Twilio Inc
TWLO- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001447669
In the last 90 days, Twilio Inc insiders filed 0 open-market purchases and 4 sales; 974 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $33.1B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $11.3M in total
- 4
- 13F holdersQ2 2026, +161 vs. previous quarter
- 974
- 13F valueReported value at the end of Q2 2026
- $28.5B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $5.07B
- +13.7% year over year
- Net income, FY2025
- $33.8M
- No comparable prior period
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $1.56B
- +19.9% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 5.84M
- Shares sold short
- Change
- −216.4K
- −3.6% vs. previous
- Days to cover
- 1.92
- At average daily volume
Superinvestors holding TWLO, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding TWLO at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Twilio Inc insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Oct 7, 2026 (view filing)4:18 PM ET | Oct 5 | 2 days | Shipchandler KhozemaChief Executive Officer | SSaleClass A Common Stock | −14.4K | $291.03 | −$4.20M | −7.5%178.9K after | 7 lots10b5-1 |
| Oct 2, 2026 (view filing)4:07 PM ET | Sep 30 | 2 days | Viggiano AidanChief Financial Officer | SSaleClass A Common Stock | −9.08K | $294.65 | −$2.68M | −8.4%99.2K after | 7 lots |
| Oct 2, 2026 (view filing)4:04 PM ET | Sep 30 | 2 days | Shipchandler KhozemaChief Executive Officer | SSaleClass A Common Stock | −13.9K | $294.08 | −$4.09M | −6.7%193.3K after | 7 lots |
| Aug 19, 2026 (view filing)4:15 PM ET | Aug 17 | 2 days | Viggiano AidanChief Financial Officer | SSaleClass A Common Stock | −1.39K | $234.48 | −$326.9K | −1.3%108.3K after | 4 lots |
| Aug 12, 2026 (view filing)8:18 PM ET | Aug 12 | Same day | Stafman Andrew and 4 othersDirector | SSaleClass A Common Stock | −500.0K | $247.08 | −$123.5M | −80.6%120.0K after | |
| Aug 12, 2026 (view filing)4:10 PM ET | Aug 10 | 2 days | Rottenberg ErikaDirector | SSaleClass A Common Stock | −3.50K | $251.82 | −$881.4K | −11.1%27.9K after | 6 lots10b5-1 |
| Jul 8, 2026 (view filing)4:17 PM ET | Jul 6 | 2 days | Shipchandler KhozemaChief Executive Officer | SSaleClass A Common Stock | −14.5K | $210.43 | −$3.04M | −6.5%207.2K after | 6 lots10b5-1 |
| Jul 7, 2026 (view filing)4:20 PM ET | Jul 2 | 5 days | Viggiano AidanChief Financial Officer | SSaleClass A Common Stock | −8.53K | $205.43 | −$1.75M | −7.2%109.7K after | 10b5-1 |
| Jul 2, 2026 (view filing)4:26 PM ET | Jun 30 | 2 days | Viggiano AidanChief Financial Officer | SSaleClass A Common Stock | −9.09K | $201.25 | −$1.83M | −7.1%118.3K after | 5 lots |
| Jul 2, 2026 (view filing)4:24 PM ET | Jun 30 | 2 days | Shipchandler KhozemaChief Executive Officer | SSaleClass A Common Stock | −13.9K | $201.26 | −$2.79M | −5.9%221.7K after | 6 lots |
Top 10 13F holders, Q2 2026
See all 974 holdersThe largest institutional positions in Twilio Inc at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,630,023 | $3.43B | 0.05% | +23,869+0.1% | Added |
| JPMorgan Chase & Co | 12,224,027 | $2.43B | 0.14% | +2,850,827+30.4% | Added |
| FMR LLC | 11,273,330 | $2.33B | 0.10% | −267,760−2.3% | Reduced |
| Vanguard Portfolio Management LLC | 7,643,548 | $1.58B | 0.07% | −438,335−5.4% | Reduced |
| Vanguard Capital Management LLC | 6,849,553 | $1.41B | 0.03% | +60,569+0.9% | Added |
| State Street Corp | 5,998,587 | $1.24B | 0.04% | +143,149+2.4% | Added |
| Geode Capital Management, LLC | 2,875,569 | $591.7M | 0.03% | +43,515+1.5% | Added |
| Alkeon Capital Management LLC | 2,335,700 | $481.9M | 1.86% | +495,700+26.9% | Added |
| Royal Bank of Canada | 2,250,229 | $464.3M | 0.08% | −1,011,006−31.0% | Reduced |
| Pictet Asset Management Holding SA | 2,247,629 | $463.6M | 0.44% | −83,842−3.6% | Reduced |
Holders of 5% or more of TWLO
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Twilio Inc.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 10.70%16.5M shares | – | Sep 4, 20251 filing | Sep 4, 2025 | SEC |
| FMR LLC | 13G/A | 8.80%13.6M shares | +1.80 ppfrom 7.00% | Nov 12, 20245 filings | Nov 5, 2026 | SEC |
| JPMorgan Chase & Co | 13G/A | 8.00%12.2M shares | +2.00 ppfrom 6.00% | Apr 29, 20254 filings | Jul 27, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.35%8.11M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in TWLO3 members of Congress reported 9 trades in Twilio Inc since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jun 3, 2026 |  Josh Gottheimer House · NJ | Buy | $1K-$15K |
| May 14, 2025 | Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Mar 27, 2025 |  Robert P. Bresnahan, Jr. House · PA | Buy | $1K-$15K |
| Mar 27, 2025 | Robert P. Bresnahan, Jr. House · PA | Buy | $1K-$15K |
| Mar 6, 2025 | Josh Gottheimer House · NJ | Buy | $1K-$15K |
House · NJ · Jun 3, 2026
Buy$1K-$15K
House · NJ · May 14, 2025
Sell$1K-$15K
House · PA · Mar 27, 2025
Buy$1K-$15K
House · PA · Mar 27, 2025
Buy$1K-$15K
House · NJ · Mar 6, 2025
Buy$1K-$15K