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Barton Investment Management’s BILL Holdings BILL Stock Holding History

Barton Investment 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
2026
Q2 		$337K Sell
9,312
-4,870
-34% -$179K 0.05% 51
2026
Q1 		$543K Sell
14,182
-935
-6% -$41.8K 0.07% 41
2025
Q4 		$824K Sell
15,117
-705
-4% -$36.2K 0.09% 36
2025
Q3 		$838K Buy
15,822
+1,096
+7% +$50.9K 0.09% 35
2025
Q2 		$681K Buy
14,726
+856
+6% +$37.8K 0.07% 34
2025
Q1 		$636K Sell
13,870
-325
-2% -$21.9K 0.08% 34
2024
Q4 		$1.2M Hold
14,195
– – 0.13% 29
2024
Q3 		$749K Buy
14,195
+142
+1% +$7.31K 0.09% 34
2024
Q2 		$739K Sell
14,053
-455
-3% -$25.7K 0.1% 32
2024
Q1 		$997K Buy
14,508
+131
+0.9% +$9.16K 0.12% 30
2023
Q4 		$1.17M Buy
14,377
+6,760
+89% +$555K 0.15% 29
2023
Q3 		$827K Buy
7,617
+12
+0.2% +$1.36K 0.13% 30
2023
Q2 		$889K Buy
7,605
+1,294
+21% +$123K 0.13% 30
2023
Q1 		$512K Buy
6,311
+2,045
+48% +$190K 0.09% 33
2022
Q4 		$465K Buy
+4,266
New +$512K 0.09% 36

Other funds holding BILL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Barton Investment Management's BILL Position: Q2 2026 in Review

Barton Investment Management reduced its BILL Holdings (BILL) stake by 34% in Q2 2026, selling an estimated $179K and leaving 9,312 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #51.

Barton Investment Management first reported a position in BILL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2024. 29 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Barton Investment Management held 9,312 shares of BILL Holdings worth $337K as of Q2 2026.
  • Barton Investment Management sold 4,870 BILL Holdings shares in Q2 2026, an estimated $179K.
  • BILL Holdings made up 0.05% of Barton Investment Management's portfolio in Q2 2026, its #51 holding.
  • Barton Investment Management first reported a position in BILL Holdings in Q4 2022 and has held it in 15 quarters since.
  • Barton Investment Management's BILL Holdings position peaked at $1.2M in Q4 2024.
  • 29 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.