Guru Ownership Trend
Guru Analysis for Twilio Inc. (TWLO)
Twilio Inc. (TWLO), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $380.26 M.
Top institutional holders include Steven Cohen and Andreas Halvorsen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $122.83 M net inflow during the quarter.
Recent activity highlights Andreas Halvorsen who opened a new position. Conversely, Jefferies Group reduced exposure by 25.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Twilio Inc. (TWLO)
Major holders include Steven Cohen ($119.77 M), Andreas Halvorsen ($56.72 M), Cliff Asness ($30.27 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.02 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $122.83 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited TWLO. The total reported sell value was $8.29 M.
Yes, 3 managers opened new positions in TWLO, and 2 increased their existing holdings. The total reported buy value was $131.12 M.
