Firsthand Capital Management’s BILL Holdings BILL Stock Holding History

Firsthand 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
2024 Q3	–	Sell	-40,000	Closed	-$2.14M	–	46
2024 Q2	$2.14M	Buy	40,000 +10,000	+33%	+$566K	4.16%	9
2024 Q1	$2.06M	Hold	30,000	–	–	3.36%	12
2023 Q4	$2.45M	Hold	30,000	–	–	3.39%	12
2023 Q3	$3.26M	Hold	30,000	–	–	4.7%	5
2023 Q2	$3.51M	Hold	30,000	–	–	4.21%	7
2023 Q1	$2.43M	Hold	30,000	–	–	2.64%	15
2022 Q4	$3.27M	Sell	30,000 -10,000	-25%	-$1.2M	3.81%	10
2022 Q3	$5.29M	Hold	40,000	–	–	4.82%	6
2022 Q2	$4.4M	Sell	40,000 -10,000	-20%	-$1.46M	3.8%	8
2022 Q1	$11.3M	Hold	50,000	–	–	5.89%	5
2021 Q4	$12.5M	Hold	50,000	–	–	4.74%	5
2021 Q3	$13.3M	Hold	50,000	–	–	3.98%	7
2021 Q2	$9.16M	Hold	50,000	–	–	2.3%	13
2021 Q1	$7.28M	Hold	50,000	–	–	2.04%	16
2020 Q4	$6.83M	Hold	50,000	–	–	1.86%	15
2020 Q3	$5.02M	Buy	50,000 +20,000	+67%	+$1.82M	1.99%	16
2020 Q2	$2.71M	Buy	30,000 +20,000	+200%	+$1.29M	1.24%	26
2020 Q1	$342K	Buy	+10,000	New	+$473K	0.27%	36

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Firsthand Capital Management's BILL Position: Q3 2024 in Review

Firsthand Capital Management sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 40,000 shares — an estimated $2.14M sold.

Firsthand Capital Management first reported a position in BILL in Q1 2020 and held it in 18 quarters. The position peaked at $13.3M in Q3 2021. 343 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

Firsthand Capital Management reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
Firsthand Capital Management sold 40,000 BILL Holdings shares in Q3 2024, an estimated $2.14M.
Firsthand Capital Management first reported a position in BILL Holdings in Q1 2020 and held it in 18 quarters.
Firsthand Capital Management's BILL Holdings position peaked at $13.3M in Q3 2021.
343 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on Firsthand Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.