BILL Holdings, Inc.
BILL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001786352
In the last 90 days, BILL Holdings, Inc. insiders filed 0 open-market purchases and 4 sales; 344 institutions reported holding it in 13F filings for Q2 2026, worth $3.55B in total; superinvestors Starboard Value and Soros Fund Management hold it.
Key figures
- Market capClose on Nov 11, 2026
- $4.67B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $17.9M in total
- 4
- 13F holdersQ2 2026, +2 vs. previous quarter
- 344
- 13F valueReported value at the end of Q2 2026
- $3.55B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $1.65B
- +13.0% year over year
- Net income, FY2026
- -$11.2M
- −147.2% year over year
- Free cash flow, FY2026
- $412.5M
- +19.1% year over year
- Revenue, Q1 FY2027
- $353.8M
- −10.6% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $11.2M (0.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 10.8M
- Shares sold short
- Change
- −37.5K
- −0.4% vs. previous
- Days to cover
- 7.95
- At average daily volume
Superinvestors holding BILL, Q2 2026
Go to the superinvestors tab2 superinvestors report holding BILL Holdings, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Starboard Value
Jeff Smith
5.6%
BILL Holdings, Inc.'s share of the portfolio
- Shares
- 7,025,748
- Value
- $254.1M
Soros Fund Management
George Soros
<0.1%
BILL Holdings, Inc.'s share of the portfolio
- Shares
- 25,662
- Value
- $927.9K
Latest insider trades
See all insider tradesOpen-market purchases and sales by BILL Holdings, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 10, 2026 (view filing)4:05 PM ET | Nov 6-9 | 4 days | Lacerte Rene A.CEO | SSale | −50.0K | $53.18 | −$2.66M | −100.0%0 after | 2 lots10b5-1 |
| Nov 10, 2026 (view filing)4:05 PM ET | Nov 6 | 4 days | Lacerte Rene A.CEO | SSale | −10.0K | $53.19 | −$531.9K | −5.9%160.0K after | 10b5-1 |
| Sep 4, 2026 (view filing)5:01 PM ET | Sep 2 | 2 days | Lacerte Rene A.CEO | SSale | −141.3K | $48.42 | −$6.84M | −100.0%0 after | 2 lots |
| Sep 4, 2026 (view filing)5:01 PM ET | Sep 2-3 | 2 days | Lacerte Rene A.CEO | SSale | −116.0K | $49.06 | −$5.69M | −41.6%163.1K after | 8 lots |
| Sep 1, 2026 (view filing)5:26 PM ET | Aug 31 | 1 day | Cieri MichaelChief Product Officer | SSale | −10.8K | $49.13 | −$528.4K | −91.5%997 after | 10b5-1 |
| Sep 1, 2026 (view filing)5:25 PM ET | Sep 1 | Same day | Jain RohiniChief Financial Officer | SSale | −33.5K | $47.91 | −$1.60M | −100.0%0 after | 2 lots10b5-1 |
| Jun 1, 2026 (view filing) | May 29 | 3 days | Cieri MichaelChief Product Officer | SSale | −32.9K | $36.64 | −$1.20M | −97.1%997 after | 3 lots10b5-1 |
| Dec 3, 2025 (view filing) | Dec 2 | 1 day | Cota GermaineSVP, FINANCE & ACCOUNTING | SSale | −1.10K | $51.23 | −$56.6K | −9.3%10.8K after | 10b5-1 |
| Sep 4, 2025 (view filing) | Sep 2 | 2 days | Cota GermaineSVP, FINANCE & ACCOUNTING | SSale | −1.72K | $45.22 | −$77.8K | −14.6%10.1K after | 10b5-1 |
| Sep 4, 2025 (view filing) | Sep 2 | 2 days | Aji Rajesh A.CLO & CCO | SSale | −3.97K | $45.22 | −$179.6K | −29.9%9.30K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 344 holdersThe largest institutional positions in BILL Holdings, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,735,197 | $315.9M | 0.00% | +378,054+4.5% | Added |
| ER Collective Holdings, LLC | 8,518,300 | $308.0M | 100.00% | 00.0% | Unchanged |
| Starboard Value LPSuperinvestorStarboard Value | 7,025,748 | $254.1M | 5.62% | +9000.0% | Added |
| Vanguard Portfolio Management LLC | 5,688,580 | $205.7M | 0.01% | +3,738+0.1% | Added |
| Ameriprise Financial Inc | 5,558,053 | $201.1M | 0.04% | +2,723,595+96.1% | Added |
| Senvest Management, LLC | 4,102,668 | $148.4M | 4.35% | +267,320+7.0% | Added |
| Vanguard Capital Management LLC | 3,933,392 | $142.2M | 0.00% | +12,374+0.3% | Added |
| Wellington Management Group LLP | 3,562,810 | $128.8M | 0.02% | −299,853−7.8% | Reduced |
| State Street Corp | 3,140,742 | $113.6M | 0.00% | +43,864+1.4% | Added |
| Dimensional Fund Advisors LP | 2,945,930 | $106.5M | 0.02% | −144,811−4.7% | Reduced |
Holders of 5% or more of BILL
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of BILL Holdings, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Starboard Value LPSuperinvestorStarboard Value | 13D/A | 10.10%8.64M shares | +1.50 ppfrom 8.60% | Sep 4, 20254 filings | Aug 24, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 10.10%8.63M shares | +1.40 ppfrom 8.70% | Feb 4, 20252 filings | Sep 4, 2026 | SEC |
| ER Collective Holdings, LLC | 13G/A | 7.40%7.67M shares | +1.50 ppfrom 5.90% | Mar 5, 20252 filings | Aug 12, 2025 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.81%5.75M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Ameriprise Financial Inc | 13G | 5.60%5.56M shares | New | Aug 14, 20261 filing | Aug 14, 2026 | SEC |
Politician trades
All politician trades in BILL2 members of Congress reported 4 trades in BILL Holdings, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 12, 2025 |  Lisa C. McClain House · MI | Sell | $1K-$15K |
| Aug 13, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
| May 19, 2023 |  Daniel S. Goldman House · NY | Buy | $15K-$50K |
| Apr 17, 2023 | Daniel S. Goldman House · NY | Sell | $15K-$50K |
House · MI · Sep 12, 2025
Sell$1K-$15K
House · MI · Aug 13, 2025
Buy$1K-$15K
House · NY · May 19, 2023
Buy$15K-$50K
House · NY · Apr 17, 2023
Sell$15K-$50K