TWILIO INC (TWLO) Stock
TWLO has an Alpha Score of 47 out of 100 (weak), computed on Nov 8, 2026 from 3 of 4 sub-scores. 3 members of Congress disclosed 10 trades in TWLO since 2019: 6 purchases and 4 sales, most recently Josh Gottheimer (purchase, May 4, 2026). 5 of the hedge funds AlphaScala tracks reported TWLO in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Whale Rock Capital's at $169.56M. Company insiders reported 0 open-market buys and 32 sales on SEC Form 4 in the 90 days to Nov 6, 2026. Its trailing P/E ratio is 25.6 and its net margin 20.6% (key statistics as of Nov 6, 2026).
What is TWLO's Alpha Score?
How it works →Alpha Score of 47 reflects weak overall profile with weak momentum, weak value, strong quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 8, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded TWILIO INC (TWLO)?
Most recent: Josh Gottheimer (purchase, May 4, 2026); records start Oct 21, 2019.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Josh Gottheimer D-NJ · House | 2026-05-04 | purchase | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2025-04-17 | sale | $1k – $15k |
| Rob Bresnahan R-PA · House | 2025-03-04 | purchase | $1k – $15k |
| Rob Bresnahan R-PA · House | 2025-02-25 | purchase | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2025-02-06 | purchase | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2025-01-31 | purchase | $1k – $15k |
| Morgan McGarvey D-KY · House | 2023-08-25 | sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2021-03-16 | sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 5, 2026.
See all TWLO political trades →Which hedge funds own TWLO?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Whale Rock Capital Alex Sacerdote | 822K | $169.56M | NEW |
| Atreides Management Gavin Baker | 720K | $148.63M | -22% |
| Point72 Steve Cohen | 213K | $43.92M | -78% |
| D.E. Shaw David Shaw | 178K | $36.80M | -37% |
| Millennium Management Israel Englander | 64K | $13.26M | -90% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are TWILIO INC insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 1.9K | $557K |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 1.9K | $549K |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 5.2K | $1.5M |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 501 | $146K |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 800 | $234K |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 1.6K | $469K |
| Oct 5, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 2.6K | $751K |
| Sep 30, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 260 | $75K |
| Sep 30, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 1.1K | $309K |
| Sep 30, 26 | Shipchandler Khozema | Chief Executive Officer | SELL | 1.4K | $424K |
SEC Form 4 filings as of Nov 6, 2026
See cluster-buy signals across all tickers →What are TWLO's key statistics?
Key statistics as of Nov 6, 2026
How does TWLO's valuation compare with the Technology sector?
| Metric | TWLO | Technology median | Companies in median |
|---|---|---|---|
| P/E ratio | 25.6 | 29.4 | 180 |
| Net margin | 20.62% | 11.10% | 209 |
| Return on equity | 14.15% | 14.71% | 212 |
Medians over the Technology stocks whose key statistics were refreshed in the last 35 days (newest Nov 8, 2026). P/E excludes loss-making companies.
TWLO price chart
Powered by TradingViewWhat does TWILIO INC do?
Twilio Inc. is a cloud communications platform-as-a-service company that provides programmable tools for businesses to build, scale, and operate customer engagement solutions worldwide. It offers a suite of application programming interfaces (APIs) and software for communications including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, user authentication, and identity management. Operating through segments like Twilio Communications and Twilio Segment, the platform enables developers to integrate high-speed, cost-effective communication via its global Super Network of carrier relationships, while breaking down data silos to create unified customer profiles. Twilio Inc. addresses specific use cases such as account security, contact centers, and omnichannel digital experiences enhanced by AI orchestration and contextual data. Serving developers, enterprises, and social impact organizations across telecommunications, software publishing, and related sectors, it powers customized interactions for improved customer journeys. Founded in 2008 and headquartered in San Francisco, California, Twilio Inc. equips builders with secure, flexible tools for global connectivity and innovative digital experiences.