Twilio Inc. $TWLO Stock Holdings Raised by New York State Teachers Retirement System

New York State Teachers Retirement System grew its stake in Twilio Inc. (NYSE:TWLO) by 1,565.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 105,124 shares of the technology company’s stock after purchasing an additional 98,812 shares during the quarter. New York State Teachers Retirement System’s holdings in Twilio were worth $10,522,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of TWLO. Knights of Columbus Asset Advisors LLC acquired a new position in shares of Twilio during the second quarter valued at $4,809,000. Hood River Capital Management LLC grew its position in Twilio by 36.2% in the 2nd quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock valued at $16,606,000 after buying an additional 35,468 shares in the last quarter. Public Employees Retirement System of Ohio increased its stake in Twilio by 77.8% during the 2nd quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company’s stock valued at $11,332,000 after buying an additional 39,870 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its position in shares of Twilio by 694.7% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock worth $7,285,000 after buying an additional 51,208 shares in the last quarter. Finally, Securian Asset Management Inc. acquired a new stake in shares of Twilio in the 3rd quarter worth approximately $1,150,000. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently commented on TWLO. TD Cowen raised their price objective on shares of Twilio from $117.00 to $125.00 and gave the company a “hold” rating in a research note on Friday, October 31st. Cowen reiterated a “hold” rating on shares of Twilio in a research report on Friday, October 31st. Wells Fargo & Company boosted their price objective on Twilio from $130.00 to $147.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. Wall Street Zen cut Twilio from a “strong-buy” rating to a “buy” rating in a research note on Tuesday, November 11th. Finally, BTIG Research began coverage on shares of Twilio in a research report on Monday, January 5th. They issued a “buy” rating and a $165.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $145.84.

Twilio Stock Performance

Shares of NYSE TWLO opened at $122.88 on Thursday. The company has a quick ratio of 4.68, a current ratio of 4.68 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $18.85 billion, a price-to-earnings ratio of 299.70, a PEG ratio of 2.54 and a beta of 1.30. The stock’s fifty day simple moving average is $132.12 and its 200 day simple moving average is $119.62. Twilio Inc. has a 52-week low of $77.51 and a 52-week high of $151.95.

Twilio (NYSE:TWLO) last announced its earnings results on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, beating the consensus estimate of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The business had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same period in the prior year, the business posted $1.02 earnings per share. Twilio’s revenue was up 14.7% compared to the same quarter last year. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, sell-side analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Aidan Viggiano sold 8,109 shares of the company’s stock in a transaction that occurred on 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 completion of the sale, the chief financial officer owned 119,449 shares in the company, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their position. The sale 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 firm’s stock in a transaction that occurred on 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 completion of the transaction, the director directly owned 2,295,000 shares of the company’s stock, valued at $296,055,000. This represents a 30.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,043,438 shares of company stock worth $135,022,770 over the last ninety days. 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.