Bill HoldingsBILL

13F holders, Q1 2026 (March 31)
341holders −25
57new positions
84sold out
9famous investors
$38.32avg. 13F price*

At the end of Q1 2026, 341 institutions reported holding Bill Holdings Inc. (BILL) in their 13F filings, down 25 from Q4 2025. 57 opened new positions and 84 sold out. The largest holders were ER Collective Holdings, LLC ($326.3M), BlackRock, Inc. ($320.1M) and Starboard Value ($269.1M). 9 famous investors held it, including Jeff Smith (5.9% of Starboard Value's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and George Soros (0.1% of Soros Fund Management's portfolio).

Company
Bill Holdings Inc.
CUSIP
090043100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 376Q1 2024Q2 2024: 337Q2 2024Q3 2024: 344Q3 2024Q4 2024: 412Q4 2024Q1 2025: 393Q1 2025Q2 2025: 370Q2 2025Q3 2025: 364Q3 2025Q4 2025: 366Q4 2025Q1 2026: 341Q1 2026Q2 2026: 341Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions57$145.1M
Exits84$356.0M

All 13F filers, Q4 2025 → Q1 2026: 14,613,236 shares bought and 20,640,064 shares sold, net −6,026,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 341 holders

ER Collective Holdings, LLC 100.00% No change 8,518,300 $326.3M
BlackRock, Inc. 0.01% Add +4.0% 8,357,143 $320.1M
Starboard Value 5.89% No change 7,024,848 $269.1M
Vanguard Portfolio Management LLC 0.01% — 5,684,842 $217.7M
Vanguard Capital Management LLC 0.00% — 3,921,018 $150.2M
Wellington Management Group LLP 0.03% Add +33.8% 3,862,663 $147.9M
Senvest Management, LLC 4.89% Add +49.0% 3,835,348 $146.9M
Contour Asset Management LLC 4.16% Reduce -29.1% 3,341,743 $128.0M
Greenhouse Funds LLLP 5.79% Add +8.8% 3,190,605 $122.2M
State Street Corp. 0.00% Add +1.8% 3,096,878 $118.6M
Dimensional Fund Advisors LP 0.02% Add +4.3% 3,090,741 $118.4M
Ameriprise Financial Inc. 0.03% Reduce -11.6% 2,834,458 $108.6M
Point72 Asset Management 0.15% Reduce -47.9% 2,162,471 $82.8M
Fuller & Thaler Asset Management, Inc. 0.26% New 1,996,215 $76.5M
T. Rowe Price Associates Inc. 0.01% Reduce -32.5% 1,978,694 $75.8M
Nomura Holdings Inc. 0.55% Add +3475.1% 1,728,795 $66.2M
Parnassus Investments, LLC 0.19% Add +13.6% 1,662,250 $63.7M
Geode Capital Management, LLC 0.00% Add +3.2% 1,599,679 $61.3M
Royal Bank of Canada 0.01% Reduce -6.3% 1,532,340 $58.7M
Millennium Management 0.04% Add +65.3% 1,437,856 $55.1M
Citadel Advisors 0.04% Reduce -21.2% 1,349,297 $51.7M
UBS Group AG 0.01% Reduce -42.6% 1,286,400 $49.3M
Bank of America Corp. 0.00% Reduce -44.2% 1,159,650 $44.4M
Invenomic Capital Management LP 1.83% Add +45.8% 1,033,296 $39.6M
FMR LLC 0.00% Reduce -12.1% 927,922 $35.5M
LPL Financial LLC 0.01% Add +48.6% 878,947 $33.7M
Marshall Wace, LLP 0.04% Reduce -71.2% 852,762 $32.7M
Mangrove Partners Im, LLC 2.61% Add +28.0% 838,994 $32.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.5% 784,252 $30.0M
Northern Trust Corp. 0.00% Reduce -0.7% 668,111 $25.6M
Morgan Stanley 0.00% Reduce -65.5% 653,937 $25.0M
Light Street Capital Management, LLC 4.81% Reduce -28.8% 625,000 $23.9M
Bank of New York Mellon Corp 0.00% Reduce -9.9% 607,715 $23.3M
Goldman Sachs Group Inc. 0.00% Add +261.5% 598,847 $22.9M
Balyasny Asset Management L.P. 0.04% Add +12.0% 570,537 $21.9M
Vanguard Fiduciary Trust Co. 0.01% — 548,675 $21.0M
Jane Street Group, LLC 0.02% Add +26.1% 501,280 $19.2M
Retirement Systems of Alabama 0.06% Add +0.2% 491,405 $18.8M
Barclays PLC 0.01% Add +8.6% 441,589 $16.9M
Susquehanna International Group, LLP 0.02% Add +70.0% 438,154 $16.8M
Verition Fund Management LLC 0.17% Add +53.0% 436,200 $16.7M
Canada Pension Plan Investment Board 0.01% Add +64.5% 425,600 $16.3M
Par Capital Management Inc. 0.45% Add +23.1% 400,000 $15.3M
Armistice Capital, LLC 0.47% Add +38.1% 374,908 $14.4M
D. E. Shaw & Co. 0.01% Add +573.4% 366,211 $14.0M
Los Angeles Capital Management LLC 0.05% Add +99642.5% 357,078 $13.7M
Quantinno Capital Management LP 0.02% Add +231.1% 357,007 $13.7M
Raymond James Financial Inc. 0.00% Reduce -5.1% 351,435 $13.1M
Loomis Sayles & Co. L P 0.02% Add +13.4% 339,259 $13.0M
Pacer Advisors, Inc. 0.04% Add +1775.8% 338,085 $12.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -58.8% 336,829 $12.9M
Barington Companies Management, LLC 9.76% Reduce -19.5% 313,800 $12.0M
JPMorgan Chase & Co. 0.00% Add +0.7% 318,852 $11.9M
Bank of Montreal 0.00% Reduce -8.1% 295,586 $11.3M
Freestone Grove Partners LP 0.08% Add +153.5% 294,496 $11.3M
Assenagon Asset Management S.A. 0.02% Reduce -54.5% 292,926 $11.2M
Monimus Capital Management, LP 3.00% Add +256.5% 282,447 $10.8M
Invesco Ltd. 0.00% Reduce -0.2% 268,918 $10.3M
Arrowstreet Capital, Limited Partnership 0.01% Add +743.4% 264,036 $10.1M
ExodusPoint Capital Management, LP 0.10% Add +4.9% 256,885 $9.8M
Hudson Bay Capital Management LP 0.06% Add +104.6% 250,593 $9.6M
Nuveen, LLC 0.00% Add +59.0% 250,487 $9.6M
Alliancebernstein L.P. 0.00% Add +13.3% 163,254 $8.9M
Deutsche Bank AG 0.00% Reduce -38.2% 225,883 $8.7M
Rhumbline Advisers 0.01% Reduce -2.3% 223,454 $8.6M
Yiheng Capital Management, L.P. 3.70% New 222,820 $8.5M
Iridian Asset Management LLC 3.09% Add +6.0% 198,745 $7.6M
Principal Financial Group Inc. 0.00% Add +2.6% 196,446 $7.5M
Meridiem Capital Partners LP 0.49% Reduce -28.7% 195,333 $7.5M
Qube Research & Technologies Ltd 0.01% New 180,876 $6.9M
Algert Global LLC 0.10% New 180,240 $6.9M
Gotham Asset Management 0.02% Reduce -32.5% 172,747 $6.6M
Potrero Capital Research LLC 4.03% Reduce -14.3% 171,360 $6.6M
California Public Employees Retirement System 0.00% Add +11.0% 169,880 $6.5M
Swiss National Bank 0.00% Reduce -1.2% 168,400 $6.4M
Capital Fund Management S.A. 0.05% New 155,936 $6.0M
AQR Capital Management 0.00% Add +3138.8% 156,174 $5.9M
Ossiam 0.10% No change 149,700 $5.7M
SG Americas Securities, LLC 0.01% Reduce -30.5% 140,845 $5.4M
Massachusetts Financial Services Co. 0.00% Add +65.9% 134,714 $5.2M
CIBC Bancorp USA Inc. 0.01% — 126,084 $4.8M
Susquehanna Fundamental Investments, LLC 0.18% Reduce -28.6% 125,356 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -9.6% 123,514 $4.7M
Legal & General Group Plc 0.00% Reduce -13.4% 118,060 $4.5M
Tejara Capital Ltd 1.48% New 117,500 $4.5M
Empowered Funds, LLC 0.03% New 115,145 $4.4M
Citigroup Inc. 0.00% Add +443.3% 113,835 $4.4M
Cohen Capital Management, Inc. 0.65% No change 109,788 $4.2M
Sei Investments Co. 0.00% Add +833.0% 109,363 $4.2M
Ardmore Road Asset Management LP 0.28% Add +245.3% 109,100 $4.2M
Soros Fund Management 0.08% New 106,925 $4.1M
Shay Capital LLC 0.55% Add +2418.8% 100,750 $3.9M
California State Teachers Retirement System 0.00% Add +22.8% 100,296 $3.8M
Victory Capital Management Inc. 0.00% Add +74.2% 96,810 $3.7M
Sepio Capital, LP 0.20% Add +0.2% 96,671 $3.7M
Vanguard Global Advisers, LLC 0.00% — 95,218 $3.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +24.9% 91,710 $3.5M
Qsemble Capital Management, LP 0.25% New 86,190 $3.3M
State Board of Administration of Florida Retirement System 0.01% Reduce -4.5% 85,613 $3.3M
Two Sigma Investments, LP 0.00% Reduce -56.9% 82,984 $3.2M
M&G PLC 0.02% No change 78,904 $3.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 77,378 $3.0M
Corient Private Wealth LP 0.00% New 76,336 $2.9M
Formula Growth Ltd. 1.30% Reduce -21.1% 75,000 $2.9M
Jupiter Asset Management Ltd. 0.01% No change 71,037 $2.7M
State of Wisconsin Investment Board 0.01% Add +14.3% 70,559 $2.7M
American Century Companies Inc. 0.00% Add +825.8% 68,647 $2.6M
Bridgewater Associates 0.01% Add +19.7% 65,743 $2.5M
Fifth Third Bancorp 0.00% Add +6578.3% 65,581 $2.5M
Prescott Group Capital Management, L.L.C. 0.24% Add +65.8% 63,000 $2.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.2% 61,168 $2.3M
Inlight Wealth Management, LLC 0.84% Add +1.4% 59,019 $2.3M
New York State Teachers Retirement System 0.00% Add +7.7% 57,741 $2.2M
CastleKnight Management LP 0.10% Reduce -3.2% 55,100 $2.1M
Aspiriant, LLC 0.06% Reduce -8.7% 54,391 $2.1M
Taylor Frigon Capital Management LLC 1.18% Reduce -0.5% 54,181 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +8.5% 52,402 $2.0M
First Trust Advisors LP 0.00% Reduce -37.6% 51,420 $2.0M
Campbell & CO Investment Adviser LLC 0.11% New 48,763 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +8.4% 48,229 $1.8M
Lazard Asset Management LLC 0.00% Add +661.8% 47,900 $1.8M
Oppenheimer & Co. Inc. 0.02% New 47,138 $1.8M
Nexpoint Asset Management, L.P. 0.12% Add +43.7% 46,300 $1.8M
Lavelle Capital LP 1.08% No change 45,640 $1.7M
Magnetar Financial LLC 0.02% New 43,572 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -0.5% 43,201 $1.7M
Apella Capital, LLC 0.02% Reduce -3.6% 42,227 $1.6M
Voya Investment Management LLC 0.00% Add +17.0% 41,748 $1.6M
Walleye Trading LLC 0.03% Reduce -20.8% 41,547 $1.6M
Clearline Capital LP 0.12% No change 40,959 $1.6M
Credit Industriel Et Commercial 0.27% New 40,000 $1.5M
Anson Funds Management LP 0.20% New 40,000 $1.5M
Amalgamated Bank 0.01% Reduce -0.4% 39,256 $1.5M
Janus Henderson Group PLC 0.00% No change 39,000 $1.5M
New York State Common Retirement Fund 0.00% Reduce -9.3% 38,840 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -39.5% 36,983 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +28.7% 36,728 $1.4M
VARCOV Co. 0.52% New 36,148 $1.4M
Jasper Ridge Partners, L.P. 0.03% No change 35,762 $1.4M
Treasurer of the State of North Carolina 0.00% Add +2.2% 34,456 $1.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.67% Add +17.2% 34,000 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% No change 33,932 $1.3M
Mutual of America Capital Management LLC 0.01% Reduce -9.0% 33,752 $1.3M
Jackson Creek Investment Advisors LLC 0.37% New 33,096 $1.3M
Cresset Asset Management, LLC 0.01% Add +0.1% 31,914 $1.2M
Manchester Capital Management LLC 0.17% No change 30,919 $1.2M
Burney Co./ 0.04% New 30,725 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 29,990 $1.1M
Walleye Capital LLC 0.01% Reduce -46.0% 29,421 $1.1M
Bridgefront Capital, LLC 0.28% New 29,187 $1.1M
XTX Topco Ltd 0.02% Reduce -16.3% 28,240 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -6.5% 25,669 $983K
Louisiana State Employees Retirement System 0.02% Add +3.2% 25,500 $977K
Handelsbanken Fonder AB 0.00% No change 25,356 $971K
Franklin Resources Inc. 0.00% Add +69.5% 25,299 $969K
Readystate Asset Management LP 0.10% Reduce -92.0% 25,115 $962K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -10.2% 23,688 $907K
Cwm, LLC 0.00% Add +2832.0% 23,544 $902K
Public Employees Retirement System of Ohio 0.00% Reduce -3.3% 23,427 $897K
Arizona State Retirement System 0.01% Reduce -2.7% 23,401 $896K
Federated Hermes, Inc. 0.00% Reduce -90.0% 23,221 $889K
Quantbot Technologies LP 0.03% New 22,136 $848K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.1% 22,067 $845K
Vanguard Investments Australia, Ltd. 0.00% — 21,619 $828K
Empower Advisory Group, LLC 0.00% New 21,610 $828K
Schonfeld Strategic Advisors LLC 0.01% Reduce -77.8% 21,595 $827K
Quadrant Capital Group LLC 0.02% Add +55.8% 21,390 $819K
Creative Planning 0.00% Add +205.0% 21,373 $819K
State of Michigan Retirement System 0.00% Add +0.5% 21,200 $812K
New Mexico Educational Retirement Board 0.02% No change 21,000 $804K
Brevan Howard Capital Management LP 0.01% Add +32.0% 19,924 $763K
Thrivent Financial for Lutherans 0.00% Reduce -1.1% 19,844 $760K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -1.1% 19,731 $756K
Sterling Capital Management LLC 0.01% Add +305.6% 19,309 $740K
Wells Fargo & Company 0.00% Reduce -26.9% 19,248 $737K
Altiora Financial Group, LLC 0.12% No change 19,000 $728K
KLP Kapitalforvaltning As 0.00% Add +3.3% 19,000 $728K
Prudential Financial Inc. 0.00% Add +225.5% 18,799 $720K
Provident Living Financial Services, Inc. 0.79% Reduce -3.5% 18,627 $713K
Graham Capital Management, L.P. 0.03% New 18,496 $708K
Ares Systematic Credit Ltd 3.22% New 18,818 $701K
Oregon Public Employees Retirement Fund 0.01% Add +1.7% 18,100 $693K
BNP Paribas Financial Markets 0.00% Reduce -96.9% 17,481 $670K
Washington Capital Management, Inc. 0.57% Add +41.9% 17,450 $668K
Palogic Value Management, L.P. 0.29% No change 17,000 $651K
Virtu Financial LLC 0.03% New 16,995 $651K
Vanguard Personalized Indexing Management, LLC 0.01% Add +75.6% 16,949 $649K
Summit Trail Advisors, LLC 0.01% Add +32.9% 16,841 $645K
Amundi 0.00% Reduce -77.6% 16,382 $627K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.7% 16,218 $621K
Toronto Dominion Bank 0.00% Add +39.5% 16,162 $619K
Odyssean, LLC 0.22% Add +14.4% 15,748 $603K
Nano Cap New Millennium Growth Fund L P 0.54% Reduce -11.8% 15,000 $575K
Pictet Asset Management Holding SA 0.00% Add +5.6% 14,957 $573K
Barton Investment Management 0.07% Reduce -6.2% 14,182 $543K
Gsa Capital Partners LLP 0.03% New 14,136 $541K
Shepherd Financial Partners LLC 0.05% No change 14,023 $537K
North Star Asset Management Inc. 0.02% Add +63.6% 13,892 $532K
State of Alaska, Department of Revenue 0.01% No change 13,797 $527K
Lighthouse Investment Partners, LLC 0.02% New 13,322 $510K
Ieq Capital, LLC 0.00% No change 12,964 $497K
Blair William & Co. 0.00% Reduce -95.5% 12,418 $476K
Edgestream Partners, L.P. 0.01% Reduce -65.6% 11,576 $443K
Bluefin Capital Management, LLC 0.51% New 11,398 $437K
Quent Capital, LLC 0.03% Add +2.9% 11,167 $428K
Xponance LLC 0.00% Add +29.1% 10,463 $401K
Public Employees Retirement Association of Colorado 0.00% No change 10,155 $389K
Russell Investments Group, Ltd. 0.00% Add +5.4% 9,748 $373K
Private Advisory Group LLC 0.03% New 9,569 $366K
Tidal Investments LLC 0.00% Reduce -4.4% 9,424 $361K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -34.5% 9,300 $356K
Envestnet Asset Management Inc. 0.00% Add +59.3% 9,029 $346K
Maxi Investments CY Ltd 0.08% Reduce -83.6% 9,000 $345K
DRW Securities, LLC 0.02% New 8,558 $328K
Capstone Investment Advisors, LLC 0.00% No change 8,400 $322K
Sequoia Financial Advisors, LLC 0.00% New 8,389 $321K
Resonant Capital Advisors, LLC 0.02% New 8,351 $320K
Inceptionr LLC 0.07% Reduce -6.3% 7,132 $273K
Global Endowment Management, LP 0.03% Add +50.4% 7,097 $272K
Jefferies Financial Group Inc. 0.00% New 7,000 $268K
DekaBank Deutsche Girozentrale 0.00% No change 6,791 $259K
Evergreen Capital Management LLC 0.01% New 6,716 $257K
New Age Alpha Advisors, LLC 0.01% Reduce -2.3% 6,685 $256K
Securian Asset Management, Inc. 0.01% Reduce -1.5% 6,396 $245K
Prelude Capital Management, LLC 0.02% Reduce -63.8% 6,349 $243K
Ensign Peak Advisors, Inc 0.00% No change 6,260 $240K
Swiss Life Asset Management Ltd 0.00% Add +32.2% 5,721 $219K
Prana Capital Management, LP 0.01% Reduce -34.3% 5,318 $204K
LSV Asset Management 0.00% New 5,200 $199K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +43.8% 4,647 $178K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -1.7% 3,873 $148K
Hantz Financial Services, Inc. 0.00% Add +18.9% 3,614 $138K
Capula Management Ltd 0.00% Add +88.2% 3,343 $128K
Acadian Asset Management LLC 0.00% New 3,332 $126K
Tower Research Capital LLC (TRC) 0.00% Reduce -8.5% 3,268 $125K
PEAK6 LLC 0.00% New 2,932 $112K
Leonteq Securities AG 0.01% Add +25.0% 2,753 $105K
KBC Group NV 0.00% No change 2,644 $101K
Bayforest Capital Ltd 0.11% Reduce -36.0% 2,501 $96K
GAMMA Investing LLC 0.00% Add +94.9% 2,423 $93K
PNC Financial Services Group, Inc. 0.00% Reduce -43.5% 2,123 $81K
Farther Finance Advisors, LLC 0.00% Add +487.1% 2,049 $79K
Evergreen Advisors, LLC 0.02% New 2,000 $77K
Federation des caisses Desjardins du Quebec 0.00% No change 2,000 $77K
STRS Ohio 0.00% Reduce -0.2% 1,925 $74K
Rockefeller Capital Management L.P. 0.00% Add +124.6% 1,599 $61K
Ascentis Independent Advisors 0.00% New 1,520 $58K
Geneos Wealth Management Inc. 0.00% New 1,500 $57K
SBI Securities Co., Ltd. 0.00% Add +8.5% 1,375 $53K
Eurizon Capital SGR S.p.A. 0.00% No change 1,276 $48K
US Bancorp \de 0.00% Reduce -39.9% 1,180 $45K
Asset Management One Co., Ltd. 0.00% Reduce -21.2% 1,176 $45K
UMB Bank, n.a. 0.00% Reduce -21.4% 1,050 $40K
State of Wyoming 0.00% New 825 $32K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.3% 760 $29K
Osaic Holdings, Inc. 0.00% Reduce -19.7% 748 $29K
Allworth Financial LP 0.00% Reduce -4.9% 624 $24K
Steward Partners Investment Advisory, LLC 0.00% Reduce -48.4% 608 $23K
Parallel Advisors, LLC 0.00% Add +17.4% 566 $22K
Summit Securities Group LLC 0.01% Reduce -50.0% 500 $19K
MAI Capital Management 0.00% Add +2900.0% 480 $18K
Wolverine Asset Management LLC 0.00% Reduce -46.0% 400 $15K
Turim 21 Investimentos Ltda. 0.00% No change 392 $15K
FNY Investment Advisers, LLC 0.01% Reduce -50.1% 400 $15K
Nomura Asset Management Co. Ltd. 0.00% No change 380 $15K
Crewe Advisors LLC 0.00% No change 307 $12K
Versant Capital Management, Inc 0.00% Add +158.4% 292 $11K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -68.0% 256 $10K
Signaturefd, LLC 0.00% Add +382.7% 251 $10K
Blue Trust, Inc. 0.00% Reduce -52.2% 243 $9K
Transce3nd, LLC 0.07% No change 219 $8K
Rossby Financial, LCC 0.00% No change 201 $8K
Danske Bank A/S 0.00% Reduce -86.7% 200 $8K
Root Financial Partners, LLC 0.00% Reduce -23.1% 190 $7K
Basecamp Wealth Advisors LLC 0.00% Reduce -27.8% 179 $7K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -72.3% 140 $6K
Addison Advisors LLC 0.00% New 165 $6K
Cedar Mountain Advisors, LLC 0.00% New 148 $6K
Elevation Wealth Partners, LLC 0.00% Add +271.8% 145 $6K
EverSource Wealth Advisors, LLC 0.00% Add +53.4% 135 $5K
Jones Financial Companies LLLP 0.00% Add +7.0% 138 $5K
CVA Family Office, LLC 0.00% New 133 $5K
Larson Financial Group LLC 0.00% Reduce -47.3% 128 $5K
True Wealth Design, LLC 0.00% New 116 $4K
IFP Advisors, Inc 0.00% Add +176.2% 116 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -49.6% 115 $4K
Covestor Ltd 0.00% Reduce -45.1% 95 $4K
Bessemer Group Inc. 0.00% Reduce -58.7% 105 $4K
West Branch Capital LLC 0.00% No change 94 $4K
Evelyn Partners Investment Management Services Ltd 0.00% No change 81 $3K
Marquette Asset Management, LLC 0.00% Add +208.3% 74 $3K
Farmers & Merchants Investments Inc. 0.00% No change 70 $3K
Bullock Wealth Management Group 0.00% Add +200.0% 63 $2K
Plato Investment Management Ltd 0.00% No change 60 $2K
RMG Wealth Management LLC 0.00% New 55 $2K
Fortitude Family Office, LLC 0.00% Add +227.8% 59 $2K
North Star Investment Management Corp. 0.00% New 58 $2K
Prestige Wealth Management Group LLC 0.00% No change 57 $2K
Elequin Capital, LP 0.00% Reduce -59.4% 56 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -12.3% 50 $2K
Physician Wealth Advisors, Inc. 0.00% Add +91.7% 46 $2K
Sachetta, LLC 0.00% Add +258.3% 43 $2K
Leo H. Evart, Inc. 0.00% — 34 $1K
Smartleaf Asset Management LLC 0.00% Reduce -13.5% 32 $1K
Boreal Capital Management LLC 0.00% No change 30 $1K
Godfrey Financial Associates, Inc. 0.00% No change 30 $1K
Cornerstone Financial Management LLC 0.00% New 27 $1K
Capital Advisors, Ltd. LLC 0.00% Add +250.0% 14 $1K
Zions Bancorporation, National Association 0.00% New 26 $996
Bell Investment Advisors, Inc 0.00% New 24 $920
Clearstead Advisors, LLC 0.00% Reduce -91.3% 24 $920
Bogart Wealth, LLC 0.00% No change 23 $881
Silver Grove Financial Group, Inc. 0.00% New 22 $843
Huntington National Bank 0.00% Reduce -73.8% 22 $843
Advisory Services Network, LLC 0.00% New 22 $843
Parkside Financial Bank & Trust 0.00% Reduce -60.9% 18 $691
Nisa Investment Advisors, LLC 0.00% Reduce -77.6% 17 $651
Sunrise Financial Services, LLC 0.00% New 15 $575
Transamerica Financial Advisors, LLC 0.00% Add +62.5% 13 $497
Cromwell Holdings LLC 0.00% No change 12 $460
Raffa Wealth Management, LLC 0.00% Add +9.1% 12 $460
SouthState Bank Corp 0.00% Add +140.0% 12 $460
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $460
SJS Investment Consulting Inc. 0.00% Add +10.0% 11 $422
Bay Harbor Wealth Management, LLC 0.00% Add +57.1% 11 $421
Bare Financial Services, Inc 0.00% New 11 $421
Rothschild Investment LLC 0.00% Reduce -63.3% 11 $421
Dunhill Financial, LLC 0.00% Add +400.0% 10 $418
Atlas Capital Advisors Inc. 0.00% New 9 $344
Rialto Wealth Management, LLC 0.00% Reduce -14.3% 6 $230
Ameritas Advisory Services, LLC 0.00% New 6 $230
Vermillion Wealth Management, Inc. 0.00% New 5 $192
Principia Wealth Advisory, LLC 0.00% Add +150.0% 5 $192
Essential Partners LLC 0.00% New 5 $192
NFSG Corp 0.00% No change 5 $192
HFM Investment Advisors, LLC 0.00% Reduce -20.0% 4 $153
WPG Advisers, LLC 0.00% No change 2 $77
MV Capital Management, Inc. 0.00% Reduce -86.7% 2 $77
Quaker Wealth Management, LLC 0.00% Reduce -66.7% 2 $77
American Capital Advisory, LLC 0.00% Reduce -77.8% 2 $77
Keating Financial Advisory Services, Inc. 0.00% Reduce -93.1% 2 $77

"% of holder's portfolio" is BILL's weight in each manager's 13F, not the share of Bill Holdings Inc. the manager owns.