Twilio Inc. $TWLO Shares Sold by Glenmede Investment Management LP

Glenmede Investment Management LP trimmed its position in shares of Twilio Inc. (NYSE:TWLO) by 2.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 548,485 shares of the technology company’s stock after selling 12,406 shares during the quarter. Glenmede Investment Management LP owned approximately 0.36% of Twilio worth $54,898,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in shares of Twilio by 2.6% in the third quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after buying an additional 392,023 shares in the last quarter. Invesco Ltd. grew its stake in Twilio by 225.0% during the 3rd quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock valued at $201,105,000 after acquiring an additional 1,391,013 shares in the last quarter. Norges Bank purchased a new stake in Twilio during the 2nd quarter valued at about $228,877,000. Dimensional Fund Advisors LP raised its holdings in Twilio by 5.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,553,041 shares of the technology company’s stock valued at $155,494,000 after acquiring an additional 78,353 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in Twilio by 57.0% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,212,436 shares of the technology company’s stock worth $121,353,000 after purchasing an additional 440,423 shares in the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Transactions at Twilio

In other Twilio news, CEO Khozema Shipchandler sold 13,336 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the transaction, the chief executive officer owned 193,781 shares of the company’s stock, valued at $26,020,912.68. This represents a 6.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the transaction, the chief financial officer directly owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This trade represents a 6.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,753 shares of company stock worth $6,050,080 in the last ninety days. 0.21% of the stock is currently owned by corporate insiders.

Twilio Price Performance

TWLO stock opened at $124.40 on Friday. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $145.90. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13. The stock has a market cap of $18.85 billion, a price-to-earnings ratio of 654.78, a price-to-earnings-growth ratio of 5.15 and a beta of 1.30. The business has a fifty day moving average of $121.91 and a two-hundred day moving average of $120.07.

Twilio (NYSE:TWLO) last announced its quarterly earnings results on Thursday, February 12th. The technology company reported $1.33 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. The business had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The company’s quarterly revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.00 EPS. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, research analysts anticipate that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have recently weighed in on TWLO. Argus upgraded Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Citizens Jmp increased their price target on Twilio from $165.00 to $185.00 and gave the company a “market outperform” rating in a report on Tuesday, December 30th. Citigroup reissued a “market perform” rating on shares of Twilio in a research note on Tuesday, December 30th. Needham & Company LLC restated a “buy” rating on shares of Twilio in a report on Friday. Finally, TD Cowen raised Twilio from a “hold” rating to a “buy” rating and raised their target price for the stock from $125.00 to $160.00 in a research note on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Twilio currently has a consensus rating of “Moderate Buy” and a consensus price target of $145.22.

Twilio Company Profile

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.