§ TECHNOLOGY
NEW YORK STOCK EXCHANGE, INC. · USD · TechnologyTWLO
Twilio Inc
NEW YORK STOCK EXCHANGE, INC. · USDSector · TechnologyMarket cap · $19.8BBeta · 1.27
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 294.54HIGH 294.76LOW 287.1052W 77.51 — 145.90
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
573 increased/new, 310 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 586.4 | P/B | 2.76 |
| EPS (TTM) | 0.20 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 16.6M | 0.0% | +1% |
| Fidelity Management | 11.5M | 0.1% | +8% |
| JPMORGAN CHASE & CO | 9.4M | n/a | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.1M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | n/a | n/a |
| State Street | 5.9M | 0.0% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for TWLO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER2.9% · 0 holders
OTHER35.9% · 657 holders
DEALER / BANK19.8% · 51 holders
QUALITY / COMPOUNDER17.0% · 34 holders
PASSIVE / INDEX16.6% · 11 holders
TACTICAL / MACRO3.3% · 7 holders
INCOME / DEFENSIVE2.2% · 38 holders
SYSTEMATIC / QUANT2.1% · 15 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.1% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TWLO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TWLO yet.