Starboard Value LP: BILL HOLDINGS INC (BILL): Quarterly 13F Position History
As of Q2 2026, Starboard Value LP reported 7,025,748 shares of BILL HOLDINGS INC (BILL), worth $254.1M and representing 5.6% of its 13F equity book. Quarter-over-quarter share count change: + 900 (+0.0%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 7,025,748Shares Held (Latest Filing)
- $254.1MReported Market Value (Latest Filing)
- 5.6%Portfolio Weight (% of 13F Equity Book)
- +900Quarter-over-Quarter Share Change
- -$15.0MQuarter-over-Quarter Value Change
- 7,025,748Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,025,748 | +900 | +0.0% | $254.1M | 5.6% | $36.2 |
| Q1 2026 | 7,024,848 | 0 | – | $269.1M | 5.9% | $38.3 |
| Q4 2025 | 7,024,848 | 0 | – | $383.1M | 7.3% | $54.5 |
| Q3 2025 | 7,024,848 | – | – | $372.1M | 7.0% | $53.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Starboard Value LP first disclose a BILL position in 13F-HR filings?
Starboard Value LP first reported BILL HOLDINGS INC (BILL) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in BILL?
Between Q1 2026 and Q2 2026, Starboard Value LP added 900 shares of BILL (+0.0%), bringing the total reported position to 7,025,748 shares at a market value of $254.1M.
Does the implied price-per-share represent Starboard Value LP's cost basis in BILL?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.