Capital Fund Management (CFM)
BILL icon

Capital Fund Management (CFM)’s BILL Holdings BILL Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-19,100
Closed -$732K – 2089
2026
Q1 		$732K Sell
19,100
-22,400
-54% -$1M ﹤0.01% 1782
2025
Q4 		$2.26M Sell
41,500
-2,300
-5% -$118K 0.01% 1646
2025
Q3 		$2.32M Sell
43,800
-95,000
-68% -$4.41M 0.01% 1712
2025
Q2 		$6.42M Buy
138,800
+34,000
+32% +$1.5M 0.02% 991
2025
Q1 		$4.81M Buy
104,800
+52,900
+102% +$3.56M 0.01% 1024
2024
Q4 		$4.4M Sell
51,900
-21,000
-29% -$1.57M 0.01% 1140
2024
Q3 		$3.85M Sell
72,900
-100,400
-58% -$5.17M 0.01% 1146
2024
Q2 		$9.12M Buy
173,300
+11,700
+7% +$662K 0.03% 713
2024
Q1 		$11.1M Buy
161,600
+48,200
+43% +$3.37M 0.03% 683
2023
Q4 		$9.25M Buy
113,400
+95,200
+523% +$7.82M 0.02% 816
2023
Q3 		$1.98M Sell
18,200
-11,200
-38% -$1.27M 0.01% 1368
2023
Q2 		$3.44M Sell
29,400
-800
-3% -$76K 0.01% 992
2023
Q1 		$2.45M Buy
+30,200
New +$2.8M 0.01% 996

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Fund Management (CFM)'s BILL Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its BILL Holdings (BILL) stake by 53% in Q2 2026, selling an estimated $3.05M and leaving 73,241 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1264.

Capital Fund Management (CFM) first reported a position in BILL in Q2 2021 and has held it in 13 quarters since. The position peaked at $22.4M in Q1 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Capital Fund Management (CFM) held 73,241 shares of BILL Holdings worth $2.65M as of Q2 2026.
  • Capital Fund Management (CFM) sold 82,695 BILL Holdings shares in Q2 2026, an estimated $3.05M.
  • BILL Holdings made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1264 holding.
  • Capital Fund Management (CFM) first reported a position in BILL Holdings in Q2 2021 and has held it in 13 quarters since.
  • Capital Fund Management (CFM)'s BILL Holdings position peaked at $22.4M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.