TWLO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $300.91
Capitalizzazione di Mercato $45.86B
P/E (TTM) 41.8
EPS (TTM) $7.20
Ricavi (TTM) $5.57B
ROE (TTM) 13.5%
Intervallo 52 sett. $103–$306

TWLO Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su Twilio Inc. Class A Common Stock Panoramica della società da Wikipedia

05 · wikidata

Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs. Founded in 2008, the company received multiple rounds of funding prior to its 2016 initial public offering. Twilio has acquired a number of companies since 2015, including the two-factor authentication service Authy and email marketing platform SendGrid. Twilio was subject to three data breaches in 2022 and 2024.

History

Twilio was founded in 2008 by University of Michigan graduates Jeff Lawson, Evan Cooke, and John Wolthuis and was based initially in Seattle, Washington, and San Francisco, California. On November 20, 2008, the company launched Twilio Voice, an API to make and receive phone calls completely hosted in the cloud. Twilio's text messaging API was released in February 2010, and SMS shortcodes were released in public beta in July 2011.

Twilio is known for using platform evangelism to acquire customers. An early example is GroupMe, which was founded in May 2010 at the hackathon of TechCrunch Disrupt and uses Twilio's text messaging product to facilitate group chat. GroupMe raised $10.6 million in venture funding in January 2011. Seed accelerator 500 Startups (now 500 Global) announced the Twilio Fund, a $250,000 "micro-fund" to provide seed money to startups using Twilio in September 2010.

Twilio raised approximately $103 million in venture capital growth funding. Twilio received its first round of seed funding in March 2009 for an undisclosed amount from Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, from K9 Ventures, and Jeff Fluhr. Twilio's first A round of funding was led by Union Square Ventures for $3.7 million and its second B round of funding, for $12 million, was led by Bessemer Venture Partners. Twilio received $17 million in a Series C round in December 2011 from Bessemer Venture Partners and Union Square Ventures. In July 2013 Twilio received another $70 million from Redpoint Ventures, Draper Fisher Jurvetson (DFJ), and Bessemer Venture Partners. In July 2015, Twilio raised a $130 million Series E from Fidelity, T Rowe Price, Altimeter Capital Management, and Arrowpoint Partners, in addition to Amazon and Salesforce. Twilio's initial public offering took place on the New York Stock Exchange on June 23, 2016, with a 92% increase in share price on the first day.

In March 2020, Twilio announced the appointment of Steve Pugh as Chief Security Officer and Glenn Weinstein as Chief Customer Officer. In 2021, Twilio shut down its links to Parler due to Parler refusing to agree to monitor hate speech and insurrection on its platform.

In September 2022, Twilio laid off 11% of its workforce. The company announced an additional 17% cut in its workforce, nearly 1,500 employees, in February 2023. As a part of restructuring, the company also announced creation of two business units – Twilio Data & Applications and Twilio Communications. In December 2023, Twilio announced a decision to reduce its workforce by 5%, affecting around 300 employees, primarily within its Data and Applications division.

Twilio founder Jeff Lawson stepped down as CEO and board member in January 2024 and was succeeded by Khozema Shipchandler.

Acquisitions

In February 2015, Twilio acquired Authy, a Y Combinator–backed startup that offers two-factor authentication (2FA) services to end users, developers and enterprises.

The company acquired Tikal Technologies, the development team behind the Kurento WebRTC open-source media server software, for $8.5 million in September 2016.

In February 2017, Twilio acquired Beepsend, a Swedish-based SMS messaging provider, for an undisclosed amount. Twilio acquired the Clef 2FA application in March 2017, after which Clef was discontinued and some of its employees were reassigned to Authy products.

Twilio announced in September 2018 that it was acquiring Ytica, a Prague, Czech Republic–based speech analytics firm, for an undisclosed amount. In October 2018 Twilio announced it was acquiring SendGrid, a Denver, Colorado-based customer communication platform for transactional and marketing email, for $2 billion. In February 2019, the two companies were formally merged in a deal valued at $3 billion. In November 2018, the company acquired Core Network Dynamics GmbH, a Berlin, Germany-based virtual evolved packet core company.

Twilio announced in July 2020 that it had acquired Electric Imp, an internet of things platform company, for an undisclosed amount. In October of that year, the company acquired Segment, a platform to collect, clean, and activate customer data, for $3.2 billion. In May 2021, Twilio acquired Ionic Security, a data security platform for $30.2 million, and Zipwhip, a toll-free messaging services provider, for $850 million.

In January 2022, Twilio announced that it agreed to acquire Boku Identity, Inc. from Boku, Inc. for $32.3 million.

In October 2025, Twilio announced its agreement to acquire Stytch, an identity platform for AI agents.

Technology

Twilio uses Amazon Web Services to host its communication infrastructure via APIs. Rather than using industry-standard protocols such as SIP for call control, Twilio uses a customized markup language known as TwiML to allow for direct integration with its services. Twilio and the customer typically exchange TwiML documents via HTTP Webhook.

In June 2010, Twilio launched OpenVBX, an open-source product that lets business users configure phone numbers to receive and route phone calls. One month later, Twilio engineer Kyle Conroy released Stashboard, an open-source status dashboard written in the Python programming language that any API or software service can use to display whether their service is functioning properly.

Security incidents

On August 4, 2022, attackers accessed Twilio's internal network through an SMS phishing campaign targeting Twilio's employees. Twilio confirmed the data breach three days later. On August 15, Signal – which used Twilio for phone number validation – announced that it had been impacted by the breach, indicating that the affected customers included enterprise accounts. The hackers obtained the data of 209 Twilio customers and compromised 93 accounts on Authy, Twilio's 2FA service, while registering their own devices to the accounts. In October of that year, Twilio disclosed that it had suffered an earlier data breach in June 2022, after a Twilio employee was tricked into revealing their access credentials in a voice phishing attack; Twilio stated that the attacker gained access to customer data for less than 12 hours.

In a July 2024 data breach, the ShinyHunters hacker group used an unsecured Twilio API to acquire the phone numbers of over 33 million Authy users.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti5.492 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$5.07B
2018-12-31 → 2025-12-31
EPS$0.21
2019-12-31 → 2025-12-31
Flusso di cassa libero·
2018-12-31 → 2020-12-31
Margine netto20.6%
2018-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni TWLO media 5 anni Mediana dei peer Verdetto
P/E (TTM) 41.8media 5 anni ≈88.9 ≈88.9 57.4 Sottovalutato
P/S 9.1media 5 anni ≈3.4 ≈3.4 8.5 Sottovalutato
P/B 5.9media 5 anni ≈1.8 ≈1.8 10.9 Sottovalutato
Price / Cash Flow (Prezzo / Flusso di cassa) 45.7media 5 anni ≈10.5 ≈10.5 17.4 Sopravvalutato
Price / Tangible Book (Prezzo / Valore contabile tangibile) 19.2media 5 anni ≈6.2 ≈6.2 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 12.2%
Prossimo report Ott 28, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Ago 5, 2026 $1.47 $1.34 9.3%
31 Marzo 2026 $1.50 $1.30 15.5%
31 Dicembre 2025 $1.33 $1.26 5.5%
30 Settembre 2025 $1.25 $1.11 13.1%
30 Giugno 2025 $1.19 $1.07 11.5%
31 Marzo 2025 $1.14 $0.96 18.5%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 17
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue $5.07B$4.46B$4.15B$3.83B$2.84B$1.76B$1.13B$650M$399M$277M$167M
Cost of Revenue $2.59B$2.18B$2.11B$2.01B$1.45B$846M$526M$301M$183M$121M$74M
Gross Profit $2.48B$2.28B$2.04B$1.81B$1.39B$916M$609M$349M$216M$157M$92M
R&D Expense $1.02B$1.01B$943M$1.08B$789M$531M$391M$171M$121M$78M$43M
SG&A Expense $411M$449M$468M$517M$472M$311M$218M$118M$61M$51M$36M
Operating Expenses $2.32B$2.33B$2.92B$3.02B$2.31B$1.41B$979M$464M$282M$198M$128M
Operating Income $158M$-54M$-877M$-1.21B$-916M$-493M$-370M$-115M$-66M$-41M$-35M
Interest Income $71M$90M$78M$65M$56M$32M$21M$3M$3M··
Other Non-op $79M$82M$48M$-3M$-45M$-12M$8M$-6M$3M$317.0K$11.0K
Pretax Income $55M$-89M$-997M$-1.24B$-961M$-504M$-362M$-121M$-63M$-41M$-35M
Income Tax $21M$21M$19M$13M$-11M$-13M$-55M$791.0K$705.0K$326.0K$122.0K
Net Income $34M$-109M$-1.02B$-1.26B$-950M$-491M$-307M$-122M$-64M$-41M$-36M
EPS (Basic) $0.22$-0.66$-5.54$-6.86$-5.45$-3.35$-2.36····
EPS (Diluted) $0.21$-0.66$-5.54$-6.86$-5.45$-3.35$-2.36····
Shares (Basic) 152,986,390165,925,128183,327,844182,994,038174,180,465146,708,663130,083,046····
Shares (Diluted) 159,788,944165,925,128183,327,844182,994,038174,180,465146,708,663130,083,046····
EBITDA $353M$152M$-592M$-926M·$-343M$-259M$-89M$-47M$-33M·
Stato Patrimoniale 26
Metrica Tendenza 20252024202320222021202020192018201720162015
Cash & Equivalents $682M$421M$656M$652M$1.48B$934M$254M$487M$115M$306M$109M
Receivables $637M$589M$563M$548M$388M$251M$154M$98M$43M$26M$19M
Prepaid Expense $470M$474M$329M$282M$186M$81M$55M$27M$19M$22M$9M
Other Current Assets $162M$140M$132M········
Current Assets $3.58B$3.45B$4.90B$4.98B$5.93B$3.37B$2.06B$873M$353M$353M$136M
PP&E (Net) ······$141M$64M$51M$38M$14M
PP&E (Gross) ······$222M$108M$77M$51M$20M
Accum. Depreciation ······$81M$45M$26M$13M$6M
Goodwill $5.29B$5.24B$5.24B$5.28B$5.26B$4.60B$2.30B$38M$18M$4M$3M
Intangibles $142M$239M$350M$850M$1.05B$967M$461M$28M$20M$10M$2M
Other Non-current Assets $223M$206M$235M$361M$263M$111M$34M$8M$3M$484.0K$356.0K
Total Assets $9.77B$9.87B$11.61B$12.56B$13.00B$9.49B$5.15B$1.03B$450M$413M$158M
Accounts Payable $85M$100M$120M$125M$93M$60M$39M$18M$11M$4M$2M
Short-term Debt ·······$0···
Current Liabilities $887M$820M$738M$808M$704M$448M$247M$138M$79M$74M$40M
Capital Leases $54M$86M$121M$165M$211M$230M$139M$2M···
Deferred Tax ·····$14M$8M$5M$2M··
Other Non-current Liabilities $16M$16M$29M$24M$41M$37M$18M$18M$11M$10M$448.0K
Total Liabilities $1.95B$1.91B$1.88B$2.01B$1.97B$1.03B$871M$590M$90M$83M$41M
Long-term Debt $992M$991M$989M$987M$986M$302M·····
Common Stock $152.0K$153.0K$182.0K$186.0K$180.0K$164.0K$138.0K$100.0K$94.0K$87.0K$17.0K
Retained Earnings $-8.34B$-7.52B$-5.07B$-3.38B$-2.12B$-1.17B$-679M$-372M$-250M$-187M$-145M
AOCI $16M$-1M$619.0K$-121M$-18M$9M$5M$1M$2M··
Stockholders' Equity $7.82B$7.95B$9.73B$10.56B$11.03B$8.45B$4.28B$438M$360M$329M$117M
Liabilities + Equity $9.77B$9.87B$11.61B$12.56B$13.00B$9.49B$5.15B$1.03B$450M$413M$158M
Shares Outstanding 152,411,346152,610,697181,945,771185,975,709180,468,099164,047,524138,412,799100,080,22893,969,79687,248,54817,324,003
Flusso di cassa 16
Metrica Tendenza 20252024202320222021202020192018201720162015
D&A $195M$206M$284M$279M$258M$150M$110M$26M$19M$8M$4M
Stock-based Comp $600M$617M$676M$799M$632M$361M$264M$93M$50M$24M$9M
Deferred Tax $-1M$-2M$-17M$-13M$-20M$-19M$-58M$-229.0K$-295.0K$29.0K$-136.0K
Amort. of Intangibles $108M$112M$192M$206M$199M$99M$73M$7M$6M$900.0K$500.0K
Restructuring $15M$13M$166M$77M$0$0·····
Other Non-cash $175M$5M$487M$-63M·$32M$4M$11M$-8M$19M·
Operating Cash Flow $1.00B$716M$415M$-254M$-58M$33M$14M$8M$-3M$10M$-19M
CapEx ····$46M$26M$45M$5M$10M$14M$2M
Investing Cash Flow $81M$1.37B$229M$-616M$-2.49B$-846M$-1.29B$-139M$-227M$-35M$-12M
Stock Issued ·········$65M·
Stock Repurchased $869M$2.33B$669M$0$0·$0$0$100.0K$2.0K·
Net Stock Activity $-869M$-2.33B$-669M···$0··$65M·
Financing Cash Flow $-833M$-2.31B$-644M$45M$3.10B$1.49B$1.02B$516M$36M$229M$107M
Net Change in Cash $251M$-224M$-147.0K$-826M$548M$680M$-252M$385M$-193M$204M$76M
Taxes Paid $18M$37M$38M$7M$6M$3M$1M$564.0K$605.0K··
Free Cash Flow ·····$7M$-31M$3M$-13M$-4M·
Redditività 8
Metrica Tendenza 20252024202320222021202020192018201720162015
Gross Margin 48.9%51.1%49.2%47.4%·52.0%53.7%53.7%54.2%56.5%·
Operating Margin 3.1%-1.2%-21.1%-31.5%·-28.0%-32.6%-17.7%-16.6%-14.9%·
Net Margin 0.67%-2.5%-24.4%-32.8%·-27.9%-27.1%-18.8%-16.0%-14.9%·
Pretax Margin 1.1%-2.0%-24.0%-32.5%·-28.6%-31.9%-18.6%-15.8%-14.8%·
EBITDA Margin 7.0%3.4%-14.2%-24.2%·-19.5%-22.9%-13.7%-11.9%-11.9%·
ROA 0.34%-1.0%-8.4%-9.8%·-6.6%-9.9%-16.5%-14.8%-14.5%·
ROE 0.43%-1.4%-10.3%-11.9%·-6.9%-7.2%-28.0%-18.5%-18.5%·
ROIC 1.2%-0.83%-9.2%-11.5%·-5.7%-7.3%-26.5%-18.6%-12.6%·
Liquidità e Solvibilità 2
Metrica Tendenza 20252024202320222021202020192018201720162015
Current Ratio 4.04.26.66.2·7.58.36.34.54.8·
Quick Ratio 1.51.21.71.5·2.61.64.22.04.5·
Efficienza 2
Metrica Tendenza 20252024202320222021202020192018201720162015
Asset Turnover 0.50.40.30.3·0.20.40.90.91.0·
Receivables Turnover 8.37.77.58.2·7.99.09.211.512.2·
Per Azione 5
Metrica Tendenza 20252024202320222021202020192018201720162015
Book Value / Share $51.32$52.11$53.49$56.78·$51.53·$4.38$3.83$3.78·
Revenue / Share $31.71$26.87$22.66$20.91·······
Cash Flow / Share $6.28$4.32$2.26$-1.39·······
Cash / Share $4.48$2.76$3.61$3.50·$5.69·$4.87$1.23$3.50·
EPS (TTM) $0.21$-0.66$-5.54$-6.86$-5.45$-3.35$-2.36····
Tassi di Crescita 3
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue YoY 13.7%7.3%8.6%34.6%61.3%······
Revenue CAGR 3Y 9.8%16.2%33.1%········
Revenue CAGR 5Y 23.5%··········
Valutazione (TTM) 10
Metrica Tendenza 20252024202320222021202020192018201720162015
Revenue TTM $5.07B$4.46B$4.15B$3.83B$2.84B$1.76B$1.13B$650M$399M$277M·
Net Income TTM $34M$-109M$-1.02B$-1.26B$-950M$-491M$-307M$-122M$-64M$-41M·
Market Cap $21.68B$16.49B$13.80B$9.11B·$55.53B·$8.94B$2.22B$2.52B·
P/E 677.3-163.8-13.7-7.1-48.3-101.0-41.6····
P/S 4.33.73.32.4·31.5·13.75.69.1·
P/B 2.82.11.40.9·6.6·20.46.27.6·
P / Tangible Book 9.16.73.32.110.119.2·····
P / Cash Flow 21.623.033.3-35.8·1700.6·1119.5-680.3249.4·
P / FCF ·····8107.8·2696.0-177.3-616.5·
Earnings Yield 0.15%-0.61%-7.3%-14.0%-2.1%-0.99%-2.4%····

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $5.07B $4.46B $4.15B $3.83B $2.84B
Margine Lordo % 48.9% 51.1% 49.2% 47.4% ·
Margine Operativo % 3.1% -1.2% -21.1% -31.5% ·
Utile netto $34M $-109M $-1.02B $-1.26B $-950M
EPS Diluito $0.21 $-0.66 $-5.54 $-6.86 $-5.45

Proprietari istituzionali (13F) 1.075 filer · $31.3B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 1.075
Valore detenuto $31.3B
Nuove posizioni 237
Posizioni chiuse 61
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
237 (+126 vs trimestre precedente) 61 (-58 vs trimestre precedente) 330 (+11 vs trimestre precedente) 317 (+30 vs trimestre precedente) +5.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
BlackRock, Inc. $3.431.272.592 16.630.023 10,97% Azioni
JPMORGAN CHASE & CO $2.429.770.277 12.224.027 7,77% Azioni
FMR LLC $2.326.025.924 11.273.330 7,44% Azioni
VANGUARD GROUP INC $2.197.549.112 15.449.586 7,03% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.577.093.259 7.643.548 5,04% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $1.413.268.271 6.849.553 4,52% Azioni
STATE STREET CORP $1.237.688.456 5.998.587 3,96% Azioni
GEODE CAPITAL MANAGEMENT, LLC $591.745.570 2.875.569 1,89% Azioni
ALKEON CAPITAL MANAGEMENT LLC $481.924.981 2.335.700 1,54% Azioni
ROYAL BANK OF CANADA $464.290.000 2.250.229 1,48% Azioni
Pictet Asset Management Holding SA $463.625.044 2.247.629 1,48% Azioni
Jericho Capital Asset Management L.P. $452.369.240 2.192.455 1,45% Azioni
NORGES BANK $399.359.762 1.935.539 1,28% Azioni
Durable Capital Partners LP $380.916.748 1.846.153 1,22% Azioni
Capital World Investors $368.709.440 1.786.989 1,18% Azioni
MORGAN STANLEY $357.391.804 1.732.134 1,14% Azioni
NORTHERN TRUST CORP $350.553.020 1.698.992 1,12% Azioni
DIMENSIONAL FUND ADVISORS LP $296.023.162 1.435.153 0,95% Azioni
NORDEA INVESTMENT MANAGEMENT AB $253.171.686 1.271.006 0,81% Azioni
Polar Capital Holdings Plc $248.623.936 1.204.982 0,80% Azioni
GOLDMAN SACHS GROUP INC $239.392.525 1.160.241 0,77% Azioni
Amundi $237.443.341 1.150.794 0,76% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $232.601.586 1.127.328 0,74% Azioni
SRS Investment Management, LLC $221.945.673 1.075.683 0,71% Azioni
BANK OF AMERICA CORP /DE/ $209.798.249 1.016.809 0,67% Azioni
Bank of New York Mellon Corp $199.102.148 964.969 0,64% Azioni
VANGUARD FIDUCIARY TRUST CO $198.761.609 963.319 0,64% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $186.708.017 904.900 0,60% Opzione Call
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $185.430.370 1.473.775 0,59% Azioni
Legal & General Group Plc $185.041.912 896.825 0,59% Azioni
CITADEL ADVISORS LLC $182.375.087 883.900 0,58% Opzione Call
UBS Group AG $180.100.918 872.878 0,58% Azioni
Qube Research & Technologies Ltd $176.258.847 854.257 0,56% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $172.739.476 837.200 0,55% Opzione Put
Allspring Global Investments Holdings, LLC $172.453.835 824.034 0,55% Azioni
DEUTSCHE BANK AG\ $172.382.937 835.472 0,55% Azioni
FRED ALGER MANAGEMENT, LLC $171.447.231 830.937 0,55% Azioni
Whale Rock Capital Management LLC $169.555.391 821.768 0,54% Azioni
Balyasny Asset Management L.P. $155.900.472 755.588 0,50% Azioni
PRINCIPAL FINANCIAL GROUP INC $155.863.745 755.410 0,50% Azioni
Atreides Management, LP $148.627.340 720.338 0,48% Azioni
Quantinno Capital Management LP $139.829.667 677.699 0,45% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $135.742.650 657.891 0,43% Azioni
JANE STREET GROUP, LLC $133.309.813 646.100 0,43% Opzione Call
Sachem Head Capital Management LP $127.924.600 620.000 0,41% Azioni
FIRST TRUST ADVISORS LP $121.174.730 587.288 0,39% Azioni
EARNEST PARTNERS LLC $116.669.505 565.451 0,37% Azioni
VOYA INVESTMENT MANAGEMENT LLC $115.678.194 560.646 0,37% Azioni
1832 Asset Management L.P. $114.616.315 555.500 0,37% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $109.210.000 529.299 0,35% Azioni

Mostra tutti i 1.075 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Twilio Inc. ×2 depositi 09 Agosto 2021 · Deposito iniziale · SEC
DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 depositi 07 Marzo 2019 · Deposito iniziale · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 25 insider · 12 dirigenti · 14 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Khozema Shipchandler Chief Executive Officer 30 Settembre 2026 S 193.305 0 42 $-34.995.088
Jeff Lawson Chief Executive Officer 28 Giugno 2023 J 1.022.705 0 0 $0
Aidan Viggiano Chief Financial Officer 30 Settembre 2026 S 99.246 0 36 $-12.964.415
Lee Kirkpatrick Chief Financial Officer 15 Ottobre 2018 C 30.582 0 0 $0
DONIO ELENA A. President, Data & Applications 20 Novembre 2023 S 404.832 0 0 $0
Roy Ng Chief Operating Officer 28 Giugno 2016 J 0 0 0 $0
Dana Wagner Chief Legal Officer, Secretary 31 Dicembre 2024 S 32.590 0 0 $0
Eyal Manor Chief Product Officer 22 Febbraio 2023 S 172.099 0 0 $0
Marc Boroditsky Chief Revenue Officer 21 Marzo 2022 A 82.091 0 0 $0
Karyn Smith General Counsel and Secretary 03 Dicembre 2021 G 2.280 0 0 $0
George Hu Strategic Advisor 11 Novembre 2021 M 98.870 0 0 $0
Chee Chew Chief Product Officer 17 Maggio 2021 S 109.480 0 0 $0
Charles H Bell Direttore 15 Settembre 2026 A 18.565 0 0 $0
Douglas A. Robinson Direttore 15 Settembre 2026 A 4.228 0 0 $0
Miyuki Suzuki Direttore 15 Settembre 2026 A 18.170 0 0 $0
Donna Dubinsky Direttore 15 Settembre 2026 G 22.698 0 0 $0
Erika Rottenberg Direttore 15 Settembre 2026 G 28.237 0 10 $-1.825.622
Jeffrey R Immelt Direttore 15 Settembre 2026 A 1.463 0 0 $0
Jeff Epstein Direttore 15 Settembre 2026 A 40.367 0 0 $0
PATRICK DEVAL L Direttore 15 Settembre 2026 A 19.055 0 0 $0
Byron B Deeter Direttore 05 Giugno 2024 A 27.073 0 0 $0
Richard L Dalzell Direttore 12 Giugno 2023 A 19.557 0 0 $0
James Mcgeever Direttore 12 Giugno 2017 A 6.005 0 0 $0
Scott Campbell Raney Direttore 09 Febbraio 2017 C 0 0 0 $0
UNION SQUARE VENTURES 2008 LP Proprietario del 10% 20 Dicembre 2016 J 750.000 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 104 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PTF · Invesco Exchange-Traded Fund Trust 3,86% 80.883 SH 02 Ottobre 2026 Giornaliero
FMTM · EA Series Trust 3,28% 41.869 NS 31 Luglio 2026 N-PORT
EPMB · Harbor ETF Trust 2,50% 578 NS 31 Luglio 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 2,37% 26.391 SH 02 Ottobre 2026 Giornaliero
IVOG · VANGUARD ADMIRAL FUNDS 1,64% 149.758 SH 19 Agosto 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 1,53% 20.961 SH 02 Ottobre 2026 Giornaliero
FXL · First Trust Exchange-Traded AlphaDE… 1,27% 164.868 NS 31 Luglio 2026 N-PORT
PNQI · Invesco Exchange-Traded Fund Trust 1,24% 21.900 SH 02 Ottobre 2026 Giornaliero
IQSM · New York Life Investments ETF Trust 1,01% 16.842 NS 31 Luglio 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 1,01% 49.520 SH 02 Ottobre 2026 Giornaliero
NULV · Nushares ETF Trust 0,87% 96.873 NS 31 Luglio 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,86% 2.010.799 SH 19 Agosto 2026 Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS 0,86% 245.170 SH 19 Agosto 2026 Giornaliero
PTMC · Pacer Funds Trust 0,84% 16.694 NS 31 Luglio 2026 N-PORT
LSEQ · Harbor ETF Trust 0,76% 588 NS 31 Luglio 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,72% 23.580 NS 31 Luglio 2026 N-PORT
NUMV · Nushares ETF Trust 0,70% 15.726 NS 31 Luglio 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,64% 2.229 NS 31 Luglio 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0,59% 19.440 NS 31 Luglio 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0,48% 169.520 NS 31 Luglio 2026 N-PORT
IMCG · iShares Trust 0,46% 79.903 SH 11 Settembre 2026 Giornaliero
NULC · Nushares ETF Trust 0,43% 1.535 NS 31 Luglio 2026 N-PORT
VLUE · iShares Trust 0,38% 156.036 SH 11 Settembre 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,37% 3.481.229 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,35% 1.741.716 SH 19 Agosto 2026 Giornaliero
RWK · Invesco Exchange-Traded Fund Trust … 0,30% 12.835 SH 02 Ottobre 2026 Giornaliero
SUSA · iShares Trust 0,30% 52.371 SH 11 Settembre 2026 Giornaliero
IWS · iShares Trust 0,29% 187.886 SH 11 Settembre 2026 Giornaliero
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,28% 35.118 NS 31 Luglio 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,27% 11.501 NS 31 Luglio 2026 N-PORT
TECB · iShares Trust 0,27% 5.797 SH 11 Settembre 2026 Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,27% 110.529 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,25% 606.181 SH 11 Settembre 2026 Giornaliero
IMCB · iShares Trust 0,23% 16.941 SH 11 Settembre 2026 Giornaliero
JHAI · Janus Detroit Street Trust 0,23% 272 NS 31 Luglio 2026 N-PORT
SIZE · iShares Trust 0,22% 4.154 SH 11 Settembre 2026 Giornaliero
EUSA · iShares, Inc. 0,21% 17.585 SH 11 Settembre 2026 Giornaliero
SMDX · Tidal Trust III 0,21% 1.353 NS 31 Luglio 2026 N-PORT
MTUM · iShares Trust 0,20% 209.017 SH 11 Settembre 2026 Giornaliero
FFSM · FIDELITY COVINGTON TRUST 0,19% 14.639 NS 31 Luglio 2026 N-PORT
IYW · iShares Trust 0,17% 183.245 SH 11 Settembre 2026 Giornaliero
FTEC · FIDELITY COVINGTON TRUST 0,17% 170.338 NS 31 Luglio 2026 N-PORT
VGT · VANGUARD WORLD FUND 0,16% 1.333.597 SH 19 Agosto 2026 Giornaliero
IGM · iShares Trust 0,16% 71.470 SH 11 Settembre 2026 Giornaliero
IWP · iShares Trust 0,15% 123.334 SH 11 Settembre 2026 Giornaliero
GARP · iShares Trust 0,14% 19.054 SH 11 Settembre 2026 Giornaliero
EVUS · iShares Trust 0,14% 2.327 SH 11 Settembre 2026 Giornaliero
ACWV · iShares, Inc. 0,14% 20.478 SH 11 Settembre 2026 Giornaliero
USXF · iShares Trust 0,13% 8.544 SH 11 Settembre 2026 Giornaliero
QLC · FlexShares Trust 0,13% 6.720 NS 31 Luglio 2026 N-PORT
DFUV · Dimensional ETF Trust 0,13% 99.381 NS 31 Luglio 2026 N-PORT
ESMV · iShares Trust 0,12% 39 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,11% 12.904 NS 31 Luglio 2026 N-PORT
ESGU · iShares Trust 0,11% 81.666 SH 11 Settembre 2026 Giornaliero
ILCG · iShares Trust 0,10% 13.971 SH 11 Settembre 2026 Giornaliero
REVS · Columbia ETF Trust I 0,10% 1.720 NS 31 Luglio 2026 N-PORT
SUSL · iShares Trust 0,10% 5.088 SH 11 Settembre 2026 Giornaliero
DSI · iShares Trust 0,09% 22.087 SH 11 Settembre 2026 Giornaliero
VEGN · ETF Series Solutions 0,09% 845 NS 31 Luglio 2026 N-PORT
IUSG · iShares Trust 0,09% 133.529 SH 11 Settembre 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,09% 3.124 SH 19 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,09% 213.397 NS 31 Luglio 2026 N-PORT
DFLV · Dimensional ETF Trust 0,09% 30.084 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,08% 2.188 SH 02 Ottobre 2026 Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe… 0,08% 2.629 SH 02 Ottobre 2026 Giornaliero
IWD · iShares Trust 0,08% 280.736 SH 11 Settembre 2026 Giornaliero
GLBL · Pacer Funds Trust 0,07% 4 NS 31 Luglio 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0,07% 76.055 SH 19 Agosto 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,07% 11.318 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,07% 1.844 NS 31 Luglio 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0,07% 25.001 SH 02 Ottobre 2026 Giornaliero
PRF · Invesco Exchange-Traded Fund Trust 0,07% 21.244 SH 02 Ottobre 2026 Giornaliero
USCL · iShares Trust 0,06% 7.576 SH 11 Settembre 2026 Giornaliero
ESGG · FlexShares Trust 0,06% 323 NS 31 Luglio 2026 N-PORT
ILCB · iShares Trust 0,05% 2.820 SH 11 Settembre 2026 Giornaliero
IYY · iShares Trust 0,05% 6.534 SH 11 Settembre 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,05% 33.441 SH 19 Agosto 2026 Giornaliero
ESG · FlexShares Trust 0,05% 330 NS 31 Luglio 2026 N-PORT
IWB · iShares Trust 0,05% 102.047 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,05% 196.895 SH 11 Settembre 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,05% 29.732 NS 31 Luglio 2026 N-PORT
IWV · iShares Trust 0,05% 40.614 SH 11 Settembre 2026 Giornaliero
GLOF · iShares Trust 0,05% 391 SH 11 Settembre 2026 Giornaliero
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,04% 19.907 NS 31 Luglio 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0,04% 6.867 SH 02 Ottobre 2026 Giornaliero
VOTE · TCW ETF Trust 0,04% 2.442 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,04% 44.833 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,04% 4.817.826 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,04% 24.381 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,04% 12.448 SH 19 Agosto 2026 Giornaliero
TOV · EA Series Trust 0,04% 548 NS 31 Luglio 2026 N-PORT
TOK · iShares Trust 0,04% 398 SH 11 Settembre 2026 Giornaliero
CRBN · iShares Trust 0,04% 1.858 SH 11 Settembre 2026 Giornaliero
URTH · iShares, Inc. 0,04% 12.939 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,03% 3.634 NS 31 Luglio 2026 N-PORT
ACWI · iShares Trust 0,03% 46.753 SH 11 Settembre 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,03% 123.442 SH 19 Agosto 2026 Giornaliero
VFMO · VANGUARD WELLINGTON FUND 0,02% 1.982 SH 19 Agosto 2026 Giornaliero
DYNF · BlackRock ETF Trust 0,02% 30.857 SH 11 Settembre 2026 Giornaliero
IWF · iShares Trust 0,02% 82.336 SH 11 Settembre 2026 Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS 0,01% 34.957 SH 19 Agosto 2026 Giornaliero
IJH · iShares Trust · 5.325.486 SH 11 Settembre 2026 Giornaliero
IJK · iShares Trust · 879.739 SH 11 Settembre 2026 Giornaliero
XJH · iShares Trust · 20.734 SH 08 Settembre 2026 Giornaliero

TWLO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 38 analisti COMPRA
Target mediano $270.00 -10,3%
13 34,2% Acquisto forte
19 50,0% Compra
5 13,2% Mantieni
1 2,6% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

28 analisti · 2026-09-30

Target medio $263.04 -12,6%

Ora Prezzo attuale $300.91
Basso$165.00 Media$263.04 Alto$330.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
TWLO $21.68B 677.3 13.7% 0.67% 0.43% 48.9%
NET · -679.8 29.8% · · ·
SNOW $66.35B -48.8 29.2% -28.4% -54.1% 67.2%
CRWV $35.95B -25.5 167.9% -22.7% -39.0% ·
OKTA · 65.5 11.8% 8.1% 3.4% 77.4%
MDB $30.35B -428.5 22.8% -2.9% -2.4% 71.8%
VRSN $22.33B 117.4 6.4% 49.8% -39.8% ·
DOCN $4.42B 19.1 15.5% 28.8% -254.3% 59.9%
AKAM $12.63B 28.4 5.4% 10.7% 9.6% ·
GDDY $16.72B 19.9 8.3% 17.7% 282.5% ·
APLD $13.61B -52.0 167.5% -30.1% -11.6% ·

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Ago 7, 2026