Titelia

Fund shareholders of BILL Holdings Inc

ISIN US0900431000 · United States · LEI 549300IBF9VZZIGOZW63

Fund shareholders
281
Of which ETFs
80 201 other funds
Value held
1.3B $ 9.5M SEK · 167.2K €
Share of capital
37.2 % of 85.3M shares on Aug 13, 2026
FundSharesValueWeight in fundShare of capital
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 34,8531.6M $0.07 %0.04 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Seligman Global Technology Fund Columbia Funds Variable Series Trust II 34,4521.3M $0.37 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,8701.3M $0.06 %0.04 %as of Apr 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 33,6941.3M $0.10 %0.04 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 33,4361.3M $0.18 %0.04 %as of Mar 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 33,2021.3M $0.10 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 32,7641.2M $0.01 %0.04 %as of Apr 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 31,2841.2M $0.10 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 30,9811.2M $0.05 %0.04 %as of Apr 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 30,5841.2M $0.11 %0.04 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 30,4151.2M $0.38 %0.04 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30,3601.4M $0.15 %0.04 %as of Feb 28, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 30,2191.2M $0.02 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 30,1081.2M $0.04 %0.04 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 29,8901.1M $0.10 %0.04 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 28,7291.1M $0.05 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,3641.1M $0.04 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 28,3191.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 28,1751.1M $0.01 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 28,0891.1M $0.16 %0.03 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 26,4841M $0.11 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,517977.3K $0.10 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 25,3569.3M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 23,319886.1K $0.10 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 21,787834.4K $0.00 %0.03 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,117808.8K $0.09 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 20,156765.9K $0.04 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,844760K $0.11 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 19,174734.4K $0.10 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 18,863722.5K $0.09 %0.02 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 18,644714.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 18,590712K $0.01 %0.02 %as of Mar 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 16,218621.1K $0.10 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,183619.8K $0.06 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 15,749603.2K $0.08 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 15,548692K $0.01 %0.02 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 15,323582.3K $0.02 %0.02 %as of Apr 30, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 14,666652.8K $2.18 %0.02 %as of Feb 28, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 13,889531.9K $0.10 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 13,824525.3K $0.02 %0.02 %as of Apr 30, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 13,810528.9K $0.67 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 13,677523.8K $0.03 %0.02 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 13,360507.7K $0.10 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,258503.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,142585K $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,909490.5K $0.04 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 12,781485.7K $0.08 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 12,475474.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 12,393551.6K $0.05 %0.01 %as of Feb 28, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 12,301471.1K $0.11 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,277546.4K $0.04 %0.01 %as of Feb 28, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 12,246465.3K $0.10 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST 12,050461.5K $0.87 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 11,740449.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 11,720521.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,248427.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,877484.1K $0.12 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 10,743411.5K $0.12 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 10,161386.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 10,020380.8K $0.05 %0.01 %as of Apr 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 9,924377.1K $0.10 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. 9,828376.4K $0.08 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 9,596367.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 9,562363.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 9,424360.9K $0.23 %0.01 %as of Mar 31, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,086309.7K $0.20 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,801296.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 7,750345K $0.04 %0.01 %as of Feb 28, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 7,475286.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 6,722299.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 6,685256K $0.52 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 6,643295.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,635254.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 6,515249.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,491288.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 6,396245K $0.10 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 6,225277.1K $0.04 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,090233.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,904226.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,893225.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,700218.3K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,427206.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,396206.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity Disruptive Finance ETF Fidelity Covington Trust 5,385239.7K $0.59 %0.01 %as of Feb 28, 2026 ↗
Alger Russell Innovation ETF Alger ETF Trust 5,110195.7K $1.82 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 4,822184.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 4,524171.9K $0.06 %0.01 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 4,163158.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,053180.4K $0.15 %0.00 %as of Feb 28, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,019153.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 4,017153.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,657140.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,656138.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,636161.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 3,522133.8K $0.17 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,520156.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,388128.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,366128.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 3,307147.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 3,295125.2K $0.16 %0.00 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Baird Equity Opportunity Fund Baird Funds Inc 5.38 %as of Mar 31, 2026 ↗
Parnassus Mid Cap Growth Fund Parnassus Funds 2.93 %as of Mar 31, 2026 ↗
NexPoint Event Driven Fund NexPoint Funds I 2.25 %as of Mar 31, 2026 ↗
Taylor Frigon Core Growth Fund PFS FUNDS 2.18 %as of Feb 28, 2026 ↗
Parnassus Mid Cap Fund Parnassus Funds 1.86 %as of Mar 31, 2026 ↗
Alger Russell Innovation ETF Alger ETF Trust 1.82 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 1.75 %as of Apr 30, 2026 ↗
WisdomTree Cloud Computing Fund WisdomTree Trust 1.29 %as of Mar 31, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 1.22 %as of Feb 28, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 1.21 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2278+1331,711,985+6.6 %
2026Q1265-2929,742,649-0.8 %
2025Q4294-1229,997,442-19.2 %
2025Q3306-4237,113,192-2.8 %
2025Q2348-738,198,288-1.4 %
2025Q1355+6038,735,883+12.3 %
2024Q4295-634,493,768-7.4 %
2024Q3301-3237,252,012-5.6 %
2024Q2333-3739,469,095-10.0 %
2024Q1370-2343,852,249-2.3 %
2023Q439344,906,795

Institutional managers

329 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
ER Collective Holdings, LLC8,518,300326.3M $as of Mar 31, 2026
BlackRock, Inc.8,357,143320.1M $as of Mar 31, 2026
Starboard Value LP7,024,848269.1M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP3,862,663147.9M $as of Mar 31, 2026
Senvest Management, LLC3,835,348146.9M $as of Mar 31, 2026
Contour Asset Management LLC3,341,743128M $as of Mar 31, 2026
Greenhouse Funds LLLP3,190,605122.2M $as of Mar 31, 2026
STATE STREET CORP3,096,878118.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,090,741118.4M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC2,834,458108.6M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,162,47182.8M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.1,996,21576.5M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,978,69475.8K $as of Mar 31, 2026
NOMURA HOLDINGS INC1,728,79566.2M $as of Mar 31, 2026
PARNASSUS INVESTMENTS, LLC1,662,25063.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,599,67961.3M $as of Mar 31, 2026
ROYAL BANK OF CANADA1,532,33758.7M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,437,85655.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,349,29751.7M $as of Mar 31, 2026
UBS Group AG1,286,40049.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,159,65044.4M $as of Mar 31, 2026
Invenomic Capital Management LP1,033,29639.6M $as of Mar 31, 2026
FMR LLC927,92235.5M $as of Mar 31, 2026
LPL Financial LLC878,94733.7M $as of Mar 31, 2026
MARSHALL WACE, LLP852,76232.7M $as of Mar 31, 2026

Declared shareholders of BILL Holdings Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.81 %5,753,583as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of BILL Holdings Inc

21 funds declare 25 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Calamos Market Neutral Income Fund129.8M $as of Apr 30, 2026
Franklin Convertible Securities Fund129.2M $as of Apr 30, 2026
iShares Convertible Bond ETF122.4M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF116.1M $as of Mar 31, 2026
NYLI MacKay Convertible Fund112.4M $as of Apr 30, 2026
Virtus Income & Growth Fund110.4M $as of Mar 31, 2026
Lord Abbett Convertible Fund19.6M $as of Feb 28, 2026
Virtus Convertible Fund19.6M $as of Mar 31, 2026
Fidelity Convertible Securities Fund14.5M $as of Feb 28, 2026
JPMorgan Strategic Income Opportunities Fund13.8M $as of Feb 28, 2026
Global Opportunities Portfolio12.8M $as of Apr 30, 2026
JNL Multi-Manager Alternative Fund21.9M $as of Mar 31, 2026
Fidelity Strategic Dividend and Income Fund11.9M $as of Feb 28, 2026
Lazard Enhanced Opportunities Portfolio2873.9K $as of Mar 31, 2026
Franklin Alternative Strategies Fund2688.6K $as of Feb 27, 2026
Multi-Asset Strategy Fund1680.7K $as of Apr 30, 2026
PACE Alternative Strategies Investments2558.7K $as of Apr 30, 2026
Multi-Strategy Income Fund1411.9K $as of Apr 30, 2026
Advent Convertible Bond ETF1376K $as of Feb 28, 2026
1290 VT Convertible Securities Portfolio1210.5K $as of Mar 31, 2026
Calamos Merger Arbitrage Fund149.8K $as of Apr 30, 2026
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Titelia. "Fund shareholders of BILL Holdings Inc". https://titelia.com/en/stocks/bill-holdings-inc-US0900431000