BILL
BILL Holdings, Inc.
$35.14
-2.31%
$3.5B
No data for this timeframe.
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusBuy (66%)
Inst. Holders8 funds
Inst. Value$942.0M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$199.8K
Reddit Sentiment50° Neutral
SEC Reports2
Recent Activity
Jun 9, 2026
short_volume
Short Volume: BILL — 68.2% short (0.8M / 1.1M)
Short: 761,451 | Exempt: 2,400 | TRF Vol: 1,115,922 | Short Ratio: 68.2% | Off-exchange volume (dark
May 29, 2026
SEC
John R. Rettig, an officer of BILL Holdings, filed a Form 144 on May 29, 2026, indicating intent to sell 136,306 shares
144 — Impact 5/10
May 29, 2026
Insider
Cieri Michael sold 5,600 shares
Chief Product Officer @ $35.68 ($199.8K)
May 28, 2026
Insider
Bowman Mary Kay sold 14,787 shares
See Remarks @ $0.00 ($0.00)
May 28, 2026
Insider
Bowman Mary Kay sold 6,976 shares
See Remarks @ $34.85 ($243.1K)
May 7, 2026
SEC
{
"summary": "BILL reported Q3 FY2026 non-GAAP diluted EPS of $0.68, far above the $0.09 consensus, on total revenue o
8-K — Impact 5/10
Inst.
BANK OF AMERICA CORP — ADD
2,078,385 shares ($113.4M)
Inst.
MORGAN STANLEY — DOUBLED
1,897,935 shares ($103.5M)
Price Targets
$54.62
+60.2% upside
Strong Buy
Current $34.09
Low $42.00
Median $54.00
High $77.00
21 analysts
$42.00
$77.00
Analyst Ratings
7Strong Buy
12Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 19, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| May 11, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| May 11, 2026 | Baird | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.70 ▲ +21.7% | $0.61 — $0.73 | 33% YoY | 20 |
| Next Q | $0.75 ▲ +17.6% | $0.64 — $0.91 | 23% YoY | 17 |
| Current FY | $2.64 ▲ +10.5% | $2.61 — $2.75 | 20% YoY | 21 |
| Next FY | $3.34 ▲ +23.1% | $2.86 — $3.93 | 26% YoY | 21 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $556.0M | — |
| BANK OF AMERICA CORP | $113.4M | ADD |
| MORGAN STANLEY | $103.5M | DOUBLED |
| FMR LLC | $57.6M | — |
| NORGES BANK | $54.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Cieri Michael | SELL | $199.8K |
| May 28, 2026 | Bowman Mary | M | $0.00 |
| May 28, 2026 | Bowman Mary | F | $243.1K |
| May 28, 2026 | Bowman Mary | M | $0.00 |
| May 28, 2026 | Bowman Mary | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $942.0M total value (17,271,750 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,195,136 | $556.0M | 59.0% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 2,078,385 | $113.4M | 12.0% | ADD +39.6% |
| 3 | MORGAN STANLEY | 1,897,935 | $103.5M | 11.0% | DOUBLED +126.5% |
| 4 | FMR LLC | 1,056,084 | $57.6M | 6.1% | — |
| 5 | NORGES BANK | 995,150 | $54.3M | 5.8% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 830,129 | $45.3M | 4.8% | NEW |
| 7 | TWO SIGMA INVESTMENTS, LP | 192,586 | $10.5M | 1.1% | TRIM -47.6% |
| 8 | WELLS FARGO & COMPANY/MN | 26,345 | $1.4M | 0.2% | NEAR_EXIT -78.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 1,489,173 | 2,078,385 | +39.6% | $113.4M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 837,918 | 1,897,935 | +126.5% | $103.5M | 2025-Q4 |
| NORGES BANK | NEW | — | 995,150 | — | $54.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 367,379 | 192,586 | -47.6% | $10.5M | 2025-Q4 |
| UBS Group AG | ADD | 4,907,923 | 8,083,275 | +64.7% | $428.2M | 2025-Q3 |
| Elliott Investment Management L.P. | NEW | — | 3,000,000 | — | $158.9M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,017,591 | 1,489,173 | +46.3% | $78.9M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 1,336,100 | 367,379 | -72.5% | $19.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 99,638 | 21,558 | -78.4% | $1.1M | 2025-Q3 |
| NORGES BANK | EXIT | 1,143,701 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 1,903,443 | 1,336,100 | -29.8% | $61.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,143,701 | — | $52.9M | 2025-Q2 |
| MORGAN STANLEY | ADD | 706,726 | 919,747 | +30.1% | $42.5M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 181,808 | 99,638 | -45.2% | $4.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 476,186 | 0 | -100.0% | $0.00 | 2025-Q2 |
| UBS Group AG | ADD | 3,157,876 | 4,283,141 | +35.6% | $196.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,103,569 | 1,903,443 | +72.5% | $87.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 2,523,724 | 1,379,787 | -45.3% | $63.3M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 2,230,952 | 706,726 | -68.3% | $32.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,115,465 | 476,186 | -57.3% | $21.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 140,698 | 181,808 | +29.2% | $8.3M | 2025-Q1 |
| NORGES BANK | EXIT | 1,179,393 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | TRIM | 4,615,283 | 3,157,876 | -31.6% | $267.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 1,865,360 | 2,523,724 | +35.3% | $213.8M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 7,810,859 | 2,230,952 | -71.4% | $189.0M | 2024-Q4 |
5 unique insiders with 1 transactions. Net insider value: -$199.8K ($0.00 bought, $199.8K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Cieri Michael | Chief Product Officer | SELL | 5,600 | $35.68 | $199.8K |
| May 28, 2026 | Bowman Mary Kay | See Remarks | M | 14,787 | $0.00 | $0.00 |
| May 28, 2026 | Bowman Mary Kay | See Remarks | F | 6,976 | $34.85 | $243.1K |
| May 28, 2026 | Bowman Mary Kay | See Remarks | M | 7,451 | $0.00 | $0.00 |
| May 28, 2026 | Bowman Mary Kay | See Remarks | M | 4,147 | $0.00 | $0.00 |
| May 28, 2026 | Bowman Mary Kay | See Remarks | M | 7,336 | $0.00 | $0.00 |
| May 28, 2026 | Lacerte Rene A. | CEO | M | 6,660 | $0.00 | $0.00 |
| May 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 23,347 | $0.00 | $0.00 |
| May 28, 2026 | Cieri Michael | Chief Product Officer | F | 18,716 | $34.85 | $652.3K |
| May 28, 2026 | Cieri Michael | Chief Product Officer | M | 51,591 | $0.00 | $0.00 |
| May 28, 2026 | Lacerte Rene A. | CEO | M | 5,359 | $0.00 | $0.00 |
| May 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 1,982 | $0.00 | $0.00 |
| May 28, 2026 | Cieri Michael | Chief Product Officer | M | 51,591 | $0.00 | $0.00 |
| May 28, 2026 | Lacerte Rene A. | CEO | M | 24,626 | $0.00 | $0.00 |
| May 28, 2026 | Lacerte Rene A. | CEO | F | 15,922 | $34.85 | $554.9K |
| May 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 8,374 | $0.00 | $0.00 |
| May 28, 2026 | Moss Kenneth A | Chief Technology Officer | F | 12,889 | $34.85 | $449.2K |
| Feb 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 8,373 | $0.00 | $0.00 |
| Feb 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 1,983 | $0.00 | $0.00 |
| Feb 28, 2026 | Moss Kenneth A | Chief Technology Officer | M | 23,347 | $0.00 | $0.00 |
| Feb 28, 2026 | Bowman Mary Kay | See Remarks | M | 14,788 | $0.00 | $0.00 |
| Feb 28, 2026 | Bowman Mary Kay | See Remarks | M | 7,451 | $0.00 | $0.00 |
| Feb 28, 2026 | Bowman Mary Kay | See Remarks | M | 4,147 | $0.00 | $0.00 |
| Feb 28, 2026 | Bowman Mary Kay | See Remarks | M | 7,337 | $0.00 | $0.00 |
| Feb 28, 2026 | Lacerte Rene A. | CEO | M | 5,359 | $0.00 | $0.00 |
| Feb 28, 2026 | Lacerte Rene A. | CEO | M | 6,661 | $0.00 | $0.00 |
| Feb 28, 2026 | Lacerte Rene A. | CEO | M | 24,627 | $0.00 | $0.00 |
| Feb 28, 2026 | Rettig John R. | COO | M | 20,105 | $0.00 | $0.00 |
| Feb 28, 2026 | Rettig John R. | COO | F | 9,870 | $44.19 | $436.2K |
| Feb 28, 2026 | Rettig John R. | COO | M | 4,287 | $0.00 | $0.00 |
| Feb 28, 2026 | Rettig John R. | COO | M | 5,710 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (66% buy). Based on 29 analysts: 7 strong buy, 12 buy, 10 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$54.62 mean target
+60.2% upside
Strong Buy (1.91)
$42.00 Low
$77.00 High
| Metric | Value |
|---|---|
| Current Price | $34.09 |
| Target Low | $42.00 |
| Target Mean | $54.62 |
| Target Median | $54.00 |
| Target High | $77.00 |
| # Analysts | 21 |
| Recommendation | Strong Buy (1.91) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.70 | $0.61 | $0.73 | 32.6% | +21.7% | 19↑ 0↓ | $0.4B | 12.3% | 20 |
| Next Q 2026-09-30 |
$0.75 | $0.64 | $0.91 | 22.5% | +17.6% | 13↑ 2↓ | $0.4B | 12.0% | 17 |
| Current FY 2026-06-30 |
$2.64 | $2.61 | $2.75 | 19.5% | +10.5% | 18↑ 0↓ | $1.6B | 12.5% | 21 |
| Next FY 2027-06-30 |
$3.34 | $2.86 | $3.93 | 26.5% | +23.1% | 18↑ 0↓ | $1.9B | 12.7% | 21 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.703 | |
| 7d ago | $0.697 | +0.006 |
| 30d ago | $0.578 | +0.125 |
| 60d ago | $0.577 | +0.126 |
| 90d ago | $0.577 | +0.126 |
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 19, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| May 11, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| May 11, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| May 5, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 24, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Feb 9, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Feb 6, 2026 | Needham | REITERATE | Buy | Buy |
| Feb 6, 2026 | BTIG | REITERATE | Buy | Buy |
| Feb 2, 2026 | BTIG | REITERATE | Buy | Buy |
| Jan 22, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 2, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Dec 12, 2025 | BTIG | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 12 | 10 | 0 | 0 | 66% | |
| May 1, 2026 | 7 | 12 | 11 | 0 | 0 | 63% | |
| Apr 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% | |
| Mar 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% | |
| Feb 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% | |
| Jan 1, 2026 | 8 | 12 | 11 | 0 | 0 | 65% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 9, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 9, 2026
short_volume
Short Volume: BILL — 68.2% short (0.8M / 1.1M)
Short: 761,451 | Exempt: 2,400 | TRF Vol: 1,115,922 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: BILL — 61.3% short (0.5M / 0.8M)
Short: 513,076 | Exempt: 213 | TRF Vol: 836,383 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BILL — 59.5% short (0.8M / 1.3M)
Short: 797,664 | Exempt: 1,366 | TRF Vol: 1,341,374 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BILL — 56.3% short (0.8M / 1.4M)
Short: 761,793 | Exempt: 62 | TRF Vol: 1,353,597 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BILL — 3.8M shares, 63,836 trades
Week starting 2026-05-18. Total ATS volume: 3,809,510 shares across 63,836 trades.
May 11, 2026
dark_pool
Dark Pool: BILL — 3.4M shares, 68,302 trades
Week starting 2026-05-11. Total ATS volume: 3,448,486 shares across 68,302 trades.
May 7, 2026
earnings_calendar
BILL Q3 2026 Earnings After Market Close — 2026-05-07
May 5, 2026
short_interest
FTD: BILL — 30,910 shares ($1.2M) failed to deliver
Settlement: 20260505, Price: $39.72, FTD Value: $1,227,745.2, BILL HOLDINGS INC COM (DE)
May 4, 2026
dark_pool
Dark Pool: BILL — 4.6M shares, 74,418 trades
Week starting 2026-05-04. Total ATS volume: 4,602,438 shares across 74,418 trades.
Apr 30, 2026
earnings_calendar
BILL Q3 2026 Earnings After Market Close — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: BILL — 1.8M shares, 48,242 trades
Week starting 2026-04-27. Total ATS volume: 1,799,065 shares across 48,242 trades.
Apr 23, 2026
short_volume
Short Volume: BILL — 56.3% short (0.4M / 0.7M)
Short: 418,984 | Exempt: 461 | TRF Vol: 743,954 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: BILL — 56.7% short (0.4M / 0.6M)
Short: 356,759 | Exempt: 0 | TRF Vol: 629,630 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: BILL — 2.0M shares, 40,400 trades
Week starting 2026-04-20. Total ATS volume: 1,989,686 shares across 40,400 trades.
Apr 17, 2026
short_interest
FTD: BILL — 19,411 shares ($0.7M) failed to deliver
Settlement: 20260417, Price: $38.21, FTD Value: $741,694.31, BILL HOLDINGS INC COM (DE)