IC
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IEQ Capital’s BILL Holdings BILL Stock Holding History

IEQ 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
2026
Q2 		$469K Hold
12,964
– – ﹤0.01% 1426
2026
Q1 		$497K Hold
12,964
– – ﹤0.01% 1311
2025
Q4 		$707K Sell
12,964
-55
-0.4% -$2.83K ﹤0.01% 1177
2025
Q3 		$690K Buy
13,019
+2,379
+22% +$110K ﹤0.01% 1162
2025
Q2 		$492K Buy
10,640
+21
+0.2% +$928 ﹤0.01% 1164
2025
Q1 		$487K Buy
10,619
+638
+6% +$42.9K ﹤0.01% 987
2024
Q4 		$845K Buy
9,981
+6
+0.1% +$447 0.01% 708
2024
Q3 		$526K Sell
9,975
-319
-3% -$16.4K 0.01% 735
2024
Q2 		$542K Sell
10,294
-547
-5% -$31K 0.01% 622
2024
Q1 		$745K Sell
10,841
-28
-0.3% -$1.96K 0.01% 525
2023
Q4 		$887K Buy
10,869
+480
+5% +$39.4K 0.01% 450
2023
Q3 		$1.13M Sell
10,389
-13
-0.1% -$1.48K 0.02% 374
2023
Q2 		$1.22M Buy
10,402
+8
+0.1% +$760 0.02% 352
2023
Q1 		$843K Buy
10,394
+7
+0.1% +$649 0.02% 434
2022
Q4 		$1.13M Sell
10,387
-16
-0.2% -$1.92K 0.03% 343
2022
Q3 		$1.38M Sell
10,403
-341
-3% -$49K 0.04% 296
2022
Q2 		$1.18M Sell
10,744
-4,206
-28% -$612K 0.04% 278
2022
Q1 		$3.39M Buy
14,950
+1,813
+14% +$378K 0.08% 147
2021
Q4 		$3.27M Buy
13,137
+4,089
+45% +$1.16M 0.08% 141
2021
Q3 		$2.42M Buy
+9,048
New +$2.09M 0.06% 160

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

IEQ Capital's BILL Position: Q2 2026 in Review

IEQ Capital held its BILL Holdings (BILL) position steady in Q2 2026 at 12,964 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

IEQ Capital first reported a position in BILL in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.39M in Q1 2022. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • IEQ Capital held 12,964 shares of BILL Holdings worth $469K as of Q2 2026.
  • IEQ Capital left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1426 holding.
  • IEQ Capital first reported a position in BILL Holdings in Q3 2021 and has held it in 20 quarters since.
  • IEQ Capital's BILL Holdings position peaked at $3.39M in Q1 2022.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.