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, Q2 2025
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- 371
- −20 vs. Q1 2025
- Shares held
- 96.5M
- +3.31M (+3.6%) vs. Q1 2025
- Total value
- $4.46B
- +$183.6M (+4.3%) vs. Q1 2025
- New holders
- 59
- 127 more added
- Sold out
- 79
- 135 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glenmede Investment Management, LP | 236 | $10.9K | 0.00% | +236 | New |
| Parallel Advisors, LLC | 235 | $10.9K | 0.00% | −12−4.9% | Reduced |
| Danske Bank A/S | 200 | $9.25K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 200 | $9.21K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 197 | $9.11K | 0.00% | +172+688.0% | Added |
| Covestor Ltd | 185 | $9.00K | 0.01% | −1,183−86.5% | Reduced |
| Bessemer Group Inc | 196 | $9.00K | 0.00% | +91+86.7% | Added |
| Cullen/Frost Bankers, Inc. | 165 | $7.63K | 0.00% | +149+931.3% | Added |
| Clearstead Advisors, LLC | 152 | $7.03K | 0.00% | −173−53.2% | Reduced |
| Massmutual Trust Co FSB | 136 | $6.29K | 0.00% | −24−15.0% | Reduced |
| Versant Capital Management, Inc | 110 | $5.09K | 0.00% | −221−66.8% | Reduced |
| Farther Finance Advisors, LLC | 100 | $4.63K | 0.00% | −953−90.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 97 | $4.49K | 0.00% | −15−13.4% | Reduced |
| Rossby Financial, LCC | 89 | $4.12K | 0.00% | +89 | New |
| Huntington National Bank | 89 | $4.12K | 0.00% | −39−30.5% | Reduced |
| CWM, LLC | 79 | $4.00K | 0.00% | −453−85.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 81 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 72 | $3.33K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 70 | $3.24K | 0.00% | −75−51.7% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $3.24K | 0.00% | +10+16.7% | Added |
| SRS Capital Advisors, Inc. | 49 | $2.87K | 0.00% | −61−55.5% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $2.64K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 53 | $2.45K | 0.00% | +14+35.9% | Added |
| Caitong International Asset Management Co., Ltd | 50 | $2.31K | 0.00% | +46+1,150.0% | Added |
| Hemington Wealth Management | 56 | $2.00K | 0.00% | +24+75.0% | Added |
| Armstrong Advisory Group, Inc | 43 | $1.99K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 42 | $1.94K | 0.00% | −2−4.5% | Reduced |
| Jones Financial Companies LLLP | 39 | $1.78K | 0.00% | −12−23.5% | Reduced |
| Smartleaf Asset Management LLC | 37 | $1.69K | 0.00% | +24+184.6% | Added |
| Larson Financial Group LLC | 34 | $1.57K | 0.00% | −32−48.5% | Reduced |
| WPG Advisers, LLC | 30 | $1.39K | 0.00% | +6+25.0% | Added |
| Boreal Capital Management LLC | 30 | $1.39K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 26 | $1.20K | 0.00% | −10−27.8% | Reduced |
| Nisa Investment Advisors, LLC | 25 | $1.16K | 0.00% | −503−95.3% | Reduced |
| Kilter Group LLC | 25 | $1.16K | 0.00% | +25 | New |
| Atticus Wealth Management, LLC | 24 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $971 | 0.00% | −48−69.6% | Reduced |
| Bullock Wealth Management Group | 20 | $921 | 0.00% | +2+11.1% | Added |
| Aventura Private Wealth, LLC | 19 | $879 | 0.00% | −97−83.6% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $879 | 0.00% | −11−36.7% | Reduced |
| NewSquare Capital LLC | 15 | $694 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $648 | 0.00% | −889−98.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $648 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $601 | 0.00% | +13 | New |
| Sachetta, LLC | 12 | $556 | 0.00% | −6−33.3% | Reduced |
| Global Retirement Partners, LLC | 12 | $555 | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $555 | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $509 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $509 | 0.00% | +5+83.3% | Added |
| Hughes Financial Services, LLC | 12 | $507 | 0.00% | +12 | New |
| TFC Financial Management | 10 | $463 | 0.00% | +10 | New |
| Whittier Trust Co | 10 | $462 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6 | $278 | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $278 | 0.00% | −4−40.0% | Reduced |
| Optiver Holding B.V. | 6 | $278 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 5 | $231 | 0.00% | +2+66.7% | Added |
| Rothschild Investment LLC | 5 | $231 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $231 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $186 | 0.00% | −3−42.9% | Reduced |
| Whipplewood Advisors, LLC | 3 | $139 | 0.00% | −8−72.7% | Reduced |
| TD Private Client Wealth LLC | 3 | $139 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $93 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $93 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $47 | 0.00% | −2−66.7% | Reduced |
| IMA Wealth, Inc. | 1 | $46 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| WoodTrust Financial Corp | 42,955 | – | – | +25,055+140.0% | Added |
| Daiwa Securities Group Inc. | 350 | – | – | +350 | New |
| Fiera Capital Corp | 0 | $0 | 0.00% | −634,430−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −476,186−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −249,223−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −156,447−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −154,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −103,920−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −98,875−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −73,102−100.0% | Sold out |
| Tikvah Management LLC | 0 | $0 | 0.00% | −57,590−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −54,147−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −42,335−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −37,874−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −36,304−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −35,098−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −28,280−100.0% | Sold out |
| Siren, L.L.C. | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −26,310−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,305−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −23,262−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −22,409−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,841−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −19,414−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −18,619−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −18,408−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −18,345−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −17,747−100.0% | Sold out |