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Who Owns BILL Holdings Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in BILL Holdings Inc.

Who crossed 5% of BILL →
Managers holding
8
as of 2026-09-30
Reported value
$2.3M
summed across filings
Shares held
53K
Added vs trimmed
6 / 0
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Apella Capital, LLCCOM42.3K shadded$1.9M
Farther Finance Advisors, LLCStock7.7K shadded$326K
GAMMA Investing LLCCommon Stock1.4K shadded$59.4K
Bullock Wealth Management GroupStock625 shadded$27.4K
ELEVATION WEALTH PARTNERS, LLCCOM546 shadded$23.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock412 shadded$17.5K
GK Wealth Management LLCCOM38 sh—$1.6K
Davis Capital ManagementStock1 sh—$43

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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