TWLO (Twilio) Stock Analysis - Hedge Fund Holdings

Twilio (TWLO) is a publicly traded Communication Services sector company. As of May 20, 2026, TWLO trades at $190.41 with a market cap of $30.00B and a P/E ratio of -286.85. TWLO moved -2.81% today. Year to date, TWLO is +38.97%; over the trailing twelve months it is +61.05%. Its 52-week range spans $63.19 to $203.71. Analyst consensus is buy with an average price target of $197.86. Rallies surfaces TWLO's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns TWLO stock?

Hedge funds tracked by Rallies that own TWLO include Whale Rock, Maverick Capital, Jericho Capital, Altimeter Capital, and Viking Global. The latest tracked quarter is Dec 31, 2024. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Twilio.

TWLO Key Metrics

Key financial metrics for TWLO
MetricValue
Price$190.41
Market Cap$30.00B
P/E Ratio-286.85
EPS$-0.66
Dividend Yield0.00%
52-Week High$203.71
52-Week Low$63.19
Volume2.59M
Avg Volume0
Revenue (TTM)$4.46B
Net Income$-109.40M
Gross Margin51.10%

Top Hedge Funds Holding TWLO

  • Whale Rock holds 1.03M shares of TWLO, changed +0.00% as of Dec 31, 2024.
  • Maverick Capital holds 723.34K shares of TWLO, changed -5.66% as of Dec 31, 2024.
  • Jericho Capital holds 697.51K shares of TWLO, changed -64.61% as of Mar 31, 2026.
  • Altimeter Capital holds 582.91K shares of TWLO, changed +0.00% as of Dec 31, 2024.
  • Viking Global holds 450.77K shares of TWLO, changed +76.42% as of Mar 31, 2026.

Latest TWLO News

Recent TWLO Insider Trades

  • Stafman Andrew sold 675.00K (~$130.64M) on May 12, 2026.
  • ROTTENBERG ERIKA sold 1.50K (~$277.97K) on May 4, 2026.
  • ROTTENBERG ERIKA sold 1.58K (~$236.16K) on Apr 21, 2026.

TWLO Analyst Consensus

22 analysts cover TWLO: 0 strong buy, 17 buy, 4 hold, 1 sell, 0 strong sell. Consensus rating is buy. Average price target: $197.86.

Common questions about TWLO

Who owns TWLO stock?
Hedge funds tracked by Rallies that own TWLO include Whale Rock, Maverick Capital, Jericho Capital, Altimeter Capital, and Viking Global. The latest tracked quarter is Dec 31, 2024. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Twilio.
Does Rallies show 13F holders for TWLO?
Yes. Rallies tracks hedge fund and 13F ownership data for TWLO, including fund names, share counts, latest tracked quarter, and position changes when available.
Is TWLO research on Rallies investment advice?
No. Rallies provides research, data, and educational context for TWLO. It does not provide personalized investment advice.
TWLO

Twilio