Insider buying: $4,477,226 bought by 19 insiders (30d)
Est. revisions:
+0.1%
(18 up, 1 down in 30d)
Factor Model (net +1.1)
Factor Model
net +1.1 2.2 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0
BILL's Q2 revenue climbs 14%, takeover buzz
Watch: Watch Q3 net customer additions and revenue per client to verify if larger account focus sustains growth and margin expansion.
BILL Holdings posted 14% revenue growth to $414.7M in Q2 FY2026, with core revenue up 17% to $375.1M. Total payment volume rose 13% to $95B. The company raised its full-year revenue outlook and accelerated supplier payments for faster supplier cash flow. Insider cluster signals strong buying totaling $4.48M, signaling confidence amid Goldman Sachs maintaining a Buy rating.
Growing revenue, payment volume, and insider buying under Goldman Sachs' support strengthen BILL's case as an emerging takeover target with operational momentum.
Evidence
3d ago
Insider buy by JACOBS BRIAN DAVID (BILL): $1,338,396
3d ago
Insider buy by RETTIG JOHN R (BILL): $1,043,481
3d ago
Insider buy by LACERTE RENE A (BILL): $2,095,349
3d ago
Goldman Sachs main BILL: Buy → Buy
22d ago
BILL Holdings, Inc. (BILL) Turns to AI to Enhance Accounting amid go-to Market Strategy
yahoo-finance
1 older signals
Fundamentals & Data ▾
BILL Holdings, Inc.
Technology · Software - Application
Mkt Cap
$4B
Beta
1.32
52w Range
$34.44 - $57.21
Short Interest
12.9M 16.98%
Days to Cover
6.4 +13%
Technicals
downtrend
from 52w Hi
-2.8%
1w return
+5.6%
Insiders
selling
0B / 7S
Analysts
mixed
EPS Estimate
$0.55
+0.1% 30d
18up / 1dn
Est. Dispersion
6%
21 analysts
Analyst Target
$57
$42 - $84
Options P/C
0.26
Insider Cluster
strong buy
3B / 3S (officer)
Fund Convergence
strong
Citadel, D.E. Shaw, Soros, Bridgewater
Financials
Revenue
$415M +14% YoY
FCF
$91M
Gross Margin
80%
Op Margin
-4%
Momentum:
accelerating
Top Holders
Citadel
$161M
D.E. Shaw
$160M
Soros
$83M
Bridgewater
$3M
Recent Filings & Data
insider trade
90
net buying
· $2,311,601 sold
· $4,477,226 bought
19 insiders · 90 transactions (30d)
Recent transactions
RETTIG JOHN R · other
WAGONFELD ALISON · other
BOWMAN MARY KAY · other
LACERTE RENE A · other
RETTIG JOHN R · other
MOSS KENNETH A · other
GOHMAN KERI · other
WERNIKOFF DANIEL A · other
REICH TINA · other
WAGONFELD ALISON · other
LACERTE RENE A · other
JACOBS BRIAN DAVID · other
ALVAREZ AIDA M · other
HORNIK DAVID M · other
MNOOKIN ALLISON H · other
KLINE KATHERINE M. A. · other
CAKEBREAD STEVEN MARK · other
RETTIG JOHN R · other
COTA GERMAINE · sell · $56,558
COTA GERMAINE · other
BOWMAN MARY KAY · other
LACERTE RENE A · other
AJI RAJESH A · sell · $179,569
COTA GERMAINE · sell · $77,824
AJI RAJESH A · other
COTA GERMAINE · other
BOWMAN MARY KAY · other
LACERTE RENE A · other
RETTIG JOHN R · other
MOSS KENNETH A · other
REICH TINA · other
AJI RAJESH A · sell · $80,545
AJI RAJESH A · sell · $111,645
COTA GERMAINE · sell · $73,106
AJI RAJESH A · other
COTA GERMAINE · other
LACERTE RENE A · other
RETTIG JOHN R · other
MOSS KENNETH A · other
ALVAREZ AIDA M · other
AJI RAJESH A · sell · $119,292
COTA GERMAINE · sell · $39,315
AJI RAJESH A · other
COTA GERMAINE · other
LACERTE RENE A · other
RETTIG JOHN R · other
MOSS KENNETH A · other
COTA GERMAINE · sell · $393,800
WAGONFELD ALISON · sell · $97,900
WAGONFELD ALISON · sell · $208,254
REICH TINA · other
WAGONFELD ALISON · other
JACOBS BRIAN DAVID · other
KIGHT PETER J · other
ALVAREZ AIDA M · other
WAGNER SCOTT W. · other
HORNIK DAVID M · other
FISHER STEPHEN · other
MNOOKIN ALLISON H · other
KLINE KATHERINE M. A. · other
CAKEBREAD STEVEN MARK · other
AJI RAJESH A · sell · $171,431
COTA GERMAINE · sell · $72,262
AJI RAJESH A · other
RETTIG JOHN R · other
MOSS KENNETH A · other
LACERTE RENE A · other
WAGONFELD ALISON · sell · $70,110
COTA GERMAINE · sell · $118,935
WAGONFELD ALISON · sell · $29,842
WAGONFELD ALISON · other
WAGNER SCOTT W. · other
AJI RAJESH A · sell · $136,056
COTA GERMAINE · sell · $43,962
AJI RAJESH A · other
COTA GERMAINE · other
RETTIG JOHN R · other
JACOBS BRIAN DAVID · buy · $1,338,396
LACERTE RENE A · other
RETTIG JOHN R · buy · $1,043,481
LACERTE RENE A · buy · $2,095,349
REICH TINA · other
AJI RAJESH A · sell · $63,085
AJI RAJESH A · sell · $134,992
COTA GERMAINE · sell · $33,118
AJI RAJESH A · other
COTA GERMAINE · other
RETTIG JOHN R · other
LACERTE RENE A · other
ALVAREZ AIDA M · other
9 signals · latest 3h ago
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