Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$17.2b

Twilio Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:TWLO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
17 Feb 26SellUS$113,205Aidan ViggianoIndividual1,023US$111.01
31 Dec 25SellUS$1,901,948Khozema ShipchandlerIndividual13,266US$143.37
31 Dec 25SellUS$1,162,670Aidan ViggianoIndividual8,109US$143.38
02 Dec 25SellUS$129,000,000Sachem Head Capital Management LPCompany1,000,000US$129.00
17 Nov 25SellUS$186,642Aidan ViggianoIndividual1,514US$124.53
30 Sep 25SellUS$841,210Aidan ViggianoIndividual8,363US$101.07
30 Sep 25SellUS$1,376,146Khozema ShipchandlerIndividual13,681US$101.07
15 Aug 25SellUS$191,433Aidan ViggianoIndividual1,807US$107.09
30 Jun 25SellUS$1,619,582Khozema ShipchandlerIndividual13,008US$124.51
30 Jun 25SellUS$990,137Aidan ViggianoIndividual7,964US$124.33
15 May 25SellUS$216,925Aidan ViggianoIndividual1,924US$113.26
31 Mar 25SellUS$721,384Aidan ViggianoIndividual7,524US$96.63
31 Mar 25SellUS$1,155,963Khozema ShipchandlerIndividual12,056US$96.60

Insider Trading Volume

Insider Buying: TWLO insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of TWLO?
Owner TypeNumber of SharesOwnership Percentage
Private Companies6000.000396%
State or Government117,4080.0774%
Individual Insiders6,340,4214.18%
General Public6,762,4204.46%
Institutions138,391,96991.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.23% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.8%
BlackRock, Inc.
16,412,584US$1.9b-2.51%0.02%
10.2%
The Vanguard Group, Inc.
15,449,586US$1.7b0.94%0.02%
6.68%
FMR LLC
10,133,483US$1.1b26.9%0.06%
4.45%
JP Morgan Asset Management
6,749,234US$763.6m-17.4%0.06%
3.85%
Jeffrey Lawson
5,831,477US$659.8m0%no data
3.82%
State Street Global Advisors, Inc.
5,787,207US$654.8m-1.57%0.02%
2.43%
UBS Asset Management AG
3,691,182US$417.6m-18.8%0.03%
1.87%
Invesco Capital Management LLC
2,832,769US$320.5m78.8%0.08%
1.82%
RBC Global Asset Management Inc.
2,761,935US$312.5m5.78%0.14%
1.81%
Geode Capital Management, LLC
2,746,881US$310.8m-0.85%0.02%
1.52%
JPMorgan Chase & Co.
2,301,371US$260.4m-16.6%0.04%
1.51%
Sachem Head Capital Management LP
2,295,000US$259.7m-30.4%5.55%
1.31%
Pictet Asset Management Limited
1,982,340US$224.3m-12.7%0.15%
1.28%
Citadel Advisors LLC
1,940,657US$219.6m366%0.15%
1.27%
Norges Bank Investment Management
1,925,354US$217.8m4.61%0.01%
1.19%
SRS Investment Management, LLC
1,810,278US$204.8m0%2.33%
1.17%
Northern Trust Global Investments
1,778,918US$201.3m6.31%0.02%
1.15%
Fidelity International Ltd
1,740,832US$197.0m-35.9%0.06%
1.05%
Arrowstreet Capital, Limited Partnership
1,589,750US$179.9m-33.9%0.1%
1.03%
Slate Path Capital LP
1,562,600US$176.8m244%2.3%
1.01%
Dimensional Fund Advisors LP
1,536,672US$173.9m-1.05%0.02%
0.81%
Eaton Vance Management
1,231,303US$139.3m2.65%0.03%
0.78%
Nordea Investment Management, AB
1,176,896US$133.2m2.1%0.07%
0.7%
Charles Schwab Investment Management, Inc.
1,066,242US$120.6m-1%0.02%
0.69%
Balyasny Asset Management L.P.
1,051,014US$118.9m910%0.23%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/22 03:02
End of Day Share Price 2026/02/20 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Twilio Inc. is covered by 40 analysts. 26 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
William PowerBaird
Mark ShmulikBernstein