Bill HoldingsBILL

13F holders, Q2 2026 (June 30)
341holders
59new positions
62sold out
9famous investors
$36.17avg. 13F price*

At the end of Q2 2026, 341 institutions reported holding Bill Holdings Inc. (BILL) in their 13F filings, unchanged from Q1 2026. 59 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($315.9M), ER Collective Holdings, LLC ($308.0M) and Starboard Value ($254.1M). 9 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions59$114.4M
Exits62$169.8M

All 13F filers, Q1 2026 → Q2 2026: 13,051,275 shares bought and 17,646,366 shares sold, net −4,595,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 341 holders

BlackRock, Inc. 0.00% Add +4.5% 8,735,197 $315.9M
ER Collective Holdings, LLC 100.00% No change 8,518,300 $308.0M
Starboard Value 5.62% Add +0.0% 7,025,748 $254.1M
Vanguard Portfolio Management LLC 0.01% Add +0.1% 5,688,580 $205.7M
Ameriprise Financial Inc. 0.04% Add +96.1% 5,558,053 $201.1M
Senvest Management, LLC 4.35% Add +7.0% 4,102,668 $148.4M
Vanguard Capital Management LLC 0.00% Add +0.3% 3,933,392 $142.2M
Wellington Management Group LLP 0.02% Reduce -7.8% 3,562,810 $128.8M
State Street Corp. 0.00% Add +1.4% 3,140,742 $113.6M
Dimensional Fund Advisors LP 0.02% Reduce -4.7% 2,945,930 $106.5M
Greenhouse Funds LLLP 5.09% Reduce -16.2% 2,672,670 $96.6M
Fuller & Thaler Asset Management, Inc. 0.20% Add +2.9% 2,053,400 $74.3M
Geode Capital Management, LLC 0.00% Add +2.3% 1,636,476 $59.2M
T. Rowe Price Associates Inc. 0.01% Reduce -17.5% 1,631,907 $59.0M
Jane Street Group, LLC 0.04% Add +207.9% 1,543,254 $55.8M
Royal Bank of Canada 0.01% Reduce -1.4% 1,510,800 $54.6M
Contour Asset Management LLC 1.20% Reduce -58.1% 1,400,202 $50.6M
Bank of America Corp. 0.00% Add +20.1% 1,393,303 $50.4M
HRT Financial LP 0.08% New 1,207,239 $43.7M
Goldman Sachs Group Inc. 0.00% Add +94.7% 1,165,875 $42.2M
UBS Group AG 0.01% Reduce -15.9% 1,082,069 $39.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +259.3% 948,738 $34.3M
Invenomic Capital Management LP 1.96% Reduce -12.1% 908,775 $32.9M
LPL Financial LLC 0.01% Add +1.4% 891,399 $32.2M
Mangrove Partners Im, LLC 2.00% No change 838,994 $30.3M
Victory Capital Management Inc. 0.02% Add +756.4% 829,031 $30.0M
Charles Schwab Investment Management Inc. 0.00% Add +5.5% 827,605 $29.9M
Los Angeles Capital Management LLC 0.10% Add +116.5% 773,079 $28.0M
FMR LLC 0.00% Reduce -19.6% 746,353 $27.0M
Northern Trust Corp. 0.00% Add +6.2% 709,456 $25.7M
Morgan Stanley 0.00% Add +2.6% 670,816 $24.3M
Bank of New York Mellon Corp 0.00% Add +2.6% 623,733 $22.6M
Susquehanna International Group, LLP 0.02% Add +33.2% 583,747 $21.1M
Vanguard Fiduciary Trust Co. 0.00% Add +2.2% 560,650 $20.3M
JPMorgan Chase & Co. 0.00% Add +71.0% 545,084 $19.7M
Retirement Systems of Alabama 0.05% Reduce -3.3% 475,111 $17.2M
Clearline Capital LP 1.10% Add +1046.6% 469,637 $17.0M
Qube Research & Technologies Ltd 0.02% Add +156.9% 464,612 $16.8M
Nomura Holdings Inc. 0.07% Reduce -73.6% 456,465 $16.5M
Nuveen, LLC 0.00% Add +81.5% 454,752 $16.4M
Canada Pension Plan Investment Board 0.01% Reduce -3.2% 411,900 $14.9M
Norges Bank 0.00% — 390,252 $14.1M
Algert Global LLC 0.17% Add +113.8% 385,264 $13.9M
Pacer Advisors, Inc. 0.03% Add +6.4% 359,729 $13.0M
Loomis Sayles & Co. L P 0.01% Reduce -2.9% 329,471 $11.9M
Citadel Advisors 0.01% Reduce -75.9% 325,658 $11.8M
HSBC Holdings PLC 0.01% New 303,130 $10.9M
Quantinno Capital Management LP 0.01% Reduce -15.9% 300,268 $10.9M
Barclays PLC 0.00% Reduce -32.2% 299,359 $10.8M
Invesco Ltd. 0.00% Add +6.4% 286,023 $10.3M
Bank of Montreal 0.00% Reduce -17.3% 244,495 $8.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -28.3% 241,431 $8.7M
Assenagon Asset Management S.A. 0.01% Reduce -19.0% 237,341 $8.6M
Verition Fund Management LLC 0.06% Reduce -46.5% 233,514 $8.4M
Alliancebernstein L.P. 0.00% Add +29.6% 211,515 $8.1M
Yiheng Capital Management, L.P. 3.55% No change 222,820 $8.1M
Rhumbline Advisers 0.01% Reduce -1.5% 220,189 $8.0M
Monimus Capital Management, LP 2.02% Reduce -22.1% 219,975 $8.0M
Tejara Capital Ltd 3.26% Add +86.7% 219,400 $7.9M
XTX Topco Ltd 0.10% Add +628.4% 205,711 $7.4M
Cibc World Market Inc. 0.01% New 202,639 $7.3M
Sei Investments Co. 0.01% Add +84.2% 201,467 $7.3M
Principal Financial Group Inc. 0.00% Add +2.5% 201,294 $7.3M
Par Capital Management Inc. 0.18% Reduce -50.0% 200,000 $7.2M
Barington Companies Management, LLC 5.01% Reduce -37.2% 197,000 $7.1M
Marshall Wace, LLP 0.01% Reduce -77.1% 195,012 $7.1M
Iridian Asset Management LLC 2.33% Reduce -5.5% 187,831 $6.8M
Quinn Opportunity Partners LLC 0.32% New 187,114 $6.8M
ExodusPoint Capital Management, LP 0.06% Reduce -27.7% 185,720 $6.7M
Armistice Capital, LLC 0.18% Reduce -51.6% 181,617 $6.6M
California Public Employees Retirement System 0.00% Add +6.7% 181,260 $6.6M
Immersion Corp. 3.64% New 180,000 $6.5M
Two Sigma Investments, LP 0.00% Add +102.4% 167,942 $6.1M
Swiss National Bank 0.00% Reduce -5.6% 158,900 $5.7M
D. E. Shaw & Co. 0.00% Reduce -58.1% 153,400 $5.5M
Hudson Bay Capital Management LP 0.03% Reduce -39.6% 151,425 $5.5M
Massachusetts Financial Services Co. 0.00% Add +2.2% 137,679 $5.0M
CANADA LIFE ASSURANCE Co 0.01% Add +6.0% 130,891 $4.7M
AQR Capital Management 0.00% Reduce -16.6% 130,273 $4.7M
Man Group plc 0.01% New 127,632 $4.6M
WINTON GROUP Ltd 0.14% New 123,671 $4.5M
Voya Investment Management LLC 0.00% Add +195.2% 123,250 $4.5M
Potrero Capital Research LLC 2.61% Reduce -31.3% 117,707 $4.3M
Legal & General Group Plc 0.00% Reduce -6.6% 110,266 $4.0M
Millennium Management 0.00% Reduce -92.4% 108,966 $3.9M
SG Americas Securities, LLC 0.00% Reduce -24.3% 106,593 $3.9M
Cohen Capital Management, Inc. 0.52% Reduce -4.5% 104,829 $3.8M
California State Teachers Retirement System 0.00% Reduce -2.6% 97,666 $3.5M
Sepio Capital, LP 0.18% Reduce -0.2% 96,498 $3.5M
Edgestream Partners, L.P. 0.10% Add +728.1% 95,864 $3.5M
BNP Paribas Financial Markets 0.00% Add +431.2% 92,857 $3.4M
Sciencast Management LP 0.68% New 91,081 $3.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -1.5% 90,319 $3.3M
American Century Companies Inc. 0.00% Add +30.3% 89,426 $3.2M
Picton Mahoney Asset Management 0.03% New 84,351 $3.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.0% 83,873 $3.0M
Vanguard Global Advisers, LLC 0.00% Reduce -12.8% 83,082 $3.0M
Point72 Asset Management 0.00% Reduce -96.2% 81,726 $3.0M
M&G PLC 0.01% No change 78,904 $2.8M
Formula Growth Ltd. 0.95% No change 75,000 $2.7M
Taylor Frigon Capital Management LLC 1.26% Add +37.6% 74,571 $2.7M
Capital Fund Management S.A. 0.02% Reduce -53.0% 73,241 $2.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -6.9% 72,022 $2.6M
Jupiter Asset Management Ltd. 0.01% No change 71,037 $2.6M
Alternative Investment Advisors, LLC. 0.97% New 69,257 $2.5M
Empowered Funds, LLC 0.01% Reduce -40.5% 68,565 $2.5M
CIBC Bancorp USA Inc. 0.00% Reduce -48.2% 65,256 $2.4M
Inlight Wealth Management, LLC 0.73% Add +7.0% 63,131 $2.3M
Prescott Group Capital Management, L.L.C. 0.20% No change 63,000 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +0.5% 61,452 $2.2M
State of Wisconsin Investment Board 0.00% Reduce -15.8% 59,435 $2.1M
Fifth Third Bancorp 0.00% Reduce -10.5% 58,716 $2.1M
New York State Teachers Retirement System 0.00% Reduce -1.7% 56,748 $2.1M
CastleKnight Management LP 0.07% No change 55,100 $2.0M
Aspiriant, LLC 0.05% No change 54,391 $2.0M
Kryger Capital LLC 0.11% New 53,298 $1.9M
VARCOV Co. 0.72% Add +44.3% 52,175 $1.9M
Qsemble Capital Management, LP 0.24% Reduce -39.5% 52,130 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 51,475 $1.9M
Apella Capital, LLC 0.02% Reduce 0.0% 42,226 $1.7M
Oppenheimer & Co. Inc. 0.02% Reduce -0.1% 47,099 $1.7M
Nexpoint Asset Management, L.P. 0.11% No change 46,300 $1.7M
Lavelle Capital LP 0.84% No change 45,640 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -1.3% 42,646 $1.5M
Campbell & CO Investment Adviser LLC 0.08% Reduce -17.6% 40,192 $1.5M
Credit Industriel Et Commercial 0.27% No change 40,000 $1.4M
Group One Trading LLC 0.04% New 39,961 $1.4M
Amalgamated Bank 0.01% Reduce -0.3% 39,147 $1.4M
Jupiter Topco LLC 0.00% — 39,000 $1.4M
LSV Asset Management 0.00% Add +634.6% 38,200 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Add +12.1% 38,022 $1.4M
Thrivent Financial for Lutherans 0.00% Add +91.1% 37,915 $1.4M
Treasurer of the State of North Carolina 0.00% Add +7.2% 36,926 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 36,728 $1.3M
New York State Common Retirement Fund 0.00% Reduce -6.4% 36,340 $1.3M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0.52% Add +5.9% 36,000 $1.3M
Citigroup Inc. 0.00% Reduce -68.5% 35,815 $1.3M
Jasper Ridge Partners, L.P. 0.03% No change 35,762 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.8% 35,588 $1.3M
Vinva Investment Management Ltd 0.01% New 24,632 $1.3M
AlphaGrep UK Ltd 0.39% New 35,238 $1.3M
State of New Jersey Common Pension Fund D 0.00% Reduce -31.6% 32,978 $1.2M
Mutual of America Capital Management LLC 0.01% Reduce -2.6% 32,887 $1.2M
Palogic Value Management, L.P. 0.39% Add +76.6% 30,023 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 29,990 $1.1M
Handelsbanken Fonder AB 0.00% Add +18.1% 29,956 $1.1M
Simplex Trading, LLC 0.03% New 29,742 $1.1M
Baker Avenue Asset Management, LP 0.02% New 29,410 $1.1M
Russell Investments Group, Ltd. 0.00% Add +197.7% 29,023 $1.0M
Cresset Asset Management, LLC 0.00% Reduce -9.1% 28,996 $1.0M
Mackenzie Financial Corp. 0.00% New 28,396 $1.0M
Fox Run Management, L.L.C. 0.17% New 27,716 $1.0M
Engineers Gate Manager LP 0.01% New 26,681 $965K
Sterling Capital Management LLC 0.02% Add +36.4% 26,342 $953K
Ares Systematic Credit Ltd 1.92% Add +39.3% 26,216 $948K
Franklin Resources Inc. 0.00% Add +2.8% 26,008 $940K
Louisiana State Employees Retirement System 0.01% Add +1.6% 25,900 $937K
Prudential Financial Inc. 0.00% Add +36.6% 25,689 $929K
Soros Fund Management 0.02% Reduce -76.0% 25,662 $928K
Summit Trail Advisors, LLC 0.01% Add +52.4% 25,658 $928K
Federated Hermes, Inc. 0.00% Add +9.8% 25,497 $922K
Readystate Asset Management LP 0.06% No change 25,115 $908K
Public Employees Retirement System of Ohio 0.00% Add +5.5% 24,716 $894K
Yousif Capital Management, LLC 0.01% Reduce -5.6% 24,234 $876K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.5% 22,140 $801K
Arizona State Retirement System 0.00% Reduce -6.7% 21,845 $790K
Manchester Capital Management LLC 0.10% Reduce -29.6% 21,773 $787K
Vanguard Investments Australia, Ltd. 0.00% No change 21,619 $782K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.8% 21,221 $767K
New Mexico Educational Retirement Board 0.02% No change 21,000 $759K
Renaissance Technologies 0.00% New 20,900 $756K
State of Michigan Retirement System 0.00% Reduce -2.4% 20,700 $749K
Provident Living Financial Services, Inc. 0.72% Add +8.6% 20,229 $731K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +1.1% 19,940 $721K
Axq Capital, LP 0.08% New 19,786 $715K
Altiora Financial Group, LLC 0.11% No change 19,000 $687K
KLP Kapitalforvaltning As 0.00% No change 19,000 $687K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +306.1% 18,874 $682K
Amundi 0.00% Add +14.3% 18,724 $677K
Oregon Public Employees Retirement Fund 0.01% Add +1.1% 18,300 $662K
Deutsche Bank AG 0.00% Reduce -92.3% 17,469 $632K
Washington Capital Management, Inc. 0.42% No change 17,450 $631K
Raymond James Financial Inc. 0.00% Reduce -95.1% 17,299 $626K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 17,197 $622K
Greenland Capital Management LP 0.13% New 16,814 $608K
Quantitative Investment Management, LLC 0.06% New 16,472 $595K
Toronto Dominion Bank 0.00% Add +1.6% 16,424 $594K
Ameritas Investment Partners, Inc. 0.02% No change 16,218 $586K
First Trust Advisors LP 0.00% Reduce -69.7% 15,595 $564K
Nano Cap New Millennium Growth Fund L P 0.42% No change 15,000 $542K
Bridgewater Associates 0.00% Reduce -77.8% 14,625 $529K
North Star Asset Management Inc. 0.02% Add +5.3% 14,622 $529K
Blair William & Co. 0.00% Add +10.2% 13,680 $495K
State of Alaska, Department of Revenue 0.00% Reduce -1.3% 13,620 $492K
Brevan Howard Capital Management LP 0.01% Reduce -33.0% 13,339 $482K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 13,211 $478K
Graham Capital Management, L.P. 0.02% Reduce -28.8% 13,175 $476K
Pictet Asset Management Holding SA 0.00% Reduce -12.8% 13,040 $472K
Shay Capital LLC 0.05% Reduce -87.1% 13,000 $470K
Ieq Capital, LLC 0.00% No change 12,964 $469K
Corient Private Wealth LP 0.00% Reduce -83.9% 12,293 $445K
Allstate Corp. 0.00% New 12,213 $442K
New Age Alpha Advisors, LLC 0.02% Add +78.9% 11,958 $432K
Shepherd Financial Partners LLC 0.04% Reduce -15.0% 11,918 $431K
Two Sigma Securities, LLC 0.04% New 11,730 $424K
Blueshift Asset Management, LLC 0.10% New 11,599 $419K
Fieldview Capital Management, LLC 0.12% New 11,540 $417K
Holocene Advisors, LP 0.00% New 11,436 $414K
Quent Capital, LLC 0.02% Reduce -0.3% 11,132 $403K
Captrust Financial Advisors 0.00% New 11,100 $401K
Xponance LLC 0.00% Add +3.7% 10,847 $392K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +14.0% 10,600 $383K
Wells Fargo & Company 0.00% Reduce -45.5% 10,493 $379K
PEAK6 LLC 0.01% Add +249.5% 10,247 $371K
Public Employees Retirement Association of Colorado 0.00% No change 10,155 $367K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -43.1% 9,650 $349K
Teacher Retirement System of Texas 0.00% New 9,417 $341K
Private Advisory Group LLC 0.02% Reduce -2.0% 9,374 $339K
Barton Investment Management 0.05% Reduce -34.3% 9,312 $337K
Elevatus Welath Management 0.08% New 9,160 $331K
IMC-Chicago, LLC 0.00% New 9,066 $328K
Bourgeon Capital Management LLC 0.05% New 8,750 $316K
Resonant Capital Advisors, LLC 0.02% Add +4.7% 8,743 $316K
Jefferies Financial Group Inc. 0.00% Add +22.9% 8,600 $311K
Capstone Investment Advisors, LLC 0.00% No change 8,400 $304K
Securian Asset Management, Inc. 0.01% Add +2.5% 6,555 $293K
Creative Planning 0.00% Reduce -62.2% 8,078 $292K
Delta Global Management LP 0.03% New 7,945 $287K
State of Wyoming 0.03% Add +773.1% 7,203 $260K
DekaBank Deutsche Girozentrale 0.00% No change 6,791 $254K
Fulcrum Asset Management LLP 0.02% New 6,946 $250K
Mercer Global Advisors Inc. 0.00% New 6,869 $248K
Acadian Asset Management LLC 0.00% Add +103.4% 6,778 $245K
Sequoia Financial Advisors, LLC 0.00% Reduce -21.8% 6,558 $237K
Tower Research Capital LLC (TRC) 0.01% Add +92.7% 6,297 $228K
Ensign Peak Advisors, Inc 0.00% No change 6,260 $226K
Evolve Private Wealth, LLC 0.01% New 6,152 $222K
One68 Global Capital, LLC 0.46% New 6,000 $217K
Infrastructure Capital Advisors, LLC 0.03% New 6,000 $217K
Swiss Life Asset Management Ltd 0.00% Add +4.2% 5,962 $216K
Jain Global LLC 0.00% New 5,927 $214K
Oxford Asset Management LLP 0.11% New 5,919 $214K
Fred Alger Management, LLC 0.00% New 5,840 $211K
Aigen Investment Management, LP 0.06% New 5,676 $205K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +38.8% 5,376 $194K
Nykredit A/S 0.00% — 3,949 $143K
STRS Ohio 0.00% Add +88.2% 3,622 $131K
Leonteq Securities AG 0.01% Add +31.4% 3,616 $131K
Capula Management Ltd 0.00% Reduce -3.1% 3,239 $117K
Hantz Financial Services, Inc. 0.00% Reduce -10.8% 3,225 $117K
Farther Finance Advisors, LLC 0.00% Add +53.4% 3,144 $114K
Phillip James Consulting Co. 0.07% New 1,077 $99K
KBC Group NV 0.00% No change 2,644 $96K
Rockefeller Capital Management L.P. 0.00% Add +53.5% 2,455 $89K
Geneos Wealth Management Inc. 0.00% Add +41.7% 2,125 $77K
Plato Investment Management Ltd 0.00% Add +3190.0% 1,974 $71K
Institute for Wealth Management, LLC. 0.00% New 1,434 $52K
SBI Securities Co., Ltd. 0.00% Reduce -2.3% 1,344 $49K
Asset Management One Co., Ltd. 0.00% Add +14.1% 1,342 $49K
DV Trading LLC 0.00% New 1,304 $47K
Eurizon Capital SGR S.p.A. 0.00% No change 1,276 $46K
GAMMA Investing LLC 0.00% Reduce -48.5% 1,248 $45K
Aquatic Capital Management LLC 0.00% New 901 $33K
PNC Financial Services Group, Inc. 0.00% Reduce -63.3% 780 $28K
Versant Capital Management, Inc 0.00% Add +147.3% 722 $26K
Osaic Holdings, Inc. 0.00% Reduce -3.9% 719 $26K
Larson Financial Group LLC 0.00% Add +436.7% 687 $25K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.4% 658 $24K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +155.5% 654 $24K
Global Retirement Partners, LLC 0.00% — 576 $21K
Allworth Financial LP 0.00% Reduce -15.7% 526 $19K
Lanark Financial, Inc. 0.00% New 500 $18K
Bayforest Capital Ltd 0.02% Reduce -80.4% 490 $18K
Jones Financial Companies LLLP 0.00% Add +242.0% 472 $17K
Arax Advisory Partners 0.00% New 452 $16K
Wolverine Asset Management LLC 0.00% No change 400 $14K
Hillsdale Investment Management Inc. 0.00% New 400 $14K
Turim 21 Investimentos Ltda. 0.00% No change 392 $14K
FNY Investment Advisers, LLC 0.01% No change 400 $14K
Nomura Asset Management Co. Ltd. 0.00% No change 380 $14K
US Bancorp \de 0.00% Reduce -70.8% 344 $12K
Crewe Advisors LLC 0.00% No change 307 $11K
Bessemer Group Inc. 0.00% Add +169.5% 283 $10K
Transce3nd, LLC 0.08% No change 219 $9K
Steward Partners Investment Advisory, LLC 0.00% Reduce -59.9% 244 $9K
Blue Trust, Inc. 0.00% Reduce -9.9% 219 $8K
Federation des caisses Desjardins du Quebec 0.00% Reduce -89.2% 217 $8K
Danske Bank A/S 0.00% No change 200 $7K
Rossby Financial, LCC 0.00% Reduce -1.5% 198 $7K
Parallel Advisors, LLC 0.00% Reduce -68.0% 181 $7K
IFP Advisors, Inc 0.00% Add +34.5% 156 $6K
Cedar Mountain Advisors, LLC 0.00% No change 148 $5K
Signaturefd, LLC 0.00% Reduce -53.4% 117 $4K
Quarry LP 0.00% New 114 $4K
Covestor Ltd 0.00% Add +20.0% 114 $4K
True Wealth Design, LLC 0.00% Reduce -11.2% 103 $4K
Elevation Wealth Partners, LLC 0.00% Reduce -37.2% 91 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -24.4% 87 $3K
Evelyn Partners Group Ltd 0.00% — 81 $3K
Farmers & Merchants Investments Inc. 0.00% No change 70 $3K
Bullock Wealth Management Group 0.00% Reduce -28.6% 45 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -64.4% 48 $2K
Fortitude Family Office, LLC 0.00% Reduce -20.3% 47 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -8.0% 46 $2K
Bare Financial Services, Inc 0.00% Add +290.9% 43 $2K
Leo H. Evart, Inc. 0.00% No change 34 $1K
Creative Capital Management Investments LLC 0.00% New 32 $1K
Smartleaf Asset Management LLC 0.00% No change 32 $1K
Boreal Capital Management LLC 0.00% No change 30 $1K
Godfrey Financial Associates, Inc. 0.00% No change 30 $1K
CVA Family Office, LLC 0.00% Reduce -79.0% 28 $1K
Clearstead Advisors, LLC 0.00% Add +12.5% 27 $977
Fiduciary Financial Advisors 0.00% New 27 $940
Sachetta, LLC 0.00% Reduce -53.5% 20 $724
SJS Investment Consulting Inc. 0.00% Add +72.7% 19 $688
Raffa Wealth Management, LLC 0.00% Add +16.7% 14 $506
Keating Financial Advisory Services, Inc. 0.00% Add +600.0% 14 $506
Bell Investment Advisors, Inc 0.00% Reduce -45.8% 13 $471
Cromwell Holdings LLC 0.00% No change 12 $434
HFM Investment Advisors, LLC 0.00% Add +200.0% 12 $434
UMB Bank, n.a. 0.00% Reduce -99.0% 11 $398
Parkside Financial Bank & Trust 0.00% Reduce -38.9% 11 $398
Bay Harbor Wealth Management, LLC 0.00% Reduce -9.1% 10 $362
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.7% 10 $362
Dunhill Financial, LLC 0.00% Reduce -10.0% 9 $325
Huntington National Bank 0.00% Reduce -59.1% 9 $325
Transamerica Financial Advisors, LLC 0.00% Reduce -46.1% 7 $253
Activest Wealth Management 0.00% New 7 $253
Rothschild Investment LLC 0.00% Reduce -45.5% 6 $217
Signature Equity Partners, LLC 0.00% New 5 $181
NFSG Corp 0.00% No change 5 $181
LRI Investments, LLC 0.00% New 5 $181
Elequin Capital, LP 0.00% Reduce -92.9% 4 $145
MV Capital Management, Inc. 0.00% Add +50.0% 3 $109
Rialto Wealth Management, LLC 0.00% Reduce -50.0% 3 $109
DecisionPoint Financial, LLC 0.00% New 2 $78
Principia Wealth Advisory, LLC 0.00% Reduce -60.0% 2 $72
WPG Advisers, LLC 0.00% No change 2 $72
Maryland Capital Advisors Inc. 0.00% — 1 $37
Nisa Investment Advisors, LLC 0.00% Reduce -94.1% 1 $36
Silver Grove Financial Group, Inc. 0.00% Reduce -95.5% 1 $36

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