Company Analysis

BILL Holdings, Inc. (BILL)

NYSE: BILL · Services-Prepackaged Software · San Jose, CA · filing with the SEC since 2019
Grade5.2
◀ Past 6.8● Present 5.4▶ Future 4.0

Who owns BILL Holdings, Inc.

As filed with the SEC
Holders of 5% or more
6
Blackrock, Inc. holds 10.1% of Common Stock, as its SCHEDULE 13G/A filed Sep 4, 2026 says.
Directors and officers
22
report now, of 36 people on the record since 2019. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 6 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Sep 4, 2026 · Common Stock · 8.7% in Feb 4, 2025
10.1%
Starboard Value LP
SCHEDULE 13D/A · filed Aug 24, 2026 · Common Stock, $0.00001 par value per share · 8.6% in Oct 16, 2025
10.1%
ER Collective Holdings, LLC
SCHEDULE 13G/A · filed Aug 12, 2025 · Common Stock, par value $0.00001 per share · 5.9% in Mar 5, 2025
7.4%
Vanguard Portfolio Management
5.81%
Ameriprise Financial, Inc.
5.6%
Point72 Asset Management, L.P.
SCHEDULE 13G · filed Nov 24, 2025 · Common Stock, par value $0.00001 per share
5%
T. Rowe Price Associates, Inc.
SCHEDULE 13G/A · filed Sep 8, 2025 · COMMON STOCK · reported falling below 5%, from 10.3% in May 14, 2025
under 5%
Temasek Holdings (Private) Limited
SCHEDULE 13G/A · filed Feb 10, 2025 · Common Stock, $0.00001 par value per share · reported falling below 5%
under 5%
Morgan Stanley
SCHEDULE 13G/A · filed Jan 8, 2025 · Common Stock · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What BILL reports owning in othersstakes of 5% or more, and other ties

20 subsidiaries in 3 countries, from the list filed with the 10-K filed Aug 20, 2026.

Insider tradesForm 4
20sales
0purchases
10sales on a scheduled plan
4people selling
$19.1Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
20212223242526
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 53 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Lacerte Rene A.CEO13$15.7M30$0
Cieri MichaelChief Product Officer4$1.7M40$0
Jain RohiniChief Financial Officer2$1.6M20$0
Cota GermaineSVP, FINANCE & ACCOUNTING1$100,00010$0
SI Assistanton BILL · research, not advice