Bill Holdings Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Context Capital Management, LLC

INCREASED

Shares50,000,000 from 40,000,000

Change+10,000,000 (+25%)

Value$42.3M (+$7.7M)

Filed 2026-11-04

Calamos Advisors LLC

DECREASED

Shares15,944,000 from 23,444,000

Change-7,500,000 (-32%)

Value$13.5M (-$6.8M)

Filed 2026-11-02

Mackay Shields LLC

DECREASED

Shares14,942,000 from 15,102,000

Change-160,000 (-1%)

Value$12.6M (-$437.2K)

Filed 2026-10-13

Daiwa Securities Group Inc.

NEW

Shares12,500,000

Change+12,500,000

Value$10.6M

Filed 2026-10-29

Citigroup Inc

INCREASED

Shares4,068,000 from 2,163,000

Change+1,905,000 (+88%)

Value$3.4M (+$1.6M)

Filed 2026-11-04

Jefferies Financial Group Inc.

DECREASED

Shares3,317,000 from 18,708,000

Change-15,391,000 (-82%)

Value$2.8M (-$13.3M)

Filed 2026-11-05

Bank of New York Mellon Corp

UNCHANGED

Shares200,000 from 200,000

Change0 (0%)

Value$169.4K (-$3.6K)

Filed 2026-11-05

Oppenheimer Asset Management Inc.

NEW

Shares14,000

Change+14,000

Value$11.8K

Filed 2026-10-27

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares14,000 from 10,000

Change+4,000 (+40%)

Value$11.9K (+$3.2K)

Filed 2026-10-13

Soros Fund Management LLC

N/A

Shares— from 209,679,000

Change-209,679,000 (-100%)

Value—

Sona Asset Management (US) LLC

N/A

Shares— from 150,078,000

Change-150,078,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 139,000,000

Change-139,000,000 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 129,565,000

Change-129,565,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 77,088,000

Change-77,088,000 (-100%)

Value—

Davidson Kempner Capital Management LP

N/A

Shares— from 70,000,000

Change-70,000,000 (-100%)

Value—

Steelhead Partners LLC

N/A

Shares— from 50,000,000

Change-50,000,000 (-100%)

Value—

DeepCurrents Investment Group LLC

N/A

Shares— from 48,400,000

Change-48,400,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 44,000,000

Change-44,000,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 36,235,000

Change-36,235,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 36,125,000

Change-36,125,000 (-100%)

Value—

Linden Advisors LP

N/A

Shares— from 33,559,000

Change-33,559,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 32,800,000

Change-32,800,000 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 30,000,000

Change-30,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 28,625,000

Change-28,625,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 25,221,000

Change-25,221,000 (-100%)

Value—

Worth Venture Partners, LLC

N/A

Shares— from 18,500,000

Change-18,500,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 15,336,000

Change-15,336,000 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 15,000,000

Change-15,000,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,311,000

Change-14,311,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 12,555,000

Change-12,555,000 (-100%)

Value—

KIM, LLC

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

TPG GP A, LLC

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 9,000,000

Change-9,000,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 8,372,000

Change-8,372,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,285,000

Change-7,285,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 7,169,000

Change-7,169,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 4,901,000

Change-4,901,000 (-100%)

Value—

Sunstone Asset Management, LP

N/A

Shares— from 4,660,000

Change-4,660,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Amundi

N/A

Shares— from 3,438,000

Change-3,438,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 870,000

Change-870,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 850,000

Change-850,000 (-100%)

Value—

L1 Global Manager Pty Ltd

N/A

Shares— from 700,000

Change-700,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 287,000

Change-287,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 260,000

Change-260,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 244,000

Change-244,000 (-100%)

Value—

Oasis Management Co Ltd.A

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Context Capital Management, LLC	INCREASED	50,000,000	40,000,000	+10,000,000	+25%	$34.7M	$42.3M	+$7.7M	2026-11-04
Calamos Advisors LLC	DECREASED	15,944,000	23,444,000	-7,500,000	-32%	$20.3M	$13.5M	-$6.8M	2026-11-02
Mackay Shields LLC	DECREASED	14,942,000	15,102,000	-160,000	-1%	$13.1M	$12.6M	-$437.2K	2026-10-13
Daiwa Securities Group Inc.	NEW	12,500,000	—	+12,500,000	—	—	$10.6M	—	2026-10-29
Citigroup Inc	INCREASED	4,068,000	2,163,000	+1,905,000	+88%	$1.9M	$3.4M	+$1.6M	2026-11-04
Jefferies Financial Group Inc.	DECREASED	3,317,000	18,708,000	-15,391,000	-82%	$16.2M	$2.8M	-$13.3M	2026-11-05
Bank of New York Mellon Corp	UNCHANGED	200,000	200,000	0	0%	$173.1K	$169.4K	-$3.6K	2026-11-05
Oppenheimer Asset Management Inc.	NEW	14,000	—	+14,000	—	—	$11.8K	—	2026-10-27
Wealth Enhancement Advisory Services, LLC	INCREASED	14,000	10,000	+4,000	+40%	$8.7K	$11.9K	+$3.2K	2026-10-13
Soros Fund Management LLC	N/A	—	209,679,000	-209,679,000	-100%	$181.4M	—	—	—
Sona Asset Management (US) LLC	N/A	—	150,078,000	-150,078,000	-100%	$129.7M	—	—	—
Balyasny Asset Management L.P.	N/A	—	139,000,000	-139,000,000	-100%	$120.4M	—	—	—
Voya Investment Management LLC	N/A	—	129,565,000	-129,565,000	-100%	$112.2M	—	—	—
Millennium Management LLC	N/A	—	77,088,000	-77,088,000	-100%	$66.7M	—	—	—
Davidson Kempner Capital Management LP	N/A	—	70,000,000	-70,000,000	-100%	$60.4M	—	—	—
Steelhead Partners LLC	N/A	—	50,000,000	-50,000,000	-100%	$43.3M	—	—	—
DeepCurrents Investment Group LLC	N/A	—	48,400,000	-48,400,000	-100%	$41.9M	—	—	—
Opti Capital Management, LP	N/A	—	44,000,000	-44,000,000	-100%	$38.5M	—	—	—
Lazard Asset Management LLC	N/A	—	36,235,000	-36,235,000	-100%	$313.9K	—	—	—
State Street Corp	N/A	—	36,125,000	-36,125,000	-100%	$31.2M	—	—	—
Linden Advisors LP	N/A	—	33,559,000	-33,559,000	-100%	$29.0M	—	—	—
Franklin Resources Inc	N/A	—	32,800,000	-32,800,000	-100%	$28.4M	—	—	—
Nuveen, LLC	N/A	—	30,000,000	-30,000,000	-100%	$25.9M	—	—	—
BlackRock, Inc.	N/A	—	28,625,000	-28,625,000	-100%	$24.7M	—	—	—
Advent Capital Management	N/A	—	25,221,000	-25,221,000	-100%	$21.9M	—	—	—
Worth Venture Partners, LLC	N/A	—	18,500,000	-18,500,000	-100%	$16.0M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	15,336,000	-15,336,000	-100%	$13.2K	—	—	—
Aequim Alternative Investments LP	N/A	—	15,000,000	-15,000,000	-100%	$13.0M	—	—	—
Bank of America Corp	N/A	—	14,311,000	-14,311,000	-100%	$12.3M	—	—	—
JPMorgan Chase & Co	N/A	—	12,555,000	-12,555,000	-100%	$10.9M	—	—	—
KIM, LLC	N/A	—	10,000,000	-10,000,000	-100%	$8.6M	—	—	—
TPG GP A, LLC	N/A	—	10,000,000	-10,000,000	-100%	$8.6M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	9,000,000	-9,000,000	-100%	$7.8M	—	—	—
FMR LLC	N/A	—	8,372,000	-8,372,000	-100%	$7.2M	—	—	—
Morgan Stanley	N/A	—	7,285,000	-7,285,000	-100%	$6.3M	—	—	—
Toronto Dominion Bank	N/A	—	7,169,000	-7,169,000	-100%	$6.2M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	4,901,000	-4,901,000	-100%	$4.2M	—	—	—
Sunstone Asset Management, LP	N/A	—	4,660,000	-4,660,000	-100%	$4.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.5M	—	—	—
Amundi	N/A	—	3,438,000	-3,438,000	-100%	$3.0M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	870,000	-870,000	-100%	$753.7K	—	—	—
Wells Fargo & Company	N/A	—	850,000	-850,000	-100%	$735.6K	—	—	—
L1 Global Manager Pty Ltd	N/A	—	700,000	-700,000	-100%	$605.8K	—	—	—
UBS Group AG	N/A	—	287,000	-287,000	-100%	$247.6K	—	—	—
SEI Investments Co	N/A	—	260,000	-260,000	-100%	$224.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	244,000	-244,000	-100%	$210.5K	—	—	—
Oasis Management Co Ltd.A	N/A	—	50,000	-50,000	-100%	$43.1K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	12,000	-12,000	-100%	$10.4K	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 49 of 49 institutions