WCM Investment Management’s BILL Holdings BILL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-464,155	Closed	-$21.2M	–	231
2025 Q2	$21.2M	Buy	464,155 +21,369	+5%	+$945K	0.05%	87
2025 Q1	$20.5M	Buy	442,786 +154,542	+54%	+$10.4M	0.05%	75
2024 Q4	$24.6M	Sell	288,244 -5,985	-2%	-$446K	0.06%	72
2024 Q3	$15.6M	Buy	294,229 +61,471	+26%	+$3.17M	0.04%	118
2024 Q2	$11.7M	Buy	232,758 +3,397	+1%	+$192K	0.03%	138
2024 Q1	$15.8M	Sell	229,361 -177,865	-44%	-$12.4M	0.04%	120
2023 Q4	$33.9M	Buy	407,226 +76,436	+23%	+$6.28M	0.09%	59
2023 Q3	$35.9M	Sell	330,790 -1,478,586	-82%	-$168M	0.11%	52
2023 Q2	$211M	Buy	1,809,376 +87,878	+5%	+$8.35M	0.63%	40
2023 Q1	$140M	Sell	1,721,498 -6,741	-0.4%	-$625K	0.45%	42
2022 Q4	$188M	Buy	1,728,239 +167,757	+11%	+$20.1M	0.63%	44
2022 Q3	$211M	Buy	1,560,482 +150,798	+11%	+$21.7M	0.76%	39
2022 Q2	$161M	Buy	1,409,684 +46,526	+3%	+$6.77M	0.58%	44
2022 Q1	$309M	Buy	1,363,158 +1,347,860	+8,811%	+$281M	0.86%	35
2021 Q4	$3.81M	Buy	15,298 +5,145	+51%	+$1.45M	0.01%	160
2021 Q3	$2.71M	Sell	10,153 -3,689	-27%	-$851K	0.01%	164
2021 Q2	$2.54M	Buy	+13,842	New	+$2.17M	0.01%	154