13FGuru
Sign in with Google Sign in with Discord

NYSE · Technology

Twilio Inc TWLO

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.

Sources StockAnalysis company profile stockanalysis.com
Computer Software: Prepackaged Software

Company profile

Business mix

  • The company provides various application programming interfaces and software solutions for communications between customers and end users.
  • It also offers software products to build direct and personalized relationships with their end users.
  • Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 329.94 FCF 2.79% Buyback 0.14%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Sachem Head Capital Management Scott Ferguson 7.0% $288.8M 2026-03-31
Alkeon Capital Management 0.4% $231.5M 2026-03-31
Viking Global Investors Andreas Halvorsen 0.2% $56.7M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.7% $22,869 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 3 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $256.8M Estimated from net added shares
Reduction amount $129.2M Estimated from net reduced shares
Net share change / base shares +25.2% +988,360 / 3,921,500
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$56.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +450,770 (New) Total shares 450,770 Value $56.7M
Duquesne Family Office Stanley Druckenmiller 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 155.8% 13F value change +$26,395
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$51,326
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$22,869
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 200,475 Last 3 periods -18,715 (-9.3%) Total shares 181,760 Value $22,869
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 636.0% 13F value change +$195.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 250,000 Last 3 periods +1,590,000 (+636.0%) Total shares 1,840,000 Value $231.5M
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$136.8M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$136.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Sachem Head Capital Management Scott Ferguson 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -30.3% 13F value change -$3.4M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,295,000 Last 3 periods -1,000,000 (-30.3%) Total shares 2,295,000 Value $288.8M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 113.8% 13F value change +$29.6M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -62.2% 13F value change -$32.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 176,025 Last 3 periods -33,695 (-19.1%) Total shares 142,330 Value $14.2M

Recent mentions

No public mentions.