Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$16.4b

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
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$990,137Aidan ViggianoIndividual7,964US$124.33
30 Jun 25SellUS$1,619,582Khozema ShipchandlerIndividual13,008US$124.51
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
18 Feb 25SellUS$173,198Aidan ViggianoIndividual1,391US$125.90
31 Dec 24SellUS$732,136Aidan ViggianoIndividual6,832US$107.16
31 Dec 24SellUS$1,209,872Khozema ShipchandlerIndividual11,285US$107.21
31 Dec 24SellUS$455,929Dana WagnerIndividual4,248US$107.74
15 Nov 24SellUS$190,789Aidan ViggianoIndividual1,981US$97.14
15 Nov 24SellUS$193,535Dana WagnerIndividual2,010US$97.14

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 Government66,0530.043%
Public Companies72,4000.0472%
Individual Insiders6,393,4584.17%
General Public8,525,7215.56%
Institutions138,375,97490.2%

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

Top Shareholders

Top 25 shareholders own 60.64% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.7%
BlackRock, Inc.
16,448,900US$1.8b36%0.02%
9.72%
The Vanguard Group, Inc.
14,913,966US$1.6b-0.55%0.02%
5.88%
JP Morgan Asset Management
9,015,038US$965.7m27.7%0.09%
3.8%
Jeffrey Lawson
5,831,477US$624.7m0%no data
2.97%
FMR LLC
4,558,932US$488.4m99.3%0.03%
2.67%
UBS Asset Management AG
4,100,837US$439.3m54.8%0.03%
2.59%
State Street Global Advisors, Inc.
3,978,844US$426.2m-2.47%0.01%
2.15%
Sachem Head Capital Management LP
3,295,000US$353.0m0%7.85%
1.96%
JPMorgan Chase & Co.
3,010,973US$322.5m27.6%0.04%
1.86%
Jericho Capital Asset Management L.P.
2,859,363US$306.3m-12.8%3.75%
1.78%
Arrowstreet Capital, Limited Partnership
2,724,947US$291.9m-13.3%0.2%
1.66%
Geode Capital Management, LLC
2,548,761US$273.0m-1.06%0.02%
1.66%
RBC Global Asset Management Inc.
2,540,976US$272.2m2,810%0.14%
1.23%
Alyeska Investment Group, L.P.
1,892,908US$202.8m-8.64%0.69%
1.2%
Norges Bank Investment Management
1,840,436US$197.1m-10.5%0.01%
1.13%
Ninety One UK Limited
1,730,414US$185.4m0%0.24%
1.11%
Pictet Asset Management Limited
1,702,529US$182.4m8.79%0.13%
1.03%
Boston Partners Global Investors, Inc.
1,575,644US$168.8m48.9%0.09%
0.96%
Dimensional Fund Advisors LP
1,474,688US$158.0m-13.5%0.02%
0.81%
Charles Schwab Investment Management, Inc.
1,242,639US$133.1m0%0.02%
0.78%
Northern Trust Global Investments
1,192,082US$127.7m1.98%0.02%
0.75%
Amundi Asset Management SAS
1,156,722US$123.9m26.9%0.02%
0.75%
Eaton Vance Management
1,151,921US$123.4m2.65%0.02%
0.74%
Qube Research & Technologies Ltd
1,129,453US$121.0m-30.2%0.18%
0.73%
Nordea Investment Management, AB
1,123,638US$120.4m4,230%0.07%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/12 22:53
End of Day Share Price 2025/10/10 00:00
Earnings2025/06/30
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 42 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
Michael FunkBofA Global Research