Ameriprise Financial (BILL) unit discloses 5.6% BILL Holdings stake in 13G filing

Rhea-AI Filing Summary

Ameriprise Financial, Inc. and its subsidiary Columbia Management Investment Advisers, LLC report passive institutional ownership of BILL Holdings, Inc. common stock on a Schedule 13G. Ameriprise may be deemed to beneficially own shares held by Columbia but both entities disclaim beneficial ownership of the reported shares.

Ameriprise reports 5,558,053 BILL shares beneficially owned with 5,039,577 shares subject to shared voting power, representing 5.6% of the common stock. Columbia reports 5,557,015 shares beneficially owned and the same shared voting power figure, also amounting to 5.6% of the class.

Key Figures

Ameriprise beneficial ownership: 5,558,053 shares Columbia beneficial ownership: 5,557,015 shares Shared voting power: 5,039,577 shares +2 more

5 metrics

Ameriprise beneficial ownership 5,558,053 shares BILL Holdings, Inc. common stock reported by Ameriprise Financial, Inc.

Columbia beneficial ownership 5,557,015 shares BILL Holdings, Inc. common stock reported by Columbia Management Investment Advisers, LLC

Shared voting power 5,039,577 shares Shares of BILL common stock with shared voting power for each reporting person

Ameriprise shared dispositive power 5,558,053 shares Shares of BILL common stock over which Ameriprise has shared dispositive power

Ownership percentage 5.6 % Percent of BILL Holdings, Inc. common stock class for each reporting person

Key Terms

beneficial ownership, shared voting power, shared dispositive power, Schedule 13G, +1 more

5 terms

beneficial ownership financial

"AFI, as the parent company of CMIA, may be deemed to beneficially own the shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

shared voting power financial

"6 | Shared Voting Power 5,039,577.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"8 | Shared Dispositive Power 5,558,053.00"

Schedule 13G financial

"Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

parent holding company financial

"AFI, as the parent company of CMIA, may be deemed to beneficially own"

FAQ

What ownership stake in BILL (BILL) does Ameriprise Financial report?

Ameriprise Financial reports beneficial ownership of 5,558,053 shares of BILL Holdings, Inc. common stock, with 5,039,577 shares subject to shared voting power. This position represents 5.6% of BILL’s outstanding common stock as disclosed in the Schedule 13G filing.

How many BILL (BILL) shares does Columbia Management Investment Advisers, LLC hold?

Columbia Management Investment Advisers, LLC reports beneficial ownership of 5,557,015 shares of BILL common stock, with 5,039,577 shares subject to shared voting power. This holding also represents 5.6% of BILL’s common stock according to the Schedule 13G disclosure.

What voting and dispositive powers do Ameriprise and Columbia have over BILL (BILL) shares?

Both Ameriprise and Columbia report 0 shares with sole voting power and 5,039,577 shares with shared voting power. Ameriprise reports 5,558,053 shares with shared dispositive power, while Columbia reports 5,557,015 shares with shared dispositive power over BILL common stock.

Do Ameriprise Financial and Columbia claim full beneficial ownership of their BILL (BILL) holdings?

No. The filing states that each of Ameriprise Financial and Columbia disclaims beneficial ownership of any shares reported on the Schedule 13G, even though Ameriprise, as parent of Columbia, may be deemed to beneficially own the shares reported by Columbia.

What type of filing did Ameriprise and Columbia make regarding BILL (BILL) stock?

They submitted a Schedule 13G, indicating a passive institutional ownership position in BILL Holdings, Inc. common stock. The filing reports their beneficial ownership levels, voting power, and dispositive power, rather than announcing any transaction or change-of-control intent.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 08/14/2026 - 10:54 AM Accepted by SEC EDGAR 08/14/2026 - 10:53 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

BILL Holdings, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

090043100

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 090043100

1

Names of Reporting Persons

Ameriprise Financial, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,039,577.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,558,053.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,558,053.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 090043100

1

Names of Reporting Persons

Columbia Management Investment Advisers, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MINNESOTA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,039,577.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,557,015.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,557,015.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: BILL Holdings, Inc.
(b)	Address of issuer's principal executive offices: 6220 America Center Drive, Suite 100, San Jose, California 95002
Item 2.
(a)	Name of person filing: (a) Ameriprise Financial, Inc. ("AFI") (b) Columbia Management Investment Advisers, LLC ("CMIA")
(b)	Address or principal business office or, if none, residence: (a) 145 Ameriprise Financial Center, Minneapolis, MN 55474 (b) 290 Congress Street, Boston, MA 02210
(c)	Citizenship: (a) Delaware (b) Minnesota
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 090043100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Incorporated by reference to Items (5)-(9) and (11) of the cover page pertaining to each reporting person. AFI, as the parent company of CMIA, may be deemed to beneficially own the shares reported herein by CMIA. Accordingly, the shares reported herein by AFI include those shares separately reported herein by CMIA. Each of AFI and CMIA disclaims beneficial ownership of any shares reported on this Schedule.
(b)	Percent of class: The information required by Item 4(b) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
	(ii) Shared power to vote or to direct the vote: The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
	(iii) Sole power to dispose or to direct the disposition of: The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
	(iv) Shared power to dispose or to direct the disposition of: The information required by Item 4(c) is set forth in Rows (5)-(9) and (11) of the cover page for each Reporting Person hereto and is incorporated herein by reference for each Reporting Person.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. AFI: See Exhibit I
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Ameriprise Financial, Inc.

Signature:	/s/ Michael G. Clarke
Name/Title:	Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:	08/14/2026

Columbia Management Investment Advisers, LLC

Signature:	/s/ Michael G. Clarke
Name/Title:	Michael G. Clarke, Senior Vice President, North America Head of Operations & Investor Services
Date:	08/14/2026

Comments accompanying signature: Contact Information Charles Chiesa VP Fund Treasurer Global Operations and Investor Services Telephone: 617-385-9593

Exhibit Information

Exhibit Index Exhibit I Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company. Exhibit II Joint Filing Agreement