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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 3,250 | $223.3K | 0.01% | +3,250 | New |
| CIBC Asset Management Inc | 3,337 | $229.3K | 0.00% | +7+0.2% | Added |
| Zevenbergen Capital Investments LLC | 3,375 | $231.9K | 0.00% | −700,016−99.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,384 | $232.5K | 0.00% | +850+33.5% | Added |
| Axq Capital, LP | 3,400 | $233.6K | 0.06% | +3,400 | New |
| Robeco Institutional Asset Management B.V. | 3,544 | $243.5K | 0.00% | +1,653+87.4% | Added |
| Bridgefront Capital, LLC | 3,658 | $251.4K | 0.19% | +3,658 | New |
| Cerity Partners LLC | 3,756 | $258.1K | 0.00% | +770+25.8% | Added |
| Cetera Investment Advisers | 3,857 | $265.1K | 0.00% | −20,112−83.9% | Reduced |
| CIBC World Markets Corp | 3,934 | $270.3K | 0.00% | +1,261+47.2% | Added |
| Toroso Investments, LLC | 3,938 | $270.6K | 0.00% | −7,761−66.3% | Reduced |
| JustInvest LLC | 3,955 | $271.8K | 0.01% | −812−17.0% | Reduced |
| Levin Capital Strategies, L.P. | 4,000 | $274.9K | 0.03% | +4,000 | New |
| Joel Isaacson & Co., LLC | 4,013 | $275.8K | 0.02% | +61+1.5% | Added |
| Van Eck Associates Corp | 4,189 | $288.0K | 0.00% | +4,189 | New |
| Counterpoint Mutual Funds LLC | 4,233 | $290.9K | 0.07% | +4,233 | New |
| Versor Investments LP | 4,301 | $295.6K | 0.06% | −2,354−35.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,321 | $296.9K | 0.03% | +770+21.7% | Added |
| Capstone Investment Advisors, LLC | 4,384 | $301.3K | 0.01% | −1,004−18.6% | Reduced |
| SG Americas Securities, LLC | 4,430 | $304.0K | 0.00% | +4,430 | New |
| Valeo Financial Advisors, LLC | 5,000 | $307.1K | 0.01% | +750+17.6% | Added |
| Prosperity Wealth Management, Inc. | 4,480 | $307.9K | 0.15% | +1,730+62.9% | Added |
| Fifth Third Bancorp | 4,562 | $313.5K | 0.00% | +168+3.8% | Added |
| Bank of Nova Scotia | 4,673 | $321.1K | 0.00% | +48+1.0% | Added |
| Alberta Investment Management Corp | 4,900 | $336.7K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,030 | $345.7K | 0.21% | +5,030 | New |
| Truist Financial Corp | 5,091 | $349.9K | 0.00% | −7,108−58.3% | Reduced |
| Legato Capital Management LLC | 5,276 | $362.6K | 0.04% | −3,266−38.2% | Reduced |
| Boothbay Fund Management, LLC | 5,297 | $364.0K | 0.01% | +1,482+38.8% | Added |
| Oak Thistle LLC | 5,326 | $366.0K | 0.33% | −5,656−51.5% | Reduced |
| Plato Investment Management Ltd | 5,339 | $366.9K | 0.04% | +5,339 | New |
| Allianz Asset Management GmbH | 5,555 | $381.7K | 0.00% | +2,066+59.2% | Added |
| Schroder Investment Management Group | 5,594 | $384.4K | 0.00% | +61+1.1% | Added |
| Man Group plc | 5,630 | $386.9K | 0.00% | −37,630−87.0% | Reduced |
| Prudential Financial Inc | 5,675 | $390.0K | 0.00% | −2,228−28.2% | Reduced |
| Dark Forest Capital Management LP | 5,747 | $394.9K | 0.07% | +5,747 | New |
| Panagora Asset Management Inc | 5,759 | $395.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,960 | $410.0K | 0.00% | −8,796−59.6% | Reduced |
| Quent Capital, LLC | 6,066 | $416.9K | 0.05% | −13−0.2% | Reduced |
| M&T Bank Corp | 6,074 | $417.7K | 0.00% | −7,924−56.6% | Reduced |
| Nomura Holdings Inc | 6,136 | $421.7K | 0.00% | +881+16.8% | Added |
| Daiwa Securities Group Inc. | 6,359 | $437.0K | 0.00% | −33,249−83.9% | Reduced |
| Nordea Investment Management AB | 6,350 | $439.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,749 | $449.0K | 0.00% | +257+4.0% | Added |
| Leonteq Securities AG | 6,579 | $452.1K | 0.06% | −5,666−46.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,609 | $454.2K | 0.01% | −11−0.2% | Reduced |
| CI Private Wealth, LLC | 6,739 | $463.1K | 0.00% | −244−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 7,573 | $463.9K | 0.02% | +2,321+44.2% | Added |
| HighTower Advisors, LLC | 7,034 | $484.0K | 0.00% | −245−3.4% | Reduced |
| Maryland State Retirement & Pension System | 7,829 | $486.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,227 | $496.6K | 0.07% | +7,227 | New |
| Institute for Wealth Management, LLC. | 7,348 | $505.0K | 0.07% | +2,171+41.9% | Added |
| HST Ventures, LLC | 7,443 | $511.5K | 0.21% | +7,443 | New |
| Landscape Capital Management, L.L.C. | 7,538 | $518.0K | 0.05% | −2,829−27.3% | Reduced |
| TD Asset Management Inc | 7,682 | $527.9K | 0.00% | −61,868−89.0% | Reduced |
| Private Advisor Group, LLC | 7,903 | $543.1K | 0.00% | +78+1.0% | Added |
| Groupama Asset Managment | 8,000 | $549.8K | 0.01% | +8,000 | New |
| Quantbot Technologies LP | 8,056 | $553.6K | 0.03% | +5,507+216.0% | Added |
| Xponance, Inc. | 8,207 | $564.0K | 0.01% | +4,464+119.3% | Added |
| US Bancorp | 8,324 | $572.0K | 0.00% | −19,004−69.5% | Reduced |
| Vontobel Holding Ltd. | 8,389 | $576.5K | 0.00% | −7,155−46.0% | Reduced |
| Principal Financial Group Inc | 8,562 | $588.4K | 0.00% | +2,109+32.7% | Added |
| Algert Global LLC | 8,760 | $602.0K | 0.02% | −5,150−37.0% | Reduced |
| Walleye Capital LLC | 8,955 | $615.4K | 0.01% | −6,211−41.0% | Reduced |
| Commonwealth Equity Services, LLC | 8,992 | $618.0K | 0.00% | +3,972+79.1% | Added |
| Janus Henderson Group PLC | 9,075 | $623.6K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 9,134 | $627.7K | 0.00% | −3,297−26.5% | Reduced |
| Alpha DNA Investment Management LLC | 9,175 | $630.5K | 0.35% | +9,175 | New |
| Seaport Global Advisors, LLC | 9,528 | $654.8K | 1.33% | −3,278−25.6% | Reduced |
| Manchester Capital Management LLC | 9,816 | $674.6K | 0.08% | +9,773+22,727.9% | Added |
| Two Sigma Securities, LLC | 10,366 | $712.4K | 0.03% | +10,366 | New |
| LPL Financial LLC | 10,502 | $721.7K | 0.00% | +1,860+21.5% | Added |
| Public Employees Retirement Association of Colorado | 10,529 | $724.0K | 0.00% | −630−5.6% | Reduced |
| Graham Capital Management, L.P. | 10,550 | $725.0K | 0.02% | +10,550 | New |
| Natixis Advisors, L.P. | 10,634 | $731.0K | 0.00% | +10,634 | New |
| Worldquant Millennium Advisors LLC | 10,806 | $742.6K | 0.01% | +10,806 | New |
| Ieq Capital, LLC | 10,841 | $745.0K | 0.01% | −28−0.3% | Reduced |
| KBC Group NV | 11,028 | $758.0K | 0.00% | −3,301−23.0% | Reduced |
| Nissay Asset Management Corp | 11,037 | $758.5K | 0.01% | +202+1.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 11,664 | $768.6K | 0.30% | −1,136−8.9% | Reduced |
| New York Life Investment Management LLC | 11,190 | $769.0K | 0.01% | −488−4.2% | Reduced |
| British Columbia Investment Management Corp | 11,363 | $780.9K | 0.01% | +325+2.9% | Added |
| Mariner, LLC | 11,568 | $795.0K | 0.00% | −215−1.8% | Reduced |
| Jump Financial, LLC | 11,597 | $796.9K | 0.02% | +8,161+237.5% | Added |
| Illinois Municipal Retirement Fund | 11,698 | $804.0K | 0.01% | +11,698 | New |
| River & Mercantile Asset Management LLP | 12,463 | $856.4K | 0.21% | −145−1.2% | Reduced |
| Archford Capital Strategies, LLC | 12,515 | $860.0K | 0.14% | +10,000+397.6% | Added |
| Capital Impact Advisors, LLC | 12,663 | $870.2K | 1.13% | −12,662−50.0% | Reduced |
| Grandeur Peak Global Advisors, LLC | 13,065 | $897.8K | 0.07% | +39+0.3% | Added |
| IMC-Chicago, LLC | 13,183 | $905.9K | 0.03% | +13,183 | New |
| Twin Tree Management, LP | 13,200 | $907.1K | 0.02% | −315,203−96.0% | Reduced |
| Victory Capital Management Inc | 13,205 | $907.4K | 0.00% | −529−3.9% | Reduced |
| Calamos Advisors LLC | 13,453 | $924.5K | 0.00% | +6,403+90.8% | Added |
| DnB Asset Management AS | 13,870 | $953.1K | 0.00% | −1,146−7.6% | Reduced |
| Crestline Management, LP | 14,478 | $994.9K | 0.09% | +14,478 | New |
| Barton Investment Management | 14,508 | $997.0K | 0.12% | +131+0.9% | Added |
| Stansberry Asset Management, LLC | 15,738 | $1.08M | 0.15% | −1,201−7.1% | Reduced |
| Fox Run Management, L.L.C. | 16,225 | $1.11M | 0.24% | +16,225 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,407 | $1.13M | 0.00% | −749−4.4% | Reduced |
| Polianta Ltd | 16,800 | $1.15M | 0.56% | +4,900+41.2% | Added |