New York State Teachers Retirement System Has $14.22 Million Stock Holdings in Twilio Inc. $TWLO

New York State Teachers Retirement System lowered its stake in Twilio Inc. (NYSE:TWLO) by 3.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 113,027 shares of the technology company’s stock after selling 3,467 shares during the quarter. New York State Teachers Retirement System owned approximately 0.07% of Twilio worth $14,221,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of TWLO. Vanguard Group Inc. boosted its holdings in shares of Twilio by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 15,449,586 shares of the technology company’s stock valued at $2,197,549,000 after buying an additional 143,597 shares during the last quarter. State Street Corp increased its holdings in Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares during the last quarter. Invesco Ltd. raised its position in Twilio by 56.9% during the fourth quarter. Invesco Ltd. now owns 3,151,546 shares of the technology company’s stock worth $448,276,000 after acquiring an additional 1,142,309 shares in the last quarter. Royal Bank of Canada lifted its stake in Twilio by 3.9% in the fourth quarter. Royal Bank of Canada now owns 2,944,377 shares of the technology company’s stock valued at $418,808,000 after acquiring an additional 110,941 shares during the last quarter. Finally, Alyeska Investment Group L.P. grew its position in shares of Twilio by 39.7% in the 3rd quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock valued at $264,624,000 after acquiring an additional 750,951 shares during the period. 84.27% of the stock is currently owned by institutional investors.

Insider Transactions at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director owned 620,000 shares in the company, valued at approximately $114,166,800. This trade represents a 61.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Aidan Viggiano sold 9,093 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $201.25, for a total value of $1,829,966.25. Following the transaction, the chief financial officer owned 118,252 shares in the company, valued at approximately $23,798,215. This trade represents a 7.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 1,782,794 shares of company stock worth $337,372,399 over the last three months. Company insiders own 0.21% of the company’s stock.

Twilio Stock Performance

NYSE TWLO opened at $209.31 on Monday. The stock has a market cap of $31.77 billion, a PE ratio of 327.06, a P/E/G ratio of 4.16 and a beta of 1.36. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The firm has a 50-day moving average of $192.49 and a 200-day moving average of $150.12. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, April 30th. The technology company reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.27 by $0.23. The business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. Twilio’s quarterly revenue was up 20.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, sell-side analysts anticipate that Twilio Inc. will post 2.79 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. TD Cowen restated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Robert W. Baird set a $200.00 target price on shares of Twilio in a research note on Friday, May 1st. Citigroup reiterated an “outperform” rating on shares of Twilio in a report on Friday, May 1st. Needham & Company LLC boosted their price target on Twilio from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Finally, Stifel Nicolaus set a $175.00 price objective on Twilio in a research report on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Twilio currently has a consensus rating of “Moderate Buy” and an average price target of $207.41.

Twilio Profile

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.