Twilio Inc (TWLO)
- Sector
- Technology
- Last price
- $253.77
- As of
Kresmion compiles this page from TWLO's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
TWILIO INC (TWLO): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-07.
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Preview the TWLO dossierActive events for TWLO
- high13F: funds reduced
4 tracked funds reduced TWLO this 2026Q2, institutional consensus
- high13F: funds added
6 tracked funds increased TWLO this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 96% of TWLO (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +90% to TWLO (2026Q2)
- high13F: large increase
Point72 Asset Management, L.P. added +2738% to TWLO (2026Q2)
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Every event on TWLO, as it fires
You are seeing 5 of 30 events recorded on TWLO since 2026-06-05.
The five above landed across 2 days. The other 25 were recorded on 3 other days. 22 of the 30 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in TWLO (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| Point72 Asset Management, L.P.CUSIP 90138F102 · 2026Q2 | $43.9M | 0.05% | , |
| D. E. Shaw & Co., Inc.CUSIP 90138F102 · 2026Q2 | $36.8M | 0.02% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 90138F102 · 2026Q2 | $19M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 90138F102 · 2026Q2 | $13.3M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 90138F102 · 2026Q2 | $3.7M | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, TWLO
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
TWLO against its peers
TWLO's operating margin of 3.1% ranks in the 65th percentile of 23 Technology sub-industry peers, fiscal periods ending between 2025-12-31 and 2026-07-31.
| Metric | TWLO | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 5.1B USD | 2.2B USD | 90 | 23 |
| Gross margin | 48.9% | 76.7% | 2 | 21 |
| Operating margin | 3.1% | -3.2% | 65 | 23 |
| Net margin | 0.7% | -0.8% | 56 | 23 |
| Return on equity | 0.4% | -1.4% | 54 | 22 |
| P / E | 1208.4x | 102.4x | 95 | 9 |
Peers (23): OKTA, ZS, CRWV, P, MDB, NBIS, ZM, RBRK, TEAM, IOT, CRCL, NTNX, DT, U, DOCU, MANH, IONQ, GWRE, NET, SAIL, SNOW, HUBS, FROG. Left out: MSTR (no annual filing), GIB (period gap). Fiscal periods ending between 2025-12-31 and 2026-07-31. Every figure is one full fiscal year read from one annual filing (TWLO: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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