BAAM
BILL icon

Baker Avenue Asset Management’s BILL Holdings BILL Stock Holding History

Baker Avenue Asset Management’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
-18,408
Closed -$845K – 507
2025
Q1 		$845K Buy
+18,408
New +$1.24M 0.03% 254
2023
Q4 		– Sell
-44
Closed -$4.78K – 496
2023
Q3 		$4.78K Buy
44
+32
+267% +$3.64K ﹤0.01% 956
2023
Q2 		$1.4K Buy
+12
New +$1.14K ﹤0.01% 1071
2023
Q1 		– Sell
-5
Closed -$545 – 1628
2022
Q4 		$545 Buy
+5
New +$600 ﹤0.01% 1278
2022
Q2 		– Sell
-2,913
Closed -$661K – 307
2022
Q1 		$661K Buy
+2,913
New +$607K 0.03% 191

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 $5.72T 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 $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B AUM 30.22% 1-Year Est. Return