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, Q4 2024
Institutional positions in BILL Holdings, Inc. as of Dec 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
- 413
- +72 vs. Q3 2024
- Shares held
- 94.7M
- +4.32M (+4.8%) vs. Q3 2024
- Total value
- $8.03B
- +$3.26B (+68.3%) vs. Q3 2024
- New holders
- 130
- 127 more added
- Sold out
- 58
- 111 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coign Capital Advisors LLC | 2,417 | $204.7K | 0.19% | +2,417 | New |
| Aigen Investment Management, LP | 2,453 | $207.8K | 0.04% | −53,108−95.6% | Reduced |
| CAPROCK Group, Inc. | 2,485 | $210.5K | 0.01% | +2,485 | New |
| Petrus Trust Company, LTA | 2,536 | $214.8K | 0.02% | −2,167−46.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,558 | $216.7K | 0.03% | +2,558 | New |
| United Capital Financial Advisers, LLC | 2,586 | $219.1K | 0.00% | +2,586 | New |
| Steward Partners Investment Advisory, LLC | 2,627 | $222.5K | 0.00% | −25−0.9% | Reduced |
| Guggenheim Capital LLC | 2,632 | $223.0K | 0.00% | +2,632 | New |
| Oppenheimer Asset Management Inc. | 2,679 | $226.9K | 0.00% | +2,679 | New |
| Commonwealth Equity Services, LLC | 2,701 | $229.0K | 0.00% | +2,701 | New |
| Fifth Third Wealth Advisors LLC | 2,824 | $239.2K | 0.01% | +2,824 | New |
| Creative Planning | 2,846 | $241.0K | 0.00% | +2,846 | New |
| Keybank National Association | 2,987 | $253.0K | 0.00% | +2,987 | New |
| Bridgefront Capital, LLC | 3,012 | $255.1K | 0.09% | −5,833−65.9% | Reduced |
| Kera Capital Partners, Inc. | 3,058 | $259.0K | 0.07% | +3,058 | New |
| Everence Capital Management Inc | 3,120 | $264.0K | 0.02% | +3,120 | New |
| TownSquare Capital, LLC | 3,210 | $271.9K | 0.00% | +3,210 | New |
| Rafferty Asset Management, LLC | 3,219 | $272.7K | 0.00% | +3,219 | New |
| Atomi Financial Group, Inc. | 3,245 | $274.9K | 0.01% | +3,245 | New |
| MUFG Securities Americas Inc. | 3,267 | $276.7K | 0.04% | +3,267 | New |
| CIBC Asset Management Inc | 3,267 | $276.7K | 0.00% | +3,267 | New |
| The PNC Financial Services Group, Inc. | 3,283 | $278.1K | 0.00% | +2,710+472.9% | Added |
| Vident Advisory, LLC | 3,314 | $280.7K | 0.00% | +3,314 | New |
| Counterpoint Mutual Funds LLC | 3,327 | $281.8K | 0.04% | +3,327 | New |
| Omers Administration Corp | 3,340 | $282.9K | 0.00% | +3,340 | New |
| Oak Thistle LLC | 3,405 | $288.4K | 0.09% | −1,451−29.9% | Reduced |
| Gotham Asset Management, LLC | 3,433 | $290.8K | 0.00% | +3,433 | New |
| Snowden Capital Advisors LLC | 3,510 | $297.3K | 0.01% | +3,510 | New |
| Cambridge Investment Research Advisors, Inc. | 3,542 | $300.0K | 0.00% | +3,542 | New |
| Atria Investments LLC | 3,693 | $312.8K | 0.00% | +3,693 | New |
| Joel Isaacson & Co., LLC | 3,880 | $328.7K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,928 | $332.7K | 0.00% | −2,702−40.8% | Reduced |
| Pathstone Holdings, LLC | 3,940 | $333.8K | 0.00% | +3,940 | New |
| Shell Asset Management Co | 3,945 | $334.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,227 | $358.1K | 0.04% | −4,449−51.3% | Reduced |
| KBC Group NV | 4,235 | $359.0K | 0.00% | +1,115+35.7% | Added |
| Quest Partners LLC | 4,271 | $361.8K | 0.05% | −1,215−22.1% | Reduced |
| JT Stratford LLC | 4,360 | $369.3K | 0.06% | +4,360 | New |
| ProShare Advisors LLC | 4,455 | $377.4K | 0.00% | +4,455 | New |
| Walleye Capital LLC | 4,491 | $380.4K | 0.00% | −133,928−96.8% | Reduced |
| Aaron Wealth Advisors | 4,618 | $391.2K | 0.05% | +455+10.9% | Added |
| Crossmark Global Holdings, Inc. | 4,705 | $398.0K | 0.01% | +4,705 | New |
| Corton Capital Inc. | 4,700 | $398.1K | 0.23% | +4,700 | New |
| RSM US Wealth Management LLC | 4,780 | $408.7K | 0.01% | +4,780 | New |
| Alpha DNA Investment Management LLC | 4,842 | $410.2K | 0.22% | +4,842 | New |
| Tower Research Capital LLC (TRC) | 4,987 | $422.4K | 0.01% | +4,599+1,185.3% | Added |
| StoneX Group Inc. | 5,002 | $423.7K | 0.02% | +5,002 | New |
| Sterling Capital Management LLC | 5,007 | $424.1K | 0.01% | +1,611+47.4% | Added |
| EntryPoint Capital, LLC | 5,033 | $426.3K | 0.18% | +5,033 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,079 | $430.2K | 0.11% | +5,079 | New |
| Quantitative Investment Management, LLC | 5,154 | $436.0K | 0.03% | +5,154 | New |
| Weiss Asset Management LP | 5,192 | $439.8K | 0.01% | −153,213−96.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,263 | $445.8K | 0.00% | −147,019−96.5% | Reduced |
| Empowered Funds, LLC | 5,324 | $451.0K | 0.01% | +207+4.0% | Added |
| Private Advisor Group, LLC | 5,346 | $452.9K | 0.00% | −1,433−21.1% | Reduced |
| US Bancorp | 5,405 | $457.9K | 0.00% | −950−14.9% | Reduced |
| Utah Retirement Systems | 5,500 | $465.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,511 | $466.8K | 0.00% | +5,511 | New |
| Centiva Capital, LP | 5,648 | $478.4K | 0.02% | −10,825−65.7% | Reduced |
| Maryland State Retirement & Pension System | 5,849 | $495.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,150 | $521.0K | 0.08% | −9,384−60.4% | Reduced |
| Washington Capital Management Inc | 6,200 | $525.2K | 0.41% | +1,000+19.2% | Added |
| Fox Run Management, L.L.C. | 6,271 | $531.2K | 0.10% | −25,949−80.5% | Reduced |
| Stifel Financial Corp | 6,584 | $557.7K | 0.00% | +6,584 | New |
| DekaBank Deutsche Girozentrale | 6,791 | $578.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,959 | $589.5K | 0.00% | −825−10.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,984 | $591.6K | 0.07% | −386−5.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 7,013 | $594.1K | 0.00% | −52,000−88.1% | Reduced |
| River & Mercantile Asset Management LLP | 7,051 | $596.9K | 0.12% | −5,175−42.3% | Reduced |
| JustInvest LLC | 7,186 | $608.7K | 0.01% | +1,826+34.1% | Added |
| Securian Asset Management, Inc | 7,198 | $609.7K | 0.02% | +7,198 | New |
| Oppenheimer & Co Inc | 7,237 | $613.0K | 0.01% | +1,494+26.0% | Added |
| Par Capital Management Inc | 7,500 | $635.3K | 0.02% | +7,500 | New |
| Left Brain Wealth Management, LLC | 7,700 | $652.3K | 0.25% | +7,700 | New |
| Brinker Capital Investments, LLC | 7,766 | $657.9K | 0.01% | +7,766 | New |
| Orion Portfolio Solutions, LLC | 7,766 | $657.9K | 0.01% | +7,766 | New |
| Cinctive Capital Management LP | 7,800 | $660.7K | 0.04% | +7,800 | New |
| M&T Bank Corp | 7,949 | $673.8K | 0.00% | +1,334+20.2% | Added |
| WoodTrust Financial Corp | 8,000 | $678.0K | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,008 | $678.0K | 0.00% | +1,294+19.3% | Added |
| Two Sigma Securities, LLC | 8,030 | $680.2K | 0.12% | +8,030 | New |
| Campbell & CO Investment Adviser LLC | 8,496 | $719.7K | 0.06% | +8,496 | New |
| Toroso Investments, LLC | 8,912 | $754.9K | 0.01% | +4,397+97.4% | Added |
| Harvest Fund Management Co., Ltd | 9,127 | $772.0K | 0.04% | +9,068+15,369.5% | Added |
| Russell Investments Group, Ltd. | 9,397 | $796.0K | 0.00% | +5,702+154.3% | Added |
| North Reef Capital Management LP | 9,442 | $799.8K | 0.04% | −280,558−96.7% | Reduced |
| Knollwood Investment Advisory, LLC | 9,511 | $805.7K | 0.08% | +9,511 | New |
| Manchester Capital Management LLC | 9,773 | $827.9K | 0.10% | 00.0% | Unchanged |
| Legato Capital Management LLC | 9,780 | $828.5K | 0.11% | +9,780 | New |
| CastleKnight Management LP | 9,800 | $830.2K | 0.09% | +9,800 | New |
| Ieq Capital, LLC | 9,981 | $845.5K | 0.01% | +6+0.1% | Added |
| Korea Investment CORP | 10,301 | $872.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,529 | $892.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 10,860 | $919.0K | 0.01% | +10,860 | New |
| Assetmark, Inc | 11,123 | $942.2K | 0.00% | +11,123 | New |
| Deutsche Bank AG | 11,148 | $944.3K | 0.00% | −10,831−49.3% | Reduced |
| CIBC Private Wealth Group, LLC | 11,818 | $974.9K | 0.00% | −29,829−71.6% | Reduced |
| Acadian Asset Management LLC | 11,573 | $979.0K | 0.00% | +10,709+1,239.5% | Added |
| Engineers Gate Manager LP | 12,532 | $1.06M | 0.02% | −73,214−85.4% | Reduced |
| Sand Hill Global Advisors, LLC | 12,608 | $1.07M | 0.05% | 00.0% | Unchanged |