FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$TWLO

TWILIO INC
$281.59 +154.8% vs prior close

What they do: Services-Prepackaged Software · Exchange: NYSE · Employees: 5,492

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2024-09-30$1.13B$-0.06
2025-03-31$1.17B$0.12
2025-06-30$1.23B$0.14
2025-09-30$1.30B$0.23
2026-03-31$1.41B$0.57
2026-06-30$1.50B$6.68

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 0.14% · Institutions hold: 93.44% across 1359 filers

InstitutionSharesValue% held
Blackrock Inc.16,630,023$4.68B10.83%
JPMORGAN CHASE & CO12,224,027$3.44B7.96%
FMR, LLC11,273,330$3.17B7.34%
Vanguard Portfolio Management LLC7,643,548$2.15B4.98%
Vanguard Capital Management LLC6,849,553$1.93B4.46%
State Street Corporation5,998,587$1.69B3.91%
Geode Capital Management, LLC2,875,569$809.7M1.87%
Alkeon Capital Management LLC2,335,700$657.7M1.52%

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD501$291.47$146K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD800$292.33$234K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD1,600$293.14$469K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD1,900$289.13$549K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD1,934$288.02$557K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD2,551$294.53$751K-6.4%
2026-10-052026-10-07Shipchandler KhozemaChief Executive OfficerSOLD5,156$290.24$1.5M-6.4%