InvestorLens

BILL — BILL HOLDINGS INC

Information Technology

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BILL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
71
Institutional Conviction
Net accumulation · 5 buying vs 2 selling last quarter
57
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 7 tracked investors who changed their BILL position last quarter, 5 bought and 2 sold (71% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Steve Cohen, …)
  • +3 tracked investors reported holding BILL at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BILL HOLDINGS INC (BILL)

BILL HOLDINGS INC (BILL) appears in the most recent 13F filings of 3 tracked institutional investors. BILL HOLDINGS INC is classified in the Information Technology sector. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $234M. Across recent filings, tracked investors recorded 16 new positions, 12 increased, 20 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BILL

50
/100
Mixed Activity
Added / Increased28
Reduced20
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track BILL

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BILL Ownership Composition

How BILL HOLDINGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
66% of tracked value
Institutions
3
tracked investors
Total Reported
$274.4M
combined 13F value
Types2
  • Macro66.1%
  • Multi-Strategy / Quant33.9%
Macro(1)
66.1%
Multi-Strategy / Quant(2)
33.9%

Tracked investors currently reporting BILL

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    727.7K
    Value
    $26.3M
    % Portfolio
    0.00%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    209.7M
    Value
    $181.4M
    % Portfolio
    2.23%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    77.1M
    Value
    $66.7M
    % Portfolio
    0.02%

Previously held BILL

These investors reported BILL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management2.2M$85.2MMar 31, 2026
Philippe LaffontCoatue Management2M$163.2MDec 31, 2023
Cathie WoodARK Investment Management178.6K$15.1MDec 31, 2024
Paul Tudor JonesTudor Investment Corp358K$16.6MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold BILL?
3 tracked institutional investors disclosed a position in BILL (BILL HOLDINGS INC) in their most recent 13F filing.
Who is the largest institutional holder of BILL?
Steve Cohen, Point72 Asset Management, holds the largest disclosed position in BILL, valued at $234M.
Did institutional ownership of BILL increase or decrease?
Across recent 13F filings, tracked investors recorded 16 new positions, 12 increased, 20 reduced, and 8 fully exited BILL.
What sector is BILL in?
BILL HOLDINGS INC is classified in the Information Technology GICS sector.
Where does this BILL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
BILL (BILL HOLDINGS INC) — Institutional Holders & 13F — InvestorLens