UBS Group’s BILL Holdings BILL Stock Holding History

UBS Group’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	$73.6M	Hold	2,035,319	–	–	0.01%	1373
2026 Q1	$78M	Hold	2,035,319	–	–	0.01%	1237
2025 Q4	$111M	Hold	2,035,319	–	–	0.02%	959
2025 Q3	$108M	Hold	2,035,319	–	–	0.02%	980
2025 Q2	$94.2M	Sell	2,035,319 -630,136	-24%	-$27.9M	0.02%	1006
2025 Q1	$122M	Buy	2,665,455 +589,110	+28%	+$39.6M	0.02%	797
2024 Q4	$176M	Sell	2,076,345 -5,689	-0.3%	-$424K	0.03%	573
2024 Q3	$110M	Buy	2,082,034 +1,804,792	+651%	+$92.9M	0.02%	678
2024 Q2	$14.6M	Buy	+277,242	New	+$15.7M	﹤0.01%	1929
2023 Q4	–	Sell	-6,000	Closed	-$651K	–	9318
2023 Q3	$651K	Buy	+6,000	New	+$683K	﹤0.01%	4453
2023 Q2	–	Sell	-12,100	Closed	-$982K	–	8934
2023 Q1	$982K	Buy	12,100 +11,349	+1,511%	+$1.05M	﹤0.01%	4111
2022 Q4	$81.8K	Buy	+751	New	+$90.2K	﹤0.01%	6288

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's BILL Position: Q2 2026 in Review

UBS Group reduced its BILL Holdings (BILL) stake by 16% in Q2 2026, selling an estimated $7.53M and leaving 1,082,069 shares worth $39.1M. The position accounts for 0.01% of the portfolio, ranked #1993.

UBS Group first reported a position in BILL in Q4 2019 and has held it in 27 quarters since. The position peaked at $316M in Q3 2025. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

UBS Group held 1,082,069 shares of BILL Holdings worth $39.1M as of Q2 2026.
UBS Group sold 204,331 BILL Holdings shares in Q2 2026, an estimated $7.53M.
BILL Holdings made up 0.01% of UBS Group's portfolio in Q2 2026, its #1993 holding.
UBS Group first reported a position in BILL Holdings in Q4 2019 and has held it in 27 quarters since.
UBS Group's BILL Holdings position peaked at $316M in Q3 2025.
342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.