Twilio Inc.

BMV:TWLO * Stock Report

Market Cap: Mex$371.1b

Twilio Ownership

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

Recent Insider Transactions

BMV:TWLO * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Jun 25SellMex$18,672,202Aidan ViggianoIndividual7,964Mex$2,344.58
30 Jun 25SellMex$30,542,398Khozema ShipchandlerIndividual13,008Mex$2,347.97
15 May 25SellMex$4,225,446Aidan ViggianoIndividual1,924Mex$2,206.17
31 Mar 25SellMex$14,744,290Aidan ViggianoIndividual7,524Mex$1,974.98
31 Mar 25SellMex$23,626,618Khozema ShipchandlerIndividual12,056Mex$1,974.44
18 Feb 25SellMex$3,504,372Aidan ViggianoIndividual1,391Mex$2,547.43
31 Dec 24SellMex$15,255,802Aidan ViggianoIndividual6,832Mex$2,232.99
31 Dec 24SellMex$25,210,579Khozema ShipchandlerIndividual11,285Mex$2,233.99
31 Dec 24SellMex$9,500,385Dana WagnerIndividual4,248Mex$2,245.02
15 Nov 24SellMex$3,885,032Aidan ViggianoIndividual1,981Mex$1,978.06
15 Nov 24SellMex$3,940,955Dana WagnerIndividual2,010Mex$1,978.06
30 Sep 24SellMex$8,533,840Aidan ViggianoIndividual6,701Mex$1,282.86
30 Sep 24SellMex$14,101,826Khozema ShipchandlerIndividual11,073Mex$1,282.67
30 Sep 24SellMex$5,314,813Dana WagnerIndividual4,174Mex$1,273.31
15 Aug 24SellMex$2,219,403Aidan ViggianoIndividual1,961Mex$1,131.77
15 Aug 24SellMex$2,251,230Dana WagnerIndividual1,989Mex$1,131.84

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
Public Companies30,3000.0198%
State or Government70,0050.0459%
Individual Insiders6,425,2804.21%
General Public20,578,72613.5%
Institutions125,569,90382.2%

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

Top Shareholders

Top 25 shareholders own 52.97% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.82%
The Vanguard Group, Inc.
14,996,353Mex$36.5b-1.39%0.03%
6.92%
BlackRock, Inc.
10,560,202Mex$25.7b4.7%0.02%
4.62%
JP Morgan Asset Management
7,059,805Mex$17.2b833%0.09%
3.82%
Jeffrey Lawson
5,831,477Mex$14.2b-2.61%no data
2.67%
State Street Global Advisors, Inc.
4,079,727Mex$9.9b4.6%0.02%
2.16%
Sachem Head Capital Management LP
3,295,000Mex$8.0b0%10.61%
2.15%
Jericho Capital Asset Management L.P.
3,280,363Mex$8.0b17.7%6.42%
2.06%
Arrowstreet Capital, Limited Partnership
3,142,740Mex$7.6b-3.68%0.29%
1.74%
UBS Asset Management AG
2,648,905Mex$6.4b16.5%0.03%
1.69%
Geode Capital Management, LLC
2,576,000Mex$6.3b4.21%0.02%
1.5%
FMR LLC
2,287,433Mex$5.6b-40.3%0.02%
1.36%
Alyeska Investment Group, L.P.
2,071,826Mex$5.0b36.4%0.96%
1.35%
Norges Bank Investment Management
2,055,389Mex$5.0b0%0.02%
1.13%
Ninety One UK Limited
1,730,414Mex$4.2b0%0.34%
1.12%
Dimensional Fund Advisors LP
1,704,176Mex$4.1b-22.6%0.03%
1.06%
Qube Research & Technologies Ltd
1,617,305Mex$3.9b141%0.32%
1.03%
Boston Partners Global Investors, Inc.
1,580,016Mex$3.8b49.3%0.11%
1.02%
Pictet Asset Management Limited
1,564,901Mex$3.8b-12.3%0.14%
0.95%
Two Sigma Investments, LP
1,449,060Mex$3.5b28.3%0.38%
0.92%
Two Sigma Advisers, LP
1,408,797Mex$3.4b50.6%0.36%
0.83%
Charles Schwab Investment Management, Inc.
1,271,273Mex$3.1b0%0.02%
0.79%
JPMorgan Chase & Co, Brokerage and Securities Investments
1,211,835Mex$2.9b149%0.06%
0.77%
Northern Trust Global Investments
1,168,947Mex$2.8b5.41%0.02%
0.75%
JPMorgan Chase & Co, Private Banking and Investment Banking Investments
1,147,736Mex$2.8b324%0.03%
0.74%
Polar Capital Holdings Plc
1,129,470Mex$2.7b100%0.47%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/27 06:08
End of Day Share Price 2025/07/25 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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 47 analysts. 27 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
Ishan MajumdarBaptista Research