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, Q1 2024
Institutional positions in BILL Holdings, Inc. as of Mar 31, 2024. 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
- 377
- −31 vs. Q4 2023
- Shares held
- 95.4M
- −7.47M (−7.3%) vs. Q4 2023
- Total value
- $6.55B
- −$1.80B (−21.6%) vs. Q4 2023
- New holders
- 71
- 128 more added
- Sold out
- 102
- 143 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $137 | 0.00% | −18−90.0% | Reduced |
| CoreCap Advisors, LLC | 3 | $206 | 0.00% | +3 | New |
| True Wealth Design, LLC | 5 | $344 | 0.00% | +3+150.0% | Added |
| Smartleaf Asset Management LLC | 6 | $405 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $482 | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $687 | 0.00% | −108,450−100.0% | Reduced |
| Raffa Wealth Management, LLC | 11 | $756 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $756 | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 14 | $963 | 0.00% | −6−30.0% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 15 | $1.03K | 0.00% | −1−6.3% | Reduced |
| Bell Investment Advisors, Inc | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.10K | 0.00% | +11+220.0% | Added |
| Kelly Financial Services LLC | 19 | $1.31K | 0.00% | +8+72.7% | Added |
| Atticus Wealth Management, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 29 | $1.99K | 0.00% | −42−59.2% | Reduced |
| Avion Wealth | 23 | $2.00K | 0.00% | +23 | New |
| Elequin Capital LP | 34 | $2.34K | 0.00% | +34 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $2.54K | 0.00% | +37 | New |
| GPS Wealth Strategies Group, LLC | 40 | $2.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $2.82K | 0.00% | −10−19.6% | Reduced |
| First Horizon Advisors, Inc. | 42 | $2.89K | 0.00% | −800−95.0% | Reduced |
| Harvest Fund Management Co., Ltd | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 46 | $3.16K | 0.00% | −573−92.6% | Reduced |
| Principal Securities, Inc. | 47 | $3.23K | 0.00% | −1,648−97.2% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $3.78K | 0.00% | −3,777−98.6% | Reduced |
| EverSource Wealth Advisors, LLC | 61 | $3.81K | 0.00% | +24+64.9% | Added |
| Cullen/Frost Bankers, Inc. | 56 | $3.85K | 0.00% | +56 | New |
| Exchange Traded Concepts, LLC | 60 | $4.12K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 65 | $4.19K | 0.00% | +13+25.0% | Added |
| Rakuten Securities, Inc. | 85 | $5.84K | 0.00% | −160−65.3% | Reduced |
| American Capital Advisory, LLC | 80 | $6.49K | 0.01% | +80 | New |
| Allworth Financial LP | 96 | $6.60K | 0.00% | −96−50.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $6.87K | 0.00% | +100 | New |
| GAMMA Investing LLC | 106 | $7.28K | 0.00% | −36−25.4% | Reduced |
| AdvisorNet Financial, Inc | 116 | $7.97K | 0.00% | −81−41.1% | Reduced |
| Arlington Trust Co LLC | 118 | $8.11K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 120 | $8.25K | 0.01% | +120 | New |
| RFP Financial Group LLC | 127 | $8.73K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 127 | $8.73K | 0.00% | −3,313−96.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 128 | $9.00K | 0.00% | +3+2.4% | Added |
| Crewe Advisors LLC | 134 | $9.21K | 0.00% | −28−17.3% | Reduced |
| Hilltop National Bank | 135 | $9.28K | 0.00% | +135 | New |
| Lindbrook Capital, LLC | 149 | $10.2K | 0.00% | +45+43.3% | Added |
| Global Retirement Partners, LLC | 173 | $11.9K | 0.00% | −46−21.0% | Reduced |
| Riverview Trust Co | 182 | $12.5K | 0.01% | +182 | New |
| Venturi Wealth Management, LLC | 192 | $13.2K | 0.00% | +35+22.3% | Added |
| Ci Investments Inc. | 199 | $14.0K | 0.00% | +44+28.4% | Added |
| IFP Advisors, Inc | 264 | $18.1K | 0.00% | +262+13,100.0% | Added |
| Huntington National Bank | 317 | $21.8K | 0.00% | +298+1,568.4% | Added |
| National Bank of Canada | 392 | $22.1K | 0.00% | +8+2.1% | Added |
| SRS Capital Advisors, Inc. | 364 | $25.0K | 0.00% | +334+1,113.3% | Added |
| Shell Asset Management Co | 519 | $27.0K | 0.00% | −3,935−88.3% | Reduced |
| Group One Trading, L.P. | 399 | $27.4K | 0.00% | −10,945−96.5% | Reduced |
| GWM Advisors LLC | 404 | $27.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 492 | $33.8K | 0.00% | −889−64.4% | Reduced |
| The PNC Financial Services Group, Inc. | 497 | $34.2K | 0.00% | −759−60.4% | Reduced |
| CWM, LLC | 626 | $43.0K | 0.00% | +328+110.1% | Added |
| Advisors Asset Management, Inc. | 658 | $45.2K | 0.00% | +282+75.0% | Added |
| Federation des caisses Desjardins du Quebec | 686 | $47.1K | 0.00% | +686 | New |
| Ostrum Asset Management | 737 | $50.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 771 | $53.0K | 0.00% | −13−1.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 811 | $56.0K | 0.00% | +295+57.2% | Added |
| Rakuten Investment Management, Inc. | 831 | $57.1K | 0.00% | +762+1,104.3% | Added |
| American International Group, Inc. | 845 | $58.1K | 0.00% | +2+0.2% | Added |
| Quarry LP | 983 | $67.6K | 0.03% | +622+172.3% | Added |
| Carolinas Wealth Consulting LLC | 1,000 | $68.7K | 0.01% | +1,000 | New |
| Quest Partners LLC | 1,120 | $77.0K | 0.01% | +693+162.3% | Added |
| TD Waterhouse Canada Inc. | 1,303 | $83.3K | 0.00% | +1,303 | New |
| Sands Capital Management, LLC | 1,255 | $86.2K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $96.2K | 0.00% | +700+100.0% | Added |
| Federated Hermes, Inc. | 1,457 | $100.1K | 0.00% | +1,373+1,634.5% | Added |
| Point72 Hong Kong Ltd | 1,493 | $102.6K | 0.01% | +1,493 | New |
| Covestor Ltd | 1,640 | $113.0K | 0.07% | +1,551+1,742.7% | Added |
| EMC Capital Management | 2,000 | $129.0K | 0.08% | 00.0% | Unchanged |
| MetLife Investment Management | 2,000 | $137.4K | 0.00% | +4+0.2% | Added |
| Degroof Petercam Asset Management | 2,100 | $144.3K | 0.00% | −1,400−40.0% | Reduced |
| Vestcor Inc | 2,179 | $150.0K | 0.01% | −17−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,262 | $155.4K | 0.00% | −2,260−50.0% | Reduced |
| Lazard Asset Management LLC | 2,277 | $156.0K | 0.00% | +1,476+184.3% | Added |
| Advisor Group Holdings, Inc. | 2,412 | $165.7K | 0.00% | −15,371−86.4% | Reduced |
| Comerica Bank | 2,448 | $168.3K | 0.00% | −2−0.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 2,517 | $173.0K | 0.08% | −1,306−34.2% | Reduced |
| Point72 (DIFC) Ltd | 2,902 | $199.5K | 0.02% | +2,902 | New |
| Precision Wealth Strategies, LLC | 2,933 | $201.6K | 0.19% | −1,463−33.3% | Reduced |
| Gsa Capital Partners LLP | 2,940 | $202.0K | 0.02% | −1,962−40.0% | Reduced |
| Qtron Investments LLC | 3,034 | $208.5K | 0.03% | +3,034 | New |
| Wedbush Securities Inc | 3,056 | $210.0K | 0.01% | +326+11.9% | Added |
| Petrus Trust Company, LTA | 3,069 | $210.9K | 0.02% | +3,069 | New |
| Guggenheim Capital LLC | 3,082 | $211.8K | 0.00% | −1,070−25.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,085 | $212.0K | 0.00% | −7,929−72.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,154 | $217.0K | 0.00% | +52+1.7% | Added |
| Gilbert & Cook, Inc. | 3,175 | $218.2K | 0.03% | −2,349−42.5% | Reduced |
| Cutler Group LP | 3,190 | $219.0K | 0.11% | −22,060−87.4% | Reduced |
| Boston Private Wealth LLC | 3,245 | $223.0K | 0.00% | −15−0.5% | Reduced |