Last 12mo stats

mentions

voices

$BILL

BILL Holdings Inc

$BILL

BILL Holdings Inc

Past 12mo:17mentions4voices

All voices9 calls past 12moshow all

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About this stock

$BILL has been discussed by 4 distinct FinTwit voices over a 12-month period from August 28, 2025 to June 9, 2026, accumulating 17 mentions. @ragingventures (Raging Capital Ventures) dominates the conversation with 15 mentions, while @acinvestorblog, @ivanaspear, and @unusual_whales each contributed single mentions. The most-active voice category for this ticker is long research, reflecting a focus on fundamental analysis and position-building discussions.

Notable activity includes @ragingventures' March 2026 mention of a sub-$39 entry point following earnings and takeover speculation, and subsequent June 2026 commentary positioning $BILL alongside $WDAY, $HUBS, and $ESTC as preferred SaaS names. @unusual_whales reported in May 2026 that Bill Holdings was laying off 30% of its workforce, per Bloomberg sources, placing it among peers experiencing significant workforce reductions.

AI-generated from tracked posts · updated Jul 12, 2026

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Recent calls

9 calls

@ragingventuresMar 24, 2026 · 2:20 PM

Buying $BILL today sub $39, coming off a very nice quarter. Stock has given back much of the bounce that occurred post-earnings due to takeover speculation.

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@acinvestorblogFeb 6, 2026 · 7:41 PM

$BILL takeover rumors could also fuel shares of $PSQH imho Both are fintech companies involved in payment processing and enabling digital transactions for businesses/merchants. They provide payment solutions to help merchants/businesses accept and manage payments more efficiently. They operate in the growing digital payments/fintech space, where revenue comes partly from transaction fees, processing volumes, and related financial services.

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@ragingventuresFeb 6, 2026 · 12:21 AM

Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building steam & leveraging growing network effects - Tight cost controls suggest $BILL could soon enjoy $TOST-like op leverage break-out One can worry about competition with Ramp at the low end, but Claude isn’t going to build a two-sided payment network like $BILL. It is crazy the stock is down -33% in the past month. Can’t wait for $BILL’s large stock buyback to be back in the market…

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@ragingventuresNov 7, 2025 · 3:13 PM

Thought Q1 ‘26 was solid, adding to $BILL position sub $45 this morning

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@ragingventuresSep 10, 2025 · 12:41 AM

Elliott joins the $BILL party with a 5% stake https://t.co/DafRCirqrL

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@ragingventuresSep 5, 2025 · 1:08 AM

@Texas_Tea_Party $BILL has high gross margins and trades at a low multiple. Tightening up expenses and stock comp and showing some operating leverage would really help the stock, even if growth just stays at current levels.

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@ragingventuresSep 4, 2025 · 9:47 PM

Starboard with an 8% stake in $BILL https://t.co/odta5QWv2J

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@ragingventuresAug 28, 2025 · 3:10 PM

$BILL with a nice move today to $47 after a solid Q4 and “good enough” 2026 guidance (street estimates were too high for 2026, they are now reset). They also initiated a new $300 mm buyback after buying back $100 mm recently, and noted a focus on reducing stock comp expense. $BILL has a super sticky platform growing at 15% with an undemanding multiple; the company is likely takeout bait if the valuation stays down here.

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@ragingventuresJun 13, 2025 · 7:34 PM

Bought a nice slug of $BILL today, stock trades like data is poor but I still think the platform and customer base are cheap and intriguing

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Frequently asked

Who mentions $BILL most on Surfaced?

@ragingventures (Raging Capital Ventures) mentions $BILL most — 15 mentions in the past 12 months.

When was $BILL first mentioned on Surfaced?

The earliest tracked mention of $BILL in the Surfaced archive was on Aug 28, 2025.

How many voices track $BILL?

4 FinTwit voices have mentioned $BILL 17 times in the past 12 months.

What kind of voices mention $BILL most?

$BILL is mentioned most by Long Research voices on Surfaced.