BILL Holdings, Inc.
MX ˙ BMV ˙ US0900431000
SecurityMX:BILL1 / BILL Holdings, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership196,446 shares
Latest Disclosed Value $ 7,523,882
Principal Financial Group Inc reports 2.59% increase in ownership of BILL1 / BILL Holdings, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 196,446 shares of BILL Holdings, Inc. (MX:BILL1) valued at $7,523,882 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 191,483 shares of BILL Holdings, Inc.. This represents a change in shares of 2.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F BILL HOLDINGS COM 090043100 196,446 4,963 2.59 7,524 -27.96 0.0040
2026-02-02 2025-12-31 13F BILL HOLDINGS COM 090043100 191,483 -12,358 -6.06 10,443 -3.28 0.0053
2025-11-04 2025-09-30 13F BILL HOLDINGS COM 090043100 203,841 -10,866 -5.06 10,797 8.71 0.0054
2025-08-08 2025-06-30 13F BILL HOLDINGS COM 090043100 214,707 -186,863 -46.53 9,932 -46.10 0.0053
2025-04-28 2025-03-31 13F BILL HOLDINGS COM 090043100 401,570 9,966 2.54 18,428 -44.45 0.0103
2025-01-31 2024-12-31 13F BILL HOLDINGS COM 090043100 391,604 384,217 5,201.26 33,173 8,427.51 0.0181
2024-10-31 2024-09-30 13F BILL HOLDINGS COM 090043100 7,387 -560 -7.05 390 -6.94 0.0002
2024-07-29 2024-06-30 13F BILL HOLDINGS COM 090043100 7,947 -615 -7.18 418 -28.91 0.0002
2024-04-29 2024-03-31 13F BILL HOLDINGS COM 090043100 8,562 2,109 32.68 588 11.79 0.0003
2024-02-07 2023-12-31 13F BILL HOLDINGS COM 090043100 6,453 -1,609 -19.96 527 -39.89 0.0003
2023-11-02 2023-09-30 13F BILL HOLDINGS COM 090043100 8,062 421 5.51 875 -1.91 0.0006
2023-08-07 2023-06-30 13F BILL HOLDINGS COM 090043100 7,641 -2,241 -22.68 893 11.36 0.0006
2023-05-09 2023-03-31 13F BILL HOLDINGS COM 090043100 9,882 406 4.28 802 -22.38 0.0006
2023-02-09 2022-12-31 13F BILL COM HLDGS COM 090043100 9,476 -1,327 -12.28 1,033 -27.83 0.0008
2022-11-09 2022-09-30 13F BILL COM HLDGS COM 090043100 10,803 -17,362 -61.64 1,430 -53.81 0.0011
2022-08-10 2022-06-30 13F BILL COM HLDGS COM 090043100 28,165 9,667 52.26 3,096 -26.22 0.0023
2022-05-09 2022-03-31 13F BILL COM HLDGS COM 090043100 18,498 -9,030 -32.80 4,196 -38.82 0.0017
2022-05-09 2022-03-31 13F BILL COM HLDGS COM 090043100 26,892 6,099
2022-02-09 2021-12-31 13F BILL COM HLDGS COM 090043100 27,528 19,383 237.97 6,859 215.50 0.0041
2021-11-09 2021-09-30 13F BILL COM HLDGS COM 090043100 8,145 -21,701 -72.71 2,174 -60.23 0.0014
2021-08-10 2021-06-30 13F BILL COM HLDGS COM 090043100 29,846 21,598 261.86 5,467 355.58 0.0035
2021-05-10 2021-03-31 13F BILL COM HLDGS COM 090043100 8,248 -660 -7.41 1,200 -1.32 0.0008
2021-02-23 2020-12-31 13F/A-1 BILL COM HLDGS COM 090043100 8,908 2,026 29.44 1,216 76.23 0.0009
2021-02-08 2020-12-31 13F BILL COM HLDGS COM 090043100 8,908 2,026 1,216 478.3931
2020-11-06 2020-09-30 13F BILL COM HLDGS COM 090043100 6,882 4,492 187.95 690 219.44 0.0006
2020-08-05 2020-06-30 13F BILL COM HLDGS COM 090043100 2,390 2,390 216 0.0002
2020-05-12 2020-03-31 13F BILL COM HLDGS COM 090043100 0 -50,000 -100.00 0 -100.00
2020-02-05 2019-12-31 13F BILL COM HLDGS COM 090043100 50,000 50,000 1,903 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.