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Lavelle Capital’s BILL Holdings BILL Stock Holding History

Lavelle 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 		$1.65M Hold
45,640
– – 0.71% 22
2026
Q1 		$1.75M Hold
45,640
– – 1.08% 18
2025
Q4 		$2.49M Buy
+45,640
New +$2.34M 1.58% 11

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

Lavelle Capital's BILL Position: Q2 2026 in Review

Lavelle Capital held its BILL Holdings (BILL) position steady in Q2 2026 at 45,640 shares worth $1.65M. The position accounts for 0.71% of the portfolio, ranked #22.

Lavelle Capital first reported a position in BILL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 340 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Lavelle Capital held 45,640 shares of BILL Holdings worth $1.65M as of Q2 2026.
  • Lavelle Capital left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up 0.71% of Lavelle Capital's portfolio in Q2 2026, its #22 holding.
  • Lavelle Capital first reported a position in BILL Holdings in Q4 2025 and has held it in 3 quarters since.
  • Lavelle Capital's BILL Holdings position peaked at $2.49M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.