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 3 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.55B in total; superinvestors Starboard Value and Soros Fund Management hold it.
Holders of 5% or more of BILL
Holders whose latest Schedule 13D or 13G filing reports 5% or more of BILL Holdings, Inc., largest stake first. The change is against the holder's previous filing.
| 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 |
| Point72 Asset Management, L.P. | 13G | 5.00%5.04M shares | New | Nov 24, 20251 filing | Nov 24, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
54 Schedule 13D and 13G filings on BILL Holdings, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Feb 10, 2021 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Feb 9, 2021 | DCM IV L P | 13G/AOld format | – | – | – | SEC |
| Feb 5, 20217:51 AM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
| Feb 1, 2021 | Franklin Resources Inc | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
26 notices from officers, directors and other affiliates planning to sell BILL Holdings, Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Jun 17, 20244:32 PM ET | Rajesh AjiOfficer | 1.31K | $63.6K | Jun 17, 202410b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 30, 20244:32 PM ET | Rajesh AjiOfficer | 2.62K | $133.5K | May 30, 202410b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 1, 20244:29 PM ET | Rajesh AjiOfficer | 2.53K | $160.2K | Mar 1, 202410b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Feb 7, 20244:19 PM ET | Rajesh AjiOfficer | 248 | $19.0K | Feb 7, 202410b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 30, 20234:10 PM ET | Rajesh AjiOfficer | 2.02K | $137.5K | Nov 30, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 30, 20238:08 AM ET | Loren PadelfordOfficer | 6.01K | $902.1K | Nov 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 30, 20238:05 AM ET | Rajesh AjiOfficer | 2.42K | $315.2K | Nov 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 29, 20239:58 PM ET | John RettigOfficer | 7.96K | $1.04M | Nov 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 29, 20239:53 PM ET | Rene LacerteOfficer | 12.1K | $1.58M | Nov 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 23, 20234:05 PM ET | Alison B WagonfeldDirector | 520 | $52.5K | Oct 23, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 1, 20234:17 PM ET | Rene LacerteOfficer | 39.2K | $4.52M | Sep 1, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 30, 20234:21 PM ET | John RettigOfficer | 9.42K | $1.05M | Aug 30, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 30, 20234:21 PM ET | Rajesh AjiOfficer | 3.30K | $368.9K | Aug 30, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 29, 20237:42 PM ET | Rene LacerteOfficer | 13.9K | $1.51M | Aug 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 29, 20237:40 PM ET | John RettigOfficer | 9.50K | $1.03M | Aug 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 29, 20237:38 PM ET | Rajesh AjiOfficer | 3.13K | $341.2K | Aug 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 29, 20237:36 PM ET | Loren PadelfordOfficer | 2.19K | $239.1K | Aug 29, 2023 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 15, 20234:16 PM ET | Rene LacerteOfficer | 32.6K | $3.73M | Jun 15, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 7, 20234:12 PM ET | John RettigOfficer | 5.65K | $661.6K | Jun 7, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 7, 20234:12 PM ET | Rajesh AjiOfficer | 4.15K | $485.8K | Jun 7, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 31, 20234:34 PM ET | Germaine CotaOfficer | 727 | $71.5K | May 31, 202310b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 30, 20235:32 PM ET | Germaine CotaOfficer | 785 | $77.8K | May 30, 2023 | Morgan Stanley Smith Barney LLC | SEC |
| May 30, 20235:07 PM ET | Rajesh AjiOfficer | 1.15K | $113.8K | May 30, 2023 | Morgan Stanley Smith Barney LLC | SEC |
| May 30, 20235:00 PM ET | John RettigDirector | 5.69K | $563.5K | May 30, 2023 | Morgan Stanley Smith Barney LLC | SEC |
| May 30, 20234:52 PM ET | Rene LacerteOfficer · Director | 9.10K | $901.8K | May 30, 2023 | Morgan Stanley Smith Barney LLC | SEC |
Showing the latest 25. See the BILL notices from the last 12 months