FORA Capital’s BILL Holdings BILL Stock Holding History

FORA Capital’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 Q3	–	Sell	-18,747	Closed	-$867K	–	492
2025 Q2	$867K	Buy	+18,747	New	+$829K	0.1%	240
2024 Q2	–	Sell	-38,650	Closed	-$2.66M	–	373
2024 Q1	$2.66M	Buy	+38,650	New	+$2.7M	0.22%	131
2023 Q3	–	Sell	-4,468	Closed	-$522K	–	458
2023 Q2	$522K	Buy	+4,468	New	+$424K	0.07%	232
2021 Q4	–	Sell	-12,904	Closed	-$3.44M	–	316
2021 Q3	$3.44M	Buy	+12,904	New	+$2.98M	0.87%	23
2021 Q1	–	Sell	-14,488	Closed	-$1.98M	–	784
2020 Q4	$1.98M	Buy	+14,488	New	+$1.71M	0.3%	74
2020 Q2	–	Sell	-5,561	Closed	-$190K	–	907
2020 Q1	$190K	Buy	+5,561	New	+$263K	0.04%	464

Other funds holding BILL

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

FORA Capital's BILL Position: Q3 2025 in Review

FORA Capital sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 18,747 shares — an estimated $867K sold.

FORA Capital first reported a position in BILL in Q1 2020 and held it in 6 quarters. The position peaked at $3.44M in Q3 2021. 364 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

FORA Capital reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 18,747 BILL Holdings shares in Q3 2025, an estimated $867K.
FORA Capital first reported a position in BILL Holdings in Q1 2020 and held it in 6 quarters.
FORA Capital's BILL Holdings position peaked at $3.44M in Q3 2021.
364 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.