BILL at a glance
BILL Holdings Inc (BILL, SEC CIK 1786352) filed its latest 10-K annual report on August 20, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 19, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), BILL Holdings Inc (BILL) reported revenue of $1.7 billion (up 13.0% from FY2025) and a net loss of $11.2 million. Diluted EPS was -$0.11.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding BILL Holdings Inc (BILL) shares worth $1.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lacerte Rene A. on September 3, 2026 of 10,154 shares at $50.50 per share.
- In the last 90 days, BILL insiders reported 0 open-market purchases ($0) and 13 open-market sales ($14.7M) on Form 4, a net sale of $14.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.7B
- +13.0% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$14.7M
- 13F holders
- 36 funds
- $1.7B · +3 vs prior quarter
- Latest 10-Q
- May 8, 2026
- Quarterly report
SignalX for BILL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cieri Michael | A | Sep 15, 2026 | 46,856 | - |
| Jain Rohini | A | Sep 15, 2026 | 67,681 | - |
| Lacerte Rene A. | A | Sep 15, 2026 | 116,619 | - |
| Lacerte Rene A. | Sell | Sep 3, 2026 | 10,154 | $50.50 |
| Lacerte Rene A. | Sell | Sep 3, 2026 | 15,372 | $50.01 |
| Lacerte Rene A. | Sell | Sep 3, 2026 | 10,970 | $49.86 |
| Lacerte Rene A. | Sell | Sep 3, 2026 | 5,752 | $50.62 |
| Lacerte Rene A. | Sell | Sep 2, 2026 | 24,364 | $48.59 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.3B | $1.5B | $1.7B |
| Gross Profit | - | $1.2B | $1.3B |
| Operating Income | - | -$80.6M | -$73.4M |
| Net Income | - | $23.8M | -$11.2M |
| Gross Margin | - | 81.4% | 80.9% |
| Op. Margin | - | -5.5% | -4.4% |
| Net Margin | - | 1.6% | -0.7% |
| Balance Sheet | |||
| Total Assets | - | $10.1B | $10.2B |
| Equity | - | $3.9B | $3.5B |
| ROE | - | 0.6% | -0.3% |
| Per Share | |||
| EPS | - | $-0.07 | $-0.11 |
| Cash Flow | |||
| Operating CF | - | $350.6M | $415.8M |
| CapEx | $976K | $4.3M | $3.3M |
Source: XBRL data in BILL Holdings Inc (BILL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BILL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $1.71B |
| Q1 2026 | 33 | $1.78B |
| Q4 2025 | 33 | $2.76B |
| Q3 2025 | 33 | $2.78B |
| Q2 2025 | 30 | $2.27B |
| Q1 2025 | 28 | $1.42B |
| Q4 2024 | 26 | $2.36B |
| Q3 2024 | 21 | $614.2M |
- Ameriprise Financial+2.72M (+96%)
- Goldman Sachs Group+567.0K (+95%)
- BlackRock+378.1K (+5%)
- Bank of America Corp+233.7K (+20%)
- JPMorgan Chase & Co+226.2K (+71%)
- Millennium Management−1.33M (-92%)
- Citadel Advisors LLC−1.02M (-76%)
- T. Rowe Price Group−346.8K (-18%)
- Raymond James Financial−334.1K (-95%)
- D.E. Shaw & Co−212.8K (-58%)
- IMMERSION CORP+180.0K
- Renaissance Technologies LLC+20.9K
- Allstate+12.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 240 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BILL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 10-K | Aug 20, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | - | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 26, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | - | |
| 8-K | May 7, 2026 | - | - | |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 10-Q | Feb 6, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Jan 26, 2026 | - | - |
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BILL SEC filings: frequently asked questions
Are BILL insiders buying or selling?
In the last 90 days, BILL Holdings Inc (BILL) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $14.7 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BILL stock?
As of June 30, 2026, the largest BILL Holdings Inc (BILL) holders among the 13F filers tracked by SignalX were BlackRock ($315.9 million), Starboard Value LP ($254.1 million), Vanguard Portfolio Management LLC ($205.7 million), Ameriprise Financial ($201.1 million), Vanguard Capital Management LLC ($142.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BILL's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), BILL Holdings Inc (BILL) reported revenue of $1.7 billion (up 13.0% from FY2025) and a net loss of $11.2 million. Diluted EPS was -$0.11. The figures come from the XBRL data in the 10-K.
What are the latest BILL SEC filings?
BILL Holdings Inc (BILL) filed its latest 10-K annual report on August 20, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on August 19, 2026 and a Form 4 insider filing on September 17, 2026.
What is BILL's SEC CIK number?
BILL Holdings Inc (BILL)'s SEC Central Index Key (CIK) is 1786352. EDGAR lists every BILL filing under that number.
Ask anything about BILL
The research agent reads BILL's filings, financials, insider trades and 13F holders, then answers with sources.