Apella Capital’s BILL Holdings BILL Stock Holding History

Apella Capital’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 Q3	$1.86M	Buy	42,278 +52	+0.1%	+$2.4K	0.02%	293
2026 Q2	$1.72M	Sell	42,226 -1	-0%	-$37	0.02%	289
2026 Q1	$1.64M	Sell	42,227 -1,596	-4%	-$71.4K	0.02%	287
2025 Q4	$2.39M	Buy	43,823 +44	+0.1%	+$2.26K	0.05%	187
2025 Q3	$2.17M	Buy	43,779 +10	+0%	+$464	0.05%	181
2025 Q2	$2.08M	Buy	43,769 +19	+0%	+$840	0.06%	165
2025 Q1	$1.92M	Sell	43,750 -47	-0.1%	-$3.16K	0.07%	140
2024 Q4	$3.71M	Hold	43,797	–	–	0.14%	90
2024 Q3	$2.25M	Buy	43,797 +47	+0.1%	+$2.42K	0.09%	96
2024 Q2	$2.22M	Sell	43,750 -1	-0%	-$57	0.1%	92
2024 Q1	$2.91M	Hold	43,751	–	–	0.15%	85
2023 Q4	$3.24M	Buy	+43,751	New	+$3.59M	0.18%	79

Other funds holding BILL

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Apella Capital's BILL Position: Q3 2026 in Review

Apella Capital increased its BILL Holdings (BILL) stake by 0.12% in Q3 2026, buying an estimated $2.4K and bringing the position to 42,278 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #293.

Apella Capital first reported a position in BILL in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.71M in Q4 2024. 45 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

Apella Capital held 42,278 shares of BILL Holdings worth $1.86M as of Q3 2026.
Apella Capital bought 52 BILL Holdings shares in Q3 2026, an estimated $2.4K.
BILL Holdings made up 0.02% of Apella Capital's portfolio in Q3 2026, its #293 holding.
Apella Capital first reported a position in BILL Holdings in Q4 2023 and has held it in 12 quarters since.
Apella Capital's BILL Holdings position peaked at $3.71M in Q4 2024.
45 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.