New
Cetera Investment Advisers23,969$1.96M0.02%−790−3.2%Reduced
Macquarie Group Ltd24,058$1.96M0.00%+1,817+8.2%Added
Tairen Capital Ltd24,821$2.03M0.14%+24,821New
Cutler Group LP25,250$2.06M0.29%+23,706+1,535.4%Added
Capital Impact Advisors, LLC25,325$2.07M2.72%+25,325New
Arizona State Retirement System26,369$2.15M0.02%+275+1.1%Added
Squarepoint Ops LLC26,423$2.16M0.01%+26,423New
US Bancorp27,328$2.23M0.00%−2,874−9.5%Reduced
Russell Investments Group, Ltd.27,819$2.27M0.00%+15,879+133.0%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund28,400$2.32M0.03%+1,000+3.6%Added
Royal Fund Management, LLC29,600$2.42M0.31%+25,800+678.9%Added
Firsthand Capital Management, Inc.30,000$2.45M3.57%00.0%Unchanged
Pictet Asset Management Holding SA34,139$2.79M0.00%+166+0.5%Added
B. Metzler seel. Sohn & Co. AG34,288$2.80M0.04%+10,833+46.2%Added
Berylson Capital Partners, LLC35,100$2.86M5.32%+25,800+277.4%Added
Standard Life Aberdeen plc35,170$2.87M0.01%+17,984+104.6%Added
Jasper Ridge Partners, L.P.35,838$2.92M0.12%00.0%Unchanged
Citigroup Inc37,309$3.04M0.00%+6,134+19.7%Added
Taylor Frigon Capital Management LLC38,227$3.12M1.57%+7,945+26.2%Added
Empower Advisory Group, LLC38,396$3.13M0.01%00.0%Unchanged
Cresset Asset Management, LLC38,732$3.16M0.02%−201−0.5%Reduced
Daiwa Securities Group Inc.39,608$3.23M0.02%−2,600−6.2%Reduced
Apella Capital, LLC43,751$3.24M0.18%+43,751New
Royal London Asset Management Ltd39,827$3.25M0.01%+1,618+4.2%Added
Storebrand Asset Management AS39,891$3.25M0.01%−1,742−4.2%Reduced
AXA S.A.40,450$3.30M0.01%+33+0.1%Added
Manufacturers Life Insurance Company, The40,668$3.32M0.00%−1,595−3.8%Reduced
Asset Management One Co.,Ltd.39,998$3.33M0.01%+1,414+3.7%Added
Public Employees Retirement System of Ohio42,961$3.51M0.01%+1,173+2.8%Added
Man Group plc43,260$3.53M0.01%+43,260New
Treasurer of the State of North Carolina45,494$3.71M0.02%+440+1.0%Added
iA Global Asset Management Inc.45,910$3.75M0.09%+45,910New
Laird Norton Trust Company, LLC46,218$3.77M0.45%00.0%Unchanged
First Trust Advisors LP47,153$3.85M0.00%−30,568−39.3%Reduced
Nomura Asset Management Co Ltd47,751$3.90M0.02%−7,494−13.6%Reduced
State of Wisconsin Investment Board49,554$4.04M0.01%−2,835−5.4%Reduced
CIBC Private Wealth Group, LLC49,905$4.07M0.01%−122,453−71.0%Reduced
Ensign Peak Advisors, Inc50,223$4.10M0.01%+8,984+21.8%Added
Walleye Trading LLC50,470$4.12M0.06%+50,470New
PEAK6 Investments LLC51,430$4.20M0.18%+72+0.1%Added
Mitsubishi UFJ Trust & Banking Corp52,004$4.24M0.01%−1,742−3.2%Reduced
Wolverine Trading, LLC56,779$4.63M0.04%+53,151+1,465.0%Added
State of New Jersey Common Pension Fund D57,962$4.73M0.02%+3,789+7.0%Added
Readystate Asset Management LP58,300$4.76M0.28%−28,862−33.1%Reduced
Susquehanna International Group, LLP58,348$4.76M0.01%+38,674+196.6%Added
Iridian Asset Management LLC59,286$4.84M0.88%+27,572+86.9%Added
Vista Equity Partners Management, LLC60,060$4.90M0.12%+10,553+21.3%Added
Sora Investors LLC60,500$4.94M0.83%−1,832−2.9%Reduced
Kennedy Capital Management, Inc.60,544$4.94M0.11%−3,553−5.5%Reduced
Fred Alger Management, LLC60,739$4.96M0.03%−25,633−29.7%Reduced
Assenagon Asset Management S.A.61,746$5.04M0.02%+61,746New
Gotham Asset Management, LLC508,408$5.08M0.09%+504,907+14,421.8%Added