Barton Investment Management

Position in BILL — BILL Holdings, Inc.

CIK 1387818 WEST CONSHOHOCKEN, PA

Position in BILL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$336,721

-$206,449 QoQ

Shares Held

9,312

-34.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#216

of 337 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Barton Investment Management holds $204,290,291 across 6 Software - Application names. BILL ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	1,580,601	$180,473,022
2	KVYO	Klaviyo, Inc.	1,256,608	$18,974,780
3	BL	Blackline, Inc.	125,977	$3,536,174
4	ADBE	Adobe Inc.	3,200	$656,064
5	BILL	BILL Holdings, Inc. This page	9,312	$336,721
6	ADP	Automatic Data Processing Inc	1,400	$313,530

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,721	9,312	-34.3%	Shares	Sole	2026-07-20
2026-03-31	$543,170	14,182	-6.2%	Shares	Sole	2026-04-20
2025-12-31	$824,481	15,117	-4.5%	Shares	Sole	2026-01-21
2025-09-30	$838,091	15,822	+7.4%	Shares	Sole	2025-10-21
2025-06-30	$681,224	14,726	+6.2%	Shares	Sole	2025-07-21
2025-03-31	$636,494	13,870	-2.3%	Shares	Sole	2025-04-11
2024-12-31	$1,202,458	14,195	0.0%	Shares	Sole	2025-01-27
2024-09-30	$748,928	14,195	+1.0%	Shares	Sole	2024-10-17
2024-06-30	$739,468	14,053	-3.1%	Shares	Sole	2024-07-18
2024-03-31	$996,989	14,508	+90.5%	Shares	Sole	2024-04-26
2023-09-30	$826,977	7,617	+0.2%	Shares	Sole	2023-10-16
2023-06-30	$888,644	7,605	+20.5%	Shares	Sole	2023-07-24
2023-03-31	$512,074	6,311	+47.9%	Shares	Sole	2023-04-18
2022-12-31	$464,823	4,266	—	Shares	Sole	2023-01-26
No filing history on record for this holder in this stock.