JIC
BILL icon

Joel Isaacson & Co’s BILL Holdings BILL Stock Holding History

Joel Isaacson & Co’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
-3,944
Closed -$215K – 459
2025
Q4 		$215K Hold
3,944
– – 0.01% 432
2025
Q3 		$209K Buy
+3,944
New +$183K 0.01% 422
2025
Q1 		– Sell
-3,880
Closed -$329K – 400
2024
Q4 		$329K Hold
3,880
– – 0.01% 285
2024
Q3 		$205K Sell
3,880
-72
-2% -$3.71K 0.01% 348
2024
Q2 		$208K Sell
3,952
-61
-2% -$3.45K 0.01% 328
2024
Q1 		$276K Buy
4,013
+61
+2% +$4.26K 0.02% 286
2023
Q4 		$322K Hold
3,952
– – 0.02% 244
2023
Q3 		$429K Hold
3,952
– – 0.03% 200
2023
Q2 		$462K Hold
3,952
– – 0.03% 200
2023
Q1 		$321K Hold
3,952
– – 0.02% 245
2022
Q4 		$431K Hold
3,952
– – 0.03% 201
2022
Q3 		$523K Hold
3,952
– – 0.05% 160
2022
Q2 		$434K Hold
3,952
– – 0.04% 178
2022
Q1 		$760K Buy
3,952
+38
+1% +$7.92K 0.06% 138
2021
Q4 		$975K Hold
3,914
– – 0.07% 121
2021
Q3 		$1.04M Buy
3,914
+41
+1% +$9.46K 0.08% 109
2021
Q2 		$709K Hold
3,873
– – 0.06% 140
2021
Q1 		$564K Hold
3,873
– – 0.05% 148
2020
Q4 		$529K Hold
3,873
– – 0.05% 143
2020
Q3 		$389K Hold
3,873
– – 0.05% 150
2020
Q2 		$349K Buy
+3,873
New +$249K 0.05% 149

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Isaacson & Co's BILL Position: Q1 2026 in Review

Joel Isaacson & Co sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 3,944 shares — an estimated $215K sold.

Joel Isaacson & Co first reported a position in BILL in Q2 2020 and held it in 21 quarters. The position peaked at $1.04M in Q3 2021. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Joel Isaacson & Co reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
  • Joel Isaacson & Co sold 3,944 BILL Holdings shares in Q1 2026, an estimated $215K.
  • Joel Isaacson & Co first reported a position in BILL Holdings in Q2 2020 and held it in 21 quarters.
  • Joel Isaacson & Co's BILL Holdings position peaked at $1.04M in Q3 2021.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.