Position in BILL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$331,225
New position
Shares Held
9,160
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#217
of 337 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026ELEVATUS WELATH MANAGEMENT holds $7,177,917 across 8 Software - Application names. BILL ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
14,871 | $3,871,813 | |
| 2 | PAYX |
Paychex Inc
|
16,402 | $1,612,808 | |
| 3 | DOCU |
Docusign, Inc.
|
7,792 | $346,120 | |
| 4 | BILL |
BILL Holdings, Inc.
This page
|
9,160 | $331,225 | |
| 5 | LYFT |
Lyft, Inc.
|
22,403 | $327,307 | |
| 6 | CRM |
Salesforce, Inc.
|
1,510 | $236,556 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,016 | $227,533 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,155 | $224,555 |
All Filings in BILL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,225 | 9,160 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||