Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
0.0%
of holders' portfolios
13F filers
2
institutions
Market cap
$4.9B
100M shares
52-week range
$31.41 – $57.21
80% 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 | 15.4× | 14 |
| 2028 | $2.1B | +12.0% | $4.06 | $3.25–$5.44 | 12.8× | 6 |
| 2029 | $2.3B | +8.7% | $5.57 | $5.34–$5.72 | 9.3× | 1 |
| 2030 | $2.7B | +20.9% | $7.22 | $6.91–$7.41 | 7.2× | 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% |
| $3.1B |
| — |
| CWANClearwater Analytics Holdings, Inc. | $24.56 | +0.00% | $7.3B | — |
| DGNXDiginex Limited | $1.62 | +0.00% | $47M | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding BILL.
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.
$UPST This toilet doesn’t follow $PLTR $BILL $WOLF $FMC But amplify only red movements 💩💩💩💩💩
View on StockTwits ↗$BILL Questions to ask on the earning date: how much work are the agents actually completing, how many accounting firms are using?
View on StockTwits ↗$BILL still undervalued. Market liking their 30% layoffs + AI native chatter
View on StockTwits ↗$BILL.X $SHIB.X come over to $BILL and get in early. Shib is done
View on StockTwits ↗$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 ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.