Twilio Inc. (TWLO)
What changed in recent filings
- Revenue +22% YoYQuarter ended Jun 30, 2026
- Institutions — 3 new · 2 added · 2 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyMar 31, 2022 → Sep 30, 2022
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Twilio Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 6, 2026Revenue +22.0% YoY · EPS $6.68Released after the close: Aug 6 close → Aug 7 close, the stock moved +24.9% · over the same window, market +0.6% · sector +2.0%
- 26Q1Released Apr 30, 2026Revenue +20.0% YoY · EPS $0.57Released after the close: Apr 30 close → May 1 close, the stock moved +23.8% · over the same window, market +0.3% · sector +0.5%
- 25Q4Released Feb 12, 2026Revenue +14.3% YoY · EPS $-0.29Released after the close: Feb 12 close → Feb 13 close, the stock moved +2.3% · over the same window, market +0.1% · sector -0.7%
- 25Q3Released Oct 30, 2025Revenue +14.7% YoY · EPS $0.23Released after the close: Oct 30 close → Oct 31 close, the stock moved +19.5% · over the same window, market +0.3% · sector +0.1%
The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Twilio Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 11 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Twilio Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Management0.05% of portfolio · since 2023 Q4
- Caisse de depot (Quebec)0.06% of portfolio · since 2024 Q4
- National Pension Service (Korea)0.03% of portfolio · since 2025 Q3
- Moore Capital Management0.01% of portfolio · since 2025 Q4
- Tudor Investment CorpNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Durable Capital PartnersNew this quarter3.70% of portfolio · since 2026 Q2
- Capital World InvestorsNew this quarter0.04% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Twilio. A voice, text, email, and video communications-API platform. It is a CPaaS company, letting companies embed communication features into apps.
What is the Internet sector?
Social, search, and platforms. Ad revenue is cyclical.
Twilio Inc. is classified under the Internet sector. See peers below.
Twilio Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Twilio Inc. vs Internet sector benchmark
Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
TWLO revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $1.5B, +22.0% YoY.
The largest segment is US, 64.1% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the US segment (about 64% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
TWLO segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Twilio Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
TWLO on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Internet average
Peers · Internet
TWLO FAQ
What is Twilio Inc. (TWLO)?
Twilio. A voice, text, email, and video communications-API platform. It is a CPaaS company, letting companies embed communication features into apps.
What sector is Twilio Inc. in?
Twilio Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.
What are Twilio Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 17.8%, Operating margin 5.6%, Net margin 20.6%, ROE 0.4%, Debt-to-equity 0.11x. Definitions and interpretation are available on Stocklore.
What are Twilio Inc.'s main revenue segments?
The largest segment is US, about 64.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Twilio Inc. (TWLO) stock?
On Stocklore you can see TWLO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.