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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,423−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −24,821−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −22,863−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −22,821−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −21,436−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −21,285−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −20,844−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −19,047−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −15,783−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −14,394−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −14,271−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,225−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,243−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −12,718−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,215−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Advisory Resource Group | 0 | $0 | 0.00% | −11,308−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −10,218−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −9,333−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −9,231−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −8,675−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −8,420−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −8,258−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −7,468−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,416−100.0% | Sold out |
| AnglePoint Asset Management Ltd | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,541−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −5,076−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −4,715−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,610−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |