Capstone Investment Advisors’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$322K Hold
8,400
﹤0.01% 1345
2025
Q4
$458K Buy
+8,400
New +$432K ﹤0.01% 1173
2025
Q2
Sell
-15,237
Closed -$699K 1581
2025
Q1
$699K Buy
+15,237
New +$1.02M ﹤0.01% 996
2024
Q3
Sell
-6,001
Closed -$316K 1923
2024
Q2
$316K Buy
6,001
+1,617
+37% +$91.5K ﹤0.01% 1567
2024
Q1
$301K Sell
4,384
-1,004
-19% -$70.2K ﹤0.01% 1837
2023
Q4
$440K Buy
5,388
+3,093
+135% +$254K ﹤0.01% 1401
2023
Q3
$249K Buy
+2,295
New +$261K ﹤0.01% 1703
2022
Q2
Sell
-2,566
Closed -$374K 1835
2022
Q1
$582K Buy
+2,566
New +$535K ﹤0.01% 1456

Other funds holding BILL

Capstone Investment Advisors's BILL Position: Q1 2026 in Review

Capstone Investment Advisors held its BILL Holdings (BILL) position steady in Q1 2026 at 8,400 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Capstone Investment Advisors first reported a position in BILL in Q1 2022 and has held it in 8 quarters since. The position peaked at $699K in Q1 2025. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Capstone Investment Advisors held 8,400 shares of BILL Holdings worth $322K as of Q1 2026.
  • Capstone Investment Advisors left its BILL Holdings share count unchanged in Q1 2026.
  • BILL Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1345 holding.
  • Capstone Investment Advisors first reported a position in BILL Holdings in Q1 2022 and has held it in 8 quarters since.
  • Capstone Investment Advisors's BILL Holdings position peaked at $699K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.