Insider and congress filings

Twilio Inc. (TWLO)

NYSE · Technology · 371 insider transactions · 21 congress trades · last filed 20 days agoS&P 500

12
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·12 sells
Purchases and sales in the filings shown
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About Twilio Inc.

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Technology
Industry
Software - Infrastructure
Chief executive
Khozema Z. Shipchandler
Employees
5,587
Listed since
Jun 23, 2016
Market value
$39.0B
Price to earnings (12 mo)
33.7
Net income per share, as reported (12 mo)
$7.52
Dividend yield
-

www.twilio.com

Earnings

6 reported quarters · next on Oct 29, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 6, 2026$1.47$1.32$1.5B$1.4BEPS beatRevenue beat
Q1 FY2026reported Apr 30, 2026$1.50$1.27$1.4B$1.3BEPS beatRevenue beat
Q4 FY2025reported Feb 12, 2026$1.33$1.23$1.4B$1.3BEPS beatRevenue beat
Q3 FY2025reported Oct 30, 2025$1.25$1.07$1.3B$1.3BEPS beatRevenue beat
Q2 FY2025reported Aug 7, 2025$1.19$1.05$1.2B$1.2BEPS beatRevenue beat
Q1 FY2025reported May 1, 2025$1.14$0.96$1.2B$1.1BEPS 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 28, 2026
ExecutiveSalaryStock awardsOtherTotal
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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$3.4B16,630,023+0.1%10.88%
JPMorgan Chase & Co.$2.4B12,224,027+30.4%8.00%
FMR LLC$2.3B11,273,330-2.3%7.38%
Vanguard Portfolio Management LLC$1.6B7,643,548-5.4%5.00%
Vanguard Capital Management LLC$1.4B6,849,553+0.9%4.48%
State Street Corp$1.2B5,998,587+2.4%3.94%
Geode Capital Management, LLC$591.7M2,875,569+1.5%1.88%
Alkeon Capital Management LLC$481.9M2,335,700+26.9%1.53%
Royal Bank of Canada$464.3M2,250,229-31.0%1.47%
Pictet Asset Management Holding SA$463.6M2,247,629-3.6%1.47%
Jericho Capital Asset Management L.P.$452.4M2,192,455+214.3%1.44%
Norges Bank$399.4M1,935,539New1.27%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding TWLO

6 managers
ManagerValueSharesShare of book
Alkeon Capital Management$481.9M2,335,7000.7%
Jericho Capital$452.4M2,192,4553.7%
Durable Capital Partners$380.9M1,846,1533.7%
SRS Investment Management$221.9M1,075,6832.1%
Whale Rock Capital Management$169.6M821,7681.4%
Atreides Management$148.6M720,3381.0%

6 of the 97 fund managers we track list TWLO shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Open-market insider trades

12 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Khozema ShipchandlerChief Executive OfficerSold · scheduled · 7 lines14,442$291.03$4.2MOct 5, 2026filed Oct 7, 20262d
Khozema ShipchandlerChief Executive OfficerSold · 7 lines13,898$294.08$4.1MSep 30, 2026filed Oct 2, 20262d
Aidan ViggianoChief Financial OfficerSold · 7 lines9,084$294.65$2.7MSep 30, 2026filed Oct 2, 20262d
Aidan ViggianoChief Financial OfficerSold · 4 lines1,394$234.48$327KAug 17, 2026filed Aug 19, 20262d
Erika RottenbergDirectorSold · scheduled · 6 lines3,500$251.82$881KAug 10, 2026filed Aug 12, 20262d
Andrew StafmanDirectorSold500,000$247.08$123.5MAug 12, 2026filed Aug 12, 20260d
Khozema ShipchandlerChief Executive OfficerSold · scheduled · 6 lines14,458$210.43$3.0MJul 6, 2026filed Jul 8, 20262d
Aidan ViggianoChief Financial OfficerSold · scheduled8,528$205.43$1.8MJul 2, 2026filed Jul 7, 20262d
Khozema ShipchandlerChief Executive OfficerSold · 6 lines13,881$201.26$2.8MJun 30, 2026filed Jul 2, 20262d
Aidan ViggianoChief Financial OfficerSold · 5 lines9,093$201.25$1.8MJun 30, 2026filed Jul 2, 20262d
Khozema ShipchandlerChief Executive OfficerSold · scheduled44,158$235.88$10.4MJun 4, 2026filed Jun 8, 20262d
Khozema ShipchandlerChief Executive OfficerSold · scheduled · 6 lines29,147$186.12$5.4MMay 26, 2026filed May 28, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Charles H. BellDirectorStock award345Sep 15, 2026
Donna DubinskyDirectorStock award337Sep 15, 2026
Donna DubinskyDirectorGift337Sep 15, 2026
Jeff EpsteinDirectorStock award465Sep 15, 2026
Jeffrey R. ImmeltDirectorStock award352Sep 15, 2026
Deval L. PatrickDirectorStock award337Sep 15, 2026
Douglas A. RobinsonDirectorStock award341Sep 15, 2026
Erika RottenbergDirectorStock award344Sep 15, 2026
Erika RottenbergDirectorGift344Sep 15, 2026
Miyuki SuzukiDirectorStock award341Sep 15, 2026
Andrew StafmanDirectorStock award345Sep 15, 2026
Charles H. BellDirectorStock award399Jun 15, 2026
Donna DubinskyDirectorStock award391Jun 15, 2026
Donna DubinskyDirectorGift391Jun 15, 2026
Jeff EpsteinDirectorStock award540Jun 15, 2026
Jeffrey R. ImmeltDirectorStock award408Jun 15, 2026
Deval L. PatrickDirectorStock award391Jun 15, 2026
Douglas A. RobinsonDirectorStock award361Jun 15, 2026
Erika RottenbergDirectorStock award398Jun 15, 2026
Erika RottenbergDirectorGift398Jun 15, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in TWLO

20 disclosures of 21 on record · median 25d of the 45 allowed

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Josh GottheimerJointStockPurchase$1,001 - $15,000n/aMay 4, 2026Jun 3, 202630d
Josh GottheimerJointStockSale$1,001 - $15,000+208.1% since the saleEstimated exit price $84.97, close on Thu Apr 17, 2025Current price $261.79, close on Fri Oct 23Apr 17, 2025May 14, 202527d
Robert BresnahanStockPurchase$1,001 - $15,000+127.1% since the tradeEstimated entry price $115.27, close on Tue Feb 25, 2025Current price $261.79, close on Fri Oct 23Feb 25, 2025Mar 27, 202530d
Robert BresnahanStockPurchase$1,001 - $15,000+128.1% since the tradeEstimated entry price $114.78, close on Tue Mar 4, 2025Current price $261.79, close on Fri Oct 23Mar 4, 2025Mar 27, 202523d
Josh GottheimerJointStockPurchase$1,001 - $15,000+77.6% since the tradeEstimated entry price $147.43, close on Thu Feb 6, 2025Current price $261.79, close on Fri Oct 23Feb 6, 2025Mar 6, 202528d
Josh GottheimerJointStockPurchase$1,001 - $15,000+78.6% since the tradeEstimated entry price $146.58, close on Fri Jan 31, 2025Current price $261.79, close on Fri Oct 23Jan 31, 2025Feb 10, 202510d
Morgan McGarveySpouseStockSale$1,001 - $15,000n/aAug 25, 2023Sep 26, 202332d
Ro KhannaStockSale$1,001 - $15,000n/aJun 16, 2022Jul 7, 202221d
Ro KhannaStockSale$1,001 - $15,000n/aJun 27, 2022Jul 7, 202210d
Ro KhannaStockPurchase$1,001 - $15,000n/aMay 5, 2022Jun 10, 202236d
Ro KhannaStockPurchase$1,001 - $15,000n/aMay 10, 2022Jun 10, 202231d
Ro KhannaStockPurchase$1,001 - $15,000n/aMay 23, 2022Jun 10, 202218d
Ro KhannaStockSale$1,001 - $15,000n/aJan 11, 2022Feb 8, 202228d
Ro KhannaStockPurchase$1,001 - $15,000n/aJan 21, 2022Feb 8, 202218d
Ro KhannaStockSale$1,001 - $15,000n/aOct 27, 2021Nov 9, 202113d
Josh GottheimerJointStockSale$1,001 - $15,000n/aMar 16, 2021Apr 21, 202136d
Josh GottheimerJointStockPurchase$1,001 - $15,000n/aFeb 24, 2021Mar 10, 202114d
Ro KhannaStockSale$1,001 - $15,000n/aFeb 11, 2020Mar 9, 202027d
Josh GottheimerJointStockSale$1,001 - $15,000n/aOct 21, 2019Nov 8, 201918d
Josh GottheimerJointStockPurchase$1,001 - $15,000n/aApr 30, 2019May 20, 201920d

Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it.

Every Congress trade in TWLO, filterable by party, chamber, type and account.

Members of Congress reporting a position

3 members · estimate, as of Oct 22, 2026

3 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Robert BresnahanRepublican · House$50,001 - $100,0000.4%
Lucy McBathDemocrat · House$15,001 - $50,0000.2%
Josh GottheimerDemocrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. 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

Are insiders buying or selling TWLO?

Across the 12 most recent open-market filings shown here, 0 were purchases and 12 were sales. 6 were scheduled in advance under a Rule 10b5-1 plan.

Which members of Congress have traded TWLO?

Josh Gottheimer, Robert Bresnahan, Morgan McGarvey and Ro Khanna disclosed TWLO transactions in the filings shown here.

Which members of Congress hold TWLO?

3 members of Congress report a position in TWLO in the estimate we hold as of Oct 22, 2026. The estimated positions belong to Robert Bresnahan, Lucy McBath 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.

Is TWLO in the S&P 500 or the Nasdaq 100?

Twilio Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 27, 2026. Current members of either index get a page here whatever their filing history.

How quickly are TWLO trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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 Oct 27, 2026.

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