Taylor Frigon Capital Management’s BILL Holdings BILL Stock Holding History

Taylor Frigon Capital 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 Q1	$2.08M	Sell	54,181 -263	-0.5%	-$11.8K	1.18%	34
2025 Q4	$2.97M	Sell	54,444 -618	-1%	-$31.8K	1.5%	13
2025 Q3	$2.92M	Buy	55,062 +9,648	+21%	+$448K	1.45%	17
2025 Q2	$2.1M	Buy	45,414 +8,131	+22%	+$359K	1.12%	46
2025 Q1	$1.71M	Sell	37,283 -2,463	-6%	-$166K	1.02%	55
2024 Q4	$3.37M	Sell	39,746 -10,710	-21%	-$799K	1.7%	12
2024 Q3	$2.67M	Sell	50,456 -5,080	-9%	-$262K	1.33%	23
2024 Q2	$2.92M	Buy	55,536 +17,539	+46%	+$992K	1.39%	27
2024 Q1	$2.61M	Sell	37,997 -230	-0.6%	-$16.1K	1.24%	32
2023 Q4	$3.12M	Buy	38,227 +7,945	+26%	+$652K	1.57%	25
2023 Q3	$3.29M	Sell	30,282 -1,141	-4%	-$130K	1.83%	14
2023 Q2	$3.67M	Buy	31,423 +7,960	+34%	+$756K	1.79%	15
2023 Q1	$1.9M	Buy	23,463 +2,905	+14%	+$269K	1.04%	36
2022 Q4	$2.24M	Sell	20,558 -1,085	-5%	-$130K	1.27%	29
2022 Q3	$2.87M	Buy	21,643 +118	+0.5%	+$17K	1.49%	21
2022 Q2	$2.37M	Sell	21,525 -1,191	-5%	-$173K	1.23%	31
2022 Q1	$5.15M	Buy	+22,716	New	+$4.74M	1.91%	18

Other funds holding BILL

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return