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	–	765
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

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return