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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's BILL Position: Q2 2025 in Review

Atria Investments sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 4,740 shares — an estimated $218K sold.

Atria Investments first reported a position in BILL in Q2 2020 and held it in 17 quarters. The position peaked at $7.25M in Q2 2021. 371 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Atria Investments reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 4,740 BILL Holdings shares in Q2 2025, an estimated $218K.
  • Atria Investments first reported a position in BILL Holdings in Q2 2020 and held it in 17 quarters.
  • Atria Investments's BILL Holdings position peaked at $7.25M in Q2 2021.
  • 371 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.