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TWLO
TWILIO INC.Information TechnologySystems SoftwareLatest close $22510 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
10
27 funds tracked
Ever held
16
Current + past
New this quarter
3
Exited this quarter
0
Marquee-fund ownership over time
Aug 12, 2016May 14, 2021Aug 14, 2024May 15, 2026
Now
10
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Duquesne Family Office re-entered | Q2 2019 | 29Q | $135 | $225 | +66% |
| Bridgewater Associates re-entered | Q4 2021 | 19Q | $304 | $225 | -26% |
| Viking Global Investors re-entered | Q1 2022 | 18Q | $196 | $225 | +15% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $60 | $225 | +272% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $61 | $225 | +271% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $61 | $225 | +271% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $61 | $225 | +271% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $61 | $225 | +271% |
| Point72 Asset Management | Q3 2024(8Q snapshot) | 7Q | $61 | $225 | +271% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $97 | $225 | +131% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 2× in & out | Q3 2023 | Q2 2025 | → $114 | +85% |
| Coatue Management 4× in & out | Q4 2022 | Q2 2023 | → $47 | -10% |
| Tiger Global 2× in & out | Q2 2019 | Q3 2022 | → $87 | -35% |
| Lone Pine Capital | Q4 2019 | Q1 2020 | → $128 | +30% |
| D1 Capital Partners | Q3 2019 | Q1 2020 | → $128 | +2% |
| Third Point | Q3 2019 | Q4 2019 | → $98 | -26% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at TWILIO INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
7
Filings · last 90d
22
Total on file
630
Recent SEC buffer
Most recent
Jun 8, 2026
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001737610-26-000012Jun 8, 2026
- Form 40001284038-26-000006Jun 3, 2026
- Form 40001737610-26-000010May 28, 2026
- Form 40001104659-26-067095May 27, 2026
- Form 40001965469-26-000011May 21, 2026
- Form 40001447669-26-000051May 19, 2026
- Form 40001104659-26-059611May 12, 2026
- Form 40001284038-26-000004May 6, 2026
- Form 40001447669-26-000037Apr 23, 2026
- Form 40001447669-26-000035Apr 8, 2026
- Form 40001447669-26-000033Apr 6, 2026
- Form 40001447669-26-000031Apr 2, 2026
- Form 40001447669-26-000029Apr 2, 2026
- Form 40001897137-26-000007Mar 26, 2026
- Form 40001104659-26-029586Mar 17, 2026
Showing 15 of 630 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · TWILIO INC.Annual figures sourced directly from TWILIO INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$5.07B
FY2025+14% YoY
Net income
$33.83M
FY2025+131% YoY
EPS (diluted)
$0.2100
FY2025+132% YoY
Free cash flow(?)
$1B
FY2025+40% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for TWILIO INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementApr 28, 2026
- 8-KMaterial eventMar 24, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KMaterial eventFeb 12, 2026
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 30, 2025
- 10-QQuarterly reportAug 8, 2025
- 8-KMaterial eventAug 7, 2025
- 8-KMaterial eventJun 11, 2025
- 10-QQuarterly reportMay 2, 2025
- 8-KMaterial eventMay 1, 2025
- DEF 14AProxy statementApr 25, 2025
- 10-KAnnual reportFeb 26, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Viking Global Investors | Q2 2026 | open | $198 | $225 | +13% |
| Duquesne Family Office | Q2 2026 | open | $198 | $198 | -0% |
| Renaissance Technologies | Q2 2026 | open | $198 | $198 | -0% |
| Duquesne Family Office | Q2 2025 | Q1 2026 | $114 | $108 | -5% |
| Viking Global Investors | Q1 2025 | Q3 2025 | $125 | $101 | -19% |
| Renaissance Technologies | Q1 2025 | Q3 2025 | $147 | $102 | -31% |
| Two Sigma Investments | Q4 2024 | open | $97 | $198 | +104% |
| Bridgewater Associates | Q3 2024 | open | $61 | $225 | +271% |
| Citadel Advisors | Q3 2024 | open | $61 | $198 | +226% |
| D.E. Shaw | Q3 2024 | open | $61 | $198 | +226% |
| AQR Capital Management | Q3 2024 | open | $61 | $198 | +226% |
| Millennium Management | Q3 2024 | open | $61 | $198 | +226% |
| Point72 Asset Management | Q3 2024 | open | $61 | $198 | +226% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $60 | $100 | +65% |
| Maverick Capital | Q3 2023 | Q2 2025 | $62 | $114 | +85% |
| Coatue Management | Q4 2022 | Q2 2023 | $53 | $47 | -10% |
| Bridgewater Associates | Q2 2022 | Q2 2023 | $111 | $46 | -59% |
| Viking Global Investors | Q1 2022 | Q2 2022 | $196 | $100 | -49% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $304 | $196 | -36% |
| Coatue Management | Q2 2021 | Q2 2022 | $299 | $100 | -67% |
| Maverick Capital | Q3 2020 | Q3 2022 | $240 | $87 | -64% |
| Lone Pine Capital | Q4 2019 | Q1 2020 | $98 | $128 | +30% |
| D1 Capital Partners | Q3 2019 | Q1 2020 | $125 | $128 | +2% |
| Third Point | Q3 2019 | Q4 2019 | $132 | $98 | -26% |
| Tiger Global | Q2 2019 | Q3 2022 | $135 | $87 | -35% |
| Duquesne Family Office | Q2 2019 | Q3 2020 | $135 | $240 | +77% |
| Coatue Management | Q1 2019 | Q1 2020 | $107 | $128 | +19% |
| Tiger Global | Q4 2018 | Q1 2019 | $84 | $107 | +28% |
| Coatue Management | Q3 2016 | Q1 2018 | $53 | $26 | -50% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.