BILL β€” BILL COM HLDGS INC

Ownership history in OPPENHEIMER & CO INC  Β·  8 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported BILL COM HLDGS INC (BILL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows BILL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BILL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in BILL COM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BILL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held BILL β€” position size vs. price
% of Fund (quarterly)    BILL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 47,138 +39,901 +551.3% 0.02% $1.8M 2026-04-24 $37.19
2024 Q4 ADDED 7,237 +1,494 +26.0% 0.01% $613K 2025-02-05 $97.03
2024 Q3 ADDED 5,743 +4,534 +375.0% 0.00% $303K 2024-11-05 $59.30
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and BILL

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning BILL?

OPPENHEIMER & CO INC reported BILL across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BILL position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for BILL was 0.02% in 2026 Q1.

What is the latest reported BILL position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 47,138 shares, equal to 0.02% of portfolio, with an estimated market value of $1.8M.

What does the chart on this BILL ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly BILL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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