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 2025
Institutional positions in BILL Holdings, Inc. as of Dec 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
- 366
- +9 vs. Q3 2025
- Shares held
- 109.2M
- +6.94M (+6.8%) vs. Q3 2025
- Total value
- $5.96B
- +$534.5M (+9.9%) vs. Q3 2025
- New holders
- 76
- 107 more added
- Sold out
- 67
- 124 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 228 | $12.4K | 0.00% | +17+8.1% | Added |
| Rossby Financial, LCC | 201 | $11.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 219 | $10.3K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $9.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 138 | $7.53K | 0.00% | +138 | New |
| Jones Financial Companies LLLP | 129 | $7.04K | 0.00% | +3+2.4% | Added |
| SageView Advisory Group, LLC | 125 | $6.82K | 0.00% | +125 | New |
| Versant Capital Management, Inc | 113 | $6.18K | 0.00% | +3+2.7% | Added |
| West Branch Capital LLC | 94 | $5.13K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 94 | $5.13K | 0.00% | +94 | New |
| EverSource Wealth Advisors, LLC | 88 | $4.80K | 0.00% | +27+44.3% | Added |
| Huntington National Bank | 84 | $4.58K | 0.00% | −5−5.6% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 81 | $4.42K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 76 | $4.14K | 0.00% | +6+8.6% | Added |
| Farmers & Merchants Investments Inc | 70 | $3.82K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $3.16K | 0.00% | +58 | New |
| Prestige Wealth Management Group LLC | 57 | $3.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $3.11K | 0.00% | +31+119.2% | Added |
| T. Rowe Price Investment Management, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $2.84K | 0.00% | −23−30.7% | Reduced |
| Parkside Financial Bank & Trust | 46 | $2.51K | 0.00% | +10+27.8% | Added |
| IFP Advisors, Inc | 42 | $2.29K | 0.00% | +5+13.5% | Added |
| ZRC Wealth Management, LLC | 39 | $2.13K | 0.00% | +39 | New |
| Smartleaf Asset Management LLC | 37 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 37 | $2.02K | 0.00% | +37 | New |
| Boreal Capital Management LLC | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.64K | 0.00% | +25+500.0% | Added |
| Godfrey Financial Associates, Inc. | 30 | $1.64K | 0.00% | +30 | New |
| Keating Financial Advisory Services, Inc. | 29 | $1.58K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $1.31K | 0.00% | +24 | New |
| Kilter Group LLC | 23 | $1.25K | 0.00% | −7−23.3% | Reduced |
| Bogart Wealth, LLC | 23 | $1.25K | 0.00% | −2−8.0% | Reduced |
| Bullock Wealth Management Group | 21 | $1.15K | 0.00% | +3+16.7% | Added |
| Atlantic Union Bankshares Corp | 19 | $1.04K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 19 | $1.04K | 0.00% | +16+533.3% | Added |
| Fortitude Family Office, LLC | 18 | $982 | 0.00% | −9−33.3% | Reduced |
| MAI Capital Management | 16 | $873 | 0.00% | −9−36.0% | Reduced |
| MV Capital Management, Inc. | 15 | $819 | 0.00% | +9+150.0% | Added |
| Sachetta, LLC | 12 | $655 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $655 | 0.00% | −1−7.7% | Reduced |
| Cromwell Holdings LLC | 12 | $654 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $654 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $600 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $546 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $491 | 0.00% | +6+200.0% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $436 | 0.00% | +6+300.0% | Added |
| Rialto Wealth Management, LLC | 7 | $382 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $381 | 0.00% | +2+40.0% | Added |
| Quaker Wealth Management, LLC | 6 | $328 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 6 | $327 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $273 | 0.00% | +5 | New |
| Newbridge Financial Services Group, Inc. | 5 | $273 | 0.00% | +5 | New |
| United Financial Planning Group LLC | 5 | $273 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 4 | $218 | 0.00% | −532−99.3% | Reduced |
| Horizon Investments, LLC | 4 | $218 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $164 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $164 | 0.00% | +3 | New |
| WPG Advisers, LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $109 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $105 | 0.00% | +2 | New |
| Winnow Wealth LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 5 | $0 | 0.00% | +5 | New |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −1,354,248−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −334,270−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −239,858−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −239,858−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −181,120−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −151,654−100.0% | Sold out |
| Ivy Lane Capital Management, LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −115,833−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −109,926−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,100−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −67,767−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −63,811−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −59,843−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −54,733−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −54,187−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −51,662−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,752−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −47,842−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −47,190−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −37,200−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −32,252−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,044−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −31,501−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −28,197−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −25,952−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −23,396−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −19,057−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,287−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −5,914−100.0% | Sold out |