Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
0.0%
of holders' portfolios
13F filers
2
institutions
Market cap
$4.5B
100M shares
52-week range
$31.41 – $57.21
53% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
BILL Holdings Inc is a provider of software-as-a-service, cloud-based payments and spend and expense management products, which allow users to automate accounts payable and accounts receivable transactions, enable businesses to easily connect with their suppliers or customers to do business, eliminate expense reports, manage cash flows and improve back office efficiency. Initial Public Offering and Follow-on Offering.
www.bill.com| Trader / Portfolio | Conviction |
|---|---|
| Interactive Brokers - XUS ValueLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 476,186 | $21.9M |
| Bridgewater Associatesas of 2026-03-31 |
| 65,743 |
| $2.5M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.8B | +12.2% | $3.37 | $2.94–$3.72 | 13.4× | 14 |
| 2028 | $2.1B | +12.0% | $4.06 | $3.25–$5.44 | 11.1× | 6 |
| 2029 | $2.3B | +8.7% | $5.57 | $5.34–$5.72 | 8.1× | 1 |
| 2030 | $2.7B | +20.9% | $7.22 | $6.91–$7.41 | 6.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-07 | $0.55 | $0.68 | +23.6% |
| 2026-02-05 | $0.56 | $0.64 | +14.3% |
| 2025-11-06 | $0.51 | $0.61 | +19.1% |
| 2025-08-27 | $0.41 | $0.53 | +29.3% |
| 2025-05-08 | $0.37 | $0.50 | +35.1% |
| 2025-02-06 | $0.43 | $0.56 | +30.2% |
| 2024-11-07 | $0.51 | $0.63 | +23.5% |
| 2024-08-22 | $0.46 |
| $0.57 |
| +23.9% |
| $3.5B |
| — |
| CWANClearwater Analytics Holdings, Inc. | $24.56 | +0.00% | $7.3B | — |
| DGNXDiginex Limited | $1.53 | -15.00% | $45M | — |
Source: Financial Modeling Prep · peers by sector/industry
$BILL An heroic climb today up the wall of worry to scurry to places we haven't seen In a while.
View on StockTwits ↗$BILL Rene, don't walk away; whaddya think of past month, your yachting point of view, that is. Smooth sailing, or heave on the high seas?
View on StockTwits ↗$BILL accumulation continues. As soon as they hit 5.0% they must do a filing and we will find out if PAYC or PAYX or ADP is involved.
View on StockTwits ↗$BILL.X $BILL Do you think they want to sell at .02 cents or .20 cents?
View on StockTwits ↗$BILL.X Billions Network team never stops. Selling continues. $BILL After the 35M BILL sell 3 days ago, today they moved another 20M to the wallets I mentioned below. They sold from all of them. Price dropped again as a result of these sales. A few hours ago another 50M BILL left and was bridged to BSC via the address below. 0x9c723D91add38b87841Fa35449ef385f5aaD5Df9 No selling yet but based on their pattern across all previous transfers I expect them to sell on PancakeSwap.
View on StockTwits ↗$BILL Patience, Out of the gate hit $300. Easily a $60 stock
View on StockTwits ↗$BILL was bound to happen this was always a 55-60 stock although I had started to lose hope… That being said I don’t know how they survive without being aquired
View on StockTwits ↗$BILL consensus of analysts seems positive: Needham Analyst forecast on BILL Scott Berg Needham $75 Buy 81.29% Upside Reiterated 07/08/26 TD Cowen Analyst forecast on BILL Jared Levine TD Cowen $43 Buy 3.94% Upside Initiated 06/22/26 Wolfe Research Analyst forecast on BILL Darrin Peller Wolfe Research $50 Buy 20.86% Upside Reiterated 06/14/26 Truist Financial Analyst forecast on BILL Matthew Coad Truist Financial $45 → $38 Hold -8.15% Downside Downgraded 06/10/26 J.P. Morgan Analyst forecast on BILL Tien Tsin Huang J.P. Morgan $60 → $50 Buy 20.86% Upside Reiterated 06/05/26 BTIG Analyst forecast on BILL Andrew Harte BTIG $60 Buy 45.03% Upside Reiterated 05/15/26 Canaccord Genuity Analyst forecast on BILL Joseph Vafi Canaccord Genuity $77 Buy 86.13% Upside Reiterated 05/13/26
View on StockTwits ↗$BILL @Cherfarm @Steelman111 potential pullback for software after bad ibm earnings numbers. Set your alarm/notifications for $35 in case it sells off bad and we can buy again.
View on StockTwits ↗$BILL $BTC.X $ETH.X $SOL.X $XRP.X What is a dead dude have anything to do with BILL being retardedly bullish?
View on StockTwits ↗$BTC.X $ETH.X $SOL.X $XRP.X $BILL Breaking News: Mysterious conspiracy US Senator Lindsey Graham Dies at 71 After Sudden Illness causing BILL to spike circuit breaker orders to suddenly surge at the same time. What the holy fuck?
View on StockTwits ↗$BILL expect the market to Look through the large retirement and severance paid as part of reducing head count by 30%. In 2027 . Setting up for huge margin and earnings increase in 24 months. Add to that $$1 billion stock buybacks and then potential acquisition by one of the large payroll companies ( BILL offers huge customer base, significant international revenue opportunity and margin increasing AI expertise and highly recurring sticky revenue model ) makes good case for $60-75 in 24 months. Just one shareholder’s view. We loaded the boat at $33 with stock and options. Hoping 2 payroll companies get into a bidding war. Who has been accumulating shares ?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.