Simplex Trading
BILL icon

Simplex Trading’s BILL Holdings BILL Stock Holding History

Simplex Trading’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
Q3 		– Sell
-29,742
Closed -$1.37M – 9253
2026
Q2 		$1.08M Buy
+29,742
New +$1.1M ﹤0.01% 2696
2025
Q4 		– Sell
-54,187
Closed -$2.78M – 8576
2025
Q3 		$2.87M Buy
+54,187
New +$2.52M ﹤0.01% 1966
2024
Q3 		– Sell
-21,866
Closed -$1.13M – 8485
2024
Q2 		$1.15M Sell
21,866
-27,745
-56% -$1.57M ﹤0.01% 2782
2024
Q1 		$3.41M Sell
49,611
-37,305
-43% -$2.61M ﹤0.01% 1919
2023
Q4 		$7.09M Buy
+86,916
New +$7.14M ﹤0.01% 1324
2023
Q2 		– Sell
-12,158
Closed -$1.15M – 8968
2023
Q1 		$986K Sell
12,158
-12,843
-51% -$1.19M ﹤0.01% 2596
2022
Q4 		$2.72M Buy
25,001
+20,230
+424% +$2.43M ﹤0.01% 1631
2022
Q3 		$631K Sell
4,771
-12,807
-73% -$1.84M ﹤0.01% 3191
2022
Q2 		$1.93M Sell
17,578
-25,142
-59% -$3.66M ﹤0.01% 1907
2022
Q1 		$9.7M Buy
42,720
+24,696
+137% +$5.15M 0.01% 857
2021
Q4 		$4.49M Buy
18,024
+275
+2% +$77.8K ﹤0.01% 1286
2021
Q3 		$3.19M Buy
17,749
+2
+0% +$461 ﹤0.01% 1616
2021
Q2 		$3.25M Buy
17,747
+13,419
+310% +$2.1M ﹤0.01% 1593
2021
Q1 		$629K Sell
4,328
-3,024
-41% -$453K ﹤0.01% 3025
2020
Q4 		$1M Sell
7,352
-3,464
-32% -$408K ﹤0.01% 2561
2020
Q3 		$1.08M Sell
10,816
-12,405
-53% -$1.13M ﹤0.01% 2147
2020
Q2 		$2.09M Buy
23,221
+22,943
+8,253% +$1.48M ﹤0.01% 1470
2020
Q1 		$9K Buy
+278
New +$13.2K ﹤0.01% 6516

Other funds holding BILL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simplex Trading's BILL Position: Q3 2026 in Review

Simplex Trading sold out of BILL Holdings (BILL) in Q3 2026, closing a stake of 29,742 shares — an estimated $1.37M sold.

Simplex Trading first reported a position in BILL in Q1 2020 and held it in 18 quarters. The position peaked at $9.7M in Q1 2022. 187 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Simplex Trading reported no remaining BILL Holdings position as of Q3 2026 after selling out during the quarter.
  • Simplex Trading sold 29,742 BILL Holdings shares in Q3 2026, an estimated $1.37M.
  • Simplex Trading first reported a position in BILL Holdings in Q1 2020 and held it in 18 quarters.
  • Simplex Trading's BILL Holdings position peaked at $9.7M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.