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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 1,457 | $100.1K | 0.00% | +1,373+1,634.5% | Added |
| UniSuper Management Pty Ltd | 1,400 | $96.2K | 0.00% | +700+100.0% | Added |
| Sands Capital Management, LLC | 1,255 | $86.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,303 | $83.3K | 0.00% | +1,303 | New |
| Quest Partners LLC | 1,120 | $77.0K | 0.01% | +693+162.3% | Added |
| Carolinas Wealth Consulting LLC | 1,000 | $68.7K | 0.01% | +1,000 | New |
| Quarry LP | 983 | $67.6K | 0.03% | +622+172.3% | Added |
| American International Group, Inc. | 845 | $58.1K | 0.00% | +2+0.2% | Added |
| Rakuten Investment Management, Inc. | 831 | $57.1K | 0.00% | +762+1,104.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 811 | $56.0K | 0.00% | +295+57.2% | Added |
| Northwestern Mutual Wealth Management Co | 771 | $53.0K | 0.00% | −13−1.7% | Reduced |
| Ostrum Asset Management | 737 | $50.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 686 | $47.1K | 0.00% | +686 | New |
| Advisors Asset Management, Inc. | 658 | $45.2K | 0.00% | +282+75.0% | Added |
| CWM, LLC | 626 | $43.0K | 0.00% | +328+110.1% | Added |
| The PNC Financial Services Group, Inc. | 497 | $34.2K | 0.00% | −759−60.4% | Reduced |
| Parallel Advisors, LLC | 492 | $33.8K | 0.00% | −889−64.4% | Reduced |
| GWM Advisors LLC | 404 | $27.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 399 | $27.4K | 0.00% | −10,945−96.5% | Reduced |
| Shell Asset Management Co | 519 | $27.0K | 0.00% | −3,935−88.3% | Reduced |
| SRS Capital Advisors, Inc. | 364 | $25.0K | 0.00% | +334+1,113.3% | Added |
| National Bank of Canada | 392 | $22.1K | 0.00% | +8+2.1% | Added |
| Huntington National Bank | 317 | $21.8K | 0.00% | +298+1,568.4% | Added |
| IFP Advisors, Inc | 264 | $18.1K | 0.00% | +262+13,100.0% | Added |
| Ci Investments Inc. | 199 | $14.0K | 0.00% | +44+28.4% | Added |
| Venturi Wealth Management, LLC | 192 | $13.2K | 0.00% | +35+22.3% | Added |
| Riverview Trust Co | 182 | $12.5K | 0.01% | +182 | New |
| Global Retirement Partners, LLC | 173 | $11.9K | 0.00% | −46−21.0% | Reduced |
| Lindbrook Capital, LLC | 149 | $10.2K | 0.00% | +45+43.3% | Added |
| Hilltop National Bank | 135 | $9.28K | 0.00% | +135 | New |
| Crewe Advisors LLC | 134 | $9.21K | 0.00% | −28−17.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 128 | $9.00K | 0.00% | +3+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 127 | $8.73K | 0.00% | −3,313−96.3% | Reduced |
| RFP Financial Group LLC | 127 | $8.73K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 120 | $8.25K | 0.01% | +120 | New |
| Arlington Trust Co LLC | 118 | $8.11K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 116 | $7.97K | 0.00% | −81−41.1% | Reduced |
| GAMMA Investing LLC | 106 | $7.28K | 0.00% | −36−25.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $6.87K | 0.00% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $6.60K | 0.00% | −96−50.0% | Reduced |
| American Capital Advisory, LLC | 80 | $6.49K | 0.01% | +80 | New |
| Rakuten Securities, Inc. | 85 | $5.84K | 0.00% | −160−65.3% | Reduced |
| Farther Finance Advisors, LLC | 65 | $4.19K | 0.00% | +13+25.0% | Added |
| Exchange Traded Concepts, LLC | 60 | $4.12K | 0.00% | +60 | New |
| Cullen/Frost Bankers, Inc. | 56 | $3.85K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 61 | $3.81K | 0.00% | +24+64.9% | Added |
| Proequities, Inc. | 55 | $3.78K | 0.00% | −3,777−98.6% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 47 | $3.23K | 0.00% | −1,648−97.2% | Reduced |
| Signaturefd, LLC | 46 | $3.16K | 0.00% | −573−92.6% | Reduced |
| Harvest Fund Management Co., Ltd | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 42 | $2.89K | 0.00% | −800−95.0% | Reduced |
| Parkside Financial Bank & Trust | 41 | $2.82K | 0.00% | −10−19.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $2.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $2.54K | 0.00% | +37 | New |
| Elequin Capital LP | 34 | $2.34K | 0.00% | +34 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 29 | $1.99K | 0.00% | −42−59.2% | Reduced |
| Atticus Wealth Management, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 19 | $1.31K | 0.00% | +8+72.7% | Added |
| Bell Investment Advisors, Inc | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $1.10K | 0.00% | +11+220.0% | Added |
| Private Wealth Management Group, LLC | 15 | $1.03K | 0.00% | −1−6.3% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 14 | $963 | 0.00% | −6−30.0% | Reduced |
| Raffa Wealth Management, LLC | 11 | $756 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $756 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $687 | 0.00% | −108,450−100.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $482 | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $482 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6 | $405 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $344 | 0.00% | +3+150.0% | Added |
| CoreCap Advisors, LLC | 3 | $206 | 0.00% | +3 | New |
| Gradient Investments LLC | 2 | $137 | 0.00% | −18−90.0% | Reduced |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −2,000,466−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,803,240−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,014,728−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −898,479−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −606,800−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −523,115−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −371,188−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −306,492−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −136,793−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −126,148−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −121,208−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −117,500−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −86,633−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −79,770−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −77,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −70,766−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −66,192−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −508,408−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −60,544−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −60,060−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −50,470−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −45,910−100.0% | Sold out |