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 2026
Institutional positions in BILL Holdings, Inc. as of Jun 30, 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
- +3 vs. Q1 2026
- Shares held
- 98.1M
- −4.16M (−4.1%) vs. Q1 2026
- Total value
- $3.55B
- −$369.9M (−9.4%) vs. Q1 2026
- New holders
- 65
- 103 more added
- Sold out
- 62
- 127 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding BILL Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 12,293 | $444.5K | 0.00% | −64,043−83.9% | Reduced |
| Allstate Corp | 12,213 | $441.6K | 0.00% | +12,213 | New |
| New Age Alpha Advisors, LLC | 11,958 | $432.4K | 0.02% | +5,273+78.9% | Added |
| Shepherd Financial Partners LLC | 11,918 | $431.0K | 0.04% | −2,105−15.0% | Reduced |
| Two Sigma Securities, LLC | 11,730 | $424.2K | 0.04% | +11,730 | New |
| Blueshift Asset Management, LLC | 11,599 | $419.4K | 0.10% | +11,599 | New |
| Fieldview Capital Management, LLC | 11,540 | $417.3K | 0.12% | +11,540 | New |
| Holocene Advisors, LP | 11,436 | $413.5K | 0.00% | +11,436 | New |
| Quent Capital, LLC | 11,132 | $402.5K | 0.02% | −35−0.3% | Reduced |
| Captrust Financial Advisors | 11,100 | $401.4K | 0.00% | +11,100 | New |
| Xponance, Inc. | 10,847 | $392.2K | 0.00% | +384+3.7% | Added |
| Virginia Retirement Systems Et Al | 10,600 | $383.3K | 0.00% | +1,300+14.0% | Added |
| Wells Fargo & Company | 10,493 | $379.4K | 0.00% | −8,755−45.5% | Reduced |
| PEAK6 LLC | 10,247 | $370.5K | 0.01% | +7,315+249.5% | Added |
| Public Employees Retirement Association of Colorado | 10,155 | $367.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 9,650 | $348.9K | 0.00% | −7,299−43.1% | Reduced |
| Teacher Retirement System of Texas | 9,417 | $340.5K | 0.00% | +9,417 | New |
| Private Advisory Group LLC | 9,374 | $339.0K | 0.02% | −195−2.0% | Reduced |
| Barton Investment Management | 9,312 | $336.7K | 0.05% | −4,870−34.3% | Reduced |
| Elevatus Welath Management | 9,160 | $331.2K | 0.08% | +9,160 | New |
| IMC-Chicago, LLC | 9,066 | $327.8K | 0.00% | +9,066 | New |
| Bourgeon Capital Management LLC | 8,750 | $316.4K | 0.05% | +8,750 | New |
| Resonant Capital Advisors, LLC | 8,743 | $316.1K | 0.02% | +392+4.7% | Added |
| Jefferies Financial Group Inc. | 8,600 | $311.0K | 0.00% | +1,600+22.9% | Added |
| Capstone Investment Advisors, LLC | 8,400 | $303.7K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,555 | $293.1K | 0.01% | +159+2.5% | Added |
| Creative Planning | 8,078 | $292.1K | 0.00% | −13,295−62.2% | Reduced |
| Delta Global Management LP | 7,945 | $287.3K | 0.03% | +7,945 | New |
| State of Wyoming | 7,203 | $260.5K | 0.03% | +6,378+773.1% | Added |
| DekaBank Deutsche Girozentrale | 6,791 | $254.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 6,946 | $249.6K | 0.02% | +6,946 | New |
| Mercer Global Advisors Inc | 6,869 | $248.4K | 0.00% | +6,869 | New |
| Acadian Asset Management LLC | 6,778 | $245.0K | 0.00% | +3,446+103.4% | Added |
| Sequoia Financial Advisors, LLC | 6,558 | $237.1K | 0.00% | −1,831−21.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,297 | $227.7K | 0.01% | +3,029+92.7% | Added |
| Ensign Peak Advisors, Inc | 6,260 | $226.4K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 6,152 | $222.5K | 0.01% | +6,152 | New |
| Infrastructure Capital Advisors, LLC | 6,000 | $217.0K | 0.02% | +6,000 | New |
| One68 Global Capital, LLC | 6,000 | $217.0K | 0.46% | +6,000 | New |
| Swiss Life Asset Management Ltd | 5,962 | $215.6K | 0.00% | +241+4.2% | Added |
| Jain Global LLC | 5,927 | $214.3K | 0.00% | +5,927 | New |
| Oxford Asset Management LLP | 5,919 | $214.0K | 0.11% | +5,919 | New |
| Fred Alger Management, LLC | 5,840 | $211.2K | 0.00% | +5,840 | New |
| Aigen Investment Management, LP | 5,676 | $205.2K | 0.06% | +5,676 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,376 | $194.4K | 0.00% | +1,503+38.8% | Added |
| Nykredit A/S | 3,949 | $142.8K | 0.00% | +3,949 | New |
| STRS Ohio | 3,622 | $131.0K | 0.00% | +1,697+88.2% | Added |
| Leonteq Securities AG | 3,616 | $130.8K | 0.01% | +863+31.3% | Added |
| Capula Management Ltd | 3,239 | $117.1K | 0.00% | −104−3.1% | Reduced |
| Hantz Financial Services, Inc. | 3,225 | $117.0K | 0.00% | −389−10.8% | Reduced |
| Farther Finance Advisors, LLC | 3,144 | $113.7K | 0.00% | +1,095+53.4% | Added |
| Phillip James Consulting Co. | 1,077 | $98.7K | 0.08% | +1,077 | New |
| KBC Group NV | 2,644 | $96.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,455 | $88.8K | 0.00% | +856+53.5% | Added |
| Geneos Wealth Management Inc. | 2,125 | $76.8K | 0.00% | +625+41.7% | Added |
| Plato Investment Management Ltd | 1,974 | $71.0K | 0.00% | +1,914+3,190.0% | Added |
| Institute for Wealth Management, LLC. | 1,434 | $51.9K | 0.00% | +1,434 | New |
| SBI Securities Co., Ltd. | 1,344 | $48.6K | 0.00% | −31−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,342 | $48.5K | 0.00% | +166+14.1% | Added |
| DV Trading LLC | 1,304 | $47.2K | 0.00% | +1,304 | New |
| Eurizon Capital SGR S.p.A. | 1,276 | $45.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,248 | $45.1K | 0.00% | −1,175−48.5% | Reduced |
| Aquatic Capital Management LLC | 901 | $32.6K | 0.00% | +901 | New |
| The PNC Financial Services Group, Inc. | 780 | $28.2K | 0.00% | −1,343−63.3% | Reduced |
| Versant Capital Management, Inc | 722 | $26.1K | 0.00% | +430+147.3% | Added |
| Advisor Group Holdings, Inc. | 719 | $26.0K | 0.00% | −29−3.9% | Reduced |
| Larson Financial Group LLC | 687 | $24.8K | 0.00% | +559+436.7% | Added |
| Northwestern Mutual Wealth Management Co | 658 | $23.8K | 0.00% | −102−13.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 654 | $23.6K | 0.00% | +398+155.5% | Added |
| Global Retirement Partners, LLC | 576 | $20.8K | 0.00% | +576 | New |
| Allworth Financial LP | 526 | $19.0K | 0.00% | −98−15.7% | Reduced |
| NBC Securities, Inc. | 500 | $18.1K | 0.00% | +500 | New |
| Bayforest Capital Ltd | 490 | $17.7K | 0.02% | −2,011−80.4% | Reduced |
| Jones Financial Companies LLLP | 472 | $16.8K | 0.00% | +334+242.0% | Added |
| SRS Capital Advisors, Inc. | 452 | $16.3K | 0.00% | +452 | New |
| Wolverine Asset Management LLC | 400 | $14.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 400 | $14.5K | 0.00% | +400 | New |
| Turim 21 Investimentos Ltda. | 392 | $14.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 380 | $13.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 344 | $12.4K | 0.00% | −836−70.8% | Reduced |
| Crewe Advisors LLC | 307 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 283 | $10.0K | 0.00% | +178+169.5% | Added |
| Transce3nd, LLC | 219 | $9.06K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 244 | $8.82K | 0.00% | −364−59.9% | Reduced |
| Ronald Blue Trust, Inc. | 219 | $7.92K | 0.00% | −24−9.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 217 | $7.85K | 0.00% | −1,783−89.1% | Reduced |
| Danske Bank A/S | 200 | $7.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 198 | $7.16K | 0.00% | −3−1.5% | Reduced |
| Parallel Advisors, LLC | 181 | $6.54K | 0.00% | −385−68.0% | Reduced |
| IFP Advisors, Inc | 156 | $5.64K | 0.00% | +40+34.5% | Added |
| Cedar Mountain Advisors, LLC | 148 | $5.35K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 117 | $4.23K | 0.00% | −134−53.4% | Reduced |
| Quarry LP | 114 | $4.12K | 0.00% | +114 | New |
| Covestor Ltd | 114 | $4.00K | 0.00% | +19+20.0% | Added |
| True Wealth Design, LLC | 103 | $3.73K | 0.00% | −13−11.2% | Reduced |
| ZRC Wealth Management, LLC | 91 | $3.29K | 0.00% | −54−37.2% | Reduced |
| Massmutual Trust Co FSB | 87 | $3.15K | 0.00% | −28−24.3% | Reduced |
| Evelyn Partners Group Ltd | 81 | $2.93K | 0.00% | +81 | New |
| Farmers & Merchants Investments Inc | 70 | $2.53K | 0.00% | 00.0% | Unchanged |