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 2026
Institutional positions in BILL Holdings, Inc. as of Mar 31, 2026. 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
- 341
- −20 vs. Q4 2025
- Shares held
- 102.3M
- +4.45M (+4.5%) vs. Q4 2025
- Total value
- $3.92B
- −$1.42B (−26.5%) vs. Q4 2025
- New holders
- 65
- 118 more added
- Sold out
- 85
- 114 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 46 | $1.76K | 0.00% | +22+91.7% | Added |
| Sachetta, LLC | 43 | $1.65K | 0.00% | +31+258.3% | Added |
| Leo H. Evart, Inc. | 34 | $1.30K | 0.00% | +34 | New |
| Smartleaf Asset Management LLC | 32 | $1.19K | 0.00% | −5−13.5% | Reduced |
| Boreal Capital Management LLC | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $1.03K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +10+250.0% | Added |
| Zions Bancorporation, National Association | 26 | $996 | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 24 | $920 | 0.00% | −253−91.3% | Reduced |
| Bell Investment Advisors, Inc | 24 | $920 | 0.00% | +24 | New |
| Bogart Wealth, LLC | 23 | $881 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $843 | 0.00% | −62−73.8% | Reduced |
| Advisory Services Network, LLC | 22 | $843 | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 22 | $843 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 18 | $691 | 0.00% | −28−60.9% | Reduced |
| Nisa Investment Advisors, LLC | 17 | $651 | 0.00% | −59−77.6% | Reduced |
| Sunrise Financial Services, LLC | 15 | $575 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 13 | $497 | 0.00% | +5+62.5% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $460 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $460 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $460 | 0.00% | +1+9.1% | Added |
| South State Corp. | 12 | $460 | 0.00% | +7+140.0% | Added |
| SJS Investment Consulting Inc. | 11 | $422 | 0.00% | +1+10.0% | Added |
| Rothschild Investment LLC | 11 | $421 | 0.00% | −19−63.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $421 | 0.00% | +4+57.1% | Added |
| Bare Financial Services, Inc | 11 | $421 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $418 | 0.00% | +8+400.0% | Added |
| Atlas Capital Advisors LLC | 9 | $344 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 6 | $230 | 0.00% | −1−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 6 | $230 | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 5 | $192 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $192 | 0.00% | +3+150.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $192 | 0.00% | +5 | New |
| Essential Partners LLC | 5 | $192 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $153 | 0.00% | −1−20.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 2 | $77 | 0.00% | −27−93.1% | Reduced |
| MV Capital Management, Inc. | 2 | $77 | 0.00% | −13−86.7% | Reduced |
| American Capital Advisory, LLC | 2 | $77 | 0.00% | −7−77.8% | Reduced |
| Quaker Wealth Management, LLC | 2 | $77 | 0.00% | −4−66.7% | Reduced |
| WPG Advisers, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −3,000,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −693,379−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −641,710−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −289,289−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −253,445−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −198,383−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −155,100−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −92,841−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −91,094−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −64,813−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −53,587−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −37,241−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −33,843−100.0% | Sold out |
| Heights Point Management, LP | 0 | $0 | 0.00% | −32,560−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −31,815−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −25,634−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −25,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,467−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −22,899−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −16,837−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −15,235−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,349−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −14,186−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −12,684−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −11,962−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −11,959−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −11,237−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −9,841−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −6,932−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −6,533−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| T3 Companies, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,711−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,697−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −4,429−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |