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Atria Investments’s BILL Holdings BILL Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-4,740
Closed -$218K – 1991
2025
Q1 		$218K Buy
4,740
+1,047
+28% +$70.4K ﹤0.01% 1786
2024
Q4 		$313K Buy
+3,693
New +$275K ﹤0.01% 1577
2024
Q1 		– Sell
-13,243
Closed -$1.08M – 968
2023
Q4 		$1.08M Sell
13,243
-839
-6% -$68.9K 0.02% 858
2023
Q3 		$1.53M Sell
14,082
-289
-2% -$32.9K 0.03% 671
2023
Q2 		$1.68M Buy
14,371
+1,297
+10% +$123K 0.03% 615
2023
Q1 		$1.06M Sell
13,074
-141
-1% -$13.1K 0.02% 782
2022
Q4 		$1.44M Sell
13,215
-3,302
-20% -$396K 0.03% 625
2022
Q3 		$2.19M Sell
16,517
-2,959
-15% -$425K 0.05% 451
2022
Q2 		$2.14M Sell
19,476
-5,967
-23% -$869K 0.04% 485
2022
Q1 		$5.77M Buy
25,443
+1,907
+8% +$398K 0.1% 237
2021
Q4 		$5.86M Buy
23,536
+687
+3% +$194K 0.1% 233
2021
Q3 		$6.1M Sell
22,849
-16,725
-42% -$3.86M 0.11% 208
2021
Q2 		$7.25M Buy
39,574
+2,581
+7% +$404K 0.14% 166
2021
Q1 		$5.38M Sell
36,993
-152
-0.4% -$22.8K 0.12% 199
2020
Q4 		$5.07M Buy
37,145
+4,382
+13% +$517K 0.12% 194
2020
Q3 		$3.29M Buy
32,763
+1,300
+4% +$118K 0.1% 229
2020
Q2 		$2.84M Buy
+31,463
New +$2.03M 0.1% 247

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return