InceptionR’s BILL Holdings BILL Stock Holding History

InceptionR’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	-7,132	Closed	-$273K	–	663
2026 Q1	$273K	Sell	7,132 -478	-6%	-$21.4K	0.07%	499
2025 Q4	$415K	Buy	7,610 +2,091	+38%	+$107K	0.12%	333
2025 Q3	$292K	Buy	+5,519	New	+$256K	0.07%	476

Other funds holding BILL

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

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

InceptionR's BILL Position: Q2 2026 in Review

InceptionR sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 7,132 shares — an estimated $273K sold.

InceptionR first reported a position in BILL in Q3 2025 and held it in 3 quarters. The position peaked at $415K in Q4 2025. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

InceptionR reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
InceptionR sold 7,132 BILL Holdings shares in Q2 2026, an estimated $273K.
InceptionR first reported a position in BILL Holdings in Q3 2025 and held it in 3 quarters.
InceptionR's BILL Holdings position peaked at $415K in Q4 2025.
342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

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