{"filings":[{"id":95443,"accession_number":"0001628280-26-032064","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","2.05","7.01","9.01"],"status":"ready","headline":"BILL reports Q3 FY26 revenue $406.6M (+13% YoY), plans 30% workforce cut, authorizes $1B buyback","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $406.6M (+13% YoY), core revenue $371.1M (+16% YoY). GAAP net income $12.8M ($0.12 diluted EPS) vs net loss $11.6M last year. Non-GAAP net income $77.2M ($0.68 diluted EPS).","Workforce reduction of up to 30% announced; estimated charges $30M-$60M, mostly in Q4 FY26, completion by Q1 FY27.","Board authorized $1.0B share repurchase program with 24-month term, replacing existing Aug 2025 authorization.","FY26 Q4 guidance: total revenue $425M-$435M, core revenue $392M-$402M, non-GAAP operating income $81.5M-$86.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1216974000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108524,"accession_number":"0001628280-26-018149","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings appoints CFO Rohini Jain as principal accounting officer","event_type":"other_material","confidence":"high","bullets":["CFO Rohini Jain appointed as principal accounting officer effective March 11, 2026.","Ms. Jain will receive no additional compensation for the added role.","Biographical details are incorporated from the June 2, 2025 Form 8-K.","No departures or other officer changes were reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108523,"accession_number":"0001628280-26-005753","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q2 FY2026 core revenue $375.1M (+17% YoY); non-GAAP EPS $0.64 beats $0.56 prior","event_type":"earnings","confidence":"high","bullets":["Total revenue $414.7M (+14% YoY); core revenue $375.1M (+17% YoY).","GAAP net loss $2.6M ($0.03 loss/share); prior year net income $33.5M.","Non-GAAP operating income $74.1M (+18% YoY); non-GAAP net income $73.4M ($0.64/diluted share).","Processed $95B total payment volume (+13% YoY); served 498.5K businesses.","Q3 core revenue guide $364.5-$374.5M; FY26 core revenue guide $1.49-$1.51B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":810413000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108522,"accession_number":"0001628280-26-003403","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Director Alison Wagonfeld to Resign from Board Effective February 6, 2026","event_type":"leadership","confidence":"high","bullets":["Alison Wagonfeld notified BILL Holdings on January 20, 2026 of her resignation from the Board, effective February 6, 2026.","The resignation was not due to any disagreement with the company over its operations, policies, or practices.","BILL Holdings is headquartered in San Jose, California and trades under ticker BILL on the NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124970,"accession_number":"0001628280-25-057323","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Principal Accounting Officer Germaine Cota to resign effective Jan 16, 2026","event_type":"leadership","confidence":"high","bullets":["Germaine Cota, SVP Finance & Accounting and PAO, notified company of resignation on Dec 11, 2025.","Effective date of departure: January 16, 2026.","No successor or interim appointment announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124969,"accession_number":"0001786352-25-000043","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BILL Holdings stockholders elect four directors, ratify auditor, approve executive compensation at annual meeting","event_type":"other","confidence":"high","bullets":["Four director nominees elected: Natalie Derse, David Hornik, Beth Johnson, Allie Kline, each with majority support.","Ratification of PwC as independent auditor for fiscal year ending June 30, 2026 approved (86.3M for, 46K against).","Non-binding advisory vote on named executive officer compensation passed (65.7M for, 4.6M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124968,"accession_number":"0001628280-25-050144","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q1 FY26: Revenue $395.7M (+10% YoY), core revenue $358.0M (+14%), non-GAAP net income $70.2M","event_type":"earnings","confidence":"high","bullets":["Total revenue $395.7M, up 10% YoY; core revenue $358.0M, up 14% YoY.","GAAP net loss $3.0M ($0.03 per share); non-GAAP net income $70.2M ($0.61 per diluted share).","Processed $89B in total payment volume (+12% YoY) and 33M transactions (+16% YoY).","Added Peter Feld (Starboard) and Lee Kirkpatrick (ex-Twilio CFO) to board of directors.","Q2 FY26 revenue guidance $394.5M-$404.5M; FY26 revenue guidance $1,596.5M-$1,626.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":395741000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124967,"accession_number":"0001628280-25-045516","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings expands board to 13, appoints Feld and Kirkpatrick","event_type":"leadership","confidence":"high","bullets":["Board increased from 12 to 13; Peter A. Feld (Starboard Value) and Lee Kirkpatrick appointed as Class II directors.","Feld appointed to Nominating and Corporate Governance Committee; Kirkpatrick to Audit Committee, to become Audit Chair after 2025 annual meeting.","Appointments made under previously disclosed Cooperation Agreement with Starboard Value LP dated Oct 15, 2025.","Kirkpatrick is former Twilio CFO (2012-2018), led its IPO and strategic acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124966,"accession_number":"0001193125-25-240860","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"BILL enters cooperation with Starboard, adds four directors, plans 2026 investor day","event_type":"other_material","confidence":"high","bullets":["Board expands to 13; Stephen Fisher resigns; Peter Feld and Lee Kirkpatrick join Oct 17; Beth Johnson and Natalie Derse to join after 2025 annual meeting.","Starboard withdraws director nominations; agrees to standstill and voting commitments through 2026 annual meeting.","BILL to hold investor day in H1 2026 to outline long-term financial targets and path to Rule of 40.","CEO Rene Lacerte cites focus on efficiency, durable growth, and value creation. Two directors retiring: Steve Cakebread and Brian Jacobs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124965,"accession_number":"0001193125-25-234528","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Chief Legal Officer Raj Aji to retire after medical leave","event_type":"leadership","confidence":"high","bullets":["Raj Aji, Chief Legal Officer and Chief Compliance Officer, confirmed medical leave starting Oct 13, 2025.","Aji intends to retire from the Company following his medical leave; retirement date not yet determined.","No successor announced; departure is a planned retirement after medical leave."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141668,"accession_number":"0001786352-25-000033","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BILL reports FY25 revenue $1.46B (+13%); $300M share repurchase authorized","event_type":"earnings","confidence":"high","bullets":["FY25 total revenue $1,462.6M (+13% YoY); core revenue (sub+txn) $1,300.8M (+16% YoY).","Q4 total revenue $383.3M (+12% YoY); non-GAAP net income $61.6M ($0.53 diluted EPS).","FY25 net income $23.8M vs prior-year loss $28.9M; non-GAAP operating income $239.5M (+22%).","Board approved $300M share repurchase program; ~2.2M shares already repurchased for ~$100M.","Q1 FY26 guidance: total revenue $385-395M; FY26 guidance: total revenue $1.59-1.63B, non-GAAP diluted EPS $2.00-2.20."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1462570000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159563,"accession_number":"0001193125-25-133359","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BILL appoints Rohini Jain as CFO; John Rettig becomes President & COO","event_type":"leadership","confidence":"high","bullets":["Rohini Jain appointed CFO effective July 7, 2025, joining from PayPal where she was SVP & CFO of Enterprise Business.","Jain receives $450k base salary, $250k signing bonus, $8M RSUs, and $3M PBRSUs for FY 2026.","John Rettig transitions from President & CFO to President & COO to accelerate BILL's growth.","No changes to financial guidance or other operational metrics announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159562,"accession_number":"0001786352-25-000024","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"BILL Holdings subsidiary enters $300M revolving credit facility for Divvy card receivables","event_type":"debt","confidence":"high","bullets":["Subsidiary Odin Financing entered $300M revolver with JPMorgan Chase; matures Nov 23, 2027.","Interest rate: SOFR + 1.80% margin; secured by BILL Divvy Corporate Card receivables.","BILL Holdings provides a limited guaranty for Odin Financing's obligations under the facility.","Proceeds will be used solely to purchase BILL Divvy Corporate Card receivables.","Covenants restrict Odin's debt, liens, investments, affiliate transactions, and dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}