PCP
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Perbak Capital Partners’s BILL Holdings BILL Stock Holding History

Perbak Capital Partners’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
-6,932
Closed -$378K – 308
2025
Q4 		$378K Sell
6,932
-16,338
-70% -$839K 0.12% 107
2025
Q3 		$1.23M Buy
23,270
+4,346
+23% +$202K 0.22% 92
2025
Q2 		$875K Buy
18,924
+10,974
+138% +$485K 0.2% 57
2025
Q1 		$365K Buy
+7,950
New +$535K 0.27% 56

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ECH
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SV
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VPM
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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 $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return