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Coldstream Capital Management’s BILL Holdings BILL Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-2,030
Closed -$93.2K – 1388
2025
Q1 		$93.2K Buy
+2,030
New +$137K ﹤0.01% 1392

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coldstream Capital Management's BILL Position: Q2 2025 in Review

Coldstream Capital Management sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 2,030 shares — an estimated $93.2K sold.

Coldstream Capital Management first reported a position in BILL in Q1 2025 and held it in 1 quarter. The position peaked at $93.2K in Q1 2025. 369 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Coldstream Capital Management reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,030 BILL Holdings shares in Q2 2025, an estimated $93.2K.
  • Coldstream Capital Management first reported a position in BILL Holdings in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's BILL Holdings position peaked at $93.2K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.