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Chicago Partners Investment Group’s BILL Holdings BILL Stock Holding History

Chicago Partners Investment Group’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
Q1 		– Sell
-10,564
Closed -$512K – 1495
2025
Q4 		$512K Sell
10,564
-1,356
-11% -$69.7K 0.01% 752
2025
Q3 		$600K Sell
11,920
-1,607
-12% -$74.6K 0.02% 597
2025
Q2 		$630K Sell
13,527
-12,643
-48% -$559K 0.02% 509
2025
Q1 		$1.22M Buy
26,170
+7,465
+40% +$502K 0.04% 327
2024
Q4 		$1.54M Buy
18,705
+4,248
+29% +$317K 0.05% 267
2024
Q3 		$800K Buy
14,457
+3,122
+28% +$161K 0.03% 379
2024
Q2 		$593K Buy
11,335
+3,762
+50% +$213K 0.02% 426
2024
Q1 		$464K Buy
7,573
+2,321
+44% +$162K 0.02% 468
2023
Q4 		$384K Buy
5,252
+1,050
+25% +$86.2K 0.02% 485
2023
Q3 		$428K Sell
4,202
-433
-9% -$49.3K 0.02% 440
2023
Q2 		$544K Sell
4,635
-308
-6% -$29.3K 0.03% 398
2023
Q1 		$379K Sell
4,943
-2,164
-30% -$201K 0.02% 456
2022
Q4 		$718K Sell
7,107
-830
-10% -$99.6K 0.04% 307
2022
Q3 		$829K Buy
7,937
+3,605
+83% +$518K 0.06% 262
2022
Q2 		$585K Sell
4,332
-55
-1% -$8.01K 0.04% 309
2022
Q1 		$446K Sell
4,387
-5,320
-55% -$1.11M 0.03% 341
2021
Q4 		$2.33M Sell
9,707
-635
-6% -$180K 0.17% 122
2021
Q3 		$3.42M Buy
10,342
+723
+8% +$167K 0.24% 85
2021
Q2 		$1.97M Buy
9,619
+654
+7% +$102K 0.15% 132
2021
Q1 		$1.5M Buy
8,965
+1,078
+14% +$161K 0.12% 145
2020
Q4 		$1.03M Buy
7,887
+1,634
+26% +$193K 0.1% 169
2020
Q3 		$624K Buy
6,253
+3,329
+114% +$303K 0.07% 200
2020
Q2 		$242K Buy
+2,924
New +$188K 0.03% 329

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Chicago Partners Investment Group's BILL Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 10,564 shares — an estimated $512K sold.

Chicago Partners Investment Group first reported a position in BILL in Q2 2020 and held it in 23 quarters. The position peaked at $3.42M in Q3 2021. 341 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 10,564 BILL Holdings shares in Q1 2026, an estimated $512K.
  • Chicago Partners Investment Group first reported a position in BILL Holdings in Q2 2020 and held it in 23 quarters.
  • Chicago Partners Investment Group's BILL Holdings position peaked at $3.42M in Q3 2021.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.