Jacobs Levy Equity Management

Jacobs Levy Equity Management’s BILL Holdings BILL Stock Holding History

Jacobs Levy Equity 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 Q1	–	Sell	-31,815	Closed	-$1.74M	–	967
2025 Q4	$1.74M	Buy	+31,815	New	+$1.63M	0.01%	607
2025 Q2	–	Sell	-26,310	Closed	-$1.21M	–	1040
2025 Q1	$1.21M	Buy	+26,310	New	+$1.77M	﹤0.01%	776
2024 Q4	–	Sell	-32,585	Closed	-$1.72M	–	941
2024 Q3	$1.72M	Sell	32,585 -40,291	-55%	-$2.07M	0.01%	634
2024 Q2	$3.83M	Sell	72,876 -92,463	-56%	-$5.23M	0.02%	491
2024 Q1	$11.4M	Sell	165,339 -33,073	-17%	-$2.31M	0.05%	284
2023 Q4	$16.2M	Buy	+198,412	New	+$16.3M	0.08%	236
2021 Q1	–	Sell	-6,888	Closed	-$940K	–	1016
2020 Q4	$940K	Buy	+6,888	New	+$812K	0.01%	738

Other funds holding BILL

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

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