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Twilio Inc.

TWLO 科技
$113 +$2.59 (2.35%)
Market Cap: $17.13 B
Gurus Holding
6
Popularity Rank
#1526
% of Shares Held
0.81%
Net Activity (Q4 2025)
-$4.76 M

Guru Ownership Trend

Guru Analysis for Twilio Inc. (TWLO)

Twilio Inc. (TWLO), a key player in the 科技 sector, continues to attract institutional attention.

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $138.17 M.

Top institutional holders include 斯坦利·卓肯米勒 and 克里夫·阿斯內斯.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.76 M net outflow during the quarter.

Recent activity highlights 斯坦利·卓肯米勒 who increased their stake by 155.8%. Conversely, 喬爾·葛林布雷 reduced exposure by 88.8%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$894,690
Total Buy Value
New Buys 1
Additions 0
-$5.65 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
1

FAQs for Twilio Inc. (TWLO)

Major holders include 斯坦利·卓肯米勒 ($51.33 M), 克里夫·阿斯內斯 ($32.87 M), 史蒂夫·科恩 ($24.61 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.22 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.76 M, with 1 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited TWLO. The total reported sell value was $5.65 M.

Yes, 1 managers opened new positions in TWLO, and 0 increased their existing holdings. The total reported buy value was $894,690.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.26% Add 155.8% 512,800 $51.33 M Q3 2025
0.02% Reduce -35.2% 328,369 $32.87 M Q3 2025
0.04% Reduce -68.5% 245,883 $24.61 M Q3 2025
0.06% Reduce -12.4% 124,757 $17.75 M Q4 2025
0.00% New Buy 6,290 $894,690 Q4 2025
0.00% Reduce -88.8% 4,602 $460,614 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form