| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Starboard Value · Jeff Smith | $254.1M | 5.62% | 7.03M | — | Q2 2026 |
| Soros Fund Management · George Soros | $181.4M | 2.23% | 209.68M | — | Q2 2026 |
| Oaktree Capital · Howard Marks | $6.1M | 0.09% | 6.33M | +91% | Q2 2026 |
| Soros Fund Management · George Soros | $927.9K | 0.01% | 25.66K | −76% | Q2 2026 |
| Renaissance Technologies | $755.7K | 0.00% | 20.90K | New | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $528.8K | 0.00% | 14.63K | −78% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Lisa McClain MI09 | 1 | 1 | +$0 | Sold Aug 13, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Aug 13, 25 | Lisa McClain MI09 | Spouse | Sell | $1,001 - $15,000 | Sep 12, 25 (30d) | |
| Jun 17, 25 | Lisa McClain MI09 | Spouse | Buy | $1,001 - $15,000 | Aug 13, 25 (57d) |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -20.8 | 3.1 | -14.0 | -0.8 | -2.6 | -2.3 | 24.8 | 9.1 | -13.6 | 3.8 | −19.0% | ||
| 2025 | 14.2 | -43.0 | -16.9 | -0.7 | -4.1 | 5.9 | -7.4 | 8.3 | 14.1 | -6.2 | 1.0 | 8.8 | −35.6% |
| 2024 | -4.3 | -18.9 | 8.5 | -9.3 | -16.5 | 1.1 | -5.1 | 9.2 | -3.3 | 10.6 | 54.6 | -6.1 | +3.8% |
| 2023 | 6.1 | -26.8 | -4.1 | -5.3 | 34.9 | 12.8 | 7.3 | -8.0 | -5.8 | -15.9 | -28.3 | 24.6 | −25.1% |
| 2022 | -24.5 | 26.4 | -4.7 | -24.7 | -30.7 | -7.0 | 22.9 | 19.8 | -18.2 | 0.7 | -9.7 | -9.5 | −56.3% |
| 2021 | -10.7 | 35.4 | -11.8 | 6.3 | -3.7 | 23.0 | 12.9 | 32.7 | -2.7 | 10.2 | -4.6 | -11.3 | +82.5% |
| 2020 | 32.2 | 12.8 | -39.7 | 72.2 | 18.3 | 29.5 | 3.2 | 6.3 | 1.3 | -0.3 | 22.7 | 11.2 | +258.7% |
| 2019 | — |
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Lacerte Rene AChief Executive Officer | Sale at price 48.00 - 50.62 per share. | 257.2K | $12.53M |
| Aug 31, 2026 | Jain RohiniChief Financial Officer | Sale at price 47.80 - 48.70 per share. | 33.5K | $1.60M |
| Aug 30, 2026 | Cieri MichaelOfficer | Sale at price 49.13 per share. | 10.8K | $528.38K |
| Aug 27, 2026 | Cieri MichaelOfficer | — | 19.4K | — |
| Aug 27, 2026 | Jain RohiniChief Financial Officer | — | 62.1K | — |
| Aug 27, 2026 | Lacerte Rene AChief Executive Officer | — | 48.9K | — |
| May 28, 2026 | Cieri MichaelOfficer | Sale at price 35.68 - 37.10 per share. | 32.9K | $1.20M |
| May 27, 2026 | Moss Kenneth AChief Technology Officer | — | 25.7K | — |
| May 27, 2026 | Bowman Mary KayOfficer | — | 18.9K | — |
| May 27, 2026 | Cieri MichaelOfficer | — | 51.6K | — |
| May 27, 2026 | Lacerte Rene AChief Executive Officer | — | 31.3K | — |
| Feb 26, 2026 | Moss Kenneth AChief Technology Officer | — | 25.7K | — |
| Feb 26, 2026 | Bowman Mary KayOfficer | — | 18.9K | — |
| Feb 26, 2026 | Lacerte Rene AChief Executive Officer | — | 31.3K | — |
| Feb 26, 2026 | Rettig John RChief Operating Officer | — | 25.8K | — |
| Jan 14, 2026 | Wernikoff Daniel ADirector | — | 1.5K | — |
| Jan 14, 2026 | Gohman KeriDirector | — | 1.5K | — |
| Dec 4, 2025 | Jacobs Brian DavidDirector | — | 2.1K | — |
| Dec 4, 2025 | Alvarez Aida MDirector | — | 2.1K | — |
| Dec 4, 2025 | Hornik David MDirector | — | 2.1K | — |
BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide. The company offers cloud-based payments, accounts payable, accounts receivable, and spend and expense management solutions. It also provides BILL Spend and Expense, a spend and expense management suite that provides a solution for businesses to have charge cards, build and monitor budgets, manage payments, and eliminate the need for manual expense reports. In addition, the company offers onboarding implementation support, and ongoing support and training services. Additionally, it provides payment services, including ACH, card, real-time, and cross-border payments, as well as checks and pay by card services; lending and deposit products; and value-added services. The company's artificial intelligence enabled financial software platform provides connections between suppliers and clients. It serves accounting firms, financial institutions, and software provider companies. The company was formerly known as Bill.com Holdings, Inc. and changed its name to BILL Holdings, Inc. in February 2023. BILL Holdings, Inc. was incorporated in 2006 and is headquartered in San Jose, California.
Buy / hold / sell counts