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Plato Investment Management’s BILL Holdings BILL Stock Holding History

Plato Investment Management’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
Q2 		$71K Buy
1,974
+1,914
+3,190% +$70.5K ﹤0.01% 435
2026
Q1 		$2.3K Hold
60
– – ﹤0.01% 495
2025
Q4 		$3.29K Hold
60
– – ﹤0.01% 486
2025
Q3 		$3.15K Sell
60
-1,575
-96% -$73.1K ﹤0.01% 493
2025
Q2 		$75.4K Buy
1,635
+5
+0.3% +$221 0.01% 437
2025
Q1 		$75.6K Buy
1,630
+1,142
+234% +$76.8K 0.01% 439
2024
Q4 		$41.5K Hold
488
– – ﹤0.01% 505
2024
Q3 		$25.7K Sell
488
-4,851
-91% -$250K ﹤0.01% 472
2024
Q2 		$281K Hold
5,339
– – 0.03% 312
2024
Q1 		$367K Buy
+5,339
New +$373K 0.04% 284

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plato Investment Management's BILL Position: Q2 2026 in Review

Plato Investment Management increased its BILL Holdings (BILL) stake by 3,190% in Q2 2026, buying an estimated $70.5K and bringing the position to 1,974 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Plato Investment Management first reported a position in BILL in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q1 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Plato Investment Management held 1,974 shares of BILL Holdings worth $71K as of Q2 2026.
  • Plato Investment Management bought 1,914 BILL Holdings shares in Q2 2026, an estimated $70.5K.
  • BILL Holdings made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #435 holding.
  • Plato Investment Management first reported a position in BILL Holdings in Q1 2024 and has held it in 10 quarters since.
  • Plato Investment Management's BILL Holdings position peaked at $367K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.