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BILL Holdings, Inc. (BILL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by nearly half a million businesses to manage, move and maximize their money, today announced a partnership with Rillet, the AI-native ERP, to streamline financial operations for growing businesses and accounting firms. As part of the partnership, the companies will launch a real-time, native two-way integration that continuously aligns AP, spend, and financial data across both systems – providing fin.

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Bill Holdings' portfolio of software products help small and medium-sized businesses streamline their accounts payable and accounts receivable processes. Bill's revenue growth is slowing because management is focusing more on profitability, but investors are disappointed with this strategy.

Barington Companies Management acquired 325,000 additional BILL shares in the fourth quarter; the estimated transaction value was $16.70 million based on average quarterly prices. Meanwhile, the quarter-end position value rose by $17.83 million, reflecting both trading and stock price movement.

SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent finance platform trusted by half a million businesses to manage, move and maximize their money, announced today its participation in the following conferences: Susquehanna Technology Conference in New York on Thursday, February 26, 2026 Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Tuesday, March 3, 2026 Management will participate in a fireside chat at 10:45 a.m. PST Wolfe FinTech Forum in New.

During the quarter, the Fund invested in Morgan Stanley, a leading global investment bank and wealth management firm. The Fund also participated in the IPO of Neptune Insurance Holdings Inc., the leading underwriter of private flood insurance. We trimmed Guidewire Software, Inc. on strength to manage exposure to the volatile software sector.