$BILL — FinTwit mentions on Surfaced

$BILL — FinTwit mentions on Surfaced

Recent mentions

18 mentions

@ragingventuresJun 9, 2026 · 6:30 PM

My favorite SaaS names at the moment: $WDAY, $HUBS, $BILL, and $ESTC. I bought more $HUBS and $BILL today. These stocks are very volatile so I've been very active at times in writing covered calls or shorting puts, and then trading around those positions.

@unusual_whalesMay 8, 2026 · 10:37 AM

Cloudflare, $NET, Upwork, $UPWK, and Bill Holdings, $BILL, are reportedly laying off 20%, 25%, and 30% of their workforces, respectively, per Bloomberg.

@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.

@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.

@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…

@ragingventuresFeb 3, 2026 · 8:57 PM

For whatever little it is worth, my biggest SaaS holdings are currently: $ESTC, $WDAY, $BILL, $CXM, and $PAR.

@ivanaspearFeb 3, 2026 · 6:00 PM

Software stocks are falling like a rock. $500+ billion gone over the past week. ◾ $MSFT beat revenue → stock was down 11%+ ◾ $NOW crushed earnings → Stock Crashed 11%. ◾ $CRM reported growth → Down 6% …and keeps going Is software dead? Here is my view: In mid-2024, the consensus was clear: Hardware was overhyped, and Software was the next AI beneficiary. Software Companies spent billions preparing for AI. Salesforce, ServiceNow, touted AI Agents as the next big thing, splurging into big acquisitions. BUT… It's taken these software giants years to develop tools that barely address customers' needs. Generative AI can now do what traditional software was designed to do, just better and in real time. Traditional software is built once, and then you train users or provide instructions. AI models adapt dynamically to whatever needs to be done. So why would anyone buy thousands of software seats when AI can build custom solutions instantly? As a result, software multiples collapsed from 17x forward revenue in 2021 to 4.2x today - an all-time low! The valuation logic supporting high multiples was high growth, recurring revenues, and predictable cash flows. That predictability is now coming under attack. However, not all software is created equal, and there are many opportunities that will come from investors throwing the baby out with the bathwater. This is the biggest sector repricing since 2008, and it's not stopping. Being on the right side of these rotations can make or break LT returns. $SNOW $ADBE $MNDY $BILL $ASAN $HUBS $U

@ragingventuresNov 12, 2025 · 8:47 AM

$BILL exploring a sale

@ragingventuresNov 7, 2025 · 3:13 PM

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

@ragingventuresOct 17, 2025 · 4:08 AM

Nice to see some fresh blood on the $BILL board, but a 13 member board is like a UN Committee. There’s no need for more than 5-7 directors on a serious board. https://t.co/mJ7zK46T2c

@ragingventuresOct 7, 2025 · 4:48 PM

Nice $BILL win at $ORCL NetSuite https://t.co/wmFp04QxLJ

@ragingventuresSep 22, 2025 · 5:47 PM

Thoma Bravo is gobbling up all sorts of SaaS plays. I own $BILL and $CXM and keep close tabs on $ESTC and $PD. I also bought a little $PAR on this recent weakness despite the soft macro. Any other good ideas?

@ragingventuresSep 10, 2025 · 12:41 AM

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

@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.

@ragingventuresSep 5, 2025 · 12:31 AM

@Texas_Tea_Party Great job highlighting the $BILL activist “risk”

@ragingventuresSep 4, 2025 · 9:47 PM

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

@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.

@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