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WAVEMAN · COMPANY
BILL · Bill Holdings, Inc.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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BILL

BILL Holdings, Inc.
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001786352
CONGRESS · 4FORM 144 · 7☆ WATCH
INSIDER NET · 180D
-$3.3M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
4
FUNDS ADDED · QTR
177
13F, latest reported quarter
REVENUE GROWTH
+13.0%
XBRL, annual
NET MARGIN
-0.7%
CONVERSIONS · 180D
14
codes C/M, not in net · no price filed
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$3.3M over 180 days
-$2.1M over 90 days
below 62% of Software & IT
CONGRESS
4 members bought in the last year
more than 91% of Software & IT
FUNDS
177 funds added or opened last quarter
more than 69% of Software & IT
REVENUE
+13.0% year over year
more than 60% of Software & IT
MARGIN
-0.7% net margin
more than 50% of Software & IT
BUYBACKS
$560.5M repurchased, FY to 2026-06-30
more than 84% of Software & IT
SHORT
12.0% of shares outstanding short · 4.3 days to cover · settled 2026-07-31
more than 92% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
7 insiders have filed intent to sell ($14.5M) and have not sold yet.
177 funds added or opened positions in the latest 13F quarter, of 346 holders.
4 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +5.2%
+5.2%12M
-32%-14%+3%+21%2025-092025-102025-122026-032026-052026-072026-09 2026-09-02 · Lacerte Rene A. sold $4.9M2026-09-02 · Lacerte Rene A. sold $1.9M2026-09-01 · Jain Rohini sold $1.4M2026-09-02 · Lacerte Rene A. sold $1.3M2026-09-02 · Lacerte Rene A. sold $1.2M2026-05-29 · Cieri Michael sold $874.9K2026-09-03 · Lacerte Rene A. sold $768.8K2026-09-02 · Lacerte Rene A. sold $564.9K2026-09-03 · Lacerte Rene A. sold $547.0K2026-08-31 · Cieri Michael sold $528.4K2026-09-03 · Lacerte Rene A. sold $512.8K2026-09-02 · Lacerte Rene A. sold $510.7K2026-09-03 · Lacerte Rene A. sold $291.2K2026-05-29 · Cieri Michael sold $199.8K2026-09-01 · Jain Rohini sold $190.7K2025-09-02 · Aji Rajesh A. sold $179.6K2026-05-29 · Cieri Michael sold $129.8K2025-09-02 · Cota Germaine sold $77.8K2025-12-02 · Cota Germaine sold $56.6K2026-09-03 · Ilio Irrevocable Trust filed to sell $1.0M2026-09-03 · Nene Irrevocable Trust filed to sell $1.0M2026-09-02 · MAKAHAKAMA FOUNDATION filed to sell $1.7M2026-09-02 · RENE A LACERTE filed to sell $6.7M2026-09-02 · MAKAHAKAMA TRUST U/A DTD 02/15/2004 filed to sell $1.8M2026-09-01 · ROHINI JAIN filed to sell $1.6M2026-08-31 · MICHAEL CIERI filed to sell $541.0K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $3.3M sold by insiders over 180 days, 177 funds added last quarter, 4 Congress member(s) bought in 12 months, $14.5M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, BILL Holdings, Inc. insiders sold a net $3.3M of stock across 1,132 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Lacerte Rene A.
CEO
SELL
2026-09-03
10,970.0
$547.0K
Lacerte Rene A.
CEO
SELL
2026-09-03
10,154.0
$512.8K
Lacerte Rene A.
CEO
SELL
2026-09-03
15,372.0
$768.8K
Lacerte Rene A.
CEO
SELL
2026-09-03
5,752.0
$291.2K
Lacerte Rene A.
CEO
SELL
2026-09-02
40,357.0
$1.9M
1,132 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 1,127 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
8,735,197.0 sh
$315.9M
ER Collective Holdings, LLC
8,518,300.0 sh
$308.0M
Starboard Value LP
7,025,748.0 sh
$254.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
5,688,580.0 sh
$205.7M
AMERIPRISE FINANCIAL INC
5,558,053.0 sh
$201.1M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Ilio Irrevocable Trust
FILED 2026-09-03
$1.0M
Nene Irrevocable Trust
FILED 2026-09-03
$1.0M
MAKAHAKAMA FOUNDATION
FILED 2026-09-02
$1.7M
RENE A LACERTE
FILED 2026-09-02
$6.7M
MAKAHAKAMA TRUST U/A DTD 02/15/2004
FILED 2026-09-02
$1.8M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Baird Equity Opportunity Fund
$3.6M POSITION · AS OF 2026-03-31
5.4%
Parnassus Mid Cap Growth Fund
$21.3M POSITION · AS OF 2026-03-31
2.9%
Taylor Frigon Core Growth Fund
$652.8K POSITION · AS OF 2026-02-28
2.2%
Parnassus Mid Cap Fund
$42.3M POSITION · AS OF 2026-03-31
1.9%
Alger Russell Innovation ETF
$195.7K POSITION · AS OF 2026-03-31
1.8%
Invenomic Fund
$17.0M POSITION · AS OF 2026-04-30
1.8%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Rene Lacerte
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2024
$16.1M
$14.3M
$10.7M
-49%
+182%
2023
$14.4M
-$4.6M
$5.7M
-42%
+145%
2022
$17.7M
$18.2M
$7.7M
+30%
+73%
2021
$13.9M
$6.0M
$35.4M
+22%
+23%
2020
$1.2M
$88.1M
$2.5M
+103%
+42%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-062025-062024-122024-06
REVENUE$1.7B$1.5B—$1.3B
GROSS PROFIT$1.3B$1.2B—$1.1B
OPERATING INCOME$-73.4M$-80.6M—$-174.2M
NET INCOME$-11.2M$23.8M—$-28.9M
EPS (DILUTED)-0.11-0.07—-0.27
OPERATING CASH FLOW$415.8M$350.6M—$278.8M
CASH$1.0B$1.0B—$985.9M
LONG-TERM DEBT$1.8B$1.7B—$914.0M
BUYBACKS$560.5M$430.0M$200.0M$211.9M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →