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Compiled from SEC Form N-PX filings and BILL HOLDINGS INC.’s Form 8-K, filed 2023-12-08 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore BILL HOLDINGS INC. in the interactive database Compare manager voting policies
These tallies are BILL HOLDINGS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2023-12-08 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: René Lacerte | 79,830,796 | -- | -- | 1,501,817 | 6,581,431 | Majority: yes |
| Elect Director: Peter Kight | 65,421,903 | -- | -- | 15,910,710 | 6,581,431 | Majority: yes |
| Elect Director: Tina Reich | 80,441,127 | -- | -- | 891,486 | 6,581,431 | Majority: yes |
| Elect Director: Scott Wagner | 76,578,181 | -- | -- | 4,754,432 | 6,581,431 | Majority: yes |
| Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm. | 87,861,692 | 36,222 | 16,130 | -- | -- | Majority: yes |
| Proposal 3: Approval, on a Non-Binding Advisory Basis, of the Compensation of the Company's Named Executive Officers. | 73,370,385 | 7,566,787 | 395,441 | -- | 6,581,431 | Majority: yes |
Source: BILL HOLDINGS INC., Form 8-K, filed with the SEC on 2023-12-08 — read the filing on EDGAR.
Each item below shows how the 439 asset managers that disclosed a BILL HOLDINGS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 18 wordings of this item as funds reported it.
91% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Proposal 3: Approval, on a Non-Binding Advisory Basis, of the Compensation of the Company's Named Executive Officers.”): 73,370,385 for, 7,566,787 against, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 69% for, 7% against (76% of the company cast a for/against vote).
The 423 asset managers below cast 91% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 24,223,073 | 516,852 | 34,595 | 0 | For |
| Morgan Stanley | 14,075,050 | 1,036 | 0 | 0 | For |
| BESSEMER TRUST CO | 10,000,000 | 0 | 0 | 0 | For |
| Vanguard | 9,928,199 | 0 | 0 | 0 | For |
| Fidelity | 9,898,740 | 466 | 35 | 0 | For |
| Virtus | 1,993,135 | 1,568,509 | 0 | 0 | For |
| Capital Group | 73 | 3,411,814 | 0 | 0 | Against |
| BlackRock | 3,167,948 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 2,592,374 | 0 | 0 | 0 | For |
| LONE PINE CAPITAL LLC | 0 | 0 | 2,546,689 | 0 | Abstain |
| State Street | 1,505,198 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,416,996 | 0 | 0 | 0 | For |
| Abdiel Capital Advisors, LP | 1,405,218 | 0 | 0 | 0 | For |
| Charles Schwab | 1,158,693 | 0 | 0 | 0 | For |
| Voya | 44,414 | 1,029,637 | 0 | 0 | Against |
| Allspring | 1,059,593 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| EAGLE ASSET MANAGEMENT INC | 814,898 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 755,776 | 8,630 | 0 | 0 | For |
| American Century | 745,552 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 599,449 | 0 | 0 | 0 | For |
| Jackson National | 536,643 | 57,846 | 313 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 572,973 | 0 | 0 | 0 | For |
| SurgoCap Partners LP | 494,363 | 0 | 0 | 0 | For |
Showing the 25 largest of 423 asset managers. See all 423 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm.”): 87,861,692 for, 36,222 against, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 82% for, 0.1% against (82% of the company cast a for/against vote).
The 99 asset managers below cast 99.9% of the shares they voted on this item FOR (45,040,141 for, 1,104 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 10,325,921 | 1,033 | 0 | 0 | For |
| Vanguard | 9,706,626 | 0 | 0 | 0 | For |
| Fidelity | 5,355,088 | 2 | 0 | 0 | For |
| Morgan Stanley | 3,972,423 | 0 | 0 | 0 | For |
| Virtus | 3,561,644 | 0 | 0 | 0 | For |
| Capital Group | 1,577,511 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| BlackRock | 809,851 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 755,776 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 599,449 | 0 | 0 | 0 | For |
| Jackson National | 594,759 | 22 | 0 | 0 | For |
| Charles Schwab | 577,643 | 0 | 0 | 0 | For |
| Brighthouse | 425,399 | 0 | 490 | 0 | For |
| BNY Mellon | 404,273 | 0 | 0 | 0 | For |
| Allspring | 397,565 | 0 | 0 | 0 | For |
| American Century | 363,079 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 338,515 | 0 | 0 | 0 | For |
| TIAA | 265,264 | 0 | 0 | 0 | For |
| ARK ETF Trust | 262,250 | 0 | 0 | 0 | For |
| AMCAP FUND | 236,078 | 0 | 0 | 0 | For |
| Dimensional | 228,754 | 0 | 0 | 0 | For |
| Neuberger Berman | 210,332 | 0 | 0 | 0 | For |
| John Hancock | 203,332 | 15 | 0 | 0 | For |
| MUTUAL FUND SERIES TRUST | 183,102 | 0 | 0 | 0 | For |
Showing the 25 largest of 99 asset managers. See all 99 in the interactive database.
Combines 6 wordings of this item as funds reported it.
80% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Elect Director: Peter Kight”): 65,421,903 for, 15,910,710 withheld, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 61% for, 15% withheld (76% of the company cast a for/withheld vote).
The 97 asset managers below cast 100% of the shares they voted on this item FOR (37,964,162 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 9,839,473 | 0 | 488,514 | 0 | For |
| Vanguard | 9,706,626 | 0 | 0 | 0 | For |
| Fidelity | 4,081,331 | 0 | 1,273,762 | 0 | For |
| Morgan Stanley | 3,971,387 | 0 | 1,036 | 0 | For |
| Virtus | 1,725,009 | 0 | 1,836,635 | 0 | Abstain |
| Capital Group | 1,577,511 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| BlackRock | 809,851 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 755,776 | 0 | Abstain |
| CARILLON SERIES TRUST | 0 | 0 | 599,449 | 0 | Abstain |
| Jackson National | 354,981 | 0 | 239,822 | 0 | For |
| Charles Schwab | 577,643 | 0 | 0 | 0 | For |
| Brighthouse | 368,136 | 0 | 57,753 | 0 | For |
| BNY Mellon | 394,598 | 0 | 9,675 | 0 | For |
| Allspring | 0 | 0 | 397,565 | 0 | Abstain |
| American Century | 352,494 | 0 | 10,585 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 338,515 | 0 | 0 | 0 | For |
| TIAA | 265,264 | 0 | 0 | 0 | For |
| ARK ETF Trust | 262,250 | 0 | 0 | 0 | For |
| AMCAP FUND | 236,078 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 228,754 | 0 | Abstain |
| Neuberger Berman | 210,332 | 0 | 0 | 0 | For |
| John Hancock | 150,331 | 0 | 53,031 | 0 | For |
| MUTUAL FUND SERIES TRUST | 0 | 0 | 183,102 | 0 | Abstain |
Showing the 25 largest of 97 asset managers. See all 97 in the interactive database.
Combines 6 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Elect Director: Scott Wagner”): 76,578,181 for, 4,754,432 withheld, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 72% for, 4% withheld (76% of the company cast a for/withheld vote).
The 97 asset managers below cast 100% of the shares they voted on this item FOR (41,823,450 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 10,193,723 | 0 | 134,264 | 0 | For |
| Vanguard | 9,706,626 | 0 | 0 | 0 | For |
| Fidelity | 5,354,771 | 0 | 322 | 0 | For |
| Morgan Stanley | 3,972,423 | 0 | 0 | 0 | For |
| Virtus | 1,993,135 | 0 | 1,568,509 | 0 | For |
| Capital Group | 1,577,511 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| BlackRock | 809,851 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 755,776 | 0 | Abstain |
| CARILLON SERIES TRUST | 599,449 | 0 | 0 | 0 | For |
| Jackson National | 588,239 | 0 | 6,564 | 0 | For |
| Charles Schwab | 577,643 | 0 | 0 | 0 | For |
| Brighthouse | 425,399 | 0 | 490 | 0 | For |
| BNY Mellon | 9,675 | 0 | 394,598 | 0 | Abstain |
| Allspring | 397,565 | 0 | 0 | 0 | For |
| American Century | 363,079 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 338,515 | 0 | 0 | 0 | For |
| TIAA | 265,264 | 0 | 0 | 0 | For |
| ARK ETF Trust | 262,250 | 0 | 0 | 0 | For |
| AMCAP FUND | 236,078 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 228,754 | 0 | Abstain |
| Neuberger Berman | 210,332 | 0 | 0 | 0 | For |
| John Hancock | 157,210 | 0 | 46,152 | 0 | For |
| MUTUAL FUND SERIES TRUST | 183,102 | 0 | 0 | 0 | For |
Showing the 25 largest of 97 asset managers. See all 97 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Elect Director: Tina Reich”): 80,441,127 for, 891,486 withheld, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 75% for, 0.9% withheld (76% of the company cast a for/withheld vote).
The 97 asset managers below cast 100% of the shares they voted on this item FOR (44,679,739 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 10,321,790 | 0 | 6,197 | 0 | For |
| Vanguard | 9,706,626 | 0 | 0 | 0 | For |
| Fidelity | 5,355,078 | 0 | 15 | 0 | For |
| Morgan Stanley | 3,972,423 | 0 | 0 | 0 | For |
| Virtus | 3,561,644 | 0 | 0 | 0 | For |
| Capital Group | 1,577,511 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| BlackRock | 809,851 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 755,776 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 599,449 | 0 | 0 | 0 | For |
| Jackson National | 591,012 | 0 | 3,791 | 0 | For |
| Charles Schwab | 577,643 | 0 | 0 | 0 | For |
| Brighthouse | 425,399 | 0 | 490 | 0 | For |
| BNY Mellon | 404,273 | 0 | 0 | 0 | For |
| Allspring | 397,565 | 0 | 0 | 0 | For |
| American Century | 363,079 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 338,515 | 0 | 0 | 0 | For |
| TIAA | 265,264 | 0 | 0 | 0 | For |
| ARK ETF Trust | 262,250 | 0 | 0 | 0 | For |
| AMCAP FUND | 236,078 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 228,754 | 0 | Abstain |
| Neuberger Berman | 210,332 | 0 | 0 | 0 | For |
| John Hancock | 159,079 | 0 | 44,283 | 0 | For |
| MUTUAL FUND SERIES TRUST | 183,102 | 0 | 0 | 0 | For |
Showing the 25 largest of 97 asset managers. See all 97 in the interactive database.
Combines 8 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
BILL HOLDINGS INC.’s own tally for this item (“Elect Director: René Lacerte”): 79,830,796 for, 1,501,817 withheld, per its Form 8-K filed 2023-12-08 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 106,550,000 outstanding shares: 75% for, 1% withheld (76% of the company cast a for/withheld vote).
The 96 asset managers below cast 100% of the shares they voted on this item FOR (44,668,866 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 10,310,429 | 0 | 17,558 | 0 | For |
| Vanguard | 9,706,626 | 0 | 0 | 0 | For |
| Fidelity | 5,355,051 | 0 | 42 | 0 | For |
| Morgan Stanley | 3,971,387 | 0 | 1,036 | 0 | For |
| Virtus | 3,561,644 | 0 | 0 | 0 | For |
| Capital Group | 1,577,511 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 1,026,782 | 0 | 0 | 0 | For |
| BlackRock | 809,851 | 0 | 0 | 0 | For |
| Transamerica | 794,510 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 755,776 | 0 | 0 | 0 | For |
| CARILLON SERIES TRUST | 599,449 | 0 | 0 | 0 | For |
| Jackson National | 590,766 | 0 | 4,037 | 0 | For |
| Charles Schwab | 577,643 | 0 | 0 | 0 | For |
| Brighthouse | 425,399 | 0 | 490 | 0 | For |
| BNY Mellon | 404,273 | 0 | 0 | 0 | For |
| Allspring | 397,565 | 0 | 0 | 0 | For |
| American Century | 363,079 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 338,515 | 0 | 0 | 0 | For |
| TIAA | 265,264 | 0 | 0 | 0 | For |
| ARK ETF Trust | 262,250 | 0 | 0 | 0 | For |
| AMCAP FUND | 236,078 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 228,754 | 0 | Abstain |
| Neuberger Berman | 210,332 | 0 | 0 | 0 | For |
| John Hancock | 158,913 | 0 | 44,449 | 0 | For |
| MUTUAL FUND SERIES TRUST | 183,102 | 0 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Ranked by the number of BILL HOLDINGS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 106,550,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | T. Rowe Price | 23.25% |
| 2 | Morgan Stanley | 13.21% |
| 3 | BESSEMER TRUST CO | 9.39% |
| 4 | Vanguard | 9.32% |
| 5 | Fidelity | 9.29% |
| 6 | Virtus | 3.34% |
| 7 | Capital Group | 3.20% |
| 8 | BlackRock | 2.97% |
| 9 | FRANKLIN ADVISERS INC | 2.43% |
| 10 | LONE PINE CAPITAL LLC | 2.39% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Entities affiliated with Morgan Stanley | 10.66% | DEF14A |
| T. Rowe Price | 10.37% | 13F |
| Vanguard Group | 10.18% | 13F |
| BlackRock | 8.05% | 13F |
| FMR LLC | 5.16% | DEF14A |
| René Lacerte | 3.42% | DEF14A |
| Franklin Templeton | 2.63% | 13F |
| State Street | 1.95% | 13F |
| Citadel Advisors | 1.56% | 13F |
| Geode Capital | 1.44% | 13F |
Percentages above are of 106,550,000 shares outstanding, as reported by BILL HOLDINGS INC. on its Form 10-K dated 2023-06-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from BILL HOLDINGS INC.’s 10-K dated 2023-06-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At BILL HOLDINGS INC.'s shareholder meeting held 2023-12-07, in the 2023-2024 proxy season, 439 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 3,376 separate fund positions. On the most widely held item on that ballot — To approve, on an advisory basis, the compensation of our Named Executive Officers (Say-on-Pay). — FOR was 91% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: BILL HOLDINGS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2023-12-08.
BILL HOLDINGS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.