Aspiriant LLC
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Aspiriant LLC’s BILL Holdings BILL Stock Holding History

Aspiriant LLC’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 		$2.21M Sell
51,841
-2,550
-5% -$118K 0.05% 108
2026
Q2 		$1.97M Hold
54,391
– – 0.05% 115
2026
Q1 		$2.08M Sell
54,391
-5,203
-9% -$233K 0.06% 106
2025
Q4 		$3.25M Hold
59,594
– – 0.09% 91
2025
Q3 		$3.16M Sell
59,594
-13
-0% -$604 0.1% 83
2025
Q2 		$2.76M Buy
59,607
+10
+0% +$442 0.09% 88
2025
Q1 		$2.73M Buy
59,597
+3
+0% +$202 0.09% 83
2024
Q4 		$5.05M Sell
59,594
-2,511
-4% -$187K 0.18% 57
2024
Q3 		$3.28M Sell
62,105
-200,000
-76% -$10.3M 0.12% 72
2024
Q2 		$13.8M Sell
262,105
-6
-0% -$340 0.56% 29
2024
Q1 		$18M Buy
262,111
+6
+0% +$419 0.75% 24
2023
Q4 		$21.4M Hold
262,105
– – 0.96% 21
2023
Q3 		$28.5M Sell
262,105
-1,375
-0.5% -$156K 1.46% 11
2023
Q2 		$30.8M Sell
263,480
-1,579
-0.6% -$150K 1.56% 11
2023
Q1 		$21.5M Sell
265,059
-1,171
-0.4% -$109K 1.13% 18
2022
Q4 		$29M Hold
266,230
– – 1.48% 13
2022
Q3 		$35.2M Sell
266,230
-12,750
-5% -$1.83M 1.72% 12
2022
Q2 		$30.7M Buy
278,980
+23,674
+9% +$3.45M 1.48% 15
2022
Q1 		$57.9M Sell
255,306
-2,934
-1% -$612K 3.18% 7
2021
Q4 		$64.3M Buy
258,240
+7,142
+3% +$2.02M 3.44% 7
2021
Q3 		$67M Sell
251,098
-153,849
-38% -$35.5M 3.94% 5
2021
Q2 		$74.2M Buy
404,947
+2,208
+0.5% +$346K 4.19% 5
2021
Q1 		$58.6M Hold
402,739
– – 3.74% 6
2020
Q4 		$55M Sell
402,739
-622
-0.2% -$73.4K 3.75% 6
2020
Q3 		$40.5M Buy
403,361
+354,552
+726% +$32.3M 3.16% 11
2020
Q2 		$4.4M Buy
+48,809
New +$3.14M 0.41% 32

Other funds holding BILL

CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aspiriant LLC's BILL Position: Q3 2026 in Review

Aspiriant LLC reduced its BILL Holdings (BILL) stake by 4.7% in Q3 2026, selling an estimated $118K and leaving 51,841 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #108.

Aspiriant LLC first reported a position in BILL in Q2 2020 and has held it in 26 quarters since. The position peaked at $74.2M in Q2 2021. 35 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Aspiriant LLC held 51,841 shares of BILL Holdings worth $2.21M as of Q3 2026.
  • Aspiriant LLC sold 2,550 BILL Holdings shares in Q3 2026, an estimated $118K.
  • BILL Holdings made up 0.05% of Aspiriant LLC's portfolio in Q3 2026, its #108 holding.
  • Aspiriant LLC first reported a position in BILL Holdings in Q2 2020 and has held it in 26 quarters since.
  • Aspiriant LLC's BILL Holdings position peaked at $74.2M in Q2 2021.
  • 35 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.