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, Q3 2024
Institutional positions in BILL Holdings, Inc. as of Sep 30, 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
- 346
- +13 vs. Q2 2024
- Shares held
- 90.7M
- +3.40M (+3.9%) vs. Q2 2024
- Total value
- $4.79B
- +$199.0M (+4.3%) vs. Q2 2024
- New holders
- 75
- 121 more added
- Sold out
- 62
- 124 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arlington Trust Co LLC | 118 | $6.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $5.38K | 0.00% | +81+385.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 81 | $4.27K | 0.00% | −4−4.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 74 | $4.00K | 0.00% | +1+1.4% | Added |
| Fortitude Family Office, LLC | 69 | $3.64K | 0.00% | +69 | New |
| Cullen/Frost Bankers, Inc. | 62 | $3.27K | 0.00% | +58+1,450.0% | Added |
| Harvest Fund Management Co., Ltd | 59 | $3.00K | 0.00% | +12+25.5% | Added |
| Sachetta, LLC | 53 | $2.80K | 0.00% | +13+32.5% | Added |
| Farther Finance Advisors, LLC | 44 | $2.32K | 0.00% | −4−8.3% | Reduced |
| Armstrong Advisory Group, Inc | 43 | $2.27K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 41 | $2.16K | 0.00% | +41 | New |
| Smartleaf Asset Management LLC | 38 | $2.02K | 0.00% | +13+52.0% | Added |
| Hemington Wealth Management | 48 | $2.00K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 35 | $1.85K | 0.00% | −28−44.4% | Reduced |
| Brown Brothers Harriman & Co | 35 | $1.85K | 0.00% | +35 | New |
| Principal Securities, Inc. | 32 | $1.69K | 0.00% | +18+128.6% | Added |
| HM Payson & Co | 27 | $1.43K | 0.00% | +27 | New |
| Rakuten Securities, Inc. | 26 | $1.37K | 0.00% | −88−77.2% | Reduced |
| MV Capital Management, Inc. | 26 | $1.37K | 0.00% | +23+766.7% | Added |
| AdvisorNet Financial, Inc | 25 | $1.32K | 0.00% | −70−73.7% | Reduced |
| Atticus Wealth Management, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.16K | 0.00% | +22 | New |
| Foster Dykema Cabot & Partners, LLC | 22 | $1.16K | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 15 | $791 | 0.00% | +5+50.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $739 | 0.00% | +1+7.7% | Added |
| Glen Eagle Advisors, LLC | 13 | $686 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13 | $686 | 0.00% | +3+30.0% | Added |
| Sunbelt Securities, Inc. | 13 | $686 | 0.00% | +13 | New |
| Continuum Advisory, LLC | 7 | $605 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 11 | $580 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $511 | 0.00% | +7+233.3% | Added |
| Bell Investment Advisors, Inc | 9 | $475 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $366 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 6 | $317 | 0.00% | −16−72.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $317 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $317 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $264 | 0.00% | −1−16.7% | Reduced |
| Rothschild Investment LLC | 4 | $211 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 3 | $158 | 0.00% | −124−97.6% | Reduced |
| Claris Advisors, LLC | 3 | $158 | 0.00% | +3 | New |
| Capital Performance Advisors LLP | 3 | $158 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 2 | $106 | 0.00% | +2 | New |
| Elequin Capital LP | 1 | $53 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −1,512,361−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −309,076−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −267,617−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −169,317−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −163,124−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −130,803−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −119,791−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −77,517−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −42,487−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −39,261−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −39,046−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −30,603−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −27,313−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −26,671−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −22,895−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,866−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −21,745−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,427−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −15,846−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −13,987−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,339−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,839−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,560−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −12,308−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −11,167−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −9,692−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,001−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,098−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,428−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −17−100.0% | Sold out |