Bill Holdings (BILL) Leans On AI To Power Its Next Chapter
On August 19, Bill Holdings (NYSE:BILL) reported fiscal fourth-quarter results that doubled as an argument for its own reinvention.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 7,025,748 | $254,051,048 | +1% | 5.62% |
| 2. | 209,679,000 | $181,356,254 | 2.23% | ||
| 3. | Rima Senvest Management Richard Mashaal | 4,102,668 | $148,352,475 | +7% | 4.35% |
| 4. | 139,000,000 | $120,386,510 | -8% | 0.15% | |
| 5. | Greenhouse Funds Joe Milano | 2,672,670 | $96,643,747 | -17% | 4.94% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.63 | 20,000 | $1,072,600.00 | 219,965 | 2024-08-28 | Filing | |
| $53.16 | 5,000 | $265,796.50 | 199,965 | 2024-08-27 | Filing | |
| $53.63 | 20,000 | $1,072,600.00 | 29,559 | 2024-08-28 | Filing | |
| $53.16 | 5,000 | $265,796.50 | 9,559 | 2024-08-27 | Filing | |
| $49.79 | 14,502 | $722,024.13 | 184,249 | 2024-08-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.62 | 5,752 | $291,172.57 | 163,125 | 2026-09-03 | Filing | |
| $50.01 | 15,372 | $768,827.51 | 168,877 | 2026-09-03 | Filing | |
| $50.50 | 10,154 | $512,751.62 | 163,125 | 2026-09-03 | Filing | |
| $49.86 | 10,970 | $547,003.69 | 173,279 | 2026-09-03 | Filing | |
| $48.59 | 24,364 | $1,183,946.65 | 170,000 | 2026-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,735,197 | $315,864,717 | 0% | |
| 2. | 8,518,300 | $308,021,728 | 100% | |
| 3. | 5,688,580 | $205,699,053 | 0.01% | |
| 4. | 5,558,053 | $201,067,816 | 0.04% | |
| 5. | 3,933,392 | $142,231,455 | 0% |