TWLONYSEServices-Prepackaged SoftwareFiscal year ends December 31
TWILIO INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$257.29+12.92 (+5.29%)
Close on Oct 19, 2026
- Market cap
- $41.09B
- P/E (TTM)
- 35.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.3%
139M of 154M shares
Institutional holders
964
228 new, 66 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 75 sales
Net sold $608.07M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 8,348,957 | 5.40% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 8,113,780 | 5.35% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 8,102,423 | 5.34% | 13G (passive) | Mar 31, 2026 |
| Twilio Inc. | 5,000,000 | 6.10% | 13G (passive) amendment | Dec 11, 2023 |
| BlackRock, Inc. | 16,455,770 | 10.70% | 13G (passive) amendment | Aug 29, 2025 |
| JPMorgan Chase & Co. | 12,202,360 | 8.00% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson | 10,672,418 | 7.00% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TWLO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,630,023 | 10.83% | $3.43B | +23,869 | 0.05% |
| JPMorgan Chase & Co | 12,224,027 | 7.96% | $2.43B | +2,850,827 | 0.13% |
| FMR LLC | 11,273,330 | 7.34% | $2.33B | −267,760 | 0.10% |
| Vanguard Portfolio Management LLC | 7,643,548 | 4.98% | $1.58B | −438,335 | 0.07% |
| Vanguard Capital Management LLC | 6,849,553 | 4.46% | $1.41B | +60,569 | 0.03% |
| State Street Corp | 5,998,587 | 3.91% | $1.24B | +143,149 | 0.04% |
| Geode Capital Management, LLC | 2,875,569 | 1.87% | $591.75M | +43,515 | 0.03% |
| Alkeon Capital Management LLC | 2,335,700 | 1.52% | $481.92M | +495,700 | 0.65% |
| Royal Bank of Canada | 2,250,229 | 1.47% | $464.29M | −1,011,006 | 0.07% |
| Pictet Asset Management Holding SA | 2,247,629 | 1.46% | $463.63M | −83,842 | 0.44% |
| Jericho Capital Asset Management L.P. | 2,192,455 | 1.43% | $452.37M | +1,494,944 | 3.74% |
| Norges Bank | 1,935,539 | 1.26% | $399.36M | New | 0.04% |
| Durable Capital Partners LP | 1,846,153 | 1.20% | $380.92M | New | 3.70% |
| Capital World Investors | 1,786,989 | 1.16% | $368.71M | New | 0.04% |
| Morgan Stanley | 1,732,134 | 1.13% | $357.39M | −132,967 | 0.02% |
| Northern Trust Corp | 1,698,992 | 1.11% | $350.55M | −100,941 | 0.04% |
| UBS Asset Management Americas Inc | 1,575,474 | 1.03% | $325.07M | +101,699 | 0.06% |
| Dimensional Fund Advisors LP | 1,435,153 | 0.93% | $296.02M | −58,899 | 0.05% |
| Nordea Investment Management Ab | 1,271,006 | 0.83% | $253.17M | +84,261 | 0.21% |
| Polar Capital Holdings Plc | 1,204,982 | 0.78% | $248.62M | +1,019,749 | 0.59% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 964 | 139M | 90.3% | 228 / 318 | 312 / 66 | 25M | 23M |
| Q1 2026 | 818 | 136M | 88.7% | 90 / 326 | 268 / 130 | 30M | 16M |
| Q4 2025 | 869 | 137M | 89.4% | 187 / 271 | 288 / 77 | 21M | 36M |
| Q3 2025 | 776 | 153M | 99.6% | 119 / 268 | 269 / 154 | 40M | 21M |
| Q2 2025 | 824 | 134M | 87.4% | 166 / 288 | 258 / 104 | 30M | 16M |
| Q1 2025 | 775 | 121M | 78.8% | 130 / 267 | 263 / 91 | 25M | 23M |
| Q4 2024 | 748 | 119M | 77.7% | 209 / 209 | 234 / 57 | 28M | 27M |
| Q3 2024 | 608 | 119M | 77.3% | 97 / 186 | 216 / 88 | 22M | 22M |
| Q2 2024 | 604 | 129M | 84.1% | 80 / 212 | 216 / 95 | 20M | 32M |
| Q1 2024 | 625 | 141M | 91.8% | 94 / 227 | 187 / 121 | 26M | 32M |
| Q4 2023 | 660 | 148M | 96.3% | 137 / 174 | 240 / 72 | 17M | 11M |
| Q3 2023 | 605 | 143M | 92.9% | 77 / 201 | 206 / 84 | 13M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TWLO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,194,081 | 3.38% | $1.07B | 0.86% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,816,977 | 3.14% | $993.89M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,481,013 | 2.27% | $718.24M | 0.38% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 3,318,463 | 2.16% | $684.70M | 0.56% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 2,169,893 | 1.41% | $428.23M | 0.43% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,007,065 | 1.31% | $414.12M | 0.88% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,740,366 | 1.13% | $359.09M | 0.37% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,611,015 | 1.05% | $307.12M | 0.18% | May 31, 2026 |
| Select Software and IT Services Portfolio | 1,408,656 | 0.92% | $268.55M | 3.57% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,044,056 | 0.68% | $199.04M | 0.08% | May 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 907,942 | 0.59% | $187.34M | 1.66% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 781,962 | 0.51% | $149.07M | 0.35% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 768,238 | 0.50% | $158.51M | 0.86% | Jun 30, 2026 |
| Fidelity Mid-Cap Stock Fund | 756,328 | 0.49% | $149.26M | 1.67% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 744,000 | 0.48% | $153.51M | 1.61% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer, Director | 215,588 | 0.14% | Jul 8, 2026 |
| Aidan Viggiano | Chief Financial Officer | 109,114 | 0.07% | Aug 19, 2026 |
| Dana Wagner | Chief Legal Officer, Secretary | 32,590 | 0.02% | Jan 3, 2025 |
| Jeffrey R. Immelt | Director | 34,874 | 0.02% | Sep 17, 2026 |
| Andrew Stafman | Director | – | – | Sep 17, 2026 |
| Deval L. Patrick | Director | 19,055 | 0.01% | Sep 17, 2026 |
| Douglas A. Robinson | Director | 4,228 | 0.00% | Sep 17, 2026 |
| Jeff Epstein | Director | 66,851 | 0.04% | Sep 17, 2026 |
| Miyuki Suzuki | Director | 18,170 | 0.01% | Sep 17, 2026 |
| Donna Dubinsky | Director | 23,035 | 0.01% | Sep 17, 2026 |
| Charles H. Bell | Director | 18,565 | 0.01% | Sep 17, 2026 |
| Erika Rottenberg | Director | 28,237 | 0.02% | Sep 17, 2026 |
| GP LLC Uncas | – | 1,633,492 | 1.06% | Sep 17, 2026 |
| Scott D. Ferguson | – | 133,492 | 0.09% | Sep 17, 2026 |
| Head GP LLC Sachem | – | 633,492 | 0.41% | Sep 17, 2026 |
| Head Capital Management LP Sachem | – | 134,236 | 0.09% | Sep 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Miyuki Suzuki Director | Sep 15, 2026 | Award | +341 | – | – | 18,170 |
| Jeffrey R. Immelt Director | Sep 15, 2026 | Award | +352 | – | – | 1,463 |
| Jeff Epstein Director | Sep 15, 2026 | Award | +465 | – | – | 40,367 |
| Douglas A. Robinson Director | Sep 15, 2026 | Award | +341 | – | – | 4,228 |
| Deval L. Patrick Director | Sep 15, 2026 | Award | +337 | – | – | 19,055 |
| Erika Rottenberg Director | Sep 15, 2026 | Gift | +344 | – | – | 28,237 |
| Erika Rottenberg Director | Sep 15, 2026 | Gift | −344 | – | – | 0 |
| Erika Rottenberg Director | Sep 15, 2026 | Award | +344 | – | – | 344 |
| Charles H. Bell Director | Sep 15, 2026 | Award | +345 | – | – | 18,565 |
| Donna Dubinsky Director | Sep 15, 2026 | Award | +337 | – | – | 337 |
| Donna Dubinsky Director | Sep 15, 2026 | Gift | +337 | – | – | 22,698 |
| Donna Dubinsky Director | Sep 15, 2026 | Gift | −337 | – | – | 0 |
| Head Capital Management LP Sachem – | Sep 15, 2026 | Award | +345 | – | – | 14,236 |
| Aidan Viggiano Chief Financial Officer | Aug 17, 2026 | Sale | −610 | $233.32 | $142.33K | 109,114 |
| Aidan Viggiano Chief Financial Officer | Aug 17, 2026 | Sale | −310 | $234.30 | $72.63K | 108,804 |
| Aidan Viggiano Chief Financial Officer | Aug 17, 2026 | Sale | −304 | $234.95 | $71.42K | 108,500 |
| Aidan Viggiano Chief Financial Officer | Aug 17, 2026 | Sale | −170 | $238.10 | $40.48K | 108,330 |
| Scott D. Ferguson – | Aug 12, 2026 | Sale | −500,000 | $247.08 | $123.54M | 120,000 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −628 | $252.55 | $158.60K | 28,417 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −1,504 | $251.74 | $378.62K | 29,045 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −357 | $250.83 | $89.55K | 30,549 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −190 | $253.56 | $48.18K | 28,227 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −334 | $254.78 | $85.10K | 27,893 |
| Erika Rottenberg Director | Aug 10, 2026 | Sale(10b5-1 plan) | −487 | $249.17 | $121.35K | 30,906 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −2,300 | $210.08 | $483.18K | 215,588 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −2,891 | $212.36 | $613.93K | 208,263 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −4,434 | $211.26 | $936.73K | 211,154 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,060 | $213.25 | $226.05K | 207,203 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,000 | $208.48 | $208.48K | 217,888 |
| Khozema Shipchandler Chief Executive Officer, Director | Jul 6, 2026 | Sale(10b5-1 plan) | −2,773 | $206.99 | $573.98K | 218,888 |
| Aidan Viggiano Chief Financial Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −8,528 | $205.43 | $1.75M | 109,724 |
| Aidan Viggiano Chief Financial Officer | Jun 30, 2026 | Sale | −2,304 | $200.28 | $461.45K | 123,701 |
| Aidan Viggiano Chief Financial Officer | Jun 30, 2026 | Sale | −2,430 | $202.97 | $493.22K | 118,492 |
| Aidan Viggiano Chief Financial Officer | Jun 30, 2026 | Sale | −240 | $203.68 | $48.88K | 118,252 |
| Aidan Viggiano Chief Financial Officer | Jun 30, 2026 | Sale | −1,340 | $199.27 | $267.02K | 126,005 |
| Aidan Viggiano Chief Financial Officer | Jun 30, 2026 | Sale | −2,779 | $201.30 | $559.41K | 120,922 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −4,286 | $201.26 | $862.60K | 226,075 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −2,780 | $203.15 | $564.76K | 221,735 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −1,560 | $202.49 | $315.88K | 224,515 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −1,950 | $199.24 | $388.52K | 233,592 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −3,231 | $200.20 | $646.85K | 230,361 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 30, 2026 | Sale | −74 | $203.89 | $15.09K | 221,661 |
| Donna Dubinsky Director | Jun 15, 2026 | Gift | −391 | – | – | 0 |
| Donna Dubinsky Director | Jun 15, 2026 | Gift | +391 | – | – | 22,361 |
| Donna Dubinsky Director | Jun 15, 2026 | Award | +391 | – | – | 391 |
| Scott D. Ferguson – | Jun 15, 2026 | Award | +399 | – | – | 13,891 |
| Deval L. Patrick Director | Jun 15, 2026 | Award | +391 | – | – | 18,718 |
| Jeffrey R. Immelt Director | Jun 15, 2026 | Award | +408 | – | – | 1,111 |
| Miyuki Suzuki Director | Jun 15, 2026 | Award | +396 | – | – | 17,829 |
| Erika Rottenberg Director | Jun 15, 2026 | Award | +398 | – | – | 398 |
| Erika Rottenberg Director | Jun 15, 2026 | Gift | −398 | – | – | 0 |
| Erika Rottenberg Director | Jun 15, 2026 | Gift | +398 | – | – | 31,393 |
| Charles H. Bell Director | Jun 15, 2026 | Award | +399 | – | – | 18,220 |
| Douglas A. Robinson Director | Jun 15, 2026 | Award | +361 | – | – | 3,887 |
| Jeff Epstein Director | Jun 15, 2026 | Award | +540 | – | – | 39,902 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 4, 2026 | Sale(10b5-1 plan) | −44,158 | $235.88 | $10.42M | 235,542 |
| Khozema Shipchandler Chief Executive Officer, Director | Jun 4, 2026 | Option exercise | +44,158 | $117.94 | $5.21M | 279,700 |
| Erika Rottenberg Director | Jun 1, 2026 | Sale(10b5-1 plan) | −2,000 | $199.01 | $398.02K | 30,995 |
| Head GP LLC Sachem – | May 27, 2026 | Sale | −1,000,000 | $184.14 | $184.14M | 620,000 |
| Khozema Shipchandler Chief Executive Officer, Director | May 26, 2026 | Sale(10b5-1 plan) | −2,677 | $182.75 | $489.22K | 262,012 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Khozema Shipchandler Officer, Director | Oct 5, 2026 | 14,442 | $4.20M | Oct 5, 2026 | Restricted Stock Lapse |
| Aidan Viggiano Officer | Sep 30, 2026 | 9,084 | $2.68M | Sep 30, 2026 | Restricted Stock Lapse - See Remarks |
| Khozema Shipchandler Officer, Director | Sep 30, 2026 | 13,898 | $4.09M | Sep 30, 2026 | Restricted Stock Lapse - See Remarks |
| Aidan Viggiano Officer | Aug 17, 2026 | 1,394 | $326.86K | Aug 17, 2026 | Restricted Stock Lapse - See Remarks |
| Head Capital Management LP Sachem Director, Affiliate of Director | Aug 12, 2026 | 500,000 | $123.54M | Aug 12, 2026 | Open market purchases |
| Erika Rottenberg Director | Aug 10, 2026 | 3,500 | $881.38K | Aug 10, 2026 | Restricted Stock Lapse |
| Khozema Shipchandler Officer, Director | Jul 6, 2026 | 14,458 | $3.04M | Jul 6, 2026 | Restricted Stock Lapse |
| Aidan Viggiano Officer | Jul 2, 2026 | 8,528 | $1.75M | Jul 2, 2026 | Restricted Stock Lapse |
| Aidan Viggiano Officer | Jun 30, 2026 | 9,093 | $1.83M | Jun 30, 2026 | Restricted Stock Lapse - See Remarks |
| Khozema Shipchandler Officer, Director | Jun 30, 2026 | 13,881 | $2.79M | Jun 30, 2026 | Restricted Stock Lapse - See Remarks |
| Khozema Shipchandler Officer, Director | Jun 4, 2026 | 44,158 | $10.42M | Jun 4, 2026 | Employee Stock Option Exercise |
| Erika Rottenberg Director | Jun 1, 2026 | 2,000 | $398.02K | Jun 1, 2026 | Restricted Stock Lapse |
| Head Capital Management LP Sachem Affiliate of Director | May 27, 2026 | 1,000,000 | $184.14M | May 27, 2026 | Open market purchases |
| Khozema Shipchandler Officer, Director | May 26, 2026 | 32,158 | $5.97M | May 26, 2026 | Employee Stock Option Exercise |
| Aidan Viggiano Officer | May 19, 2026 | 1,828 | $365.60K | May 19, 2026 | Restricted Stock Lapse |