Starboard Value LP — BILL HOLDINGS INC BILL: Quarterly 13F Position History
Starboard Value LP has reported BILL HOLDINGS INC (BILL) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 7,024,848 shares ($269.1M market value, 5.89% of the equity book).
- 7,024,848Shares Held (Latest Filing)
- $269.1MReported Market Value (Latest Filing)
- 5.89%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$114.1MQuarter-over-Quarter Value Change
- 7,024,848Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,024,848 | 0 | — | $269.1M | 5.89% | $38.30 |
| Q4 2025 | 7,024,848 | 0 | — | $383.1M | 7.26% | $54.54 |
| Q3 2025 | 7,024,848 | — | — | $372.1M | 7.00% | $52.97 |
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, not 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 3 reported quarters within Pactolio's tracked window.
What was Starboard Value LP's most recent quarter-over-quarter share-count change in BILL?
Starboard Value LP held the same 7,024,848 shares of BILL between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
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.