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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $103.06 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $260.14 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 87.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Twilio Inc. (TWLO)
Major holders include Cliff Asness ($43.98 M), Steven Cohen ($43.92 M), Joel Greenblatt ($2.11 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 457,432 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $260.14 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 4 fully exited TWLO. The total reported sell value was $262.09 M.
Yes, 3 managers opened new positions in TWLO, and 0 increased their existing holdings. The total reported buy value was $1.96 M.
