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 |
|---|---|---|---|---|---|
| Bullock Wealth Management Group | 45 | $1.75K | 0.00% | −18−28.6% | Reduced |
| EverSource Wealth Advisors, LLC | 48 | $1.74K | 0.00% | −87−64.4% | Reduced |
| Fortitude Family Office, LLC | 47 | $1.70K | 0.00% | −12−20.3% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $1.66K | 0.00% | −4−8.0% | Reduced |
| Bare Financial Services, Inc | 43 | $1.55K | 0.00% | +32+290.9% | Added |
| Leo H. Evart, Inc. | 34 | $1.23K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $1.16K | 0.00% | +32 | New |
| Smartleaf Asset Management LLC | 32 | $1.15K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $1.01K | 0.00% | −105−78.9% | Reduced |
| Clearstead Advisors, LLC | 27 | $977 | 0.00% | +3+12.5% | Added |
| Action Point Financial Planning, LLC | 27 | $940 | 0.00% | +27 | New |
| Sachetta, LLC | 20 | $724 | 0.00% | −23−53.5% | Reduced |
| SJS Investment Consulting Inc. | 19 | $688 | 0.00% | +8+72.7% | Added |
| Raffa Wealth Management, LLC | 14 | $506 | 0.00% | +2+16.7% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $506 | 0.00% | +12+600.0% | Added |
| Bell Investment Advisors, Inc | 13 | $471 | 0.00% | −11−45.8% | Reduced |
| Cromwell Holdings LLC | 12 | $434 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $434 | 0.00% | +8+200.0% | Added |
| Umb Bank N A | 11 | $398 | 0.00% | −1,039−99.0% | Reduced |
| Parkside Financial Bank & Trust | 11 | $398 | 0.00% | −7−38.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $362 | 0.00% | −2−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $362 | 0.00% | −1−9.1% | Reduced |
| Huntington National Bank | 9 | $325 | 0.00% | −13−59.1% | Reduced |
| Dunhill Financial, LLC | 9 | $325 | 0.00% | −1−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $253 | 0.00% | −6−46.2% | Reduced |
| Activest Wealth Management | 7 | $253 | 0.00% | +7 | New |
| Rothschild Investment LLC | 6 | $217 | 0.00% | −5−45.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $181 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $181 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $181 | 0.00% | +5 | New |
| Elequin Capital LP | 4 | $145 | 0.00% | −52−92.9% | Reduced |
| Rialto Wealth Management, LLC | 3 | $109 | 0.00% | −3−50.0% | Reduced |
| MV Capital Management, Inc. | 3 | $109 | 0.00% | +1+50.0% | Added |
| DecisionPoint Financial, LLC | 2 | $78 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $72 | 0.00% | −3−60.0% | Reduced |
| WPG Advisers, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $37 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $36 | 0.00% | −21−95.5% | Reduced |
| Nisa Investment Advisors, LLC | 1 | $36 | 0.00% | −16−94.1% | Reduced |
| Parnassus Investments | 0 | $0 | 0.00% | −1,662,250−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −625,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −570,537−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −294,496−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −195,333−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −172,747−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −149,700−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −125,356−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −109,100−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −43,572−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −41,547−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −33,096−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −30,725−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,421−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −29,187−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −22,136−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −21,610−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,595−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −21,390−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,995−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −15,748−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,136−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,322−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −11,398−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −9,424−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −9,029−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,558−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −7,097−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,349−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,318−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Cornerstone Financial Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |