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The company

BILL Holdings, Inc.

BILL · NYSE

TechnologySoftwareJust started movingAI

BILL stood above a rising 150-day average in 18 of the last 52 weekly readings, including each of the last 1 week. It is 17.8% above that average now. Software: 43% of its 234 stocks in an uptrend (+3 points in four weeks); Technology: 30% (−6 points in four weeks).

Statistics

Rotation
Just started moving
Weeks in an uptrend
1 in a row
Industry in uptrend
43% +3 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$31.8M
Officials’ trades on record
4
Institutions holding
319 (+6)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 18 of 52 weeks.

21 Apr – 20 Oct
10%26%43%Apr 26Jun 26Jul 26Sep 26Oct 26

Software: About half its stocks are in an uptrend and the share has held steady. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$27.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 4, Senate 0, executive 0; 2 people.

WhoDidAmountTraded
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k13 Aug 2025filed 12 Sep 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k17 Jun 2025filed 13 Aug 2025
Daniel S. Goldman House: U.S. House ClerkNY10bought$15k–$50k10 Apr 2023filed 19 May 2023
Daniel S. Goldman House: U.S. House ClerkNY10sold$15k–$50k6 Mar 2023filed 17 Apr 2023

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 4
WhoDidSharesTraded
Rene A. LacerteCEOsold10,970at $49.863 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold10,154at $50.503 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold15,372at $50.013 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold5,752at $50.623 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold40,357at $48.002 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold100,899at $48.592 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold11,765at $48.012 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold26,974at $48.592 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold10,636at $48.012 Sep 2026filed 4 Sep 2026
Rene A. LacerteCEOsold24,364at $48.592 Sep 2026filed 4 Sep 2026
Rohini JainChief Financial Officersold29,555at $47.801 Sep 2026filed 1 Sep 2026
Rohini JainChief Financial Officersold3,915at $48.701 Sep 2026filed 1 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders319+6 on the quarter
New · exited67 · 61
Reported value$3.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20268,735,197$315.9M+378,054+4.5%
ER Collective Holdings, LLCunchanged · filed 14 Aug 20268,518,300$308.0M00.0%
Starboard Value LPadded · filed 14 Aug 20267,025,748$254.1M+9000.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20265,688,580$205.7M+3,738+0.1%
AMERIPRISE FINANCIAL INCadded · filed 14 Aug 20265,558,053$201.1M+2,723,595+96.1%
Senvest Management, LLCadded · filed 14 Aug 20264,102,668$148.4M+267,320+7.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20263,933,392$142.2M+12,374+0.3%
WELLINGTON MANAGEMENT GROUP LLPreduced · filed 14 Aug 20263,562,810$128.8M-299,853−7.8%
STATE STREET CORPadded · filed 7 Aug 20263,140,742$113.6M+43,864+1.4%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20262,945,930$106.5M-144,811−4.7%
31 Mar 2023 – 30 Jun 2026
309340371Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Lee Kirkpatrick Company insiderDirector · last 17 Oct 20260 · 0
Peter A. Feld Company insiderDirector, 10% owner · last 17 Oct 20260 · 0
Michael Cieri Company insiderChief Product Officer · last 15 Sep 20260 · 2
Rene A. Lacerte Company insiderCEO · last 15 Sep 20261 · 70
Rohini Jain Company insiderChief Financial Officer · last 15 Sep 20260 · 1
Kenneth A. Moss Company insiderChief Technology Officer · last 28 May 20260 · 0
Mary Kay Bowman Company insiderOfficer · last 28 May 20260 · 0
John R. Rettig Company insiderCOO · last 28 Feb 20261 · 62
Daniel A. Wernikoff Company insiderDirector · last 15 Jan 20260 · 0
Keri Gohman Company insiderDirector · last 15 Jan 20260 · 0
Aida Alvarez Company insiderDirector · last 11 Dec 20250 · 0
Alison Wagonfeld Company insiderDirector · last 11 Dec 20250 · 5

Same industry

AMPL AmplitudeLeading+63%
GTLB GitLabLeading+61%
RSKD RiskifiedLeading+60%
SMWB SimilarwebLeading+55%
EXFY ExpensifyLeading+54%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 30 Jun 202680.9%
Operating profit marginFY 2026 · to 30 Jun 2026-4.4%
Free cash flow marginFY 2026 · to 30 Jun 202625.0%
Return on capital employedFY 2026 · to 30 Jun 2026-1.4%
Debt to equityFY 2026 · to 30 Jun 20260.52×
Interest coverFY 2026 · to 30 Jun 20263.78×
Research spendFY 2026 · to 30 Jun 202618.2%
Share count trendFY 2026 · to 13 Aug 2026-7.4%
Cash and equivalentsFY 2026 · to 30 Jun 2026$1.0B
Free cash flowFY 2026 · to 30 Jun 2026$412.5M

Analyst forecasts

No analyst forecasts yet.