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TWLO · Twilio Inc
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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TWLO

TWILIO INC
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001447669
CONGRESS · 1FORM 144 · 7☆ WATCH
INSIDER NET · 180D
-$472.8M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
553
13F, latest reported quarter
REVENUE GROWTH
+13.7%
XBRL, annual
NET MARGIN
0.7%
CONVERSIONS · 180D
2
codes C/M, not in net · $7.7M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$472.8M over 180 days
-$134.2M over 90 days
below 98% of Software & IT
CONGRESS
1 member bought in the last year
the lowest in Software & IT
FUNDS
553 funds added or opened last quarter
more than 93% of Software & IT
REVENUE
+13.7% year over year
more than 61% of Software & IT
MARGIN
0.7% net margin
more than 54% of Software & IT
BUYBACKS
$323.0M repurchased, FY to 2026-06-30
more than 75% of Software & IT
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$472.8M across 6 people in 180 days.
553 funds added or opened positions in the latest 13F quarter, of 970 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +123.6%
+123.6%12M
-4%+46%+96%+146%2025-092025-102025-122026-032026-052026-072026-09 2026-05-27 · Sachem Head GP LLC sold $184.1M2026-05-12 · Uncas GP LLC sold $130.6M2025-12-02 · Sachem Head Capital Management LP sold $129.0M2026-08-12 · Stafman Andrew sold $123.5M2026-06-04 · Shipchandler Khozema sold $10.4M2025-12-31 · Shipchandler Khozema sold $1.9M2026-07-02 · Viggiano Aidan sold $1.8M2026-05-26 · Shipchandler Khozema sold $1.6M2026-01-06 · Shipchandler Khozema sold $1.5M2025-12-31 · Viggiano Aidan sold $1.2M2025-10-03 · Shipchandler Khozema sold $987.3K2026-01-05 · Viggiano Aidan sold $980.8K2026-07-06 · Shipchandler Khozema sold $936.7K2025-10-09 · Viggiano Aidan sold $924.0K2026-05-26 · Shipchandler Khozema sold $880.3K2026-06-30 · Shipchandler Khozema sold $862.6K2026-05-26 · Shipchandler Khozema sold $840.2K2026-05-26 · Shipchandler Khozema sold $837.6K2026-04-06 · Shipchandler Khozema sold $736.1K2026-05-26 · Shipchandler Khozema sold $735.6K2026-03-31 · Shipchandler Khozema sold $721.0K2026-04-06 · Shipchandler Khozema sold $707.2K2026-03-31 · Viggiano Aidan sold $697.0K2025-09-30 · Shipchandler Khozema sold $661.7K2026-06-30 · Shipchandler Khozema sold $646.9K2026-04-02 · Viggiano Aidan sold $645.7K2026-07-06 · Shipchandler Khozema sold $613.9K2026-03-31 · Shipchandler Khozema sold $587.6K2026-07-06 · Shipchandler Khozema sold $574.0K2026-06-30 · Shipchandler Khozema sold $564.8K2026-06-30 · Viggiano Aidan sold $559.4K2026-04-02 · Viggiano Aidan sold $551.5K2025-09-30 · Shipchandler Khozema sold $539.7K2026-06-30 · Viggiano Aidan sold $493.2K2026-05-26 · Shipchandler Khozema sold $489.2K2026-07-06 · Shipchandler Khozema sold $483.2K2026-06-30 · Viggiano Aidan sold $461.5K2025-09-30 · Viggiano Aidan sold $406.0K2026-06-01 · ROTTENBERG ERIKA sold $398.0K2026-06-30 · Shipchandler Khozema sold $388.5K2026-05-26 · Shipchandler Khozema sold $379.2K2026-08-10 · ROTTENBERG ERIKA sold $378.6K2026-08-17 · Viggiano Aidan filed to sell $326.9K2026-08-12 · Sachem Head Capital Management LP filed to sell $123.5M2026-08-10 · ROTTENBERG ERIKA filed to sell $881.4K2026-07-06 · Shipchandler Khozema filed to sell $3.0M2026-07-02 · Viggiano Aidan filed to sell $1.8M2026-06-30 · Shipchandler Khozema filed to sell $2.8M2026-06-30 · Viggiano Aidan filed to sell $1.8M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $472.8M sold by insiders over 180 days, 553 funds added last quarter, 1 Congress member(s) bought in 12 months, $134.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, TWILIO INC insiders sold a net $472.8M of stock across 465 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Viggiano Aidan
Chief Financial Officer
SELL
2026-08-17
610.0
$142.3K
Viggiano Aidan
Chief Financial Officer
SELL
2026-08-17
310.0
$72.6K
Viggiano Aidan
Chief Financial Officer
SELL
2026-08-17
304.0
$71.4K
Viggiano Aidan
Chief Financial Officer
SELL
2026-08-17
170.0
$40.5K
Stafman Andrew
Director
SELL
2026-08-12
500,000.0
$123.5M
465 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 460 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
16,630,023.0 sh
$3.4B
JPMORGAN CHASE & CO
12,224,027.0 sh
$2.4B
FMR LLC
11,273,330.0 sh
$2.3B
VANGUARD PORTFOLIO MANAGEMENT LLC
7,643,548.0 sh
$1.6B
VANGUARD CAPITAL MANAGEMENT LLC
6,849,553.0 sh
$1.4B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Viggiano Aidan
FILED 2026-08-17
$326.9K
Sachem Head Capital Management LP
FILED 2026-08-12
$123.5M
ROTTENBERG ERIKA
FILED 2026-08-10
$881.4K
Shipchandler Khozema
FILED 2026-07-06
$3.0M
Viggiano Aidan
FILED 2026-07-02
$1.8M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
13D Activist Fund
$7.6M POSITION · AS OF 2026-03-31
8.3%
Global X Cloud Computing ETF
$9.8M POSITION · AS OF 2026-02-28
4.7%
MarketDesk Focused U.S. Momentum ETF
$3.8M POSITION · AS OF 2026-04-30
3.3%
Select Enterprise Technology Services Portfolio
$31.4M POSITION · AS OF 2026-02-28
3.1%
Disciplined U.S. Growth Equity Portfolio
$36.9M POSITION · AS OF 2026-04-30
3.1%
Select Software and IT Services Portfolio
$203.3M POSITION · AS OF 2026-02-28
3.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Jeff Lawson
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2023
$76.9K
$2.5M
$12.7M
-23%
+119%
2022
$49.4M
-$20.0M
$30.0M
-50%
+39%
2021
$14.6M
-$7.8M
$14.5M
+168%
+94%
2020
$13.8M
$121.3M
$6.8M
+244%
+44%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$5.1B$4.5B$4.2B$3.8B
GROSS PROFIT$2.5B$2.3B$2.0B$1.8B
OPERATING INCOME$157.8M$-53.7M$-876.5M$-1.2B
NET INCOME$34.0M$-109.0M$-1.0B$-1.3B
EPS (DILUTED)0.21-0.66-5.54-6.86
OPERATING CASH FLOW$1.0B$716.2M$414.8M$-254.4M
CASH$682.3M$421.3M$655.9M$651.8M
LONG-TERM DEBT$992.3M$990.6M$989.0M$987.4M
BUYBACKS$868.9M$2.3B$668.8M$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →