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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $131.91 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.93 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 144.9%. Conversely, Cliff Asness reduced exposure by 14.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Twilio Inc. (TWLO)
Major holders include Steven Cohen ($85.66 M), Cliff Asness ($40.16 M), Ray Dalio ($17.75 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.05 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.93 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TWLO. The total reported sell value was $63.52 M.
Yes, 2 managers opened new positions in TWLO, and 2 increased their existing holdings. The total reported buy value was $55.59 M.
