Public record / Tickers / BILL

BILL — BILL Holdings, Inc.†

Both disclosure regimes on one name: who in Congress filed about BILL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming BILL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
347
top-347 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

BUY · traded 2023-04-10 → filed 2023-05-19. Ranked over every BILL row by the provable lower bound, never a point estimate.

No member disclosed BILL in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BILL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BILL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10BUYTraded 04-10 +39d$15K–$50K
2023-04-17Daniel S. Goldman D–NY-10SELLTraded 03-06 +42d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in BILL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed BILL in the trailing 12 months.

Congress ↔ notable managers · BILL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BILL HOLDINGS INC

Merged timeline of congressional filings and notable-manager moves on BILL
DateWhoChangeSize
2026-05-15Soros Fund Management 13FNEW+106,925 sh
2026-05-15Bridgewater Associates 13FADD+10,802 sh
2026-05-15Gotham Asset Management 13FTRIM−83,302 sh
2026-05-15Elliott Investment Management 13FEXIT−3,000,000 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BILL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ER Collective Holdings, LLC$326M1
2BlackRock, Inc.$320M1
3Starboard Value LP$269M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$218M1
5VANGUARD CAPITAL MANAGEMENT LLC$150M1
6WELLINGTON MANAGEMENT GROUP LLP$148M1
7Senvest Management, LLC$147M1
8Contour Asset Management LLC$128M1
9Greenhouse Funds LLLP$122M1
10STATE STREET CORP$119M1
11DIMENSIONAL FUND ADVISORS LP$118M1
12AMERIPRISE FINANCIAL INC$109M1
13Point72 Asset Management, L.P.$82.8M1
14FULLER & THALER ASSET MANAGEMENT, INC.$76.5M1
15NOMURA HOLDINGS INC$66.2M1
16PARNASSUS INVESTMENTS, LLC$63.7M1
17GEODE CAPITAL MANAGEMENT, LLC$61.3M1
18ROYAL BANK OF CANADA$58.7M1
19MILLENNIUM MANAGEMENT LLC$55.1M1
20CITADEL ADVISORS LLC$51.7M1
21UBS Group AG$49.3M1
22BANK OF AMERICA CORP /DE/$44.4M1
23Invenomic Capital Management LP$39.6M1
24FMR LLC$35.5M1
25LPL Financial LLC$33.7M1
26MANGROVE PARTNERS IM, LLC$32.1M1
27CHARLES SCHWAB INVESTMENT MANAGEMENT INC$30.0M1
28NORTHERN TRUST CORP$25.6M1
29MORGAN STANLEY$25.0M1
30LIGHT STREET CAPITAL MANAGEMENT, LLC$23.9M1
31Bank of New York Mellon Corp$23.3M1
32BALYASNY ASSET MANAGEMENT L.P.$21.9M1
33VANGUARD FIDUCIARY TRUST CO$21.0M1
34JANE STREET GROUP, LLC$19.2M1
35Retirement Systems of Alabama$18.8M1
36BARCLAYS PLC$16.9M1
37SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.8M1
38Verition Fund Management LLC$16.7M1
39CANADA PENSION PLAN INVESTMENT BOARD$16.3M1
40PAR CAPITAL MANAGEMENT INC$15.3M1
41ARMISTICE CAPITAL, LLC$14.4M1
42D. E. Shaw & Co., Inc.$14.0M1
43Quantinno Capital Management LP$13.7M1
44RAYMOND JAMES FINANCIAL INC$13.1M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12.9M1
46BARINGTON COMPANIES MANAGEMENT, LLC$12.0M1
47BANK OF MONTREAL /CAN/$11.3M1
48Freestone Grove Partners LP$11.3M1
49Assenagon Asset Management S.A.$11.2M1
50MONIMUS CAPITAL MANAGEMENT, LP$10.8M1
51Invesco Ltd.$10.3M1
52ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10.1M1
53ExodusPoint Capital Management, LP$9.8M1
54Hudson Bay Capital Management LP$9.6M1
55Nuveen, LLC$9.6M1
56ALLIANCEBERNSTEIN L.P.$8.9M1
57DEUTSCHE BANK AG\$8.7M1
58Yiheng Capital Management, L.P.$8.5M1
59IRIDIAN ASSET MANAGEMENT LLC/CT$7.6M1
60PRINCIPAL FINANCIAL GROUP INC$7.5M1
61Meridiem Capital Partners LP$7.5M1
62Qube Research & Technologies Ltd$6.9M1
63Gotham Asset Management, LLC$6.6M1
64Potrero Capital Research LLC$6.6M1
65CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$6.5M1
66Swiss National Bank$6.4M1
67AQR CAPITAL MANAGEMENT LLC$5.9M1
68OSSIAM$5.7M1
69MASSACHUSETTS FINANCIAL SERVICES CO /MA/$5.2M1
70CIBC Bancorp USA Inc.$4.8M1
71SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4.8M1
72Legal & General Group Plc$4.5M1
73Tejara Capital Ltd$4.5M1
74Empowered Funds, LLC$4.4M1
75CITIGROUP INC$4.4M1
76SEI INVESTMENTS CO$4.2M1
77Ardmore Road Asset Management LP$4.2M1
78SOROS FUND MANAGEMENT LLC$4.1M1
79Shay Capital LLC$3.9M1
80VICTORY CAPITAL MANAGEMENT INC$3.7M1
81Sepio Capital, LP$3.7M1
82Vanguard Global Advisers, LLC$3.6M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
84Qsemble Capital Management, LP$3.3M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.3M1
86TWO SIGMA INVESTMENTS, LP$3.2M1
87M&G Plc$3.0M1
88VANGUARD ASSET MANAGEMENT, Ltd$3.0M1
89Corient Private Wealth LLC$2.9M1
90FORMULA GROWTH LTD$2.9M1
91JUPITER ASSET MANAGEMENT LTD$2.7M1
92STATE OF WISCONSIN INVESTMENT BOARD$2.7M1
93AMERICAN CENTURY COMPANIES INC$2.6M1
94Bridgewater Associates, LP$2.5M1
95FIFTH THIRD BANCORP$2.5M1
96PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.4M1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.3M1
98CastleKnight Management LP$2.1M1
99ASPIRIANT, LLC$2.1M1
100Taylor Frigon Capital Management LLC$2.1M1
101FIRST TRUST ADVISORS LP$2.0M1
102State of New Jersey Common Pension Fund D$1.8M1
103LAZARD ASSET MANAGEMENT LLC$1.8M1
104OPPENHEIMER & CO INC$1.8M1
105NEXPOINT ASSET MANAGEMENT, L.P.$1.8M1
106LAVELLE CAPITAL LP$1.7M1
107Magnetar Financial LLC$1.7M1
108MetLife Investment Management, LLC$1.7M1
109Apella Capital, LLC$1.6M1
110VOYA INVESTMENT MANAGEMENT LLC$1.6M1
111Walleye Trading LLC$1.6M1
112Clearline Capital LP$1.6M1
113CREDIT INDUSTRIEL ET COMMERCIAL$1.5M1
114Janus Henderson Group Ltd.$1.5M1
115NEW YORK STATE COMMON RETIREMENT FUND$1.5M1
116MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.4M1
117Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
118VARCOV Co.$1.4M1
119Jasper Ridge Partners, L.P.$1.4M1
120Generali Investments Towarzystwo Funduszy Inwestycyjnych$1.3M1
121MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.3M1
122Cresset Asset Management, LLC$1.2M1
123Manchester Capital Management LLC$1.2M1
124BURNEY CO/$1.2M1
125Walleye Capital LLC$1.1M1
126Bridgefront Capital, LLC$1.1M1
127XTX Topco Ltd$1.1M1
128YOUSIF CAPITAL MANAGEMENT, LLC$983K1
129FRANKLIN RESOURCES INC$969K1
130READYSTATE ASSET MANAGEMENT LP$962K1
131BNP Paribas Asset Management Holding S.A.$907K1
132CWM, LLC$902K1
133PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$897K1
134Arizona State Retirement System$896K1
135FEDERATED HERMES, INC.$889K1
136Quantbot Technologies LP$848K1
137COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$845K1
138Vanguard Investments Australia, Ltd.$828K1
139Empower Advisory Group, LLC$828K1
140Schonfeld Strategic Advisors LLC$827K1
141QUADRANT CAPITAL GROUP LLC$819K1
142Creative Planning$819K1
143STATE OF MICHIGAN RETIREMENT SYSTEM$812K1
144Brevan Howard Capital Management LP$763K1
145NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$756K1
146Sterling Capital Management LLC$740K1
147WELLS FARGO & COMPANY/MN$737K1
148KLP KAPITALFORVALTNING AS$728K1
149Altiora Financial Group, LLC$728K1
150PRUDENTIAL FINANCIAL INC$720K1
151Provident Living Financial Services, Inc.$713K1
152Graham Capital Management, L.P.$708K1
153OREGON PUBLIC EMPLOYEES RETIREMENT FUND$693K1
154WASHINGTON CAPITAL MANAGEMENT, INC$668K1
155Palogic Value Management, L.P.$651K1
156Vanguard Personalized Indexing Management, LLC$649K1
157Summit Trail Advisors, LLC$645K1
158Amundi$627K1
159Ameritas Investment Partners, Inc.$621K1
160TORONTO DOMINION BANK$619K1
161Odyssean, LLC$603K1
162NANO CAP NEW MILLENNIUM GROWTH FUND L P$575K1
163Pictet Asset Management Holding SA$573K1
164Barton Investment Management$543K1
165Shepherd Financial Partners LLC$537K1
166NORTH STAR ASSET MANAGEMENT INC$532K1
167Lighthouse Investment Partners, LLC$510K1
168IEQ CAPITAL, LLC$497K1
169BLAIR WILLIAM & CO/IL$476K1
170Edgestream Partners, L.P.$443K1
171BLUEFIN CAPITAL MANAGEMENT, LLC$437K1
172XPONANCE LLC$401K1
173Private Advisory Group LLC$366K1
174Tidal Investments LLC$361K1
175ENVESTNET ASSET MANAGEMENT INC$346K1
176CAPSTONE INVESTMENT ADVISORS, LLC$322K1
177Sequoia Financial Advisors, LLC$321K1
178Resonant Capital Advisors, LLC$320K1
179INCEPTIONR LLC$273K1
180Global Endowment Management, LP$272K1
181Jefferies Financial Group Inc.$268K1
182EVERGREEN CAPITAL MANAGEMENT LLC$257K1
183New Age Alpha Advisors, LLC$256K1
184SECURIAN ASSET MANAGEMENT, INC$245K1
185PRELUDE CAPITAL MANAGEMENT, LLC$243K1
186Ensign Peak Advisors, Inc$240K1
187Swiss Life Asset Management Ltd$219K1
188Prana Capital Management, LP$204K1
189Mitsubishi UFJ Asset Management Co., Ltd.$148K1
190Capula Management Ltd$128K1
191Tower Research Capital LLC (TRC)$125K1
192PEAK6 LLC$112K1
193Leonteq Securities AG$105K1
194Bayforest Capital Ltd$95.8K1
195Evergreen Advisors, LLC$76.6K1
196Federation des caisses Desjardins du Quebec$76.6K1
197Rockefeller Capital Management L.P.$61.2K1
198Geneos Wealth Management Inc.$57.5K1
199SBI Securities Co., Ltd.$52.7K1
200Eurizon Capital SGR S.p.A.$47.8K1
201US BANCORP \DE\$45.2K1
202Asset Management One Co., Ltd.$45.0K1
203UMB Bank, n.a.$40.2K1
204State of Wyoming$31.6K1
205NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29.1K1
206OSAIC HOLDINGS, INC.$28.6K1
207Allworth Financial LP$23.9K1
208Steward Partners Investment Advisory, LLC$23.3K1
209SUMMIT SECURITIES GROUP LLC$19.2K1
210MAI Capital Management$18.4K1
211WOLVERINE ASSET MANAGEMENT LLC$15.3K1
212NOMURA ASSET MANAGEMENT CO LTD$14.6K1
213Crewe Advisors LLC$11.8K1
214Mirae Asset Global Investments Co., Ltd.$9.8K1
215SIGNATUREFD, LLC$9.6K1
216Blue Trust, Inc.$9.3K1
217DANSKE BANK A/S$7.7K1
218ALGERT GLOBAL LLC$6.9K1
219Aster Capital Management (DIFC) Ltd$6.4K1
220Addison Advisors LLC$6.3K1
221ELEVATION WEALTH PARTNERS, LLC$5.6K1
222CVA Family Office, LLC$5.1K1
223Larson Financial Group LLC$4.9K1
224CANADA LIFE ASSURANCE Co$4.7K1
225True Wealth Design, LLC$4.4K1
226West Branch Capital LLC$3.6K1
227Evelyn Partners Investment Management Services Ltd$3.1K1
228Marquette Asset Management, LLC$2.8K1
229FARMERS & MERCHANTS INVESTMENTS INC$2.7K1
230Plato Investment Management Ltd$2.3K1
231RMG Wealth Management LLC$2.3K1
232NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.2K1
233Prestige Wealth Management Group LLC$2.2K1
234Elequin Capital, LP$2.1K1
235JFS WEALTH ADVISORS, LLC$1.9K1
236Physician Wealth Advisors, Inc.$1.8K1
237Sachetta, LLC$1.6K1
238Treasurer of the State of North Carolina$1.3K1
239Jackson Creek Investment Advisors LLC$1.3K1
240Smartleaf Asset Management LLC$1.2K1
241Godfrey Financial Associates, Inc.$1.1K1
242ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$9961
243Clearstead Advisors, LLC$9201
244Bell Investment Advisors, Inc$9201
245THRIVENT FINANCIAL FOR LUTHERANS$7601
246Parkside Financial Bank & Trust$6911
247NISA INVESTMENT ADVISORS, LLC$6511
248Virtu Financial LLC$6511
249Sunrise Financial Services, LLC$5751
250GSA CAPITAL PARTNERS LLP$5411
251State of Alaska, Department of Revenue$5271
252Transamerica Financial Advisors, LLC$4971
253SouthState Bank Corp$4601
254Cromwell Holdings LLC$4601
255DiNuzzo Private Wealth, Inc.$4601
256SJS Investment Consulting Inc.$4221
257Maxi Investments CY Ltd$3451
258DekaBank Deutsche Girozentrale$2591
259Ameritas Advisory Services, LLC$2301
260Rialto Wealth Management, LLC$2301
261LSV ASSET MANAGEMENT$1991
262Vermillion Wealth Management, Inc.$1921
263NFSG Corp$1921
264HFM Investment Advisors, LLC$1531
265ACADIAN ASSET MANAGEMENT LLC$1261
266KBC Group NV$1011
267MV CAPITAL MANAGEMENT, INC.$771
268Quaker Wealth Management, LLC$771
269American Capital Advisory, LLC$771
270WPG Advisers, LLC$771
271Keating Financial Advisory Services, Inc.$771
272Capital Advisors, Ltd. LLC$11
273M&T BANK CORP— value not disclosed1
274VANGUARD GROUP INC— value not disclosed1
275FRONTIER CAPITAL MANAGEMENT CO LLC— value not disclosed1
276TEACHER RETIREMENT SYSTEM OF TEXAS— value not disclosed1
277HSBC HOLDINGS PLC— value not disclosed1
278Atlantic Union Bankshares Corp— value not disclosed1
279JACOBS LEVY EQUITY MANAGEMENT, INC— value not disclosed1
280COMERICA BANK— value not disclosed1
281GROUP ONE TRADING LLC— value not disclosed1
282VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
283Sand Hill Global Advisors, LLC— value not disclosed1
284MORGENS WATERFALL VINTIADIS & CO INC— value not disclosed1
285WEXFORD CAPITAL LP— value not disclosed1
286HARVEST MANAGEMENT LLC— value not disclosed1
287NATIXIS— value not disclosed1
288CIBC Private Wealth Group LLC— value not disclosed1
289Pier Capital, LLC— value not disclosed1
290Yorktown Management & Research Co Inc— value not disclosed1
291ASSETMARK, INC— value not disclosed1
292NORGES BANK— value not disclosed1
293Senator Investment Group LP— value not disclosed1
294Quantitative Investment Management, LLC— value not disclosed1
295IMC-Chicago, LLC— value not disclosed1
296HighTower Advisors, LLC— value not disclosed1
297Alberta Investment Management Corp— value not disclosed1
298Cambria Investment Management, L.P.— value not disclosed1
299Twin Tree Management, LP— value not disclosed1
300MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
301PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
302Focus Partners Wealth— value not disclosed1
303Utah Retirement Systems— value not disclosed1
304Chicago Partners Investment Group LLC— value not disclosed1
305Arax Advisory Partners— value not disclosed1
306Connor, Clark & Lunn Investment Management Ltd.— value not disclosed1
307Joel Isaacson & Co., LLC— value not disclosed1
30813D Management LLC— value not disclosed1
309WINTON GROUP Ltd— value not disclosed1
310Governors Lane LP— value not disclosed1
311Quadrature Capital Ltd— value not disclosed1
312Union Square Park Capital Management, LLC— value not disclosed1
313Engle Capital Management, L.P.— value not disclosed1
314Garner Asset Management Corp— value not disclosed1
315Diametric Capital, LP— value not disclosed1
316DV Trading LLC— value not disclosed1
317STANSBERRY ASSET MANAGEMENT, LLC— value not disclosed1
318Global Retirement Partners, LLC— value not disclosed1
319One Fin Capital Management LP— value not disclosed1
320Totem Point Management, LLC— value not disclosed1
321SUMMIT WEALTH & RETIREMENT PLANNING, INC.— value not disclosed1
322Y-Intercept (Hong Kong) Ltd— value not disclosed1
323Cinctive Capital Management LP— value not disclosed1
324Elliott Investment Management L.P.— value not disclosed1
325Maryland State Retirement & Pension System— value not disclosed1
326Brooklyn Investment Group— value not disclosed1
327OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
328NewEdge Wealth, LLC— value not disclosed1
329TUCKER ASSET MANAGEMENT LLC— value not disclosed1
330AlphaQuest LLC— value not disclosed1
331Ascent Group, LLC— value not disclosed1
332SageView Advisory Group, LLC— value not disclosed1
333Dunhill Financial, LLC— value not disclosed1
334Caitong International Asset Management Co., Ltd— value not disclosed1
335West Tower Group, LLC— value not disclosed1
336Perbak Capital Partners LLP— value not disclosed1
337Susquehanna Portfolio Strategies, LLC— value not disclosed1
338Marex Group Ltd— value not disclosed1
339Annis Gardner Whiting Capital Advisors, LLC— value not disclosed1
340Knollwood Investment Advisory, LLC— value not disclosed1
341TD Waterhouse Canada Inc.— value not disclosed1
342Pathstone Holdings, LLC— value not disclosed1
343Jain Global LLC— value not disclosed1
344Heights Point Management, LP— value not disclosed1
345T3 Companies, LLC— value not disclosed1
346Kilter Group LLC— value not disclosed1
347United Financial Planning Group LLC— value not disclosed1
Truncated by Public Filings. Every one of the 272 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BILL

RETAINED WINDOW · ACTIVE HITS

Zero hits on BILL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BILL · financials and macro

Financials — as filed PLANNED

BILL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BILL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing