TWLO · Technology
TWILIO INC
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
50
Congress
0
Insiders
50
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
Market cap
$31.4B
Industry
Software - Infrastructure
Sector
Technology
Exchange
NYSE
About TWILIO INC
Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of…
Who's behind the signal
Every informed buyer we can see on TWLO, across all three feeds.
Hedge funds · 9
Durable Capital (Ellenbogen)
New position
Alkeon Capital Management
New position
Citadel Advisors
Increased +366%
Point72 (Steve Cohen)
Increased +145%
D.E. Shaw & Co
Increased +828%
Millennium Management (Englander)
Increased +71%
+3 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Not a model pick — but on our radar.
TWILIO INC isn't in the top-10 model right now, but 9 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
9
Investors
2
New positions
5
Increasing
2
Decreasing
0
Unchanged
Price History
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Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
% of portfolio
1.3%
Position change
NEW
1.3% of Durable Capital's portfolio
Trust weight: 1.2×
% of portfolio
0.2%
Position change
NEW
0.2% of Alkeon Capital Management's portfolio
Trust weight: 1.0×
% of portfolio
0.2%
Position change
+366%
0.2% of Citadel Advisors's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+145%
0.1% of Point72's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
+828%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
+71%
0.0% of Millennium Management's portfolio
Trust weight: 1.1×
% of portfolio
0.0%
Position change
+93%
0.0% of Gotham Asset Mgmt's portfolio
Trust weight: 1.3×
% of portfolio
0.1%
Position change
−12%
0.1% of Bridgewater Associates's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−14%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to TWILIO INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell TWILIO INC or any security.
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