NewSquare Capital’s BILL Holdings BILL Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-15	Closed	-$694	–	304
2025 Q2	$694	Hold	15	–	–	﹤0.01%	1097
2025 Q1	$688	Buy	+15	New	+$1.01K	﹤0.01%	970

Other funds holding BILL

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CAM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

EIM

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

NewSquare Capital's BILL Position: Q3 2025 in Review

NewSquare Capital sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 15 shares — an estimated $694 sold.

NewSquare Capital first reported a position in BILL in Q1 2025 and held it in 2 quarters. The position peaked at $694 in Q2 2025. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

NewSquare Capital reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 15 BILL Holdings shares in Q3 2025, an estimated $694.
NewSquare Capital first reported a position in BILL Holdings in Q1 2025 and held it in 2 quarters.
NewSquare Capital's BILL Holdings position peaked at $694 in Q2 2025.
362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.