Follow-The-Filings

Security

Bill Holdings Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 2 exits max 9.8% (Barington Companies Manag...)

owners 16
max % 9.8%
tracked value $1.2B
qoq N 1 A 5 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Barington Companies Management, LLC 2026 Q1 9.8% Reduce -4.20 pp 313,800 $12M hist
Starboard Value LP 2026 Q1 5.9% 7,024,848 $269M hist
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 4.5% Reduce -2.89 pp 625,000 $24M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.15 pp 2,162,471 $83M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 106,925 $4M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.11 pp 852,762 $33M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add -0.01 pp 570,537 $22M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 1,437,856 $55M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.03 pp 172,747 $7M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 10,195,136 $556M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 995,150 $54M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 1,349,297 $52M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 366,211 $14M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 192,586 $11M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add 0.00 pp 65,743 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 156,174 $6M hist
Senator Investment Group LP exited 2026 Q1 last 2025 Q4 1.5% Exit -1.52 pp 693,379 $38M hist
Paul Singer - Elliott Investment Management L.P. exited 2026 Q1 last 2025 Q4 0.7% Exit -0.72 pp 3,000,000 $164M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K/A 5.02
4 Period May 28, 2026
4 Period May 28, 2026
4 Period May 28, 2026
4 Period May 28, 2026
8-K 5.02,7.01,9.01
10-Q 10-Q
8-K 2.02,2.05,7.01,9.01
8-K 5.02
4 Period Feb 28, 2026
4 Period Feb 28, 2026
4 Period Feb 28, 2026
4 Period Feb 28, 2026
10-Q 10-Q
8-K 2.02,9.01
8-K 5.02
4 Period Jan 15, 2026
4 Period Jan 15, 2026
8-K 5.02
4 Period Dec 11, 2025
4 Period Dec 11, 2025
4 Period Dec 11, 2025
4 Period Dec 11, 2025
4 Period Dec 11, 2025
4 Period Dec 11, 2025

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.06B $1.29B $1.46B
Gross profit $864.49M $1.06B $1.19B
Gross margin * 81.7% 81.8% 81.4%
Net income -$223.72M -$28.88M $23.8M
Net margin * -21.1% -2.2% 1.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.67B $6.31B $7.24B
Total non-current assets * $2.96B $2.86B $2.83B
Total assets $9.64B $9.18B $10.06B
Total current liabilities $3.75B $4.06B $4.59B
Total non-current liabilities * $1.8B $981.59M $1.56B
Total equity $4.09B $4.13B $3.91B

Cash flow

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

ownership over time

filing count by report period · click a bar for that quarter’s holders