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BILL HOLDINGS INC BILL

BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide. It provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions, as well as enable businesses to connect with their suppliers and/or customers to do business, eliminate expense reports, manage cash flows, and improve back-office efficiency.

Company profile

Business mix

  • It provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transactions.
  • The company also offers onboarding implementation support, and ongoing support and training services.
  • In addition, the company’s artificial intelligence enabled financial software platform provides connections between suppliers and clients.
  • It serves accounting firms, financial institutions, and software provider companies. The company was formerly known as Bill.com Holdings, Inc. and changed its name to BILL Holdings, Inc. in February 2023.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Starboard Value Jeff Smith 5.9% $269.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares 0.0% +0 / 7,024,848
Starboard Value Jeff Smith 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,024,848 Last 2 periods +0 (0.0%) Total shares 7,024,848 Value $269.1M

Recent mentions

No public mentions.