Contour Asset Management’s BILL Holdings BILL Stock Holding History

Contour Asset 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
2026 Q2	$50.6M	Sell	1,400,202 -1,941,541	-58%	-$71.5M	1.2%	23
2026 Q1	$128M	Sell	3,341,743 -1,368,827	-29%	-$61.2M	4.16%	11
2025 Q4	$257M	Buy	4,710,570 +1,472,132	+45%	+$75.6M	5.99%	4
2025 Q3	$172M	Buy	3,238,438 +276,071	+9%	+$12.8M	4.3%	10
2025 Q2	$137M	Buy	2,962,367 +1,528,867	+107%	+$67.6M	4.48%	8
2025 Q1	$65.8M	Buy	+1,433,500	New	+$96.4M	2.74%	15
2024 Q1	–	Sell	-606,800	Closed	-$49.5M	–	30
2023 Q4	$49.5M	Buy	+606,800	New	+$49.8M	2.04%	18
2021 Q2	–	Sell	-147,420	Closed	-$21.4M	–	29
2021 Q1	$21.4M	Sell	147,420 -1,733	-1%	-$260K	1.14%	21
2020 Q4	$20.4M	Sell	149,153 -30,595	-17%	-$3.61M	0.75%	31
2020 Q3	$18M	Sell	179,748 -419,866	-70%	-$38.2M	0.73%	33
2020 Q2	$54.1M	Buy	+599,614	New	+$38.6M	2.66%	18

Other funds holding BILL

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

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Contour Asset Management's BILL Position: Q2 2026 in Review

Contour Asset Management reduced its BILL Holdings (BILL) stake by 58% in Q2 2026, selling an estimated $71.5M and leaving 1,400,202 shares worth $50.6M. The position accounts for 1.2% of the portfolio, ranked #23.

Contour Asset Management first reported a position in BILL in Q2 2020 and has held it in 11 quarters since. The position peaked at $257M in Q4 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Contour Asset Management held 1,400,202 shares of BILL Holdings worth $50.6M as of Q2 2026.
Contour Asset Management sold 1,941,541 BILL Holdings shares in Q2 2026, an estimated $71.5M.
BILL Holdings made up 1.2% of Contour Asset Management's portfolio in Q2 2026, its #23 holding.
Contour Asset Management first reported a position in BILL Holdings in Q2 2020 and has held it in 11 quarters since.
Contour Asset Management's BILL Holdings position peaked at $257M in Q4 2025.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.