Jefferies Financial Group’s BILL Holdings BILL Stock Holding History

Jefferies Financial Group’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	$268K	Buy	+7,000	New	+$313K	﹤0.01%	1414
2025 Q3	–	Sell	-5,300	Closed	-$245K	–	1465
2025 Q2	$245K	Sell	5,300 -58,931	-92%	-$2.61M	﹤0.01%	1081
2025 Q1	$2.95M	Sell	64,231 -77,323	-55%	-$5.2M	0.05%	450
2024 Q4	$12M	Buy	+141,554	New	+$10.6M	0.13%	192
2024 Q3	–	Sell	-12,560	Closed	-$661K	–	1452
2024 Q2	$661K	Buy	+12,560	New	+$711K	0.01%	877
2023 Q3	–	Sell	-60	Closed	-$7.01K	–	1634
2023 Q2	$7.01K	Buy	+60	New	+$5.7K	﹤0.01%	1594
2023 Q1	–	Sell	-3,588	Closed	-$391K	–	1639
2022 Q4	$391K	Buy	+3,588	New	+$431K	0.01%	1135

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