Public filings / TWLO on Yahoo Finance (opens in a new tab)
TWLO: insider buying, 13F holders, analyst moves
Twilio Inc
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SEC Form 13F · Q2 2026
9 of our 100 managers hold TWLO
Combined reported value $1.99B; 3 sold out since Q1 2026.
Holders among our 100 managers: 5 in Q3 2023, 9 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Alkeon Capital | $481.9M | 1.86% | Added |
| Jericho Capital Asset | $452.4M | 3.74% | Added |
| Durable Capital Partners | $380.9M | 3.71% | New |
| SRS Investment | $221.9M | 2.08% | Trimmed |
| Whale Rock Capital | $169.6M | 1.36% | New |
| Atreides | $148.6M | 1.33% | Trimmed |
| Sachem Head Capital | $127.9M | 2.65% | Trimmed |
| Tudor Investment | $1.6M | 0.01% | New |
| Polen Capital | $1.1M | 0.01% | Added |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.