Stock thesis

Twilio Inc.

Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.

TWILIO INC (TWLO) is an equity security tracked from 13F filings in the seeded stock universe.

Neutral synthesis

Research orientation

Observed facts, not a rating

Why this name is here

6 tracked funds report TWLO in their latest available 13F, representing $291.0M of combined reported value on this page.

Counter-evidence

No lower or absent reported position appears in the comparable filings on this page. Missing prior quarters can also make change unavailable.

13F positions are delayed and exclude short positions and many non-US assets.
Financial, insider, earnings, or volatility evidence may be missing or point in another direction.

Continue the work

Rows are narrowed by movement, fund type, and position size.

6 holders

Fund	Move	Read	Value	Weight
Jericho Capital Asset Management position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$87,760,834	1.3%
Viking Global Investors position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$56,715,881	0.16%
Duquesne Family Office position history Q1 2026 · filed May 15, 2026 · SEC filing	NEW	new reported position	$22,869,000	0.78%
Deepwater Asset Management position history Q2 2026 · filed Aug 6, 2026 · SEC filing	NEW	new reported position	$6,587,292	2.99%

SEC fundamentals

Companyfacts

SEC Forms 4/5

Reported trades

Official-source analysis

We publish a cited report after an eligible official earnings filing is accepted and passes validation.

Options market

IV30 · daily