Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$16.8b

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
15 Nov 24SellUS$190,789Aidan ViggianoIndividual1,981US$97.14
15 Nov 24SellUS$193,535Dana WagnerIndividual2,010US$97.14
30 Sep 24SellUS$435,785Aidan ViggianoIndividual6,701US$65.51
30 Sep 24SellUS$720,117Khozema ShipchandlerIndividual11,073US$65.50
30 Sep 24SellUS$271,403Dana WagnerIndividual4,174US$65.02
15 Aug 24SellUS$119,014Aidan ViggianoIndividual1,961US$60.69
15 Aug 24SellUS$120,720Dana WagnerIndividual1,989US$60.69
01 Jul 24SellUS$382,886Aidan ViggianoIndividual6,797US$56.33
01 Jul 24SellUS$632,730Khozema ShipchandlerIndividual11,241US$56.29
01 Jul 24SellUS$238,443Dana WagnerIndividual4,237US$56.28
15 May 24SellUS$122,135Aidan ViggianoIndividual1,980US$62.56
15 May 24SellUS$123,939Dana WagnerIndividual2,009US$62.58
01 Apr 24SellUS$412,074Aidan ViggianoIndividual6,633US$62.12
01 Apr 24SellUS$681,058Khozema ShipchandlerIndividual10,961US$62.13
01 Apr 24SellUS$256,628Dana WagnerIndividual4,130US$62.14
15 Feb 24SellUS$106,739Aidan ViggianoIndividual1,694US$64.44
15 Feb 24SellUS$104,820Dana WagnerIndividual1,666US$64.69
02 Jan 24SellUS$475,142Aidan ViggianoIndividual6,581US$72.60
02 Jan 24SellUS$296,469Dana WagnerIndividual4,105US$72.61
02 Jan 24SellUS$759,326Khozema ShipchandlerIndividual10,520US$72.57

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
State or Government74,5950.0486%
Public Companies1,768,3461.15%
Individual Insiders7,103,1904.63%
General Public23,472,98215.3%
Institutions120,964,58478.9%

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

Top Shareholders

Top 25 shareholders own 57.85% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.5%
The Vanguard Group, Inc.
16,087,029US$1.8b-3.21%0.03%
7.06%
BlackRock, Inc.
10,836,390US$1.2b-2.16%0.02%
5.81%
FMR LLC
8,913,995US$974.2m0.8%0.06%
3.9%
Jeffrey Lawson
5,987,477US$654.4m0%no data
2.89%
Generation Investment Management LLP
4,438,868US$485.1m-25.5%2.15%
2.57%
State Street Global Advisors, Inc.
3,939,647US$430.6m0.23%0.02%
2.15%
Sachem Head Capital Management LP
3,295,000US$360.1m0%16.85%
1.96%
Millennium Management LLC
2,999,328US$327.8m-46.2%0.27%
1.87%
Pacer Advisors, Inc.
2,867,623US$313.4m24.8%0.72%
1.78%
Geode Capital Management, LLC
2,724,406US$297.7m1.26%0.02%
1.67%
Allianz Global Investors U.S. LLC
2,555,445US$279.3m0%1.79%
1.6%
Norges Bank Investment Management
2,460,561US$268.9m0%0.02%
1.55%
Dimensional Fund Advisors LP
2,379,464US$260.1m5.28%0.04%
1.53%
Pictet Asset Management Limited
2,348,390US$256.7m-30.3%0.22%
1.41%
Alyeska Investment Group, L.P.
2,168,814US$237.0m-31.3%1.17%
1.32%
Point72 Asset Management, L.P.
2,026,909US$221.5m35.6%0.56%
1.21%
Kodai Capital Management, L.P.
1,848,789US$202.1m-59.3%3.79%
1.19%
D. E. Shaw & Co., L.P.
1,823,483US$199.3m-4.82%0.27%
1.15%
Amazon.com, Inc.
1,768,346US$193.3m0%no data
1.03%
UBS Asset Management AG
1,573,057US$171.9m-2.29%0.02%
0.82%
Charles Schwab Investment Management, Inc.
1,250,761US$136.7m-3.26%0.02%
0.77%
Legal & General Investment Management Limited
1,187,401US$129.8m7.49%0.02%
0.72%
First Trust Advisors LP
1,106,554US$120.9m0.8%0.1%
0.7%
Eaton Vance Management
1,075,126US$117.5m1.17%0.03%
0.69%
Empower Advisory Group, LLC
1,063,067US$116.2m-3.59%0.4%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 02:07
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Twilio Inc. is covered by 46 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