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$TWLO:NYSE · TWILIO INC

Sector: saas

Conviction from: Citrini

Tradable on: Bitget →

52-week range: 98.44286.12

Twilio provides cloud communications APIs and software that let developers embed messaging, voice, email, and video into applications, plus customer-engagement tools.

5 tracked filer(s) hold this · 0 opened, 1 added, 4 trimmed in 30-JUN-2026

Aggregate 13FScore 58 — mean of 5 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Paul Tudor Jones / Tudor63Added +1961%90,693$18,712,6870.0%
Scott Ferguson / Sachem Head60Trimmed -73%620,000$127,924,6002.7%
Steve Cohen / Point7276Trimmed -76%234,361$48,355,7050.1%
Ancora40Trimmed -63%600$123,7980.0%
Louis Bacon / Moore53Trimmed -87%2,997$618,3710.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

1 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-05-04Josh Gottheimer NJ05BUY$1,001 - $15,000PTR

Citrini Research coverage report library →

ReportDateStance
#132 — Agentic Reality: The Ramifications of Agentic Consumer Adoption2026-09-22LONG
#120 — Agentic Utilities: Always On, Never Prompted2026-03-25LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-09-24.