AC
BILL icon

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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return