RBF Capital LLC Buys 10,000 Shares of Twilio Inc. $TWLO

Posted by Stanley Muller on Jun 17th, 2026

RBF Capital LLC increased its stake in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 76.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 23,000 shares of the technology company’s stock after acquiring an additional 10,000 shares during the period. RBF Capital LLC’s holdings in Twilio were worth $3,272,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of TWLO. Raleigh Capital Management Inc. bought a new stake in Twilio during the fourth quarter worth about $26,000. Zions Bancorporation National Association UT bought a new stake in Twilio during the fourth quarter worth about $29,000. Aster Capital Management DIFC Ltd bought a new stake in Twilio during the fourth quarter worth about $29,000. Strategic Advocates LLC bought a new stake in Twilio during the third quarter worth about $30,000. Finally, Wolff Wiese Magana LLC raised its holdings in Twilio by 2,488.9% during the fourth quarter. Wolff Wiese Magana LLC now owns 233 shares of the technology company’s stock worth $33,000 after acquiring an additional 224 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Twilio Price Performance

Shares of NYSE TWLO opened at $192.65 on Wednesday. The business’s 50 day moving average price is $176.57 and its two-hundred day moving average price is $144.19. The company has a market cap of $29.24 billion, a PE ratio of 301.02, a price-to-earnings-growth ratio of 4.05 and a beta of 1.39. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a twelve month low of $91.84 and a twelve month high of $238.48.

Twilio (NYSE:TWLO – Get Free Report) last posted its earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. 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 predict that Twilio Inc. will post 2.77 EPS for the current year.

Wall Street Analyst Weigh In

TWLO has been the topic of several analyst reports. Needham & Company LLC upped their target price on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Oppenheimer boosted their price target on Twilio from $200.00 to $235.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Stifel Nicolaus set a $175.00 price target on Twilio in a research report on Friday, May 1st. Finally, Weiss Ratings raised Twilio from a “sell (d+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Twilio has an average rating of “Moderate Buy” and a consensus target price of $198.24.

Check Out Our Latest Stock Report on Twilio

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was 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 of the company’s stock, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Aidan Viggiano sold 9,389 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $127.51, for a total value of $1,197,191.39. Following the completion of the transaction, the chief financial officer directly owned 130,341 shares in the company, valued at $16,619,780.91. The trade was a 6.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,805,779 shares of company stock worth $338,603,196 over the last three months. Company insiders own 0.21% of the company’s stock.

Twilio Profile

(Free Report)

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.

RBF Capital LLC Buys 10,000 Shares of Twilio Inc. $TWLO

Twilio Price Performance

Wall Street Analyst Weigh In

Insider Transactions at Twilio

Twilio Profile

Further Reading

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