CM Management’s BILL Holdings BILL Stock Holding History

CM 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
2025 Q3	–	Sell	-10,000	Closed	-$463K	–	67
2025 Q2	$463K	Buy	+10,000	New	+$442K	0.42%	60

Other funds holding BILL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

CM Management's BILL Position: Q3 2025 in Review

CM Management sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 10,000 shares — an estimated $463K sold.

CM Management first reported a position in BILL in Q2 2025 and held it in 1 quarter. The position peaked at $463K in Q2 2025. 364 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

CM Management reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
CM Management sold 10,000 BILL Holdings shares in Q3 2025, an estimated $463K.
CM Management first reported a position in BILL Holdings in Q2 2025 and held it in 1 quarter.
CM Management's BILL Holdings position peaked at $463K in Q2 2025.
364 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on CM Management's 13F filing for Q3 2025, filed 13 Nov 2025.