Twilio Inc.· TWLO

🇺🇸 US · LargeSP400NYSE

Technology Software - Infrastructure Website

Price: $243.84
Day: -0.97%
Mkt Cap: $37.01B
52W Range: $98.44 – $258.35
Volume: 4.06M
Beta: 1.41

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,027 institutions hold; 552 added, 317 reduced
Insiders Q3 2026: no purchases, 18 sales ($129.5M)

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Twilio Inc.

TWLO|Technology|Software - Infrastructure

Current price: $244

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

4 sellers

vs 2.7 avg per quarter

Institutional net breadth · Q2 2026

+390

784 adding vs 394 reducing

Institutional ownership · Q2 2026

91.5%

1,027 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

16.6M

-0.1%

JPMORGAN CHASE & CO

12.2M

+30.1%

FMR LLC

11.3M

-2.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.6M

-5.6%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

+0.7%

STATE STREET CORP

6.0M

+2.2%

ETF & Fund Activity, Q3 2026

How the covering funds split between buying, holding and selling

0 buying8 unchanged3 selling

11 funds held TWLO in Q3 2026, holding 1.4M shares between them, down 6.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.1M sh

GLENMEDE FUND INC212.5K sh

FORUM FUNDS56.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 27

Stafman Andrew

$184.1M

Sale · May 12

Stafman Andrew

$130.6M

Sale · Dec 2

Stafman Andrew

$129.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

TWLO Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+66

Fund Flow

10% weight

-100

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for TWLO

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

18 sales totaling $129.5M (527.9K shares)

Share volume is at a routine pace (1.0x average)

4 different insiders sold this quarter

Buying seen in 1 of 15 quarters

Steady selling pace across recent quarters

1.0x

Selling pace

quarter in progress, filings still arriving

18.87%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 2.7 avg per quarter

Q1 2023

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, TWLO

Top 8 highest-value insider trades from the last 8 quarters

Stafman Andrew

Director

Sell

1,000,000 shares at $184.14

≈61.7% of their stake at the time

May 27, 2026$184.14M

Stafman Andrew

Director

Sell

675,000 shares at $193.54

≈29.4% of their stake at the time

May 12, 2026$130.64M

Stafman Andrew

Director

Sell

1,000,000 shares at $129.00

≈30.3% of their stake at the time

Dec 2, 2025$129.00M

Stafman Andrew

Director

Sell

500,000 shares at $247.08

≈80.6% of their stake at the time

Aug 12, 2026$123.54M

Shipchandler Khozema

CEO

Sell

44,158 shares at $235.88

≈15.8% of their stake at the time

Jun 4, 2026$10.42M

Shipchandler Khozema

CEO

Sell

13,266 shares at $143.37

≈6.0% of their stake at the time

Dec 31, 2025$1.90M

Viggiano Aidan

CFO

Sell

8,528 shares at $205.43

≈7.2% of their stake at the time

Jul 2, 2026$1.75M

Shipchandler Khozema

CEO

Sell

8,772 shares at $187.19

≈3.5% of their stake at the time

May 26, 2026$1.64M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for TWLO

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

91.5% institutional ownership

Moderate accumulation: 784 adding vs 394 reducing

13F shares increased by 2.6%, a notable change

Momentum improving from prior quarter

+390

Net breadth

784 adding vs 394 reducing

Accumulating

1.99

Add / reduce ratio

in Q2 2026

+155

New − closed

232 initiated, 77 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+784 growing-394 shrinkingNet: +390

232

552

317

New (232)

Increased (552)

Reduced (317)

Closed (77)

Top Institutional Holders, TWLO

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

16.6M

$3.4B

Ownership

10.88%

-0.1%

JPMORGAN CHASE & CO

12.2M

$2.4B

Ownership

8.00%

+30.1%

FMR LLC

11.3M

$2.3B

Ownership

7.38%

-2.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.6M

$1.6B

Ownership

5.00%

-5.6%

VANGUARD CAPITAL MANAGEMENT LLC

6.8M

$1.4B

Ownership

4.48%

+0.7%

STATE STREET CORP

6.0M

$1.2B

Ownership

3.93%

+2.2%

GEODE CAPITAL MANAGEMENT, LLC

2.9M

$591.7M

Ownership

1.88%

+1.3%

ALKEON CAPITAL MANAGEMENT LLC

2.3M

$481.9M

Ownership

1.53%

+26.6%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 11 ETFs and mutual funds reporting

0 buying3 sellingNet: -3

Buying (0)

Unchanged (8)

Selling (3)

In total, funds bought 0 shares and sold 94.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bearish

Funds distributing in Q3 2026

11 ETFs and mutual funds reporting

3 funds selling vs 0 buying

Top Fund Holders, TWLO

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.1M

Weight

5.26%

Jul 31, 2026No change

GLENMEDE FUND INC

212.5K

Weight

12.94%

Jul 31, 2026Decreased

FORUM FUNDS

56.3K

Weight

—

Jul 31, 2026No change

Northern Lights Fund Trust

39.0K

Weight

0.08%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

20.3K

Weight

0.00%

Jul 31, 2026Decreased

BRIDGEWAY FUNDS INC

10.0K

Weight

0.58%

Jun 30, 2026No change

MERIDIAN FUND INC

9.7K

Weight

0.53%

Jun 30, 2026No change

WILSHIRE MUTUAL FUNDS INC

8.8K

Weight

0.02%

Jun 30, 2026Increased

Twilio Inc.· TWLO

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings164Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings164Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights