Chicago Partners Investment Group LLC Grows Stake in Twilio Inc. $TWLO

Chicago Partners Investment Group LLC increased its position in shares of Twilio Inc. (NYSE:TWLO) by 59.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,657 shares of the technology company’s stock after purchasing an additional 2,477 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Twilio were worth $838,000 as of its most recent filing with the SEC.

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

Insider Activity at Twilio

In other news, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $184.14, for a total transaction of $184,140,000.00. Following the transaction, the director directly owned 620,000 shares in the company, valued at $114,166,800. This represents a 61.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Erika Rottenberg sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the sale, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This represents a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 1,805,780 shares of company stock worth $342,166,703. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on TWLO shares. Weiss Ratings upgraded shares of Twilio from a “sell (d+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. BTIG Research reaffirmed a “buy” rating and issued a $215.00 price target on shares of Twilio in a report on Tuesday, May 12th. Monness Crespi & Hardt increased their price target on shares of Twilio from $200.00 to $246.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Oppenheimer increased their price target on shares of Twilio from $200.00 to $235.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Finally, Tigress Financial raised their price objective on shares of Twilio from $170.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $211.27.

Twilio Price Performance

Shares of NYSE:TWLO opened at $206.77 on Friday. The company has a market cap of $31.38 billion, a P/E ratio of 323.09, a P/E/G ratio of 4.21 and a beta of 1.36. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. Twilio Inc. has a 52 week low of $91.84 and a 52 week high of $238.48. The business has a fifty day simple moving average of $202.12 and a 200-day simple moving average of $154.79.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.27 by $0.23. Twilio had a return on equity of 4.64% and a net margin of 1.96%.The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.34 billion. During the same period in the prior year, the business posted $1.14 earnings per share. The firm’s revenue for the quarter was up 20.0% compared to the same quarter last year. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. Equities research analysts forecast that Twilio Inc. will post 2.79 EPS for the current year.

Twilio Company 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.