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 2025
Institutional positions in BILL Holdings, Inc. as of Sep 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
- 365
- −4 vs. Q2 2025
- Shares held
- 102.5M
- +7.19M (+7.5%) vs. Q2 2025
- Total value
- $5.43B
- +$1.02B (+23.2%) vs. Q2 2025
- New holders
- 78
- 102 more added
- Sold out
- 82
- 131 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 215 | $11.4K | 0.00% | +215 | New |
| Massmutual Trust Co FSB | 211 | $11.2K | 0.00% | +75+55.1% | Added |
| Rossby Financial, LCC | 201 | $10.8K | 0.00% | +112+125.8% | Added |
| Danske Bank A/S | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $9.00K | 0.00% | −12−6.5% | Reduced |
| Assetmark, Inc | 137 | $7.26K | 0.00% | −168−55.1% | Reduced |
| Leonteq Securities AG | 135 | $7.15K | 0.00% | −2,288−94.4% | Reduced |
| Jones Financial Companies LLLP | 126 | $6.83K | 0.00% | +87+223.1% | Added |
| Advisory Services Network, LLC | 115 | $6.09K | 0.00% | +115 | New |
| Farther Finance Advisors, LLC | 111 | $5.88K | 0.00% | +11+11.0% | Added |
| Versant Capital Management, Inc | 110 | $5.83K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 94 | $4.98K | 0.00% | +94 | New |
| Huntington National Bank | 89 | $4.71K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 81 | $4.29K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $4.00K | 0.00% | −6−7.6% | Reduced |
| Hemington Wealth Management | 90 | $4.00K | 0.00% | +34+60.7% | Added |
| Signaturefd, LLC | 75 | $3.97K | 0.00% | +5+7.1% | Added |
| Clearstead Advisors, LLC | 74 | $3.92K | 0.00% | −78−51.3% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $3.71K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 70 | $3.71K | 0.00% | +45+180.0% | Added |
| EverSource Wealth Advisors, LLC | 61 | $3.23K | 0.00% | +8+15.1% | Added |
| Plato Investment Management Ltd | 60 | $3.15K | 0.00% | −1,575−96.3% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $3.02K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 54 | $3.00K | 0.00% | −483,690−100.0% | Reduced |
| Smartleaf Asset Management LLC | 37 | $2.02K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37 | $1.96K | 0.00% | −2,094−98.3% | Reduced |
| Parkside Financial Bank & Trust | 36 | $1.91K | 0.00% | −61−62.9% | Reduced |
| Larson Financial Group LLC | 33 | $1.75K | 0.00% | −1−2.9% | Reduced |
| Kilter Group LLC | 30 | $1.59K | 0.00% | +5+20.0% | Added |
| Boreal Capital Management LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $1.43K | 0.00% | +6+28.6% | Added |
| JFS Wealth Advisors, LLC | 26 | $1.38K | 0.00% | +7+36.8% | Added |
| MAI Capital Management | 25 | $1.32K | 0.00% | +19+316.7% | Added |
| Bogart Wealth, LLC | 25 | $1.32K | 0.00% | +12+92.3% | Added |
| Brown Brothers Harriman & Co | 25 | $1.32K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 24 | $1.27K | 0.00% | +24 | New |
| Quent Capital, LLC | 19 | $1.01K | 0.00% | +19 | New |
| Bullock Wealth Management Group | 18 | $967 | 0.00% | −2−10.0% | Reduced |
| Global Retirement Partners, LLC | 17 | $900 | 0.00% | +5+41.7% | Added |
| GWM Advisors LLC | 14 | $742 | 0.00% | +14 | New |
| Sachetta, LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $636 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $604 | 0.00% | +2+18.2% | Added |
| Bell Investment Advisors, Inc | 11 | $583 | 0.00% | −15−57.7% | Reduced |
| Raffa Wealth Management, LLC | 11 | $583 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $566 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 10 | $533 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $530 | 0.00% | +4+66.7% | Added |
| Rialto Wealth Management, LLC | 7 | $371 | 0.00% | +5+250.0% | Added |
| MV Capital Management, Inc. | 6 | $318 | 0.00% | +2+50.0% | Added |
| Rothschild Investment LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $212 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $159 | 0.00% | +3 | New |
| WPG Advisers, LLC | 2 | $106 | 0.00% | −28−93.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $106 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $53 | 0.00% | −71−98.6% | Reduced |
| True Wealth Design, LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 1 | $53 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $0 | 0.00% | +16 | New |
| Daiwa Securities Group Inc. | 350 | – | – | 00.0% | Unchanged |
| Abdiel Capital Advisors, LP | 0 | $0 | 0.00% | −2,579,611−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,222,902−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −919,807−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −549,946−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −507,613−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −464,155−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −385,952−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −231,399−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −223,788−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −198,305−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −195,475−100.0% | Sold out |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −181,400−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −151,564−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −103,249−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −86,467−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −83,226−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −78,363−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −76,759−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −75,280−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −68,514−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −60,375−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −59,664−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −58,346−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −50,882−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −38,237−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −28,787−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −26,956−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,563−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −22,382−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,362−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,051−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −20,768−100.0% | Sold out |