Position in BILL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,232,987
-$1,430,683 QoQ
Shares Held
891,399
+1.4% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 341 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BILL Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LPL Financial LLC holds $1,953,303,554 across 106 Software - Application names. BILL ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,087,834 | $207,280,159 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,717,170 | $196,070,987 | |
| 3 | CRM |
Salesforce, Inc.
|
1,227,518 | $192,302,969 | |
| 4 | SHOP |
Shopify Inc.
|
1,658,508 | $189,368,443 | |
| 5 | ADP |
Automatic Data Processing Inc
|
810,178 | $181,439,363 | |
| 6 | PAYX |
Paychex Inc
|
1,503,466 | $147,835,811 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
344,314 | $129,227,930 | |
| 8 | SNOW |
Snowflake Inc.
|
481,353 | $122,504,338 |
All Filings in BILL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,232,987 | 891,399 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,663,670 | 878,947 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,253,428 | 591,372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,142,151 | 663,435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,499,726 | 659,311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,014,961 | 87,491 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,466,590 | 64,533 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,502,208 | 66,380 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $644,858 | 12,255 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $721,697 | 10,502 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $705,100 | 8,642 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,443,546 | 13,296 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $927,087 | 7,934 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $659,587 | 8,129 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $871,353 | 7,997 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $766,951 | 5,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $727,253 | 6,615 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,761,931 | 7,769 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,978,089 | 11,953 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,589,415 | 9,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $693,519 | 3,786 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $601,933 | 4,137 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $510,237 | 3,738 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $309,757 | 3,088 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||