Shepherd Financial Partners LLC

Position in BILL — BILL Holdings, Inc.

CIK 1696628 WINCHESTER, MA

Position in BILL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$430,954

-$106,126 QoQ

Shares Held

11,918

-15.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#202

of 337 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,236,102 across 6 Software - Application names. BILL ranks #3 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	2,157	$548,956
2	ADBE	Adobe Inc.	2,549	$522,595
3	BILL	BILL Holdings, Inc. This page	11,918	$430,954
4	DDOG	Datadog, Inc.	1,018	$265,046
5	CRM	Salesforce, Inc.	1,592	$249,402
6	UBER	Uber Technologies, Inc	3,037	$219,149

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,954	11,918	-15.0%	Shares	Sole	2026-08-10
2026-03-31	$537,080	14,023	0.0%	Shares	Sole	2026-05-11
2025-12-31	$764,814	14,023	0.0%	Shares	Sole	2026-02-10
2025-09-30	$742,798	14,023	-16.6%	Shares	Sole	2025-11-07
2025-06-30	$777,676	16,811	-3.2%	Shares	Sole	2025-08-13
2025-03-31	$796,971	17,367	+2.7%	Shares	Sole	2025-04-18
2024-12-31	$1,433,039	16,917	0.0%	Shares	Sole	2025-01-28
2024-09-30	$892,540	16,917	-24.1%	Shares	Sole	2024-10-28
2024-06-30	$1,173,005	22,292	+3.7%	Shares	Sole	2024-08-08
2024-03-31	$1,477,480	21,500	-3.6%	Shares	Sole	2024-04-23
2023-12-31	$1,818,804	22,292	+1.8%	Shares	Sole	2024-02-12
2023-09-30	$2,377,248	21,896	0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,558,547	21,896	0.0%	Shares	Sole	2023-08-11
2023-03-31	$1,776,641	21,896	+0.5%	Shares	Sole	2023-05-02
2022-12-31	$2,373,693	21,785	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$2,845,955	21,500	0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,363,710	21,500	0.0%	Shares	Sole	2022-08-15
2022-03-31	$4,875,985	21,500	0.0%	Shares	Sole	2022-05-13
2021-12-31	$5,356,725	21,500	0.0%	Shares	Sole	2022-02-14
2021-09-30	$5,739,425	21,500	0.0%	Shares	Sole	2021-11-15
2021-06-30	$3,938,370	21,500	0.0%	Shares	Sole	2021-08-16
2021-03-31	$3,128,250	21,500	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,934,750	21,500	-28.3%	Shares	Sole	2021-02-16
2020-09-30	$3,009,300	30,000	-25.0%	Shares	Sole	2020-11-16
2020-06-30	$3,608,400	40,000	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.