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BILL Holdings Inc

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NYSE:BILL (USA)   Ordinary Shares
$ 50.86 +2.1 (+4.31%) 07:09 PM EST
At Loss
P/B:
1.33
Market Cap:
$ 4.34B
Enterprise V:
$ 4.28B
Volume:
2.16M
Avg Vol (2M):
2.35M
Trade In:
Volume:
2.16M
At Loss
Avg Vol (2M):
2.35M

BILL Number of Guru Trades

To

BILL Volume of Guru Trades

To

Gurus Latest Trades with NYSE:BILL

No Available Data

NYSE:BILL is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
George Soros
2026-06-30
25,662
0.030
0.01%
Reduce -76%
Jefferies Group
2026-06-30
8,600
0.010
0%
Add 22.86%
Total 2

BILL Holdings Inc Insider Transactions

No Available Data

Guru Commentaries on NYSE:BILL

2026 Q2
What the manager wrote

BILL Holdings detracted as persistent investor worries over generative AI disruption impacted shares. We exited the position during the quarter. This decision reflects our focus on investing in best-in-class companies with large addressable markets and innovative technologies while reducing our exposure to companies where competitive dynamics or customer spending patterns may be structurally challenged.

2025 Q3
What the manager wrote

BILL Holdings is a financial operations platform for small and midsize businesses (SMBs) that has shown significant revenue growth, increasing from $158 million to $1.46 billion between 2020 and 2025. Despite this growth, the company has struggled with profitability, never generating positive operating income. However, with the involvement of activist investor Starboard, who aims to improve operating margins and align growth with profitability, there is potential for BILL to achieve a sustainable business model. The company could target a Rule of 40 by rationalizing SG&A and R&D expenses, which would lead to positive EBIT and a re-rating of its valuation. Additionally, the integration of AI into its platform and potential market expansion could further enhance its growth prospects.

2025 Q1
What the manager wrote

We re-initiated a position in BILL Holdings, which operates an innovative SMB-focused payments automation platform (Bill.com). We see significant growth potential ahead resulting from its ability to further penetrate the market for small-to medium-sized businesses.

News about NYSE:BILL

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