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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$15K–$50K
2023-04-17Daniel S. Goldman D–NY-10SaleTraded 03-06 +42d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
274VANGUARD GROUP INC$01
275FRONTIER CAPITAL MANAGEMENT CO LLC$01
276TEACHER RETIREMENT SYSTEM OF TEXAS$01
277HSBC HOLDINGS PLC$01
278Atlantic Union Bankshares Corp$01
279JACOBS LEVY EQUITY MANAGEMENT, INC$01
280COMERICA BANK$01
281GROUP ONE TRADING LLC$01
282VIRGINIA RETIREMENT SYSTEMS ET Al$01
283Sand Hill Global Advisors, LLC$01
284MORGENS WATERFALL VINTIADIS & CO INC$01
285WEXFORD CAPITAL LP$01
286HARVEST MANAGEMENT LLC$01
287NATIXIS$01
288CIBC Private Wealth Group LLC$01
289Pier Capital, LLC$01
290Yorktown Management & Research Co Inc$01
291ASSETMARK, INC$01
292NORGES BANK$01
293Senator Investment Group LP$01
294Quantitative Investment Management, LLC$01
295IMC-Chicago, LLC$01
296HighTower Advisors, LLC$01
297Alberta Investment Management Corp$01
298Cambria Investment Management, L.P.$01
299Twin Tree Management, LP$01
300MIRABELLA FINANCIAL SERVICES LLP$01
301PICTON MAHONEY ASSET MANAGEMENT$01
302Focus Partners Wealth$01
303Utah Retirement Systems$01
304Chicago Partners Investment Group LLC$01
305Arax Advisory Partners$01
306Connor, Clark & Lunn Investment Management Ltd.$01
307Joel Isaacson & Co., LLC$01
30813D Management LLC$01
309WINTON GROUP Ltd$01
310Governors Lane LP$01
311Quadrature Capital Ltd$01
312Union Square Park Capital Management, LLC$01
313Engle Capital Management, L.P.$01
314Garner Asset Management Corp$01
315Diametric Capital, LP$01
316DV Trading LLC$01
317STANSBERRY ASSET MANAGEMENT, LLC$01
318Global Retirement Partners, LLC$01
319One Fin Capital Management LP$01
320Totem Point Management, LLC$01
321SUMMIT WEALTH & RETIREMENT PLANNING, INC.$01
322Y-Intercept (Hong Kong) Ltd$01
323Cinctive Capital Management LP$01
324Elliott Investment Management L.P.$01
325Maryland State Retirement & Pension System$01
326Brooklyn Investment Group$01
327OCCUDO QUANTITATIVE STRATEGIES LP$01
328NewEdge Wealth, LLC$01
329TUCKER ASSET MANAGEMENT LLC$01
330AlphaQuest LLC$01
331Ascent Group, LLC$01
332SageView Advisory Group, LLC$01
333Dunhill Financial, LLC$01
334Caitong International Asset Management Co., Ltd$01
335West Tower Group, LLC$01
336Perbak Capital Partners LLP$01
337Susquehanna Portfolio Strategies, LLC$01
338Marex Group Ltd$01
339Annis Gardner Whiting Capital Advisors, LLC$01
340Knollwood Investment Advisory, LLC$01
341TD Waterhouse Canada Inc.$01
342Pathstone Holdings, LLC$01
343Jain Global LLC$01
344Heights Point Management, LP$01
345T3 Companies, LLC$01
346Kilter Group LLC$01
347United Financial Planning Group LLC$01
Truncated by Public Filings. The published aggregate ranks the top 347 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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