NewEdge Advisors’s BILL Holdings BILL Stock Holding History

NewEdge Advisors’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
2025 Q4	–	Sell	-14	Closed	-$742	–	4230
2025 Q3	$742	Buy	+14	New	+$650	﹤0.01%	3907
2025 Q2	–	Sell	-225	Closed	-$10.3K	–	3996
2025 Q1	$10.3K	Hold	225	–	–	﹤0.01%	3090
2024 Q4	$19.1K	Hold	225	–	–	﹤0.01%	2823
2024 Q3	$11.9K	Buy	+225	New	+$11.6K	﹤0.01%	2885
2024 Q2	–	Sell	-404	Closed	-$27.8K	–	3811
2024 Q1	$27.8K	Hold	404	–	–	﹤0.01%	2505
2023 Q4	$33K	Buy	404 +204	+102%	+$16.8K	﹤0.01%	2380
2023 Q3	$21.7K	Hold	200	–	–	﹤0.01%	2360
2023 Q2	$23.4K	Sell	200 -15	-7%	-$1.43K	﹤0.01%	2339
2023 Q1	$17.4K	Sell	215 -205	-49%	-$19K	﹤0.01%	2384
2022 Q4	$22K	Buy	+420	New	+$50.4K	﹤0.01%	2090
2022 Q1	–	Sell	-3,646	Closed	-$909K	–	1198
2021 Q4	$909K	Buy	3,646 +540	+17%	+$153K	0.01%	777
2021 Q3	$829K	Buy	+3,106	New	+$717K	0.02%	584

Other funds holding BILL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CAM

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's BILL Position: Q4 2025 in Review

NewEdge Advisors sold out of BILL Holdings (BILL) in Q4 2025, closing a stake of 14 shares — an estimated $742 sold.

NewEdge Advisors first reported a position in BILL in Q3 2021 and held it in 12 quarters. The position peaked at $909K in Q4 2021. 362 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

NewEdge Advisors reported no remaining BILL Holdings position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 14 BILL Holdings shares in Q4 2025, an estimated $742.
NewEdge Advisors first reported a position in BILL Holdings in Q3 2021 and held it in 12 quarters.
NewEdge Advisors's BILL Holdings position peaked at $909K in Q4 2021.
362 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.