
Congress trades
Twilio Inc. (TWLO)
NYSE · Technology · 21 congress trades · last filed 3 months ago
About Twilio Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Technology
- Industry
- Software - Infrastructure
- Chief executive
- Khozema Z. Shipchandler
- Employees
- 5,587
- Listed since
- Jun 23, 2016
- Market value
- $34.5B
- Price to earnings
- 30.2
- Earnings per share
- $7.52
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 6, 2026 | $1.47 | $1.32 | $1.5B | $1.4B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 30, 2026 | $1.50 | $1.27 | $1.4B | $1.3B | EPS beatRevenue beat |
| Feb 12, 2026 | $1.33 | $1.23 | $1.4B | $1.3B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $1.25 | $1.07 | $1.3B | $1.3B | EPS beatRevenue beat |
| Q2 FY2025reported Aug 7, 2025 | $1.19 | $1.05 | $1.2B | $1.2B | EPS beatRevenue beat |
| Q1 FY2025reported May 1, 2025 | $1.14 | $0.96 | $1.2B | $1.1B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 28, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Khozema ShipchandlerChief Executive Officer | $1.1M | $21.4M | $1.8M | $24.3M |
| Aidan ViggianoChief Financial Officer | $850K | $7.6M | $1.1M | $9.5M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $3.4B | 16,630,023 | +0.1% | 10.88% |
| Jpmorgan Chase & Co | $2.4B | 12,224,027 | +30.4% | 8.00% |
| FMR LLC | $2.3B | 11,273,330 | -2.3% | 7.38% |
| Vanguard Portfolio Management LLC | $1.6B | 7,643,548 | -5.4% | 5.00% |
| Vanguard Capital Management LLC | $1.4B | 6,849,553 | +0.9% | 4.48% |
| State Street Corp | $1.2B | 5,998,587 | +2.4% | 3.93% |
| Geode Capital Management, LLC | $591.7M | 2,875,569 | +1.5% | 1.88% |
| Alkeon Capital Management LLC | $481.9M | 2,335,700 | +26.9% | 1.53% |
| Royal Bank Of Canada | $464.3M | 2,250,229 | -31.0% | 1.47% |
| Pictet Asset Management Holding Sa | $463.6M | 2,247,629 | -3.6% | 1.47% |
| Jericho Capital Asset Management L.P. | $452.4M | 2,192,455 | +214.3% | 1.44% |
| Norges Bank | $399.4M | 1,935,539 | +100.0% | 1.27% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in TWLO
20 disclosures of 21 on record · median 27d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +19.8%S&P +6.2% · vs S&P 500 +13.6% | May 4, 2026 | Jun 3, 2026 | 30d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +167.4%S&P +44.8% · vs S&P 500 +122.5% | Apr 17, 2025 | May 14, 2025 | 27d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +97.1%S&P +28.3% · vs S&P 500 +68.8% | Feb 25, 2025 | Mar 27, 2025 | 30d |
| Robert Bresnahan | Stock | Purchase | $1,001 - $15,000 | +97.9%S&P +32.1% · vs S&P 500 +65.8% | Mar 4, 2025 | Mar 27, 2025 | 23d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +54.1%S&P +25.7% · vs S&P 500 +28.4% | Feb 6, 2025 | Mar 6, 2025 | 28d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +55.0%S&P +26.7% · vs S&P 500 +28.3% | Jan 31, 2025 | Feb 10, 2025 | 10d |
| Morgan McGarveySpouse | Stock | Sale | $1,001 - $15,000 | +290.2%S&P +73.7% · vs S&P 500 +216.5% | Aug 25, 2023 | Sep 26, 2023 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +132.4%S&P +96.3% · vs S&P 500 +36.1% | Jun 27, 2022 | Jul 7, 2022 | 10d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +186.9%S&P +108.9% · vs S&P 500 +78.0% | Jun 16, 2022 | Jul 7, 2022 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +131.0%S&P +91.9% · vs S&P 500 +39.1% | May 10, 2022 | Jun 10, 2022 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +93.5%S&P +85.0% · vs S&P 500 +8.5% | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +125.5%S&P +93.0% · vs S&P 500 +32.5% | May 23, 2022 | Jun 10, 2022 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.6%S&P +74.8% · vs S&P 500 -57.2% | Jan 21, 2022 | Feb 8, 2022 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -3.5%S&P +63.1% · vs S&P 500 -66.6% | Jan 11, 2022 | Feb 8, 2022 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -34.6%S&P +68.7% · vs S&P 500 -103.4% | Oct 27, 2021 | Nov 9, 2021 | 13d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -39.1%S&P +92.5% · vs S&P 500 -131.6% | Mar 16, 2021 | Apr 21, 2021 | 36d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | -44.4%S&P +94.6% · vs S&P 500 -139.0% | Feb 24, 2021 | Mar 10, 2021 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +84.7%S&P +127.9% · vs S&P 500 -43.1% | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +115.3%S&P +154.3% · vs S&P 500 -39.0% | Oct 21, 2019 | Nov 8, 2019 | 18d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +65.7%S&P +159.6% · vs S&P 500 -93.9% | Apr 30, 2019 | May 20, 2019 | 20d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 20262 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $50,001 - $100,000 | 0.4% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded TWLO?
Josh Gottheimer, Robert Bresnahan, Morgan McGarvey, Ro Khanna disclosed TWLO transactions in the filings shown here.
Which members of Congress hold TWLO?
2 members of Congress report a position in TWLO in the estimate we hold as of Sep 10, 2026. The two largest estimated positions belong to Robert Bresnahan and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are TWLO trades disclosed?
Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
