Envestnet Asset Management
BILL icon

Envestnet Asset Management’s BILL Holdings BILL Stock Holding History

Envestnet 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 		– Sell
-9,029
Closed -$346K – 4837
2026
Q1 		$346K Buy
9,029
+3,362
+59% +$150K ﹤0.01% 4195
2025
Q4 		$309K Sell
5,667
-1,019
-15% -$52.4K ﹤0.01% 4022
2025
Q3 		$354K Buy
+6,686
New +$311K ﹤0.01% 3980
2025
Q2 		– Sell
-98,875
Closed -$4.54M – 4440
2025
Q1 		$4.54M Buy
98,875
+19,378
+24% +$1.3M ﹤0.01% 2192
2024
Q4 		$6.73M Buy
79,497
+64,169
+419% +$4.79M ﹤0.01% 1897
2024
Q3 		$809K Buy
15,328
+3,470
+29% +$179K ﹤0.01% 3259
2024
Q2 		$624K Sell
11,858
-7,134
-38% -$404K ﹤0.01% 3330
2024
Q1 		$1.31M Sell
18,992
-146,258
-89% -$10.2M ﹤0.01% 2847
2023
Q4 		$13.5M Sell
165,250
-112,335
-40% -$9.22M 0.01% 1263
2023
Q3 		$30.1M Sell
277,585
-12,983
-4% -$1.48M 0.01% 778
2023
Q2 		$34M Buy
290,568
+58,156
+25% +$5.52M 0.02% 653
2023
Q1 		$18.9M Buy
232,412
+33,375
+17% +$3.1M 0.01% 917
2022
Q4 		$21.7M Sell
199,037
-3,226
-2% -$387K 0.01% 819
2022
Q3 		$26.8M Sell
202,263
-5,297
-3% -$761K 0.02% 643
2022
Q2 		$22.8M Buy
207,560
+98,478
+90% +$14.3M 0.01% 725
2022
Q1 		$24.7M Buy
109,082
+83,245
+322% +$17.4M 0.01% 752
2021
Q4 		$6.44M Buy
25,837
+6,171
+31% +$1.74M ﹤0.01% 1445
2021
Q3 		$5.25M Buy
19,666
+12,338
+168% +$2.85M ﹤0.01% 1515
2021
Q2 		$1.34M Buy
7,328
+81
+1% +$12.7K ﹤0.01% 2336
2021
Q1 		$1.05M Buy
7,247
+4,650
+179% +$697K ﹤0.01% 2368
2020
Q4 		$354K Buy
2,597
+423
+19% +$49.9K ﹤0.01% 2841
2020
Q3 		$218K Buy
+2,174
New +$198K ﹤0.01% 2879

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Envestnet Asset Management sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 9,029 shares — an estimated $346K sold.

Envestnet Asset Management first reported a position in BILL in Q3 2020 and held it in 22 quarters. The position peaked at $34M in Q2 2023. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Envestnet Asset Management reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 9,029 BILL Holdings shares in Q2 2026, an estimated $346K.
  • Envestnet Asset Management first reported a position in BILL Holdings in Q3 2020 and held it in 22 quarters.
  • Envestnet Asset Management's BILL Holdings position peaked at $34M in Q2 2023.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.