TWLO Twilio (TWLO) Insider Trading, Ownership & Congress Trades
Software & IT · Services-prepackaged software · CIK 0001447669
Congress · 1Form 144 · 6
Insider buyers, 180 days
0
Funds added, last quarter
553
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $7.7M priced
What the filings say about TWLO
Insiders, 180 days
-$477.6M net sold
6 sellers · 11% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-05-04
Planned sales (Form 144), 90 days
$135.7M
6 notices
Twilio insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, TWILIO INC insiders sold a net $477.6M of stock across 486 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 145 earlier Form 4 trades (code P or S) here by this insider (145 sales), the last on Sep 30, 2026.
- The trade is 1.0% of the 191,371 shares held after it.
- 1 other insider sold within 30 days.
- 553 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Shipchandler Khozema sold about $557.0K of TWLO under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 553 funds added in the latest 13F quarter.Context
- 145 earlier Form 4 trades (code P or S) here by this insider (145 sales), the last on Sep 30, 2026.
- The trade is 1.0% of the 189,471 shares held after it.
- 1 other insider sold within 30 days.
- 553 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Shipchandler Khozema sold about $549.4K of TWLO under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 553 funds added in the latest 13F quarter.Context
- 145 earlier Form 4 trades (code P or S) here by this insider (145 sales), the last on Sep 30, 2026.
- The trade is 2.8% of the 184,315 shares held after it.
- 1 other insider sold within 30 days.
- 553 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Shipchandler Khozema sold about $1.5M of TWLO under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 553 funds added in the latest 13F quarter.Context
- 145 earlier Form 4 trades (code P or S) here by this insider (145 sales), the last on Sep 30, 2026.
- The trade is 0.3% of the 183,814 shares held after it.
- 1 other insider sold within 30 days.
- 553 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Shipchandler Khozema sold about $146.0K of TWLO under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 553 funds added in the latest 13F quarter.Context
- 145 earlier Form 4 trades (code P or S) here by this insider (145 sales), the last on Sep 30, 2026.
- The trade is 0.4% of the 183,014 shares held after it.
- 1 other insider sold within 30 days.
- 553 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Shipchandler Khozema sold about $233.9K of TWLO under a 10b5-1 plan on Oct 5, 2026; 1 other insider sold within 30 days and 553 funds added in the latest 13F quarter.486 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$477.6M over 180 days
-$135.7M over 90 days
below 98% of Software & IT
Congress
1 member bought in the last year
the lowest in Software & IT
Funds
553 funds bought in last quarter
more than 94% of Software & IT
Revenue
+13.7% year over year
more than 59% of Software & IT
Margin
0.7% net margin
more than 56% of Software & IT
Buybacks
$323.0M repurchased, FY to 2026-06-30
more than 77% of Software & IT
Short interest
4.2% of the float short (float per yahoo 2026-10-26) · 1.9 days to cover · settled 2026-09-30
more than 57% of Software & IT
What changed in the last 30 days
Oct 7Chief Executive Officer Shipchandler Khozema sold $4.2M under a 10b5-1 plan (Oct 5)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 5Officer Shipchandler Khozema filed to sell $4.2M by Oct 5 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 2Chief Executive Officer Shipchandler Khozema sold $4.1M (Sep 30)
Oct 2Chief Financial Officer Viggiano Aidan sold $2.7M (Sep 30)
Sep 30Officer Shipchandler Khozema filed to sell $4.1M by Sep 30 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Watch TWLO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+141.0%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns TWLO: institutional holders (13F)
13F holdings, latest reported quarter
16,630,023 sh
$3.4B
12,224,027 sh
$2.4B
11,273,330 sh
$2.3B
7,643,548 sh
$1.6B
6,849,553 sh
$1.4B
Congress trades in TWLO
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-05-04 · disclosed 30 days later
$1,001 - $15,000
Sold 2025-04-17 · disclosed 27 days later
$1,001 - $15,000
Bought 2025-03-04 · disclosed 23 days later
$1,001 - $15,000
Bought 2025-02-25 · disclosed 30 days later
$1,001 - $15,000
Bought 2025-02-06 · disclosed 28 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
TWLO planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Shipchandler Khozema
Filed 2026-10-05
$4.2M
Shipchandler Khozema
Filed 2026-09-30
$4.1M
Viggiano Aidan
Filed 2026-09-30
$2.7M
Viggiano Aidan
Filed 2026-08-17
$326.9K
Sachem Head Capital Management LP
Filed 2026-08-12
$123.5M
TWLO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
13D Activist Fund
$8.0M position · as of 2026-06-30
7.0%
Global X Cloud Computing ETF
$11.7M position · as of 2026-05-31
4.4%
Aggressive Growth Portfolio
$19.7M position · as of 2026-07-31
3.9%
Chase Growth Fund
$5.1M position · as of 2026-06-30
3.8%
Alger 35 ETF
$7.2M position · as of 2026-06-30
3.7%
Select Software and IT Services Portfolio
$268.5M position · as of 2026-05-31
3.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Jeff Lawson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $477.6M sold by insiders over 180 days, 553 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $135.7M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
TWLO financials
Revenue growth
+13.7%
XBRL, annual
Net margin
0.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.6B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM TWLO
| FY Dec 2025 | $5.1B |
| FY Dec 2024 | $4.5B |
| FY Dec 2023 | $4.2B |
| FY Dec 2022 | $3.8B |
| FY Dec 2021 | $2.8B |
| Jun 2026 | $1.5B |
| Mar 2026 | $1.4B |
| Dec 2025 | $1.4B |
| Sep 2025 | $1.3B |
| Jun 2025 | $1.2B |
| Mar 2025 | $1.2B |
| Dec 2024 | $1.2B |
| Sep 2024 | $1.1B |
At each fiscal year end
Single quarter
Net margin, TTM
+20.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM TWLO
| FY Dec 2025 | +0.7% |
| FY Dec 2024 | -2.4% |
| FY Dec 2023 | -24.4% |
| FY Dec 2022 | -32.8% |
| FY Dec 2021 | -33.4% |
| Jun 2026 | +71.2% |
| Mar 2026 | +6.4% |
| Dec 2025 | -3.3% |
| Sep 2025 | +2.9% |
| Jun 2025 | +1.8% |
| Mar 2025 | +1.7% |
| Dec 2024 | -1.0% |
| Sep 2024 | -0.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.0B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM TWLO
| FY Dec 2025 | $997.4M |
| FY Dec 2024 | $709.3M |
| FY Dec 2023 | $403.4M |
| FY Dec 2022 | -$288.8M |
| FY Dec 2021 | -$104.2M |
| Jun 2026 | $369.3M |
| Mar 2026 | $149.1M |
| Dec 2025 | $270.1M |
| Sep 2025 | $261.3M |
| Jun 2025 | $276.1M |
| Mar 2025 | $189.9M |
| Dec 2024 | $105.0M |
| Sep 2024 | $203.5M |
At each fiscal year end
Single quarter
Debt to equity
0.11x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity TWLO
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | 0.12x |
| FY Dec 2023 | 0.10x |
| FY Dec 2022 | 0.09x |
| FY Dec 2021 | 0.09x |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.13x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.13x |
| Jun 2025 | 0.12x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.12x |
| Sep 2024 | 0.12x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.07x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt TWLO
| FY Dec 2025 | 1.01x |
| FY Dec 2024 | 0.72x |
| FY Dec 2023 | 0.42x |
| FY Dec 2022 | -0.26x |
| FY Dec 2021 | -0.06x |
| Jun 2026 | 1.07x |
| Mar 2026 | 0.97x |
| Dec 2025 | 1.01x |
| Sep 2025 | 0.85x |
| Jun 2025 | 0.79x |
| Mar 2025 | 0.72x |
| Dec 2024 | 0.72x |
| Sep 2024 | 0.84x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+13.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity TWLO
| FY Dec 2025 | +0.4% |
| FY Dec 2024 | -1.2% |
| FY Dec 2023 | -10.0% |
| FY Dec 2022 | -11.6% |
| FY Dec 2021 | -9.8% |
| Jun 2026 | +13.5% |
| Mar 2026 | +1.3% |
| Dec 2025 | +0.4% |
| Sep 2025 | +0.8% |
| Jun 2025 | +0.2% |
| Mar 2025 | -0.4% |
| Dec 2024 | -1.2% |
| Sep 2024 | -5.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+11.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets TWLO
| FY Dec 2025 | +0.3% |
| FY Dec 2024 | -1.0% |
| FY Dec 2023 | -8.4% |
| FY Dec 2022 | -9.8% |
| FY Dec 2021 | -8.4% |
| Jun 2026 | +11.1% |
| Mar 2026 | +1.1% |
| Dec 2025 | +0.3% |
| Sep 2025 | +0.7% |
| Jun 2025 | +0.2% |
| Mar 2025 | -0.3% |
| Dec 2024 | -1.0% |
| Sep 2024 | -4.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
effective tax rate -565%, not meaningful
Return on invested capital TWLO
| FY Dec 2025 | +1.2% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | +2.3% |
| Dec 2025 | +1.2% |
| Sep 2025 | +1.2% |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+3.0%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed TWLO
| FY Dec 2025 | +1.8% |
| FY Dec 2024 | -0.5% |
| FY Dec 2023 | -7.7% |
| FY Dec 2022 | -10.0% |
| FY Dec 2021 | -8.6% |
| Jun 2026 | +3.0% |
| Mar 2026 | +2.7% |
| Dec 2025 | +1.8% |
| Sep 2025 | +1.3% |
| Jun 2025 | +0.7% |
| Mar 2025 | +0.1% |
| Dec 2024 | -0.5% |
| Sep 2024 | -4.2% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
36.67x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing TWLO
| FY Dec 2025 | 711.20x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 28.70x |
| Mar 2026 | 193.57x |
| Dec 2025 | 711.20x |
| Sep 2025 | 250.22x |
| Jun 2025 | 1,130.55x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$40.7B
market value at close 2026-10-26 on 2026-07-24 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value TWLO
| FY Dec 2025 | $21.9B |
| FY Dec 2024 | $17.1B |
| FY Dec 2023 | $14.1B |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $31.5B |
| Mar 2026 | $19.5B |
| Dec 2025 | $21.9B |
| Sep 2025 | $15.6B |
| Jun 2025 | $19.0B |
| Mar 2025 | $15.5B |
| Dec 2024 | $17.1B |
| Sep 2024 | $10.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield TWLO
| FY Dec 2025 | +4.6% |
| FY Dec 2024 | +4.3% |
| FY Dec 2023 | +2.9% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +3.4% |
| Mar 2026 | +5.0% |
| Dec 2025 | +4.6% |
| Sep 2025 | +5.4% |
| Jun 2025 | +4.1% |
| Mar 2025 | +4.8% |
| Dec 2024 | +4.3% |
| Sep 2024 | +7.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.01x
P/E over trailing EPS growth of 6436%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing TWLO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.00x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| 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 years, as known on 2026-10-27
TWLO Stock Sonar score 6/7 axes
Find similar shapesCompareTWLO ranks highest on institutional and government (82nd percentile) and profitability (70th), and lowest on insider conviction (1st), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
TWLO filings, in plain words
Are Twilio insiders buying or selling TWLO?
In the 180 days to 2026-10-27, Twilio insiders were net sellers, a net $477.6M across purchases and sales reported on Form 4, by 6 sellers.
Have members of Congress traded TWLO?
Yes. In the year to 2026-10-27, 1 House member disclosed buying TWLO and 0 House members disclosed selling it; the latest on record is a purchase by Josh Gottheimer dated 2026-05-04.
Are there planned insider sales of TWLO?
Yes. 6 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $135.7M of stock; the latest, by Shipchandler Khozema, was filed 2026-10-05.
Read the full summary
In the 180 days to 2026-10-27, Twilio insiders were net sellers of TWLO, a net $477.6M across purchases and sales reported on Form 4 by 6 sellers. 11% of the 66 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-27, 1 member of Congress disclosed buying TWLO and 0 members disclosed selling it; the latest on record is a purchase by Josh Gottheimer dated 2026-05-04. Insiders filed 6 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $135.7M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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