BILL Holdings, Inc.
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Lisa C. McClainHouse · R · MI |
BILLBILL Holdings, Inc. · Stock |
Sale $1,001 - $15,000 |
Sep 12, 2025 | Aug 13, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
BILLBILL Holdings, Inc. · Stock |
Purchase $1,001 - $15,000 |
Aug 13, 2025 | Jun 17, 2025 | Filing ↗ |
Daniel S. GoldmanHouse · D · NY |
BILLBILL Holdings, Inc. · Stock |
Purchase $15,001 - $50,000 |
May 19, 2023 | Apr 10, 2023 | Filing ↗ |
Daniel S. GoldmanHouse · D · NY |
BILLBILL Holdings, Inc. · Stock |
Sale $15,001 - $50,000 |
Apr 17, 2023 | Mar 6, 2023 | Filing ↗ |
Whale Activity
- Increased6
- New1
- Held0
- Decreased5
- Closed0
- No prior filing10
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 8.7M | $315.9M | increased |
| ER Collective Holdings, LLC | 8.5M | $308.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.7M | $205.7M | increased |
| SOROS FUND MANAGEMENT LLC | 209.7M | $181.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | $142.2M | increased |
| SONA ASSET MANAGEMENT (US) LLC | 150.1M | $129.7M | — |
| MILLENNIUM MANAGEMENT LLC | 77.1M | $66.7M | increased |
| Opti Capital Management, LP | 44.0M | $38.5M | — |
| BlackRock, Inc. | 28.6M | $24.7M | increased |
| Worth Venture Partners, LLC | 18.5M | $16.0M | — |
| CITADEL ADVISORS LLC | 325.7K | $11.8M | decreased |
| IMMERSION CORP | 180.0K | $6.5M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Lacerte Rene A.CEO · Director | Sale | −5,752 | $50.62 | $291K | Sep 3, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −15.4K | $50.01 | $769K | Sep 3, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −11.0K | $49.86 | $547K | Sep 3, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −10.2K | $50.50 | $513K | Sep 3, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −40.4K | $48.00 | $1.9M | Sep 2, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −27.0K | $48.59 | $1.3M | Sep 2, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −24.4K | $48.59 | $1.2M | Sep 2, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −11.8K | $48.01 | $565K | Sep 2, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −10.6K | $48.01 | $511K | Sep 2, 2026 | Form 4 ↗ |
| Lacerte Rene A.CEO · Director | Sale | −100.9K | $48.59 | $4.9M | Sep 2, 2026 | Form 4 ↗ |
| Jain RohiniChief Financial Officer | Sale | −3,915 | $48.70 | $191K | Sep 1, 2026 | Form 4 ↗ |
| Jain RohiniChief Financial Officer | Sale | −29.6K | $47.80 | $1.4M | Sep 1, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Sale | −10.8K | $49.13 | $528K | Aug 31, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Sale | −3,500 | $37.10 | $130K | May 29, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Sale | −23.8K | $36.80 | $875K | May 29, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Sale | −5,600 | $35.68 | $200K | May 29, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Tax withholding | −18.7K | $34.85 | $652K | May 28, 2026 | Form 4 ↗ |
| Cieri MichaelChief Product Officer | Option exercise | +51.6K | — | — | May 28, 2026 | Form 4 ↗ |
| Bowman Mary KaySee Remarks | Tax withholding | −6,976 | $34.85 | $243K | May 28, 2026 | Form 4 ↗ |
| Bowman Mary KaySee Remarks | Option exercise | +4,147 | — | — | May 28, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II | 3.2M | $120.1M | 0.43% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF iShares Trust | 3.0M | $109.6M | 0.09% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.8M | $102.6M | 0.00% | Jun 30, 2026 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 2.2M | $80.6M | 0.05% | May 31, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2.1M | $74.3M | 0.04% | Jun 30, 2026 |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 1.4M | $49.5M | 0.80% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $42.9M | 0.09% | Jun 30, 2026 |
| Parnassus Mid Cap Fund PARNASSUS FUNDS | 1.1M | $42.3M | 1.86% | Mar 31, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 756.4K | $34.1M | 0.18% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 931.9K | $33.7M | 0.03% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list BILL's shares (CUSIP 090043100), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
- BlackRock, Inc.SCHEDULE 13G/A · passive (13G) · 8.6M shares10.1%
Sep 4, 2026 · ↗ - Starboard Principal Co LPSCHEDULE 13D/A · activist (13D) · 8.6M shares10.1%
Aug 24, 2026 · ↗ - Starboard Value GP LLCSCHEDULE 13D/A · activist (13D) · 8.6M shares10.1%
Aug 24, 2026 · ↗ - Starboard X Master Fund LtdSCHEDULE 13D/A · activist (13D) · 1.7M shares2.0%
Aug 24, 2026 · ↗ - Starboard Value R GP LLCSCHEDULE 13D/A · activist (13D) · 239.4K shares0.3%
Aug 24, 2026 · ↗ - Starboard Value L LPSCHEDULE 13D/A · activist (13D) · 239.4K shares0.3%
Aug 24, 2026 · ↗ - Starboard Value & Opportunity Master Fund L LPSCHEDULE 13D/A · activist (13D) · 239.4K shares0.3%
Aug 24, 2026 · ↗ - STARBOARD VALUE & OPPORTUNITY S LLCSCHEDULE 13D/A · activist (13D) · 681.2K shares0.8%
Aug 24, 2026 · ↗ - STARBOARD VALUE & OPPORTUNITY MASTER FUND LTDSCHEDULE 13D/A · activist (13D) · 4.6M shares5.4%
Aug 24, 2026 · ↗ - Feld Peter ASCHEDULE 13D/A · activist (13D) · 8.6M shares10.1%
Aug 24, 2026 · ↗
Corporate Lobbying
No lobbying filings found naming BILL Holdings, Inc. as the client.
Government Contracts
No federal contract awards found for BILL Holdings, Inc..
U.S. Patents
No USPTO patent applications found for BILL Holdings, Inc..
Annual Financials
No annual XBRL figures on record for BILL. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in BILL's price history.
Material Events (8-K)
- 8-K · Items 2.02, 9.01Results of operationsAug 19, 2026
EDGAR ↗ - 8-K/A · Items 5.02Officer / director changeJun 17, 2026
EDGAR ↗ - 8-K · Items 5.02, 7.01, 9.01Officer / director change · Reg FD disclosureMay 26, 2026
EDGAR ↗ - 8-K · Items 2.02, 2.05, 7.01, 9.01Results of operations · Exit or disposal costs · Reg FD disclosureMay 7, 2026
EDGAR ↗
About BILL Holdings, Inc.
Overview Our mission is to make it simple to connect and do business. BILL is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use artificial intelligence (AI) to deliver strategic finance capabilities in one integrated platform that includes accounts payable (AP), accounts receivable (AR), expenses, forecasting, procurement, and more. With more than 9 million network members, our platform's total payment volume represents over 1% of U.S. gross domestic product. Headquartered in San Jose, Califor…


