Twilio Inc. $TWLO Stock Holdings Lessened by Yousif Capital Management LLC

Posted by Geri Gentry on Oct 25th, 2026

Yousif Capital Management LLC decreased its stake in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 5.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 40,087 shares of the technology company’s stock after selling 2,127 shares during the period. Yousif Capital Management LLC’s holdings in Twilio were worth $11,724,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of TWLO. Western Pacific Wealth Management LP bought a new position in Twilio in the 3rd quarter valued at about $39,000. Continuum Advisory LLC acquired a new stake in Twilio during the second quarter worth approximately $33,000. Reyes Financial Architecture Inc. acquired a new stake in Twilio during the third quarter worth approximately $58,000. Hilltop National Bank acquired a new stake in Twilio during the second quarter worth approximately $50,000. Finally, Ascentis Independent Advisors bought a new stake in shares of Twilio during the first quarter worth approximately $33,000. Institutional investors and hedge funds own 84.27% of the company’s stock.

Trending Headlines about Twilio

Here are the key news stories impacting Twilio this week:

Positive Sentiment: Strong results and guidance support the rally. Twilio reported quarterly adjusted earnings of $1.47 per share versus the $1.32 consensus estimate, while revenue of $1.50 billion exceeded expectations of $1.43 billion. Revenue grew 22% year over year, and management’s outlook—including third-quarter EPS guidance of $1.42–$1.47—helped reinforce confidence in continued growth. Twilio Inc. Rallies as Strong Results and Higher Guidance Boost Investor Confidence
Positive Sentiment: Analyst optimism is improving. Seeking Alpha upgraded its view of Twilio, arguing that the company offers investors an attractive way to participate in the AI trend through its communications and customer-engagement platform. Twilio: An Intriguing Way to Own a Piece of the AI Revolution
Positive Sentiment: Institutional investors cited accelerating growth. Brown Advisory highlighted Twilio’s improving revenue trajectory in its third-quarter investor letter, while Polen Capital’s commentary identified the company as a notable small- and mid-cap growth holding. Brown Advisory Notes Accelerating Revenue Growth at Twilio
Neutral Sentiment: Expectations were already elevated. Pre-earnings coverage pointed to a likely earnings beat, but Twilio’s valuation remains demanding, with a price-to-earnings ratio above 36 and a price-to-earnings-growth ratio above 5. Market volatility, interest-rate concerns and changing sentiment toward AI-related stocks remain risks. Twilio Earnings Expected to Grow

Analyst Ratings Changes

Several research firms have recently commented on TWLO. Morgan Stanley reaffirmed an “overweight” rating and issued a $261.00 target price on shares of Twilio in a research report on Friday, August 7th. Piper Sandler increased their target price on Twilio from $192.00 to $247.00 and gave the stock a “neutral” rating in a research note on Friday, August 7th. Weiss Ratings raised Twilio from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, September 29th. The Goldman Sachs Group restated a “buy” rating and issued a $330.00 price target on shares of Twilio in a research note on Friday, August 7th. Finally, Stifel Nicolaus set a $325.00 price objective on Twilio in a report on Wednesday, October 14th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $269.96.

Read Our Latest Research Report on Twilio

Twilio Price Performance

Shares of Twilio stock opened at $261.83 on Friday. Twilio Inc. has a twelve month low of $105.00 and a twelve month high of $308.40. The company has a quick ratio of 4.62, a current ratio of 4.62 and a debt-to-equity ratio of 0.11. The company has a 50-day simple moving average of $254.84 and a two-hundred day simple moving average of $212.72. The stock has a market capitalization of $40.21 billion, a price-to-earnings ratio of 36.47, a price-to-earnings-growth ratio of 5.37 and a beta of 1.35.

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

Insider Activity

In related news, CFO Aidan Viggiano sold 9,084 shares of the business’s stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $294.65, for a total value of $2,676,600.60. Following the completion of the sale, the chief financial officer directly owned 99,246 shares in the company, valued at approximately $29,242,833.90. The trade was a 8.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Khozema Shipchandler sold 14,442 shares of the business’s stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $291.03, for a total value 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 approximately $52,054,498.89. This trade represents a 7.47% 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. Over the last ninety days, insiders sold 538,818 shares of company stock worth $134,833,645. Corporate insiders own 0.21% of the company’s stock.

Twilio Company Profile

(Free Report)

Twilio Inc (NYSE:TWLO) provides a cloud-based customer engagement platform that enables businesses to communicate with customers through software and application programming interfaces (APIs). Its services support messaging, voice, video, email, authentication, contact centers and other digital interactions across mobile and web applications.

The company’s products include programmable communications tools, Twilio SendGrid for email delivery, Twilio Verify for user authentication, Twilio Flex for cloud contact centers, and Twilio Segment for collecting and using customer data.