Follow-The-Filings

Security · featured owners

TWLO Twilio Inc.

Information Technology CL A Equity as of 2026 Q2 among managers we track

  • 7 Owners
  • #199
  • Max 3.7%
  • Master 0.05%
  • $880M
  • 4 new 1 add 2 reduce 2 exits

TWLO (Twilio Inc.) is held in 7 featured 13F books as of 2026 Q2. Spencer Waxman - Shannon River Fund Management is the largest tracked holder by portfolio weight (3.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.7% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership

  1. Spencer Waxman new 3.7%
  2. Henry Ellenbogen new 3.7%
  3. Sachem Head Capital Management reduce 2.7%
  4. Alex Sacerdote new 1.4%
  5. Gavin Baker reduce 1.0%
  6. Davidson Kempner Capital Mana... new 0.12%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 3.7% New 3.7% 1,846,153 $381M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 1.4% New 1.4% 821,768 $170M history
Gavin Baker - Atreides Management 2026 Q2 1.0% Reduce −21.8% 720,338 $149M history
Sachem Head Capital Management 2026 Q2 2.7% Reduce −73.0% 620,000 $128M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 3.7% New 3.7% 201,352 $42M history
Davidson Kempner Capital Management 2026 Q2 0.12% New 0.12% 50,000 $10M history
Polen Capital Management 2026 Q2 0.01% Add +105.8% 5,572 $1M history
Andreas Halvorsen - Viking Global Investors exited 2026 Q2 last 2026 Q1 0.16% Exit −0.16% 450,770 $57M history
Stanley Druckenmiller - Duquesne Family Office exited 2026 Q2 last 2026 Q1 0.68% Exit −0.68% 181,760 $23M history

7 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 2, 2026 Filing Doc
4 Period Jun 30, 2026 · 2 forms Filing Doc
4 Period Jun 15, 2026 · 9 forms Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 26, 2026 Filing Doc
4 Period May 27, 2026 Filing Doc
4 Period May 19, 2026 Filing Doc
4 Period May 15, 2026 Filing Doc
4 Period May 12, 2026 Filing Doc
4 Period May 4, 2026 Filing Doc
4 Period Apr 21, 2026 Filing Doc

Updated 27 days 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 -$0.109B $0.034B
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 $0.415B $0.716B $1B
Cash from investing $0.229B $1.37B $0.081B
Cash from financing -$0.644B -$2.31B -$0.833B
Net change in cash -$0.147M -$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