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TWLO Twilio Inc.

Information Technology, filed as TWILIO INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 4

  • 7 Owners
  • #197
  • Max 3.7%
  • Master 0.05%
  • $880M
  • 4 new 1 add 2 reduce 2 exits

In 2026 Q2, 4 managers opened positions, 1 added, 2 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns TWLO

Sorted by value, long equity only, as of 2026 Q2.

History
Henry Ellenbogen, Durable Capital Partners 3.7% New 3.7% 1,846,153 $381M History
Alex Sacerdote, Whale Rock Capital Management 1.4% New 1.4% 821,768 $170M History
Gavin Baker, Atreides Management 1.0%, was 2.3% Reduce −21.8% 720,338 $149M History
Sachem Head Capital Management 2.7%, was 6.9% Reduce −73.0% 620,000 $128M History
Spencer Waxman, Shannon River Fund Management 3.7% New 3.7% 201,352 $42M History
Davidson Kempner Capital Management 0.12% New 0.12% 50,000 $10M History
Polen Capital Management 0.01% Add +105.8% 5,572 $1.2M 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TWLO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TWLO insider trades
  • None no insider bought on the open market
  • $567M sold by 1 insider outside a trading plan
  • $33.8M sold by 3 insiders under 10b5-1 plans
  1. Khozema Shipchandler CEO
    Planned sale
    $4.2M 14,442 shares at $291.03 7.5% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  2. Erika Rottenberg Director
    Planned sale
    $881K 3,500 shares at $251.82 11% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  3. Andrew Stafman Director, +4 joint filers
    Sale
    $124M 500,000 shares at $247.08 81% of stake
    Traded Aug 12 Filed Aug 12
    ↗
  4. Khozema Shipchandler CEO
    Planned sale
    $3M 14,458 shares at $210.43 6.5% of stake
    Traded Jul 6 Filed Jul 8
    ↗
  5. Aidan Viggiano CFO
    Planned sale
    $1.8M 8,528 shares at $205.43 7.2% of stake
    Traded Jul 2 Filed Jul 7
    ↗
  6. Khozema Shipchandler CEO
    Planned sale
    $10.4M 44,158 shares at $235.88 16% of stake
    Traded Jun 4 Filed Jun 8
    ↗
  7. Erika Rottenberg Director
    Planned sale
    $398K 2,000 shares at $199.01 6.1% of stake
    Traded Jun 1 Filed Jun 3
    ↗
  8. Khozema Shipchandler CEO
    Planned sale
    $6M 32,158 shares at $185.70 12% of stake
    Traded May 26 Filed May 28
    ↗
  9. Andrew Stafman Director, +4 joint filers
    Sale
    $184M 1,000,000 shares at $184.14 62% of stake
    Traded May 27 Filed May 27
    ↗
  10. Aidan Viggiano CFO
    Planned sale
    $366K 1,828 shares at $200.00 1.4% of stake
    Traded May 19 Filed May 21
    ↗
  11. Andrew Stafman Director, +4 joint filers
    Sale
    $131M 675,000 shares at $193.54 29% of stake
    Traded May 12 Filed May 12
    ↗
  12. Erika Rottenberg Director
    Planned sale
    $278K 1,500 shares at $185.32 4.3% of stake
    Traded May 4 Filed May 6
    ↗
  13. Erika Rottenberg Director
    Planned sale
    $268K 1,800 shares at $149.02 5% of stake
    Traded Apr 21 Filed Apr 23
    ↗
  14. Khozema Shipchandler CEO
    Planned sale
    $2.1M 15,715 shares at $133.39 6.3% of stake
    Traded Apr 6 Filed Apr 8
    ↗
  15. Aidan Viggiano CFO
    Planned sale
    $1.2M 9,389 shares at $127.51 6.7% of stake
    Traded Apr 2 Filed Apr 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 46 sales to cover taxes, 37 stock grants, 17 gifts, and 2 option exercises.

Congress

2 members of Congress traded TWLO in the last three years: 5 buys and 1 sale. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K May 4 filed Jun 3
  2. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Apr 17, 2025 filed May 14, 2025
  3. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Mar 4, 2025 filed Mar 27, 2025
  4. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  5. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Feb 6, 2025 filed Mar 6, 2025
  6. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Jan 31, 2025 filed Feb 10, 2025

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 1 hour ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.