Capstone Investment Advisors
BILL icon

Capstone Investment Advisors’s BILL Holdings BILL Stock Holding History

Capstone Investment Advisors’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
2022
Q4 		– Sell
-14,600
Closed -$1.93M – 1523
2022
Q3 		$1.93M Buy
14,600
+4,600
+46% +$661K 0.01% 771
2022
Q2 		$1.1M Sell
10,000
-8,500
-46% -$1.24M 0.01% 970
2022
Q1 		$4.2M Buy
+18,500
New +$3.86M 0.01% 766

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

Capstone Investment Advisors's BILL Position: Q2 2026 in Review

Capstone Investment Advisors held its BILL Holdings (BILL) position steady in Q2 2026 at 8,400 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Capstone Investment Advisors first reported a position in BILL in Q1 2022 and has held it in 9 quarters since. The position peaked at $699K in Q1 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Capstone Investment Advisors held 8,400 shares of BILL Holdings worth $304K as of Q2 2026.
  • Capstone Investment Advisors left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1450 holding.
  • Capstone Investment Advisors first reported a position in BILL Holdings in Q1 2022 and has held it in 9 quarters since.
  • Capstone Investment Advisors's BILL Holdings position peaked at $699K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.