
Insider and congress filings
Twilio Inc. (TWLO)
NYSE · Technology · 371 insider transactions · 21 congress trades · last filed 20 days agoS&P 500
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
- -
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 |
| Q4 FY2025reported 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 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| 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 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 3.94% |
| 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 | New | 1.27% |
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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Alkeon Capital Management | $481.9M | 2,335,700 | 0.7% |
| Jericho Capital | $452.4M | 2,192,455 | 3.7% |
| Durable Capital Partners | $380.9M | 1,846,153 | 3.7% |
| SRS Investment Management | $221.9M | 1,075,683 | 2.1% |
| Whale Rock Capital Management | $169.6M | 821,768 | 1.4% |
| Atreides Management | $148.6M | 720,338 | 1.0% |
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.
Open-market insider trades
12 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Khozema ShipchandlerChief Executive Officer | Sold · scheduled · 7 lines | 14,442 | $291.03 | $4.2M | Oct 5, 2026filed Oct 7, 2026 | 2d |
| Khozema ShipchandlerChief Executive Officer | Sold · 7 lines | 13,898 | $294.08 | $4.1M | Sep 30, 2026filed Oct 2, 2026 | 2d |
| Aidan ViggianoChief Financial Officer | Sold · 7 lines | 9,084 | $294.65 | $2.7M | Sep 30, 2026filed Oct 2, 2026 | 2d |
| Aidan ViggianoChief Financial Officer | Sold · 4 lines | 1,394 | $234.48 | $327K | Aug 17, 2026filed Aug 19, 2026 | 2d |
| Erika RottenbergDirector | Sold · scheduled · 6 lines | 3,500 | $251.82 | $881K | Aug 10, 2026filed Aug 12, 2026 | 2d |
| Andrew StafmanDirector | Sold | 500,000 | $247.08 | $123.5M | Aug 12, 2026filed Aug 12, 2026 | 0d |
| Khozema ShipchandlerChief Executive Officer | Sold · scheduled · 6 lines | 14,458 | $210.43 | $3.0M | Jul 6, 2026filed Jul 8, 2026 | 2d |
| Aidan ViggianoChief Financial Officer | Sold · scheduled | 8,528 | $205.43 | $1.8M | Jul 2, 2026filed Jul 7, 2026 | 2d |
| Khozema ShipchandlerChief Executive Officer | Sold · 6 lines | 13,881 | $201.26 | $2.8M | Jun 30, 2026filed Jul 2, 2026 | 2d |
| Aidan ViggianoChief Financial Officer | Sold · 5 lines | 9,093 | $201.25 | $1.8M | Jun 30, 2026filed Jul 2, 2026 | 2d |
| Khozema ShipchandlerChief Executive Officer | Sold · scheduled | 44,158 | $235.88 | $10.4M | Jun 4, 2026filed Jun 8, 2026 | 2d |
| Khozema ShipchandlerChief Executive Officer | Sold · scheduled · 6 lines | 29,147 | $186.12 | $5.4M | May 26, 2026filed May 28, 2026 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Charles H. BellDirector | Stock award | 345 | Sep 15, 2026 |
| Donna DubinskyDirector | Stock award | 337 | Sep 15, 2026 |
| Donna DubinskyDirector | Gift | 337 | Sep 15, 2026 |
| Jeff EpsteinDirector | Stock award | 465 | Sep 15, 2026 |
| Jeffrey R. ImmeltDirector | Stock award | 352 | Sep 15, 2026 |
| Deval L. PatrickDirector | Stock award | 337 | Sep 15, 2026 |
| Douglas A. RobinsonDirector | Stock award | 341 | Sep 15, 2026 |
| Erika RottenbergDirector | Stock award | 344 | Sep 15, 2026 |
| Erika RottenbergDirector | Gift | 344 | Sep 15, 2026 |
| Miyuki SuzukiDirector | Stock award | 341 | Sep 15, 2026 |
| Andrew StafmanDirector | Stock award | 345 | Sep 15, 2026 |
| Charles H. BellDirector | Stock award | 399 | Jun 15, 2026 |
| Donna DubinskyDirector | Stock award | 391 | Jun 15, 2026 |
| Donna DubinskyDirector | Gift | 391 | Jun 15, 2026 |
| Jeff EpsteinDirector | Stock award | 540 | Jun 15, 2026 |
| Jeffrey R. ImmeltDirector | Stock award | 408 | Jun 15, 2026 |
| Deval L. PatrickDirector | Stock award | 391 | Jun 15, 2026 |
| Douglas A. RobinsonDirector | Stock award | 361 | Jun 15, 2026 |
| Erika RottenbergDirector | Stock award | 398 | Jun 15, 2026 |
| Erika RottenbergDirector | Gift | 398 | Jun 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | May 4, 2026 | Jun 3, 2026 | 30d |
| Josh GottheimerJoint | Stock | Sale | $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 23 | Apr 17, 2025 | May 14, 2025 | 27d |
| Robert Bresnahan | Stock | Purchase | $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 23 | Feb 25, 2025 | Mar 27, 2025 | 30d |
| Robert Bresnahan | Stock | Purchase | $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 23 | Mar 4, 2025 | Mar 27, 2025 | 23d |
| Josh GottheimerJoint | Stock | Purchase | $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 23 | Feb 6, 2025 | Mar 6, 2025 | 28d |
| Josh GottheimerJoint | Stock | Purchase | $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 23 | Jan 31, 2025 | Feb 10, 2025 | 10d |
| Morgan McGarveySpouse | Stock | Sale | $1,001 - $15,000 | n/a | Aug 25, 2023 | Sep 26, 2023 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jun 16, 2022 | Jul 7, 2022 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jun 27, 2022 | Jul 7, 2022 | 10d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 5, 2022 | Jun 10, 2022 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 10, 2022 | Jun 10, 2022 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 23, 2022 | Jun 10, 2022 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jan 11, 2022 | Feb 8, 2022 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Jan 21, 2022 | Feb 8, 2022 | 18d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Oct 27, 2021 | Nov 9, 2021 | 13d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Mar 16, 2021 | Apr 21, 2021 | 36d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 24, 2021 | Mar 10, 2021 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Oct 21, 2019 | Nov 8, 2019 | 18d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 30, 2019 | May 20, 2019 | 20d |
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. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
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, 20263 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% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.2% |
| Josh Gottheimer | Democrat · 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
COMPENSATION PLUMBING
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.
