BILL Holdings, Inc.
US ˙ NYSE ˙ US0900431000

SecurityBILL / BILL Holdings, Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership39,256 shares
Latest Disclosed Value $ 1,504
Amalgamated Bank reports 0.44% decrease in ownership of BILL / BILL Holdings, Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 39,256 shares of BILL Holdings, Inc. (US:BILL) valued at $1,503,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 39,431 shares of BILL Holdings, Inc.. This represents a change in shares of -0.44% during the quarter. The current value of the position is $1,381,811 USD.

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)
2026-05-08 2026-03-31 13F BILL HOLDINGS INC COM COM 090043100 39,256 -175 -0.44 2 -50.00 0.0115
2026-02-05 2025-12-31 13F BILL HOLDINGS INC COM COM 090043100 39,431 -2,632 -6.26 2 0.00 0.0155
2025-10-29 2025-09-30 13F BILL HOLDINGS INC COM COM 090043100 42,063 -1,060 -2.46 2 100.00 0.0159
2025-08-04 2025-06-30 13F BILL HOLDINGS INC COM COM 090043100 43,123 -579 -1.32 2 -50.00 0.0154
2025-04-25 2025-03-31 13F BILL HOLDINGS INC COM COM 090043100 43,702 -2,333 -5.07 2 -33.33 0.0172
2025-02-04 2024-12-31 13F BILL HOLDINGS INC COM COM 090043100 46,035 40,266 697.97 4 0.0320
2024-10-30 2024-09-30 13F BILL HOLDINGS INC COM COM 090043100 5,769 -230 -3.83 0 0.0025
2024-08-12 2024-06-30 13F BILL HOLDINGS INC COM COM 090043100 5,999 39 0.65 0 0.0027
2024-04-23 2024-03-31 13F BILL HOLDINGS INC COM COM 090043100 5,960 -8,796 -59.61 0 -100.00 0.0035
2024-02-06 2023-12-31 13F BILL HOLDINGS INC COM COM 090043100 14,756 -984 -6.25 1 0.00 0.0096
2023-11-08 2023-09-30 13F BILL HOLDINGS INC COM COM 090043100 15,740 276 1.78 2 0.00 0.0146
2023-08-11 2023-06-30 13F BILL HOLDINGS INC COM COM 090043100 15,464 -554 -3.46 2 0.00 0.0146
2023-05-02 2023-03-31 13F BILL HOLDINGS INC COM COM 090043100 16,018 -2,508 -13.54 1 -50.00 0.0111
2023-02-10 2022-12-31 13F BILL.COM HOLDINGS COM 090043100 18,526 561 3.12 2 -99.92 0.0180
2022-11-09 2022-09-30 13F BILL.COM HOLDINGS COM 090043100 17,965 343 1.95 2,378 22.77 0.0230
2022-08-15 2022-06-30 13F BILL.COM HOLDINGS COM 090043100 17,622 -3,921 -18.20 1,937 -60.36 0.0181
2022-08-25 2022-03-31 13F/A-1 BILL.COM HOLDINGS COM 090043100 21,543 1,973 10.08 4,886 0.21 0.0380
2022-06-30 2022-03-31 13F BILL.COM HOLDINGS COM 090043100 21,543 1,973 4,886 0.0388
2022-02-15 2021-12-31 13F/A-1 BILL.COM HOLDINGS COM 090043100 19,570 4,785 32.36 4,876 23.54 0.0360
2022-02-15 2021-12-31 13F BILL.COM HOLDINGS COM 090043100 19,570 4,785 4,876 0.0360
2021-10-29 2021-09-30 13F BILL.COM HOLDINGS COM 090043100 14,785 -776 -4.99 3,947 38.49 0.0333
2021-08-16 2021-06-30 13F BILL.COM HOLDINGS COM 090043100 15,561 1,837 13.39 2,850 42.71 0.0228
2021-05-13 2021-03-31 13F BILL.COM HOLDINGS COM 090043100 13,724 -1,070 -7.23 1,997 -1.09 0.0749
2021-02-12 2020-12-31 13F BILL.COM HOLDINGS COM 090043100 14,794 3,765 34.14 2,019 82.55 0.0765
2020-10-30 2020-09-30 13F BILL.COM HOLDINGS COM 090043100 11,029 7,696 230.90 1,106 267.44 0.0481
2020-08-10 2020-06-30 13F BILL.COM HOLDINGS COM 090043100 3,333 3,333 301 0.0139
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.