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All holdings

Twilio

TWLO

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$1.1m
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$206.33
+64.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-19.5%Q3 ’25
+42.1%Q4 ’25
-11.5%Q1 ’26
+64.0%Q2 ’26
Q3 ’25: -19.5%; Q4 ’25: +42.1%; Q1 ’26: -11.5%; Q2 ’26: +64.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Twilio.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Twilio
Polen Capital Management0.0%$1.1m$1.1mAdded +106%5 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Twilio
Bought or soldFiling
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold5,156$290.24$1.5mForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold2,551$294.53$751kForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold1,934$288.02$557kForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold1,900$289.13$549kForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold1,600$293.14$469kForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold800$292.33$234kForm 4
5 Oct 2026Shipchandler KhozemaChief Executive Officer▼ Sold501$291.47$146kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold5,168$294.55$1.5mForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold3,504$294.53$1.0mForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold2,740$295.60$810kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold2,670$295.56$789kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold2,330$293.44$684kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold1,450$292.10$424kForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold1,110$296.34$329kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold1,060$291.15$309kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold960$296.29$284kForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold750$293.42$220kForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold500$291.35$146kForm 4
30 Sep 2026Viggiano AidanChief Financial Officer▼ Sold380$292.17$111kForm 4
30 Sep 2026Shipchandler KhozemaChief Executive Officer▼ Sold260$289.98$75kForm 4

About the company

Sector
Technology · Services-Prepackaged Software
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
154m at 24 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$88.8m2014
$167m2015
$277m2016
$399m2017
$650m2018
$1.1bn2019
$1.8bn2020
$2.8bn2021
$3.8bn2022
$4.2bn2023
$4.5bn2024
$5.1bn2025
2014: $88.8m; 2015: $167m; 2016: $277m; 2017: $399m; 2018: $650m; 2019: $1.1bn; 2020: $1.8bn; 2021: $2.8bn; 2022: $3.8bn; 2023: $4.2bn; 2024: $4.5bn; 2025: $5.1bn
Twilio revenue and net income by year
YearRevenueNet income
2025$5.1bn$34.0m
2024$4.5bn−$109m
2023$4.2bn−$1.0bn
2022$3.8bn−$1.3bn
2021$2.8bn−$950m
2020$1.8bn−$491m
2019$1.1bn−$307m
2018$650m−$122m
2017$399m−$63.7m
2016$277m−$41.3m
2015$167m−$35.5m
2014$88.8m−$26.8m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.