Every 8-K that BILL Holdings, Inc. (BILL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BILL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BILL filings page.
BILL Holdings, Inc. (BILL) reported solid fourth quarter and fiscal 2026 growth with expanding non-GAAP profitability but modest GAAP losses. For Q4 FY26, total revenue was $436.2 million, up 14% year-over-year, driven by core revenue of $400.5 million (subscription and transaction fees), which grew 16%. Float revenue contributed $35.7 million. Q4 GAAP gross margin was 81.7%, while non-GAAP gross margin was 84.9%. Non-GAAP operating income rose to $101.6 million, up 80% year-over-year, and non-GAAP net income was $94.0 million or $0.84 per diluted share, versus $0.53 a year ago, though GAAP net loss widened to $18.5 million.
For FY26, total revenue reached $1.65 billion, up 13%, with core revenue of $1.50 billion growing 16% (subscription fees up 8%, transaction fees up 18%). Non-GAAP operating income increased 35% to $323.7 million, and non-GAAP diluted EPS rose to $2.77. GAAP net loss was $11.2 million versus GAAP net income of $23.8 million in FY25. BILL generated FY26 free cash flow of $354.7 million and ended with $3.77 billion in cash, cash equivalents and restricted cash. In Q4, the company repurchased about 8.4 million shares for roughly $300 million and processed $98.2 billion in payment volume across 37.4 million transactions.
For FY27, BILL guides to total revenue of $1.81–$1.86 billion (up 9–12%) and core revenue of $1.67–$1.72 billion (up 11–14%), with projected non-GAAP operating income of $421–$451 million and non-GAAP diluted EPS of $3.56–$3.79. Management highlights a clear path to “meaningful GAAP profitability” and plans a voluntary change to net rewards expense against revenue to better reflect its Spend and Expense economics.
BILL Holdings, Inc. filed an amended report updating details around the previously announced departures of Chief Technology Officer Ken Moss and Executive Vice President and General Manager of Payments and Financial Services Mary Kay Bowman, effective June 30, 2026.
The amendment describes separation agreements under which both executives will continue serving the company in an advisory capacity through June 30, 2027. In exchange for advisory services and a release of claims, each will receive a fiscal 2026 executive bonus at target or actual achievement if higher, a lump sum payment equal to six months’ salary, and, through June 30, 2027, continued vesting of outstanding equity awards other than certain performance-based restricted stock units tied to relative stock price, plus company-paid COBRA insurance coverage and continued access to private executive medical benefits.
BILL Holdings, Inc. announced a broad reshaping of its executive team and organization to support what it calls its next phase of growth as an AI-native company. Michael Cieri, currently Executive Vice President and General Manager of Software Solutions, has been promoted to Chief Product Officer and will lead a newly unified Product Organization spanning software, payments, and financial services.
Eric Chan, a founding engineer and former CTO, has been appointed Chief Technology Officer, succeeding Ken Moss, who will move into an advisory role. President and COO John Rettig will transition into a new role as Chief Strategy and Transformation Officer, focusing on enterprise strategy and long-term growth while retaining oversight of operational execution.
Several senior leaders will depart, including Chief Customer Officer Sarah Acton and Executive Vice President and General Manager of Payments and Financial Services Mary Kay Bowman, both of whom will shift into advisory roles to support transitions. BILL also stated it reaffirmed its previously issued guidance for its fiscal 2026 fourth quarter and full-year financial performance.
BILL Holdings, Inc. reported solid third-quarter fiscal 2026 results while announcing a major restructuring and a large new share repurchase authorization.
Total revenue was $406.6 million, up 13% year-over-year, with core subscription and transaction revenue of $371.1 million, up 16%. Gross profit reached $331.9 million for an 81.6% margin, and non-GAAP gross margin was 85.1%. The company swung to GAAP net income of $12.8 million from a loss a year ago, while non-GAAP net income rose to $77.2 million, or $0.68 per diluted share, compared with $58.7 million, or $0.50.
Management plans to reduce headcount by up to 30%, expecting $30–$60 million of primarily cash severance and related charges, mostly in Q4 fiscal 2026, with execution substantially complete by the end of Q1 fiscal 2027. At the same time, the board authorized a new $1.0 billion share repurchase program, including remaining capacity from the August 2025 plan, to be funded with existing cash and executed over 24 months.
BILL Holdings, Inc. reported a leadership update. On March 11, 2026, the Board of Directors appointed Chief Financial Officer Rohini Jain to also serve as the company’s principal accounting officer for purposes of the Securities Exchange Act of 1934.
Ms. Jain will not receive any additional compensation for taking on the principal accounting officer responsibilities. Her biographical and other background information is available in a prior filing with the Securities and Exchange Commission, which the company references and incorporates by reference.
BILL Holdings, Inc. furnished an update on its business by issuing a press release and scheduling a conference call covering financial results for its second fiscal quarter ended December 31, 2025. The press release, titled “BILL Reports Second Quarter Fiscal Year 2026 Financial Results,” is attached as Exhibit 99.1.
The company notes that the materials include non-GAAP financial measures and indicates that reconciliations to GAAP figures are provided in the press release. The information in this current report, including Exhibit 99.1, is being furnished rather than filed under securities laws.
BILL Holdings, Inc. reported a planned change to its Board of Directors. On January 20, 2026, director Alison Wagonfeld notified the company that she intends to resign from the Board, effective February 6, 2026. The company stated that her resignation is not due to any disagreement with BILL Holdings over its operations, policies, or practices. This filing is primarily a governance update and does not include financial or earnings information.
BILL Holdings, Inc. reported an upcoming executive change in its finance organization. Germaine Cota, the company’s Senior Vice President, Finance & Accounting and Principal Accounting Officer, informed the company on December 11, 2025 of her intention to resign, effective January 16, 2026.
This change affects the leader responsible for the company’s accounting and financial reporting functions. The report is signed on behalf of BILL Holdings, Inc. by Chief Financial Officer Rohini Jain.
BILL Holdings, Inc. reported the results of its 2025 annual meeting of stockholders held on December 11, 2025. Stockholders elected four directors — Natalie Derse, David Hornik, Beth Johnson, and Allie Kline — to serve until the 2028 annual meeting or until their successors are elected and qualified. Support levels varied by nominee, with each receiving more votes "for" than "withheld."
Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as the company’s independent registered public accounting firm for the fiscal year ending June 30, 2026, with 86,347,073 votes in favor. In addition, they approved on a non-binding advisory basis the compensation of the company’s named executive officers, with 65,652,069 votes in favor, 4,600,571 against, and 281,686 abstentions, alongside broker non-votes.
BILL Holdings, Inc. announced it will hold a conference call and furnished a press release covering financial results for its first fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The information under Item 2.02, including Exhibit 99.1, is furnished, not filed under the Exchange Act. The materials reference certain non-GAAP financial information, with a reconciliation to GAAP provided in the press release.
BILL Holdings expanded its Board from 12 to 13 and appointed Peter A. Feld and Lee Kirkpatrick as Class II directors. Their terms run until the 2027 annual meeting and until successors are duly elected and qualified.
Feld joined the Nominating and Corporate Governance Committee. Kirkpatrick joined the Audit Committee and will become its Chair immediately following the 2025 annual meeting. The company referenced a Cooperation Agreement dated October 15, 2025 with Starboard Value LP. The company stated there are no other arrangements regarding their selection and no disclosable related‑party transactions under Item 404(a). Both directors will enter into the company’s standard Indemnification Agreement.
BILL Holdings announced a cooperation agreement with Starboard Value that reshapes its Board and ends a potential proxy contest. The company confirmed the resignation of Stephen Fisher as a Class II director on October 14, 2025, increased the Board size from 12 to 13, and appointed Peter A. Feld and Lee Kirkpatrick as Class II directors, each serving until the 2027 annual meeting.
For the 2025 annual meeting, BILL will nominate Beth Johnson and Natalie Derse alongside current Class III directors David Hornik and Katherine (Allie) Kline. In return, Starboard will withdraw its September 5, 2025 director nominations and vote its shares for the company’s slate and in line with Board recommendations, subject to limited exceptions. Starboard agreed to customary standstill provisions through the earlier of 15 business days before the 2026 nomination deadline or 100 days before the first anniversary of the 2025 annual meeting. During this period, the Board will not exceed 13 directors without Starboard’s consent.
BILL Holdings, Inc. reported that its Chief Legal Officer and Chief Compliance Officer, Raj Aji, has informed the company he will begin medical leave on October 13, 2025. After his medical leave, Mr. Aji intends to retire from the company, though his exact retirement date has not yet been set. This update informs shareholders of an upcoming leadership transition in BILL’s top legal and compliance role.
BILL Holdings, Inc. (BILL) filed an 8-K announcing a $300 million share repurchase program. The company disclosed the authorization of a program to repurchase its common stock, indicating management has allocated up to $300,000,000 for buybacks. The filing text does not include details on timing, funding sources, buyback mechanics, or expiration.
The available content shows a material corporate action intended to return capital to shareholders, but key operational details needed to assess near-term impact are not disclosed in the provided text.