Public ownership evidence

BILL Holdings, Inc. (BILL) Ownership Disclosures

Read BILL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

BILL Holdings, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-17
Trade date
2026-09-15
Reporting owners
Cieri Michael
Code
A
Shares
46,856
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002067425-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BILL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BILL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-172026-09-15Cieri MichaelA46,856Not reported
2026-09-172026-09-15Jain RohiniA67,681Not reported
2026-09-172026-09-15Lacerte Rene A.A116,619Not reported
2026-09-052026-09-03Lacerte Rene A.S5,752Not reported
2026-09-052026-09-03Lacerte Rene A.S15,372Not reported
2026-09-052026-09-03Lacerte Rene A.S10,154Not reported
2026-09-052026-09-03Lacerte Rene A.S10,970Not reported
2026-09-052026-09-02Lacerte Rene A.S24,364Not reported
2026-09-052026-09-02Lacerte Rene A.S10,636Not reported
2026-09-052026-09-02Lacerte Rene A.S26,974Not reported
2026-09-052026-09-02Lacerte Rene A.S11,765Not reported
2026-09-052026-09-02Lacerte Rene A.S100,899Not reported
2026-09-052026-09-02Lacerte Rene A.S40,357Not reported
2026-09-022026-09-01Jain RohiniS3,915Not reported
2026-09-022026-09-01Jain RohiniS29,555Not reported
2026-09-022026-08-31Cieri MichaelS10,754Not reported
2026-08-202026-08-17Jain RohiniA35,262Not reported
2026-08-202026-08-17Cieri MichaelA19,590Not reported
2026-08-202026-08-17Lacerte Rene A.A52,893Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0169,257$2,504,333None
Cornerstone Financial Management LLC2026-03-312026-08-2927$1,034None
Advisors Asset Management, Inc.2021-12-312026-08-28680$169,422None
Advisors Asset Management, Inc.2022-12-312026-08-281,090$118,766None
Advisors Asset Management, Inc.2022-06-302026-08-281,327$146,000None
Advisors Asset Management, Inc.2021-09-302026-08-28238$64,000None
Corient Private Wealth LP2026-06-302026-08-2812,293$444,517None
Principia Wealth Advisory, LLC2026-06-302026-08-272$72None
Principia Wealth Advisory, LLC2026-03-312026-08-275$192None
Advisors Asset Management, Inc.2024-03-312026-08-27658$45,218None
Advisors Asset Management, Inc.2025-03-312026-08-27852$39,098None
Advisors Asset Management, Inc.2022-09-302026-08-271,322$175,000None
Advisors Asset Management, Inc.2022-03-312026-08-271,190$269,880None
Advisors Asset Management, Inc.2023-06-302026-08-27355$41,482None
Advisors Asset Management, Inc.2023-09-302026-08-27359$38,977None
Advisors Asset Management, Inc.2023-03-312026-08-27751$60,936None
Advisors Asset Management, Inc.2025-09-302026-08-27251$13,295None
Advisors Asset Management, Inc.2023-12-312026-08-27376$30,678None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-269,300$356,190None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2610,600$383,296None
Advisors Asset Management, Inc.2025-06-302026-08-25525$24,287None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2597,666$3,531,603None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-253,531,603$97,666,000None
Advisors Asset Management, Inc.2024-09-302026-08-221,101$58,089None
Advisors Asset Management, Inc.2024-06-302026-08-22842$44,306None
Advisors Asset Management, Inc.2024-12-312026-08-22979$82,931None
Assenagon Asset Management S.A.2026-06-302026-08-22237,341$8,582,251None
Bullock Wealth Management Group2026-06-302026-08-2045$1,745None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,869$248,383None
Leo H. Evart, Inc.2026-06-302026-08-1934$1,229None
Ensign Peak Advisors, Inc2026-03-312026-08-196,260$239,758None
Ensign Peak Advisors, Inc2025-12-312026-08-196,260$341,420None
Ensign Peak Advisors, Inc2025-09-302026-08-1920,610$1,091,712None
Fulcrum Asset Management LLP2026-06-302026-08-196,946$249,570None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-1914,622$528,732None
Corient Private Wealth LP2026-06-302026-08-1812,190$440,792None
Empowered Funds, LLC2026-06-302026-08-1860,401$2,184,100None
Empowered Funds, LLC2026-06-302026-08-184,747$171,652None
Empowered Funds, LLC2026-06-302026-08-183,417$123,559None
Transamerica Financial Advisors, LLC2026-06-302026-08-187$253None
One68 Global Capital, LLC2026-06-302026-08-186,000$216,960None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-188,400$303,744None
Jefferies Financial Group Inc.2026-06-302026-08-1818,708,000$16,167,830None
Jefferies Financial Group Inc.2026-06-302026-08-188,600$310,976None
FORMULA GROWTH LTD2026-06-302026-08-1875,000$2,712,000None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1824,716$893,731None
Kryger Capital LLC2026-06-302026-08-1553,298$1,927,256None
TORONTO DOMINION BANK2026-06-302026-08-157,169,000$6,241,690None
TORONTO DOMINION BANK2026-06-302026-08-1516,417$593,639None
TORONTO DOMINION BANK2026-06-302026-08-157$235None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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