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Annis Gardner Whiting Capital Advisors’s BILL Holdings BILL Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed -$164 – 1336
2025
Q4 		$164 Buy
+3
New +$154 ﹤0.01% 1178
2024
Q3 		– Sell
-127
Closed -$6.68K – 764
2024
Q2 		$6.68K Hold
127
– – ﹤0.01% 737
2024
Q1 		$8.73K Sell
127
-3,313
-96% -$232K ﹤0.01% 687
2023
Q4 		$281K Buy
3,440
+170
+5% +$14K 0.12% 126
2023
Q3 		$355K Buy
+3,270
New +$372K 0.19% 96

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BILL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 3 shares — an estimated $164 sold.

Annis Gardner Whiting Capital Advisors first reported a position in BILL in Q3 2023 and held it in 5 quarters. The position peaked at $355K in Q3 2023. 341 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3 BILL Holdings shares in Q1 2026, an estimated $164.
  • Annis Gardner Whiting Capital Advisors first reported a position in BILL Holdings in Q3 2023 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's BILL Holdings position peaked at $355K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.