TWLO - NYSE
Twilio Inc.
$227.26
-0.89%Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
At a Glance
Live SnapshotTwilio Inc. Management Team
Ms. Christy Lake
Chief Administrative Officer
Mr. Khozema Z. Shipchandler
Chief Executive Officer & Director
Compensation
$2,821,949
Ms. Aidan Viggiano
Chief Financial Officer
Compensation
$2,027,960
Mr. Chris Koehler
Chief Marketing Officer
Ms. Amy Holcroft
Chief Privacy Officer
Ms. Inbal Shani
Chief Product Officer
Mr. Thomas Wyatt
Chief Revenue Officer
Ms. Ivy Grant
SVice President of Strategy & Operations
Mr. Bryan Vaniman
Senior Vice President of Corporate Development, Investor Relations & Treasury
Ms. Robin Grochol
Vice President of Product, Data, Security & Identity,
Twilio Inc. Insider Positioning
During the last 12 months, insiders have sold $451.57M worth of TWLO shares, with no buying activity reported.
3 Months
0
0.00
1.7M
317.54M
-317.5M
-$317.54M
3-6 Months
0
0.00
3.8K
482.22K
-482K
-$482K
6-9 Months
0
0.00
1.0M
132.05M
-132.1M
-$132.05M
9-12 Months
0
0.00
12.1K
1.50M
-1.5M
-$1.50M
Top Buyers
No buying activity
Top Sellers
Stafman Andrew
Director
$443.78M
Viggiano Aidan
Officer: Chief Financial Officer
$4.32M
Shipchandler Khozema
Director, Officer: Chief Executive Officer
$2.96M
Rottenberg Erika
Director
$514K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $451.57M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
TWLO - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 28, 2026 | June 16, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 25, 2025 | June 10, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | April 26, 2024 | June 06, 2024 | 2024 | |
DEF 14A DEF 14A N/A | April 26, 2023 | April 26, 2023 | ||
DEF 14A DEF 14A 2022 N/A | May 05, 2022 | June 22, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | April 22, 2021 | June 16, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | April 22, 2020 | June 03, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | April 26, 2019 | June 18, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 27, 2018 | June 14, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 24, 2017 | June 12, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.