Westfield Capital Management Co. LP Cuts Stock Holdings in Twilio Inc. $TWLO

Westfield Capital Management Co. LP reduced its stake in Twilio Inc. (NYSE:TWLO) by 26.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 591,367 shares of the technology company’s stock after selling 215,422 shares during the quarter. Westfield Capital Management Co. LP owned about 0.39% of Twilio worth $59,190,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Twilio during the 2nd quarter valued at $228,877,000. Voya Investment Management LLC increased its stake in Twilio by 752.5% in the third quarter. Voya Investment Management LLC now owns 755,015 shares of the technology company’s stock valued at $75,569,000 after acquiring an additional 666,448 shares during the last quarter. Atreides Management LP raised its position in Twilio by 533.1% during the second quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock valued at $90,820,000 after purchasing an additional 614,943 shares in the last quarter. Neuberger Berman Group LLC raised its position in Twilio by 17,371.0% during the second quarter. Neuberger Berman Group LLC now owns 547,192 shares of the technology company’s stock valued at $68,049,000 after purchasing an additional 544,060 shares in the last quarter. Finally, Captrust Financial Advisors lifted its stake in Twilio by 3,670.5% during the second quarter. Captrust Financial Advisors now owns 512,784 shares of the technology company’s stock worth $63,770,000 after purchasing an additional 499,184 shares during the last quarter. 84.27% of the stock is currently owned by institutional investors.

Twilio Price Performance

Shares of Twilio stock opened at $119.47 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 4.03 and a quick ratio of 4.68. Twilio Inc. has a one year low of $77.51 and a one year high of $145.90. The business’s 50 day simple moving average is $125.52 and its two-hundred day simple moving average is $118.29. The stock has a market capitalization of $18.33 billion, a P/E ratio of 628.82, a price-to-earnings-growth ratio of 4.87 and a beta of 1.32.

Twilio (NYSE:TWLO) last issued its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. Twilio had a net margin of 0.67% and a return on equity of 3.93%. The firm had revenue of $1.37 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter last year, the business earned $1.00 earnings per share. The business’s revenue was up 14.3% on a year-over-year basis. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. Analysts forecast that Twilio Inc. will post 1.44 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on TWLO shares. KeyCorp increased their price objective on Twilio from $146.00 to $156.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Stifel Nicolaus upped their target price on Twilio from $110.00 to $120.00 and gave the stock a “hold” rating in a research note on Friday, October 31st. Rosenblatt Securities reiterated a “buy” rating and set a $180.00 price target on shares of Twilio in a research report on Friday, February 13th. Wells Fargo & Company boosted their price objective on shares of Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $130.00 price objective (down from $148.00) on shares of Twilio in a research note on Friday, February 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $143.70.

Insider Buying and Selling at Twilio

In other Twilio news, CFO Aidan Viggiano sold 8,109 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total value of $1,162,668.42. Following the transaction, the chief financial officer owned 119,449 shares in the company, valued at approximately $17,126,597.62. The trade was a 6.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Andrew Stafman sold 1,000,000 shares of the stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $129.00, for a total transaction of $129,000,000.00. Following the sale, the director owned 2,295,000 shares of the company’s stock, valued at approximately $296,055,000. This represents a 30.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,042,947 shares of company stock worth $134,949,330. 0.21% of the stock is currently owned by company insiders.

About Twilio

Twilio Inc (NYSE: TWLO) is a cloud communications platform-as-a-service (CPaaS) company that enables developers and enterprises to embed communications into web and mobile applications. Its core offering is a suite of programmable APIs that handle messaging (SMS, MMS, and chat), voice calling, video, and user authentication. Twilio’s platform is designed to help businesses build customer engagement and communication workflows without managing telecommunications infrastructure directly.

The company’s product portfolio includes programmable voice and messaging APIs, Twilio Video for real‑time video applications, and Twilio Authy for multi‑factor authentication.