Jupiter Asset Management Ltd. cut its holdings in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 28.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 349,304 shares of the technology company’s stock after selling 136,803 shares during the period. Jupiter Asset Management Ltd.’s holdings in Twilio were worth $49,685,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in shares of Twilio by 47.8% in the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after purchasing an additional 1,900,551 shares in the last quarter. Invesco Ltd. grew its position in Twilio by 225.0% in the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after buying an additional 1,391,013 shares in the last quarter. Alyeska Investment Group L.P. lifted its stake in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after acquiring an additional 750,951 shares during the period. Atreides Management LP boosted its position in shares of Twilio by 533.1% during the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock valued at $90,820,000 after purchasing an additional 614,943 shares in the last quarter. Finally, Victory Capital Management Inc. increased its stake in Twilio by 1,296.3% in the 3rd quarter. Victory Capital Management Inc. now owns 592,085 shares of the technology company’s stock worth $59,262,000 after purchasing an additional 549,680 shares in the last quarter. 84.27% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity
In related news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total value of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at $114,166,800. This trade represents a 61.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Erika Rottenberg sold 1,800 shares of the company’s stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $149.02, for a total transaction of $268,236.00. Following the sale, the director owned 34,495 shares of the company’s stock, valued at $5,140,444.90. This trade represents a 4.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 1,760,427 shares of company stock worth $327,889,937. 0.21% of the stock is owned by company insiders.
Analysts Set New Price Targets
Check Out Our Latest Stock Report on Twilio
Twilio Price Performance
NYSE TWLO opened at $184.82 on Friday. The firm has a market cap of $28.05 billion, a P/E ratio of 288.78, a price-to-earnings-growth ratio of 3.78 and a beta of 1.32. The stock’s 50-day moving average is $153.92 and its two-hundred day moving average is $136.09. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $203.71. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.66 and a quick ratio of 4.66.
Twilio (NYSE:TWLO – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. During the same quarter in the prior year, the firm posted $1.14 EPS. The firm’s revenue for the quarter was up 20.0% on a year-over-year basis. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, analysts anticipate that Twilio Inc. will post 2.77 earnings per share for the current fiscal year.
Twilio Company Profile
Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.
The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.
Featured Stories
- Five stocks we like better than Twilio
- 3 Stocks Rallying on Micron’s Price Boost: Substance or Hype?
- Snowflake and the Snowballing Impact of its AI Flywheel
- AI’s Biggest Bottleneck Could Make These 2 Stocks Soar
- These 3 Beaten-Down Stocks Just Saw $25 Million in Insider Buying
Want to see what other hedge funds are holding TWLO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Twilio Inc. (NYSE:TWLO – Free Report).
Receive News & Ratings for Twilio Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Twilio and related companies with MarketBeat.com's FREE daily email newsletter.
