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Petrus Trust Company’s BILL Holdings BILL Stock Holding History

Petrus Trust Company’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
-5,144
Closed -$238K – 214
2025
Q2 		$238K Buy
+5,144
New +$227K 0.02% 412
2025
Q1 		– Sell
-2,536
Closed -$215K – 603
2024
Q4 		$215K Sell
2,536
-2,167
-46% -$162K 0.02% 528
2024
Q3 		$248K Sell
4,703
-11,007
-70% -$567K 0.02% 471
2024
Q2 		$827K Buy
15,710
+12,641
+412% +$715K 0.08% 64
2024
Q1 		$211K Buy
+3,069
New +$215K 0.02% 565

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
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

Petrus Trust Company's BILL Position: Q3 2025 in Review

Petrus Trust Company sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 5,144 shares — an estimated $238K sold.

Petrus Trust Company first reported a position in BILL in Q1 2024 and held it in 5 quarters. The position peaked at $827K in Q2 2024. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Petrus Trust Company reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 5,144 BILL Holdings shares in Q3 2025, an estimated $238K.
  • Petrus Trust Company first reported a position in BILL Holdings in Q1 2024 and held it in 5 quarters.
  • Petrus Trust Company's BILL Holdings position peaked at $827K in Q2 2024.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.