Company Analysis

Twilio Inc. (TWLO)

NYSE: TWLO · Services-Prepackaged Software · San Francisco, CA · filing with the SEC since 2008
Grade6.1
◀ Past 7.6● Present 6.0▶ Future 5.3

Who owns Twilio Inc.

As filed with the SEC
Holders of 5% or more
5
Blackrock, Inc. holds 10.7% of Class A Stock, as its SCHEDULE 13G/A filed Sep 4, 2025 says.
Directors and officers
11
report now, of 35 people on the record since 2016. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
10.7%
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed Jul 27, 2026 · Class A Common Stock, par value $0.001 per share · 6% in Jan 23, 2026
8%
Fmr LLC
SCHEDULE 13G/A · filed Feb 5, 2026 · CLASS A COMMON STOCK · 5.4% in Nov 5, 2025
7%
Vanguard Capital Management
5.35%
Vanguard Portfolio Management
5.34%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What TWLO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Syniverse
An investee · investee · invested in, named in the 10-K filed Feb 24, 2026
Stytch
A company bought · acquisition · Oct 2025 · owns, named in the 10-K filed Feb 24, 2026

16 subsidiaries in 16 countries, from the list filed with the 10-K filed Feb 24, 2026.

Insider tradesForm 4
93sales
0purchases
47sales on a scheduled plan
3people selling
$52.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 7, 2025 to Oct 7, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Oct 7, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 40 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Sachem Head Gp LLCother1$184M00$0
Uncas Gp LLCother1$131M00$0
Sachem Head Capital Management LPother1$129M00$0
Ferguson Scott D.other1$124M00$0
Shipchandler KhozemaChief Executive Officer47$37.9M290$0
Viggiano AidanChief Financial Officer36$13.0M80$0
Rottenberg Erikadirector10$1.8M100$0
SI Assistanton TWLO · research, not advice