Covestor’s BILL Holdings BILL Stock Holding History

Covestor’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	$4K	Sell	95 -78	-45%	-$3.49K	﹤0.01%	1852
2025 Q4	$9K	Hold	173	–	–	﹤0.01%	1609
2025 Q3	$9K	Sell	173 -12	-6%	-$557	0.01%	1635
2025 Q2	$9K	Sell	185 -1,183	-86%	-$52.3K	0.01%	1625
2025 Q1	$63K	Sell	1,368 -536	-28%	-$36K	0.04%	741
2024 Q4	$161K	Buy	1,904 +7	+0.4%	+$522	0.1%	261
2024 Q3	$100K	Buy	1,897 +249	+15%	+$12.8K	0.06%	514
2024 Q2	$87K	Buy	1,648 +8	+0.5%	+$453	0.06%	580
2024 Q1	$113K	Buy	1,640 +1,551	+1,743%	+$108K	0.07%	458
2023 Q4	$7K	Buy	89 +1	+1%	+$82	﹤0.01%	1710
2023 Q3	$10K	Sell	88 -47	-35%	-$5.35K	0.01%	1411
2023 Q2	$16K	Buy	135 +68	+101%	+$6.46K	0.01%	1227
2023 Q1	$5K	Sell	67 -424	-86%	-$39.3K	﹤0.01%	1550
2022 Q4	$53K	Buy	491 +2	+0.4%	+$240	0.04%	702
2022 Q3	$65K	Sell	489 -1	-0.2%	-$144	0.06%	580
2022 Q2	$54K	Sell	490 -20	-4%	-$2.91K	0.04%	712
2022 Q1	$116K	Buy	510 +473	+1,278%	+$98.6K	0.08%	413
2021 Q4	$9K	Buy	+37	New	+$10.5K	0.01%	1041

Other funds holding BILL

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return