Pacific Heights Asset Management LLC Has $20.02 Million Stock Position in Twilio Inc. $TWLO

Pacific Heights Asset Management LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO) by 25.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 200,000 shares of the technology company’s stock after purchasing an additional 40,000 shares during the quarter. Pacific Heights Asset Management LLC’s holdings in Twilio were worth $20,018,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of TWLO. Knights of Columbus Asset Advisors LLC bought a new position in shares of Twilio in the 2nd quarter valued at approximately $4,809,000. Hood River Capital Management LLC boosted its position in Twilio by 36.2% during the second quarter. Hood River Capital Management LLC now owns 133,529 shares of the technology company’s stock worth $16,606,000 after purchasing an additional 35,468 shares during the period. Public Employees Retirement System of Ohio grew its holdings in Twilio by 77.8% during the second quarter. Public Employees Retirement System of Ohio now owns 91,122 shares of the technology company’s stock valued at $11,332,000 after purchasing an additional 39,870 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its position in shares of Twilio by 694.7% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 58,579 shares of the technology company’s stock valued at $7,285,000 after purchasing an additional 51,208 shares during the period. Finally, Nordea Investment Management AB raised its position in shares of Twilio by 2.6% in the third quarter. Nordea Investment Management AB now owns 1,152,727 shares of the technology company’s stock valued at $114,777,000 after purchasing an additional 29,089 shares during the period. 84.27% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Twilio news, Director Andrew Stafman sold 1,000,000 shares of Twilio stock in a transaction on Tuesday, December 2nd. The shares were 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 in the company, valued at $296,055,000. The trade was a 30.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Aidan Viggiano sold 8,109 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the transaction, the chief financial officer owned 119,449 shares of the company’s stock, valued at approximately $17,126,597.62. This represents a 6.36% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,043,438 shares of company stock valued at $135,022,770 over the last ninety days. 4.50% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective on shares of Twilio from $75.00 to $100.00 and gave the stock an “underperform” rating in a report on Monday, January 5th. Wells Fargo & Company upped their price target on shares of Twilio from $130.00 to $147.00 and gave the company an “overweight” rating in a report on Friday, October 31st. Oppenheimer reiterated an “outperform” rating and issued a $170.00 price objective on shares of Twilio in a research note on Monday, January 5th. Piper Sandler reissued a “neutral” rating and set a $148.00 price objective (up previously from $145.00) on shares of Twilio in a research report on Monday, January 5th. Finally, Morgan Stanley raised their target price on Twilio from $154.00 to $169.00 and gave the company an “overweight” rating in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $146.44.

Twilio Trading Down 0.6%

Shares of TWLO opened at $119.10 on Tuesday. The stock’s 50-day moving average price is $131.57 and its 200 day moving average price is $119.61. 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 firm has a market capitalization of $18.27 billion, a price-to-earnings ratio of 290.49, a P/E/G ratio of 2.33 and a beta of 1.30. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $151.95.

Twilio (NYSE:TWLO) last announced its quarterly earnings data on Thursday, October 30th. The technology company reported $1.25 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.18. Twilio had a return on equity of 3.36% and a net margin of 1.37%.The company had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same quarter last year, the company earned $1.02 EPS. The company’s quarterly revenue was up 14.7% on a year-over-year basis. Twilio has set its Q4 2025 guidance at 1.170-1.22 EPS. As a group, research analysts predict that Twilio Inc. will post 1.44 earnings per share for the current year.

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.