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BILL Bill Holdings Inc.

Information Technology, filed as BILL COM HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 2 Owners
  • Max 5.6%
  • $255M
  • 1 reduce 1 exit 1 small

In 2026 Q2 George Soros trimmed Bill Holdings, and Glen Kacher sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.6% (Starboard Value). Not free-float ownership.

  1. Starboard Value Add 5.6%
  2. George Soros Reduce 0.01%

Who owns BILL

Sorted by value, long equity only, as of 2026 Q2.

History
Starboard Value 5.6% Small add 0.0% 7,025,748 $254M History
George Soros, Soros Fund Management 0.01%, was 0.04% Reduce −76.0% 25,662 $928K History
Glen Kacher, Light Street Capital Management exited 2026 Q2 Last 2026 Q1 4.5% Exit −4.48% 625,000 $24M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by BILL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BILL insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $15.9M sold by 4 insiders under 10b5-1 plans
  1. Rene A. Lacerte CEO
    Planned sale
    $12.5M 257,243 shares at $48.71
    Traded Sep 2–3 Filed Sep 4
    ↗
  2. Rohini Jain CFO
    Planned sale
    $1.6M 33,470 shares at $47.91 100% of stake
    Traded Sep 1 Filed Sep 1
    ↗
  3. Michael Cieri Chief Product Officer
    Planned sale
    $528K 10,754 shares at $49.13 92% of stake
    Traded Aug 31 Filed Sep 1
    ↗
  4. Michael Cieri Chief Product Officer
    Planned sale
    $1.2M 32,875 shares at $36.64 97% of stake
    Traded May 29 Filed Jun 1
    ↗
  5. Germaine Cota SVP, Finance & Accounting
    Planned sale
    $57K 1,104 shares at $51.23 9.3% of stake
    Traded Dec 2, 2025 Filed Dec 3, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 45 option exercises, 19 share withholdings for taxes, and 2 gifts.

Congress

1 member of Congress traded BILL in the last three years: 1 buy and 1 sale.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D/A — Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K/A 5.02 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,2.05,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.06B $1.29B $1.46B $1.65B
Gross profit $0.864B $1.06B $1.19B $1.34B
Gross margin * 81.7% 81.8% 81.4% 80.9%
Net income -$223.72M -$28.88M $23.8M -$11.24M
Net margin * -21.1% -2.2% 1.6% -0.7%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $6.67B $6.31B $7.24B $7.44B
Total non-current assets * $2.96B $2.86B $2.83B $2.78B
Total assets $9.64B $9.18B $10.06B $10.22B
Total current liabilities $3.75B $4.06B $4.59B $4.92B
Total non-current liabilities * $1.8B $0.982B $1.56B $1.76B
Total equity $4.09B $4.13B $3.91B $3.53B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $187.77M $278.77M $350.64M $415.83M
Cash from investing $259.28M -$409.37M -$817.39M -$28.6M
Cash from financing $235.11M -$742.6M $666.52M -$172.84M
Net change in cash $682.12M -$873.44M $199.49M $214.35M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.