30,563 Shares of Twilio Inc. $TWLO Bought by Gunderson Capital Management LLC

Posted by George Bondi on Oct 15th, 2026

Gunderson Capital Management LLC purchased a new position in shares of Twilio Inc. (NYSE:TWLO – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 30,563 shares of the technology company’s stock, valued at approximately $8,938,000. Twilio accounts for 2.4% of Gunderson Capital Management LLC’s investment portfolio, making the stock its 21st biggest position.

A number of other institutional investors have also modified their holdings of TWLO. Plato Investment Management Ltd acquired a new stake in shares of Twilio during the 2nd quarter worth approximately $1,637,000. Congress Asset Management Co. increased its holdings in shares of Twilio by 16.2% during the 3rd quarter. Congress Asset Management Co. now owns 160,425 shares of the technology company’s stock valued at $46,918,000 after purchasing an additional 22,311 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of Twilio by 67.8% in the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock valued at $24,880,000 after purchasing an additional 48,742 shares during the period. Aware Super Pty Ltd as trustee of Aware Super acquired a new position in shares of Twilio in the 1st quarter valued at $4,288,000. Finally, Nykredit A S acquired a new position in shares of Twilio in the 2nd quarter valued at $10,514,000. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CEO Khozema Shipchandler sold 14,442 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $291.03, for a total transaction of $4,203,055.26. Following the completion of the sale, the chief executive officer owned 178,863 shares of the company’s stock, valued at $52,054,498.89. This represents a 7.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Aidan Viggiano sold 9,084 shares of the stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $294.65, for a total transaction of $2,676,600.60. Following the completion of the sale, the chief financial officer owned 99,246 shares of the company’s stock, valued at $29,242,833.90. This trade represents a 8.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 538,818 shares of company stock worth $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on TWLO. The Goldman Sachs Group reissued a “buy” rating and set a $330.00 price target on shares of Twilio in a report on Friday, August 7th. KGI Securities began coverage on Twilio in a research report on Thursday, July 2nd. They issued an “outperform” rating and a $250.00 price objective for the company. BTIG Research reaffirmed a “buy” rating and set a $285.00 target price on shares of Twilio in a research note on Friday, September 11th. Bank of America upped their target price on Twilio from $270.00 to $320.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Mizuho set a $270.00 target price on Twilio in a research report on Wednesday, August 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Twilio currently has an average rating of “Moderate Buy” and a consensus target price of $266.48.

Get Our Latest Stock Analysis on TWLO

Twilio Price Performance

Shares of TWLO traded down $1.46 during mid-day trading on Thursday, hitting $269.66. 925,931 shares of the company were exchanged, compared to its average volume of 2,631,810. The stock has a market cap of $41.41 billion, a price-to-earnings ratio of 37.50, a price-to-earnings-growth ratio of 5.77 and a beta of 1.35. Twilio Inc. has a 1-year low of $104.50 and a 1-year high of $308.40. The company has a 50 day moving average of $252.03 and a 200-day moving average of $206.78. The company has a debt-to-equity ratio of 0.11, a quick ratio of 4.62 and a current ratio of 4.62.

Twilio (NYSE:TWLO – Get Free Report) last announced its earnings results on Thursday, August 6th. The technology company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The business had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a return on equity of 5.09% and a net margin of 20.61%. The business’s revenue was up 22.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.19 earnings per share. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. Analysts expect that Twilio Inc. will post 3.12 EPS for the current fiscal year.

About Twilio

(Free Report)

Twilio Inc is a communications technology company that provides a cloud-based platform for businesses to engage with customers through digital channels. Its software and application programming interfaces (APIs) support communications capabilities such as voice calling, messaging, video, email, authentication and contact-center interactions.

The company’s offerings include programmable communications services, customer data and engagement tools, and contact-center solutions. Twilio also provides email services through SendGrid and customer data platform capabilities through Segment, which it acquired in 2020.