Twilio Inc - A (TWLO) 13F Holdings Overview (Q2 2026)

TWLO ranks #494 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

982 institutions disclose a position in TWLO, but none treat it as a major bet — even Jericho Capital Asset Management L.P., its most concentrated holder, allocates just 3.7% of its own portfolio to it.

Alkeon Capital Management LLC has added to its TWLO position for two straight quarters, increasing it by $446.4M to reach $481.9M today.

Invesco Ltd. has trimmed its TWLO position for two straight quarters, cutting it by $347.6M while still holding $100.6M.

TWLO is down 3% today, but institutions show net buying of $8.6B this quarter — a divergence between today's price move and the underlying institutional flow.

TWLO posted net income of $1.1B over the trailing twelve months, and currently trades at a P/E of 31.8.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 17.8% year over year
• Net income improved year over year, from $20.2M to $1.1B
• Generated $1.0B in positive operating cash flow
• Current ratio of 4.03x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.25x equity — within a conventional range