Massachusetts Financial Services

Massachusetts Financial Services’s BILL Holdings BILL Stock Holding History

Massachusetts Financial Services’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	$5.16M	Buy	134,714 +53,533	+66%	+$2.39M	﹤0.01%	755
2025 Q4	$4.43M	Sell	81,181 -2,686	-3%	-$138K	﹤0.01%	749
2025 Q3	$4.44M	Sell	83,867 -63,222	-43%	-$2.94M	﹤0.01%	719
2025 Q2	$6.8M	Sell	147,089 -560,256	-79%	-$24.8M	﹤0.01%	697
2025 Q1	$32.5M	Buy	+707,345	New	+$47.6M	0.01%	523
2020 Q2	–	Sell	-172,133	Closed	-$5.89M	–	795
2020 Q1	$5.89M	Buy	172,133 +24,853	+17%	+$1.18M	﹤0.01%	629
2019 Q4	$5.6M	Buy	+147,280	New	+$5.59M	﹤0.01%	638

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