Twilio Inc. $TWLO Shares Sold by Readystate Asset Management LP

Readystate Asset Management LP lowered its stake in shares of Twilio Inc. (NYSE:TWLO) by 65.0% during the second quarter, HoldingsChannel.com reports. The firm owned 13,962 shares of the technology company’s stock after selling 25,921 shares during the period. Readystate Asset Management LP’s holdings in Twilio were worth $2,881,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in TWLO. Plato Investment Management Ltd purchased a new stake in Twilio during the second quarter worth approximately $1,637,000. National Pension Service raised its stake in shares of Twilio by 184.4% in the 4th quarter. National Pension Service now owns 18,545 shares of the technology company’s stock valued at $2,638,000 after acquiring an additional 12,025 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of Twilio by 67.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 120,582 shares of the technology company’s stock valued at $24,880,000 after acquiring an additional 48,742 shares in the last quarter. Jefferies Financial Group Inc. purchased a new stake in Twilio during the 4th quarter worth $895,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Twilio by 12.0% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 152,336 shares of the technology company’s stock worth $21,077,000 after purchasing an additional 16,338 shares during the period. 84.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Khozema Shipchandler sold 14,458 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $210.43, for a total value of $3,042,396.94. Following the completion of the transaction, the chief executive officer owned 207,203 shares of the company’s stock, valued at approximately $43,601,727.29. This represents a 6.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrew Stafman sold 500,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $247.08, for a total value of $123,540,000.00. Following the sale, the director owned 120,000 shares of the company’s stock, valued at approximately $29,649,600. This trade represents a 80.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 547,354 shares of company stock worth $133,284,825. 0.21% of the stock is currently owned by corporate insiders.

Twilio Stock Performance

Twilio stock opened at $232.27 on Monday. Twilio Inc. has a 12-month low of $98.44 and a 12-month high of $258.35. The company has a debt-to-equity ratio of 0.11, a current ratio of 4.62 and a quick ratio of 4.62. The company has a market capitalization of $35.67 billion, a price-to-earnings ratio of 32.35, a price-to-earnings-growth ratio of 4.83 and a beta of 1.40. The firm’s fifty day moving average price is $215.92 and its 200 day moving average price is $178.11.

Twilio (NYSE:TWLO) last posted its quarterly earnings data on Thursday, August 6th. The technology company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $0.15. The company had revenue of $1.50 billion during the quarter, compared to analysts’ expectations of $1.43 billion. Twilio had a net margin of 20.61% and a return on equity of 5.09%. The firm’s revenue for the quarter was up 22.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.19 EPS. Twilio has set its Q3 2026 guidance at 1.420-1.470 EPS. On average, research analysts forecast that Twilio Inc. will post 3.08 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have commented on TWLO shares. Zacks Research raised Twilio from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. KeyCorp upped their target price on Twilio from $200.00 to $250.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Weiss Ratings upgraded Twilio from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, August 17th. Oppenheimer raised their target price on Twilio from $235.00 to $275.00 and gave the company an “outperform” rating in a report on Friday, August 7th. Finally, BTIG Research boosted their price target on Twilio from $245.00 to $285.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Twilio has an average rating of “Buy” and a consensus target price of $249.68.

Twilio Profile

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.