# Twilio (TWLO): value investors who own it | moatshark

1 value investor held Twilio in their Q3 2026 13F, led by Polen Capital Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 0.0% | $1.1m | Added +106% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 5156 | $1.5m |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 2551 | $751k |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 1934 | $557k |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 1900 | $549k |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 1600 | $469k |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 800 | $234k |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 501 | $146k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 5168 | $1.5m |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 3504 | $1.0m |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 2740 | $810k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 2670 | $789k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 2330 | $684k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 1450 | $424k |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 1110 | $329k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 1060 | $309k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 960 | $284k |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 750 | $220k |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 500 | $146k |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 380 | $111k |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 260 | $75k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/twlo). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.