Sector: saas
Conviction from: Citrini
Tradable on: Bitget →
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 · 1 opened, 1 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 62 — mean of 5 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Stanley Druckenmiller / Duquesne | 91 | New buy | 181,760 | $22,869 | 0.7% |
| Ancora | 42 | Added +129% | 1,604 | $201,815 | 0.0% |
| Scott Ferguson / Sachem Head | 66 | Holds (flat) | 2,295,000 | $288,756,900 | 7.0% |
| Louis Bacon / Moore | 56 | Trimmed -2% | 23,428 | $2,947,711 | 0.1% |
| Bridgewater | 55 | Trimmed -22% | 97,545 | $12,273,112 | 0.1% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |