BILL Holdings, Inc. (BILL)
What changed in recent filings
- Institutions — 3 reduced13F · as of end of 2026 Q2
- Risk factors — 1 added · 3 removed · new: Our reductions in force, transition to a re…10-K Jun 30, 2025 → Jun 30, 2026 · filed 2 months ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
BILL Holdings, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 19, 2026Revenue +13.8% YoY · EPS $-0.18Released after the close: Aug 19 close → Aug 20 close, the stock moved -0.6% · over the same window, market -0.8% · sector -1.0%
- 26Q1Released May 7, 2026Revenue +13.5% YoY · EPS $0.12Released after the close: May 7 close → May 8 close, the stock moved +11.1% · over the same window, market +0.8% · sector -0.5%
- 25Q4Released Feb 5, 2026Revenue +14.4% YoY · EPS $-0.03Released after the close: Feb 5 close → Feb 6 close, the stock moved +37.2% · over the same window, market +1.9% · sector +3.8%
- 25Q3Released Nov 6, 2025Revenue +10.4% YoY · EPS $-0.03Released after the close: Nov 6 close → Nov 7 close, the stock moved +2.7% · over the same window, market +0.1% · sector +0.7%
The next earnings release is estimated around Nov 5, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding BILL Holdings, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q4: 5 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold BILL Holdings, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Managementunder 0.01% of portfolio · since 2023 Q4
- Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q1
- Starboard Value LP5.62% of portfolio · since 2025 Q3
- Soros Fund Management0.01% of portfolio · since 2026 Q1
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
BILL Holdings, Inc. is a financial technology company that provides a cloud-based financial operations platform for small and midsize businesses. BILL helps organizations automate accounts payable and accounts receivable workflows, create and process invoices, manage bill payments, streamline approvals, track expenses, and connect financial activity with accounting systems. Its platform also includes spend and expense management tools that support budgeting, cash management, and everyday back-office finance tasks. BILL serves businesses across a range of industries, along with accountants and financial partners who rely on its software to simplify and centralize financial operations. Headquartered in San Jose, California, BILL plays a significant role in the digital transformation of business finance by bringing payments, workflow automation, and operational control into a single software environment.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
BILL Holdings, Inc. is classified under the Software sector. See peers below.
BILL Holdings, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
BILL Holdings, Inc. vs Software sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding BILL Holdings, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
BILL on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
Peers · Software
BILL FAQ
What is BILL Holdings, Inc. (BILL)?
BILL Holdings, Inc. is a financial technology company that provides a cloud-based financial operations platform for small and midsize businesses. BILL helps organizations automate accounts payable and accounts receivable workflows, create and process invoices, manage bill payments, streamline approvals, track expenses, and connect financial activity with accounting systems. Its platform also includes spend and expense management tools that support budgeting, cash management, and everyday back-office finance tasks. BILL serves businesses across a range of industries, along with accountants and financial partners who rely on its software to simplify and centralize financial operations. Headquartered in San Jose, California, BILL plays a significant role in the digital transformation of business finance by bringing payments, workflow automation, and operational control into a single software environment.
What sector is BILL Holdings, Inc. in?
BILL Holdings, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are BILL Holdings, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 13.0%, Operating margin -7.9%, Net margin -0.7%, ROE -0.3%, Debt-to-equity 0.52x. Definitions and interpretation are available on Stocklore.
Where can I analyze BILL Holdings, Inc. (BILL) stock?
On Stocklore you can see BILL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.