Apella Capital, LLC

Position in BILL — BILL Holdings, Inc.

CIK 1801507 WEST HARTFORD, CT

Position in BILL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,526,892

-$90,402 QoQ

Shares Held

42,226

-0.0% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#122

of 337 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Apella Capital, LLC holds $8,689,339 across 9 Software - Application names. BILL ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc.	28,058	$2,421,685
2	ADP	Automatic Data Processing Inc	7,292	$1,633,043
3	BILL	BILL Holdings, Inc. This page	42,226	$1,526,892
4	TYL	Tyler Technologies Inc	3,424	$1,001,383
5	CRM	Salesforce, Inc.	5,419	$848,940
6	ADBE	Adobe Inc.	2,433	$498,813
7	SHOP	Shopify Inc.	2,285	$260,901
8	SAP	Sap SE	1,661	$255,976

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,526,892	42,226	-0.0%	Shares	Sole	2026-07-08
2026-03-31	$1,617,294	42,227	-3.6%	Shares	Sole	2026-04-20
2025-12-31	$2,390,106	43,823	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$2,318,973	43,779	+0.0%	Shares	Sole	2025-10-17
2025-06-30	$2,024,753	43,769	+0.0%	Shares	Sole	2025-07-08
2025-03-31	$2,007,687	43,750	-0.1%	Shares	Sole	2025-04-10
2024-12-31	$3,710,043	43,797	0.0%	Shares	Sole	2025-01-14
2024-09-30	$2,310,729	43,797	+0.1%	Shares	Sole	2024-10-03
2024-06-30	$2,302,125	43,750	-0.0%	Shares	Sole	2024-07-10
2024-03-31	$3,006,568	43,751	0.0%	Shares	Sole	2024-04-10
2023-12-31	$3,569,644	43,751	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.