Market Cap
$3.6B
BILL
BILL Holdings, Inc.
$43.62 ▼ -0.37%
Prev close $43.78Market cap$3.6B
ConsensusBuy
12-mo target$57.30 (+31.4%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (3 insiders)24 New Institutional Positions26 Institutional Exits Fintech & Payments
Snapshot
The big-picture read on BILL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (66%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
24 buys / 26 sells
Insider Activity
$0.00 buy / $15.9M sell
Insider Net $
-$15.9M
Social Sentiment
50° Neutral
SEC Reports
7
Price chart 30d -14.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: BILL — 65.2% short (0.3M / 0.5M)
Short: 347,579 | Exempt: 819 | TRF Vol: 533,130 | Short Ratio: 65.2% | Off-exchange volume (dark poo
Sep 15, 2026 Insider
Lacerte Rene A. was granted 116,619 shares
CEO
Sep 15, 2026 Insider
Cieri Michael was granted 46,856 shares
Chief Product Officer
Sep 15, 2026 Insider
Sep 4, 2026 SEC Jain Rohini was granted 67,681 shares
Chief Financial Officer
CEO Rene Lacerte, CFO Rohini Jain, and CPO Michael Cieri sold a combined $6.84M in open-market shares over a 3-day windo
CLUSTER — Impact 5/10
BILL Holdings CFO and CPO sold a combined ~$1.94M in open-market shares over two days. The sales represent less than 0.0
CLUSTER — Impact 2/10
This SEC Form 3 is an initial statement of beneficial ownership filed by activist investor Jeffrey C. Smith and affiliat
3 — Impact 6/10
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
5,558,053 shares ($201.1M)
Analyst ratings buy % +1.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
66% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 1, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 25, 2026 | Wolfe Research | MAINTAIN | Outperform | 52% |
| Aug 20, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 20, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 20, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 20, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Aug 20, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | BTIG | REITERATE | Buy | 53% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 11 | 10 | 0 | 0 | 66% | |
| Aug 1, 2026 | 7 | 12 | 11 | 0 | 0 | 63% | |
| Jul 1, 2026 | 7 | 12 | 11 | 0 | 0 | 63% | |
| Jun 1, 2026 | 7 | 12 | 10 | 0 | 0 | 66% | |
| May 1, 2026 | 7 | 12 | 11 | 0 | 0 | 63% | |
| Apr 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% | |
| Mar 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% | |
| Feb 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% |
Price targets
Where 20 covering analysts think BILL trades over the next 12 months.
$57.30 +31.4% upside Strong Buy
Current$43.62 Low$43.00 Median$56.50 High$75.00 20 analysts
$43.00$75.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 3 bearish, 1 mixed, 2 neutral · avg impact 4.7/10.
BEARISHCLUSTER5/10
CEO Rene Lacerte, CFO Rohini Jain, and CPO Michael Cieri sold a combined $6.84M in open-market share
Sep 4, 2026
NEUTRALCLUSTER2/10
BILL Holdings CFO and CPO sold a combined ~$1.94M in open-market shares over two days. The sales rep
Sep 2, 2026
BULLISH36/10
This SEC Form 3 is an initial statement of beneficial ownership filed by activist investor Jeffrey C
Aug 31, 2026
MIXEDINST-CLUSTER5/10
Institutional activity in BILL during 2026-Q2 shows a mixed picture: 7 buyers added $33.9M in new ho
Aug 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: BILL — 65.2% short (0.3M / 0.5M)
Short: 347,579 | Exempt: 819 | TRF Vol: 533,130 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: BILL — 62.2% short (0.3M / 0.5M)
Short: 334,776 | Exempt: 0 | TRF Vol: 538,032 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BILL — 65.1% short (0.4M / 0.6M)
Short: 364,365 | Exempt: 6 | TRF Vol: 559,630 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: BILL — 61.7% short (0.3M / 0.5M)
Short: 327,665 | Exempt: 308 | TRF Vol: 530,655 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: BILL — 63.8% short (0.5M / 0.7M)
Short: 456,336 | Exempt: 22 | TRF Vol: 715,321 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.98 | $0.95–$1.00 | 60.5% | +0.0% | 15↑ 0↓ | $0.4B | 18 |
| Next Q | $0.89 | $0.80–$0.99 | 38.5% | +0.0% | 11↑ 3↓ | $0.5B | 18 |
| Current FY | $3.74 | $3.58–$4.03 | 34.9% | +0.0% | 18↑ 1↓ | $1.8B | 20 |
| Next FY | $4.35 | $4.02–$4.81 | 16.4% | +0.0% | 11↑ 3↓ | $2.0B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.979 | — |
| 7d ago | $0.979 | — |
| 30d ago | $0.979 | — |
| 60d ago | $0.762 | +0.217 |
| 90d ago | $0.752 | +0.227 |
Institutional ownership
Which big funds own BILL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (70,289,166 shares) as of 2026-Q2. Top holders: BlackRock,, Starboard, VANGUARD. Net selling activity: 26 institutions trimmed/exited vs 24 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,735,197 | $315.9M | 12.4% | — |
| Starboard Value LP | 7,025,748 | $254.1M | 10.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,688,580 | $205.7M | 8.1% | — |
| AMERIPRISE FINANCIAL INC | 5,558,053 | $201.1M | 7.9% | ADD +96.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,933,392 | $142.2M | 5.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,562,810 | $128.8M | 5.1% | — |
| STATE STREET CORP | 3,140,742 | $113.6M | 4.5% | — |
| DIMENSIONAL FUND ADVISORS LP | 2,945,930 | $106.5M | 4.2% | — |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,053,400 | $74.3M | 2.9% | — |
| UBS Group AG | 2,035,319 | $73.6M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 2,834,458 | 5,558,053 | +96.1% | $201.1M |
| JANE STREET GROUP, LLC | DOUBLED | 501,280 | 1,543,254 | +207.9% | $55.8M |
| GOLDMAN SACHS GROUP INC | ADD | 598,847 | 1,165,875 | +94.7% | $42.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 264,036 | 948,738 | +259.3% | $34.3M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 96,810 | 829,031 | +756.3% | $30.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 357,078 | 773,079 | +116.5% | $28.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 438,154 | 583,747 | +33.2% | $21.1M |
| JPMORGAN CHASE & CO | ADD | 318,852 | 545,084 | +71.0% | $19.7M |
| Qube Research & Technologies Ltd | DOUBLED | 180,876 | 464,612 | +156.9% | $16.8M |
| NOMURA HOLDINGS INC | TRIM | 1,728,795 | 456,465 | -73.6% | $16.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$15.9M — $0.00 bought, $15.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Lacerte Rene A. | CEO | AWARD | 116,619 | — | — |
| Sep 15, 2026 | Cieri Michael | Chief Product Officer | AWARD | 46,856 | — | — |
| Sep 15, 2026 | Jain Rohini | Chief Financial Officer | AWARD | 67,681 | — | — |
| Sep 3, 2026 | Lacerte Rene A. | CEO | SELL | 15,372 | $50.01 | $768.8K |
| Sep 3, 2026 | Lacerte Rene A. | CEO | SELL | 10,154 | $50.50 | $512.8K |
| Sep 3, 2026 | Lacerte Rene A. | CEO | SELL | 10,970 | $49.86 | $547.0K |
| Sep 3, 2026 | Lacerte Rene A. | CEO | SELL | 5,752 | $50.62 | $291.2K |
| Sep 2, 2026 | Lacerte Rene A. | CEO | SELL | 11,765 | $48.01 | $564.9K |
| Sep 2, 2026 | Lacerte Rene A. | CEO | SELL | 40,357 | $48.00 | $1.9M |
| Sep 2, 2026 | Lacerte Rene A. | CEO | SELL | 26,974 | $48.59 | $1.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BILL.
Shares short
10,943,117
Settlement Sep 15, 2026
Change vs prior
-3.0%
Semi-monthly cycle
Days to cover
6.4
At avg daily volume
Of shares outstanding
≈12.8%
Estimate — not % of float
All BILL filing & press-release reports (7)
- CLUSTER reportSep 4, 2026
- CLUSTER reportSep 2, 2026
- 3 reportAug 31, 2026
- INST-CLUSTER reportAug 12, 2026
- INST-CLUSTER reportJun 12, 2026
- 144 reportMay 29, 2026
- 8-K reportMay 7, 2026