Follow-The-Filings

Security

TWLO

Twilio Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 3 new 1 exit max 7.0% (Sachem Head Capital Manag...)

grid → activity → earnings →
owners 20
rank #225
master % 0.04%
max % 7.0%
tracked value $3.7B
qoq N 3 A 9 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Sachem Head Capital Management LP 2026 Q1 7.0% — 2,295,000 $289M hist
Gavin Baker - Atreides Management, LP 2026 Q1 2.3% Add +1.07 pp 921,602 $116M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.7% New 0.7% 181,760 $23M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add -0.01 pp 1,103,774 $139M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 0.2% New 0.2% 450,770 $57M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.06 pp 951,879 $120M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.03 pp 579,859 $73M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.01 pp 97,545 $12M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 1,930,352 $243M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add +0.01 pp 15,449,586 $2.2B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 1,925,354 $274M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.03 pp 635,652 $80M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 284,232 $36M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 245,129 $30M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 52,000 $7M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 16,767 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 24,769 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 24,582 $3M hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 2,708 $341 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,604 $202 hist
Henry Ellenbogen - Durable Capital Partners LP exited 2026 Q1 last 2025 Q4 1.3% Exit -1.29 pp 962,089 $137M hist

20 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 OWNERSHIP DOCUMENT Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 OWNERSHIP DOCUMENT Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 OWNERSHIP DOCUMENT Filing Doc
4 FORM 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A DEFA14A Filing Doc

Updated 6 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.15B $4.46B $5.07B
Gross profit $2.04B $2.28B $2.48B
Gross margin * 49.2% 51.1% 48.9%
Net income -$1.02B -$109.4M $33.83M
Net margin * -24.4% -2.5% 0.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.9B $3.45B $3.58B
Total non-current assets * $6.71B $6.42B $6.19B
Total assets $11.61B $9.87B $9.77B
Total current liabilities $738.3M $820.22M $887.01M
Total non-current liabilities * $1.14B $1.09B $1.06B
Total equity $9.73B $7.95B $7.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $414.75M $716.24M $1B
Cash from investing $228.6M $1.37B $80.95M
Cash from financing -$643.61M -$2.31B -$833.1M
Net change in cash -$147,000 -$224.49M $251.1M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders