Twilio Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Twilio Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $3.4B | 11.67% | +0.14% |
| JPMorgan Chase | $2.4B | 8.26% | new |
| FMR | $2.3B | 7.91% | −2.32% |
| Vanguard Portfolioindex-like | $1.6B | 5.36% | −5.42% |
| Vanguardindex-like | $1.4B | 4.80% | +0.89% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $3.4B | 11.67% | +0.14% |
| JPMorgan Chase | $2.4B | 8.26% | new |
| FMR | $2.3B | 7.91% | −2.32% |
| Vanguard Portfolioindex-like | $1.6B | 5.36% | −5.42% |
| Vanguardindex-like | $1.4B | 4.80% | +0.89% |
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; no measured co-movers for Twilio Inc.
Same SIC code · 6
Same SEC industry code: Microsoft Corp, Palantir Technologies Inc., Oracle Corp and 3 more; no measured co-movers for Twilio Inc.
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 24 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Twilio Inc
205.98
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
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Linked news
Tall tick = annual report · Source: EDGAR
Expected move
Inputsstraddle ±23.9%
spot 205.03exp Feb 19ATM strike 210ATM straddle 57.60IV 63%