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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 13,998 | $1.14M | 0.00% | −455−3.1% | Reduced |
| Algert Global LLC | 13,910 | $1.13M | 0.05% | +13,910 | New |
| Victory Capital Management Inc | 13,734 | $1.12M | 0.00% | +2,604+23.4% | Added |
| Atria Investments LLC | 13,243 | $1.08M | 0.02% | −839−6.0% | Reduced |
| Qube Research & Technologies Ltd | 13,097 | $1.07M | 0.00% | +13,097 | New |
| Grandeur Peak Global Advisors, LLC | 13,026 | $1.06M | 0.07% | −19,103−59.5% | Reduced |
| Seaport Global Advisors, LLC | 12,806 | $1.04M | 2.50% | +12,806 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,800 | $1.04M | 0.44% | +12,040+1,584.2% | Added |
| Achmea Investment Management B.V. | 12,718 | $1.04M | 0.02% | −1,078−7.8% | Reduced |
| River & Mercantile Asset Management LLP | 12,608 | $1.03M | 0.19% | +3,063+32.1% | Added |
| Quantinno Capital Management LP | 12,503 | $1.02M | 0.04% | −266−2.1% | Reduced |
| Toronto Dominion Bank | 12,431 | $1.01M | 0.00% | −5,914−32.2% | Reduced |
| Old Well Partners, LLC | 12,400 | $1.01M | 0.94% | +3,000+31.9% | Added |
| Raymond James & Associates | 12,363 | $1.01M | 0.00% | −1,524−11.0% | Reduced |
| Leonteq Securities AG | 12,245 | $999.1K | 0.13% | +8,461+223.6% | Added |
| AQR Capital Management LLC | 12,215 | $996.6K | 0.00% | +12,215 | New |
| Truist Financial Corp | 12,199 | $995.3K | 0.00% | −6,078−33.3% | Reduced |
| Cetera Advisor Networks LLC | 11,893 | $970.4K | 0.01% | +231+2.0% | Added |
| Polianta Ltd | 11,900 | $970.0K | 0.57% | +11,900 | New |
| Mariner, LLC | 11,783 | $961.4K | 0.00% | −1,955−14.2% | Reduced |
| Toroso Investments, LLC | 11,699 | $954.5K | 0.02% | +1,268+12.2% | Added |
| New York Life Investment Management LLC | 11,678 | $952.8K | 0.01% | +694+6.3% | Added |
| Group One Trading, L.P. | 11,344 | $925.6K | 0.03% | +11,344 | New |
| Advisory Resource Group | 11,308 | $922.6K | 0.23% | +4,353+62.6% | Added |
| Public Employees Retirement Association of Colorado | 11,159 | $910.0K | 0.00% | −619−5.3% | Reduced |
| British Columbia Investment Management Corp | 11,038 | $900.6K | 0.01% | +2,408+27.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,014 | $899.0K | 0.00% | +37+0.3% | Added |
| Oak Thistle LLC | 10,982 | $896.0K | 0.26% | +10,982 | New |
| Ieq Capital, LLC | 10,869 | $886.8K | 0.01% | +480+4.6% | Added |
| Nissay Asset Management Corp | 10,835 | $884.0K | 0.01% | +546+5.3% | Added |
| Landscape Capital Management, L.L.C. | 10,367 | $845.8K | 0.08% | +10,367 | New |
| Park Avenue Securities LLC | 10,218 | $834.0K | 0.01% | −5,660−35.6% | Reduced |
| Kapitalo Investimentos Ltda | 9,333 | $761.5K | 0.16% | +9,333 | New |
| Korea Investment CORP | 9,329 | $761.2K | 0.00% | −9,577−50.7% | Reduced |
| CenterStar Asset Management, LLC | 9,231 | $751.4K | 0.77% | +9,231 | New |
| Janus Henderson Group PLC | 9,075 | $740.3K | 0.00% | −77−0.8% | Reduced |
| Connective Portfolio Management, LLC | 9,000 | $734.3K | 1.50% | +9,000 | New |
| Envestnet Portfolio Solutions, Inc. | 8,675 | $707.8K | 0.00% | −7,114−45.1% | Reduced |
| LPL Financial LLC | 8,642 | $705.1K | 0.00% | −4,654−35.0% | Reduced |
| Intech Investment Management LLC | 8,636 | $704.6K | 0.01% | +1,717+24.8% | Added |
| Legato Capital Management LLC | 8,542 | $696.9K | 0.09% | +8,542 | New |
| Hel Ved Capital Management Ltd | 8,420 | $687.0K | 0.20% | +8,420 | New |
| BlueMar Capital Management, LLC | 8,258 | $673.8K | 1.02% | −3,142−27.6% | Reduced |
| Prudential Financial Inc | 7,903 | $644.8K | 0.00% | −1,401−15.1% | Reduced |
| Maryland State Retirement & Pension System | 7,829 | $638.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,825 | $638.4K | 0.00% | +879+12.7% | Added |
| Cipher Capital LP | 7,468 | $609.3K | 0.20% | +4,386+142.3% | Added |
| Sherbrooke Park Advisers LLC | 7,298 | $595.4K | 0.28% | +5,277+261.1% | Added |
| HighTower Advisors, LLC | 7,279 | $591.0K | 0.00% | −796−9.9% | Reduced |
| Calamos Advisors LLC | 7,050 | $575.2K | 0.00% | −108,322−93.9% | Reduced |
| CI Private Wealth, LLC | 6,983 | $569.7K | 0.00% | +4,448+175.5% | Added |
| Atomi Financial Group, Inc. | 6,781 | $553.3K | 0.08% | +6,781 | New |
| Versor Investments LP | 6,655 | $543.0K | 0.11% | −8,316−55.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,620 | $540.1K | 0.01% | +33+0.5% | Added |
| DekaBank Deutsche Girozentrale | 6,492 | $532.0K | 0.00% | +263+4.2% | Added |
| Portside Wealth Group, LLC | 6,468 | $527.7K | 0.10% | +378+6.2% | Added |
| Principal Financial Group Inc | 6,453 | $526.5K | 0.00% | −1,609−20.0% | Reduced |
| Nordea Investment Management AB | 6,350 | $524.7K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,416 | $523.5K | 0.03% | −375−5.5% | Reduced |
| AnglePoint Asset Management Ltd | 6,340 | $517.3K | 0.65% | +6,340 | New |
| Balyasny Asset Management LLC | 6,305 | $514.4K | 0.00% | +3,796+151.3% | Added |
| Quent Capital, LLC | 6,079 | $496.0K | 0.07% | +14+0.2% | Added |
| Panagora Asset Management Inc | 5,759 | $469.9K | 0.00% | +3,665+175.0% | Added |
| Prudential PLC | 5,541 | $452.1K | 0.00% | +2,490+81.6% | Added |
| Schroder Investment Management Group | 5,533 | $451.4K | 0.00% | +26+0.5% | Added |
| Gilbert & Cook, Inc. | 5,524 | $450.7K | 0.06% | +429+8.4% | Added |
| Capstone Investment Advisors, LLC | 5,388 | $439.6K | 0.01% | +3,093+134.8% | Added |
| Nomura Holdings Inc | 5,255 | $428.8K | 0.00% | −124−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 5,177 | $422.4K | 0.07% | +5,177 | New |
| Parkwood LLC | 5,076 | $414.0K | 0.07% | +2,553+101.2% | Added |
| Procyon Private Wealth Partners, LLC | 5,052 | $412.2K | 0.04% | −44−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 5,020 | $410.0K | 0.00% | −155−3.0% | Reduced |
| Symmetry Peak Management LLC | 5,000 | $407.9K | 1.58% | +5,000 | New |
| Gsa Capital Partners LLP | 4,902 | $400.0K | 0.03% | +4,902 | New |
| Alberta Investment Management Corp | 4,900 | $399.8K | 0.00% | −5,650−53.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,894 | $399.3K | 0.07% | +276+6.0% | Added |
| JustInvest LLC | 4,767 | $388.9K | 0.01% | −3,071−39.2% | Reduced |
| Norden Group LLC | 4,715 | $384.7K | 0.07% | −1,199−20.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,252 | $384.3K | 0.02% | +1,050+25.0% | Added |
| Bank of Nova Scotia | 4,625 | $377.3K | 0.00% | +4,625 | New |
| Summit Trail Advisors, LLC | 4,585 | $374.1K | 0.01% | −6,028−56.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,522 | $368.9K | 0.00% | +2,550+129.3% | Added |
| Shell Asset Management Co | 4,454 | $363.0K | 0.02% | −1,434−24.4% | Reduced |
| BIT Capital GmbH | 4,436 | $361.9K | 0.04% | +4,436 | New |
| Teacher Retirement System of Texas | 4,395 | $359.0K | 0.00% | −3,014−40.7% | Reduced |
| Precision Wealth Strategies, LLC | 4,396 | $358.7K | 0.35% | +20.0% | Added |
| Fifth Third Bancorp | 4,394 | $358.5K | 0.00% | +4,352+10,361.9% | Added |
| Valeo Financial Advisors, LLC | 4,250 | $346.8K | 0.01% | +1,950+84.8% | Added |
| Kestra Advisory Services, LLC | 4,161 | $339.5K | 0.00% | +490+13.3% | Added |
| Guggenheim Capital LLC | 4,152 | $338.8K | 0.00% | +847+25.6% | Added |
| Joel Isaacson & Co., LLC | 3,952 | $322.4K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,894 | $317.6K | 0.05% | +3,894 | New |
| Proequities, Inc. | 3,832 | $312.7K | 0.02% | −545−12.5% | Reduced |
| Aviva PLC | 3,831 | $312.6K | 0.00% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 3,823 | $312.0K | 0.13% | +3,823 | New |
| Boothbay Fund Management, LLC | 3,815 | $311.3K | 0.01% | −3,459−47.6% | Reduced |
| Xponance, Inc. | 3,743 | $305.4K | 0.00% | +40+1.1% | Added |
| Candriam Luxembourg S.C.A. | 3,640 | $297.0K | 0.00% | −54,909−93.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,610 | $294.5K | 0.10% | +13+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 3,551 | $289.7K | 0.03% | +1,686+90.4% | Added |