Jefferies Group's BILL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,000 shares of BILL Holdings, Inc. (BILL) worth $268,100, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BILL, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 141,554 shares. Largest reduction occurred in Q1 2025, reducing 77,323 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's BILL Holdings (BILL) Holding Value Over Time
Track share changes against reported price movement
Quarterly BILL Holdings (BILL) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +7,000 | New Buy | 7,000 | $38.30 |
| Q3 2025 | -5,300 | Sold Out | 0 | $0.00 |
| Q2 2025 | -58,931 | Reduce 91.75% | 5,300 | $46.26 |
| Q1 2025 | -77,323 | Reduce 54.62% | 64,231 | $45.89 |
| Q4 2024 | +141,554 | New Buy | 141,554 | $84.71 |
| Q3 2024 | -12,560 | Sold Out | 0 | $0.00 |
| Q2 2024 | +12,560 | New Buy | 12,560 | $52.62 |
| Q3 2023 | -60 | Sold Out | 0 | $0.00 |
| Q2 2023 | +60 | New Buy | 60 | $116.85 |
| Q1 2023 | -3,588 | Sold Out | 0 | $0.00 |
| Q4 2022 | +3,588 | New Buy | 3,588 | $108.96 |
Jefferies Group's BILL Holdings Investment FAQs
Jefferies Group first purchased BILL Holdings, Inc. (BILL) in Q4 2022, acquiring 3,588 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held BILL Holdings, Inc. (BILL) for 11 quarters since Q4 2022.
Jefferies Group's largest addition to BILL Holdings, Inc. (BILL) was in Q4 2024, adding 141,554 shares worth $11.99 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,000 shares of BILL Holdings, Inc. (BILL), valued at approximately $268,100.
As of the Q1 2026 filing, BILL Holdings, Inc. (BILL) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in BILL Holdings, Inc. (BILL) was 141,554 shares, as reported at the end of Q4 2024.