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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 2025

Institutional positions in BILL Holdings, Inc. as of Mar 31, 2025. 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
394
−15 vs. Q4 2024
Shares held
93.2M
−1.23M (−1.3%) vs. Q4 2024
Total value
$4.28B
−$3.72B (−46.5%) vs. Q4 2024
New holders
93
133 more added
Sold out
108
128 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 394 institutions
Q1 2021: 312 institutionsQ2 2021: 346 institutionsQ3 2021: 432 institutionsQ4 2021: 480 institutionsQ1 2022: 486 institutionsQ2 2022: 433 institutionsQ3 2022: 490 institutionsQ4 2022: 482 institutionsQ1 2023: 406 institutionsQ2 2023: 419 institutionsQ3 2023: 423 institutionsQ4 2023: 412 institutionsQ1 2024: 377 institutionsQ2 2024: 338 institutionsQ3 2024: 346 institutionsQ4 2024: 413 institutionsQ1 2025: 394 institutionsQ2 2025: 371 institutionsQ3 2025: 365 institutionsQ4 2025: 366 institutionsQ1 2026: 341 institutionsQ2 2026: 341 institutions
Value heldQ1 2025: $4.28B
Q1 2021: $11.6BQ2 2021: $15.2BQ3 2021: $25.3BQ4 2021: $25.0BQ1 2022: $23.0BQ2 2022: $11.1BQ3 2022: $13.4BQ4 2022: $11.4BQ1 2023: $8.60BQ2 2023: $12.6BQ3 2023: $11.5BQ4 2023: $8.36BQ1 2024: $6.55BQ2 2024: $4.86BQ3 2024: $4.79BQ4 2024: $8.03BQ1 2025: $4.28BQ2 2025: $4.46BQ3 2025: $5.43BQ4 2025: $5.96BQ1 2026: $3.92BQ2 2026: $3.55B
Institutions holding BILL and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.55B
Q1 2026341$3.92B
Q4 2025366$5.96B
Q3 2025365$5.43B
Q2 2025371$4.46B
Q1 2025394$4.28B
Q4 2024413$8.03B
Q3 2024346$4.79B
Q2 2024338$4.86B
Q1 2024377$6.55B
Q4 2023412$8.36B
Q3 2023423$11.5B
Q2 2023419$12.6B
Q1 2023406$8.60B
Q4 2022482$11.4B
Q3 2022490$13.4B
Q2 2022433$11.1B
Q1 2022486$23.0B
Q4 2021480$25.0B
Q3 2021432$25.3B
Q2 2021346$15.2B
Q1 2021312$11.6B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2024.

Institutions holding BILL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC1,236$56.7K0.00%+930+303.9%Added
Peregrine Capital Management LLC1,103$50.6K0.00%−94,284−98.8%Reduced
Farther Finance Advisors, LLC1,053$48.2K0.00%+1,007+2,189.1%Added
Skopos Labs, Inc.889$40.8K0.01%+377+73.6%Added
Advisors Asset Management, Inc.852$39.1K0.00%−127−13.0%Reduced
Quarry LP766$35.2K0.01%+354+85.9%Added
Pilgrim Partners Asia Pte Ltd760$34.9K0.03%+300+65.2%Added
Fifth Third Bancorp749$34.4K0.00%+429+134.1%Added
Wolverine Asset Management LLC741$34.0K0.00%+741New
Northwestern Mutual Wealth Management Co707$32.4K0.00%−68−8.8%Reduced
New Age Alpha Advisors, LLC674$30.9K0.00%+674New
SBI Securities Co., Ltd.648$29.7K0.00%−84−11.5%Reduced
Ronald Blue Trust, Inc.622$28.5K0.00%+60+10.7%Added
Allworth Financial LP622$27.9K0.00%+181+41.0%Added
FNY Investment Advisers, LLC600$27.0K0.02%+100+20.0%Added
Nisa Investment Advisors, LLC528$24.2K0.00%+528New
CWM, LLC532$24.0K0.00%−992−65.1%Reduced
Nomura Asset Management Co Ltd380$17.4K0.00%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)367$16.8K0.00%00.0%Unchanged
First Horizon Advisors, Inc.351$16.1K0.00%+163+86.7%Added
Ci Investments Inc.357$16.0K0.00%−25−6.5%Reduced
Versant Capital Management, Inc331$15.2K0.00%−1,284−79.5%Reduced
Clearstead Advisors, LLC325$14.9K0.00%+59+22.2%Added
Umb Bank N A317$14.5K0.00%−97−23.4%Reduced
Crewe Advisors LLC307$14.1K0.00%00.0%Unchanged
Boston Private Wealth LLC284$13.0K0.00%+284New
Lindbrook Capital, LLC261$12.0K0.00%−314−54.6%Reduced
Parallel Advisors, LLC247$11.3K0.00%−763−75.5%Reduced
Rise Advisors, LLC245$11.2K0.00%+245New
GWM Advisors LLC225$10.3K0.00%00.0%Unchanged
Danske Bank A/S200$9.18K0.00%00.0%Unchanged
ORG Wealth Partners, LLC200$9.15K0.00%+200New
Massmutual Trust Co FSB160$7.34K0.00%+145+966.7%Added
Signaturefd, LLC145$6.65K0.00%−166−53.4%Reduced
Huntington National Bank128$5.87K0.00%−16−11.1%Reduced
Arlington Trust Co LLC118$5.42K0.00%00.0%Unchanged
Aventura Private Wealth, LLC116$5.32K0.00%−44−27.5%Reduced
Parkside Financial Bank & Trust112$5.14K0.00%+89+387.0%Added
SRS Capital Advisors, Inc.110$5.05K0.00%−1,327−92.3%Reduced
Bessemer Group Inc105$5.00K0.00%+105New
CarsonAllaria Wealth Management, Ltd.100$4.59K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd81$3.72K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc43$3.64K0.00%00.0%Unchanged
Rakuten Securities, Inc.72$3.30K0.00%+71+7,100.0%Added
Sierra Ocean, LLC72$3.30K0.00%+72New
Fortitude Family Office, LLC69$3.17K0.00%00.0%Unchanged
Larson Financial Group LLC66$3.03K0.00%+62+1,550.0%Added
Harel Insurance Investments & Financial Services Ltd.63$3.00K0.00%+13+26.0%Added
Farmers & Merchants Investments Inc60$2.75K0.00%+60New
Private Wealth Management Group, LLC55$2.52K0.00%−47−46.1%Reduced
Jones Financial Companies LLLP51$2.36K0.00%−134−72.4%Reduced
Whittier Trust Co of Nevada Inc45$2.06K0.00%+26+136.8%Added
Geneos Wealth Management Inc.44$2.02K0.00%+15+51.7%Added
EverSource Wealth Advisors, LLC39$1.79K0.00%−264−87.1%Reduced
Bell Investment Advisors, Inc36$1.65K0.00%+21+140.0%Added
Continuum Advisory, LLC36$1.65K0.00%−2−5.3%Reduced
UMA Financial Services, Inc.33$1.51K0.00%+33New
JFS Wealth Advisors, LLC30$1.38K0.00%00.0%Unchanged
Kestra Investment Management, LLC25$1.15K0.00%+25New
Atticus Wealth Management, LLC24$1.10K0.00%00.0%Unchanged
WPG Advisers, LLC24$1.10K0.00%−29−54.7%Reduced
Wolff Wiese Magana LLC22$1.01K0.00%00.0%Unchanged
Hemington Wealth Management32$1.00K0.00%−32−50.0%Reduced
South State Corp.20$9180.00%+20New
Quent Capital, LLC19$8720.00%00.0%Unchanged
Sachetta, LLC18$8270.00%−41−69.5%Reduced
Bullock Wealth Management Group18$8240.00%+18New
Cullen/Frost Bankers, Inc.16$7340.00%−6−27.3%Reduced
NewSquare Capital LLC15$6880.00%+15New
Marshall & Sterling Wealth Advisors Inc.15$6880.00%+15New
DHJJ Financial Advisors, Ltd.14$6430.00%+14New
Smartleaf Asset Management LLC13$6010.00%−67−83.8%Reduced
Sunbelt Securities, Inc.13$5970.00%00.0%Unchanged
Park Place Capital Corp13$5970.00%00.0%Unchanged
MAI Capital Management11$5050.00%00.0%Unchanged
Raffa Wealth Management, LLC11$5050.00%00.0%Unchanged
SJS Investment Consulting Inc.10$4590.00%+2+25.0%Added
Whittier Trust Co10$4580.00%+10New
Global Financial Private Client, LLC9$4130.00%+7+350.0%Added
Mirae Asset Global Investments Co., Ltd.15,098$3290.00%+14,725+3,947.7%Added
MV Capital Management, Inc.7$3220.00%−19−73.1%Reduced
American Capital Advisory, LLC7$3220.00%+7New
DiNuzzo Private Wealth, Inc.6$2760.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$2750.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd4$1840.00%−998−99.6%Reduced
Whipplewood Advisors, LLC11$1380.00%+8+266.7%Added
Winnow Wealth LLC3$1380.00%00.0%Unchanged
True Wealth Design, LLC3$1380.00%+3New
Bay Harbor Wealth Management, LLC3$1370.00%+3New
AdvisorNet Financial, Inc1$460.00%−14−93.3%Reduced
Principia Wealth Advisory, LLC1$440.00%+1New
Hantz Financial Services, Inc.4$00.00%+4New
Capital Advisors, Ltd. LLC3$00.00%+3New
Avion Wealth9$00.00%+9New
Newlands Management Operations LLC0$00.00%−2,620,062−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−658,040−100.0%Sold out
Mane Global Capital Management LP0$00.00%−502,749−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−323,511−100.0%Sold out
3G Capital Partners LP0$00.00%−310,000−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−300,000−100.0%Sold out