Twilio Inc. $TWLO Shares Sold by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership cut its holdings in Twilio Inc. (NYSE:TWLO) by 62.8% during the first quarter, HoldingsChannel reports. The fund owned 591,653 shares of the technology company’s stock after selling 998,097 shares during the period. Arrowstreet Capital Limited Partnership’s holdings in Twilio were worth $74,442,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in TWLO. GHP Investment Advisors Inc. increased its stake in Twilio by 6.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 1,459 shares of the technology company’s stock worth $208,000 after acquiring an additional 86 shares during the last quarter. SJS Investment Consulting Inc. increased its position in shares of Twilio by 27.7% during the 1st quarter. SJS Investment Consulting Inc. now owns 429 shares of the technology company’s stock worth $54,000 after purchasing an additional 93 shares during the last quarter. NewEdge Advisors LLC increased its position in shares of Twilio by 1.7% during the 4th quarter. NewEdge Advisors LLC now owns 5,911 shares of the technology company’s stock worth $841,000 after purchasing an additional 99 shares during the last quarter. Invst LLC raised its holdings in Twilio by 1.6% in the 4th quarter. Invst LLC now owns 6,887 shares of the technology company’s stock valued at $980,000 after buying an additional 107 shares during the period. Finally, Krane Funds Advisors LLC raised its holdings in Twilio by 0.9% in the 4th quarter. Krane Funds Advisors LLC now owns 12,407 shares of the technology company’s stock valued at $1,765,000 after buying an additional 114 shares during the period. 84.27% of the stock is currently owned by hedge funds and other institutional investors.

Twilio Price Performance

Shares of TWLO opened at $191.43 on Monday. The company has a market cap of $29.05 billion, a P/E ratio of 299.12, a PEG ratio of 3.81 and a beta of 1.36. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The firm’s 50 day moving average price is $201.89 and its 200 day moving average price is $157.08.

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

Wall Street Analyst Weigh In

TWLO has been the subject of several research analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and set a $230.00 target price on shares of Twilio in a research note on Thursday, June 18th. Monness Crespi & Hardt lifted 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. BTIG Research reissued a “buy” rating and issued a $215.00 price target on shares of Twilio in a research note on Tuesday, May 12th. Bank of America raised shares of Twilio from an “underperform” rating to a “buy” rating and increased their price objective for the stock from $110.00 to $190.00 in a research report on Wednesday, April 22nd. Finally, The Goldman Sachs Group began coverage on Twilio in a research report on Wednesday, June 24th. They issued a “buy” rating and a $300.00 target price on the stock. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $219.23.

Insider Buying and Selling

In other Twilio news, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $199.01, for a total value of $398,020.00. Following the sale, the director owned 30,995 shares of the company’s stock, valued at $6,168,314.95. This trade represents a 6.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 1,000,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $184.14, for a total value of $184,140,000.00. Following the transaction, the director directly owned 620,000 shares of the company’s stock, valued at approximately $114,166,800. This represents a 61.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,803,980 shares of company stock worth $341,898,467 in the last quarter. Company insiders own 0.21% of the company’s stock.

About Twilio

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.