Harvest Fund Management Co. Ltd Raises Stock Position in Twilio Inc. $TWLO

Harvest Fund Management Co. Ltd boosted its position in shares of Twilio Inc. (NYSE:TWLO) by 16.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,513 shares of the technology company’s stock after acquiring an additional 3,090 shares during the period. Harvest Fund Management Co. Ltd’s holdings in Twilio were worth $3,060,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of TWLO. Northwestern Mutual Investment Management Company LLC purchased a new stake in shares of Twilio in the 3rd quarter valued at approximately $3,423,000. New York State Teachers Retirement System lifted its holdings in shares of Twilio by 10.8% in the 4th quarter. New York State Teachers Retirement System now owns 116,494 shares of the technology company’s stock worth $16,570,000 after acquiring an additional 11,370 shares during the last quarter. Thrivent Financial for Lutherans lifted its holdings in shares of Twilio by 253.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 40,086 shares of the technology company’s stock worth $4,028,000 after acquiring an additional 28,748 shares during the last quarter. Nordea Investment Management AB lifted its holdings in shares of Twilio by 2.1% in the 4th quarter. Nordea Investment Management AB now owns 1,176,896 shares of the technology company’s stock worth $168,849,000 after acquiring an additional 24,169 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Twilio by 2.6% in the 3rd quarter. Vanguard Group Inc. now owns 15,305,989 shares of the technology company’s stock worth $1,531,976,000 after acquiring an additional 392,023 shares during the last quarter. Hedge funds and other institutional investors own 84.27% of the company’s stock.

Insider Activity

In related news, CEO Khozema Shipchandler sold 32,158 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $185.70, for a total value of $5,971,740.60. Following the transaction, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $43,740,149.40. This trade represents a 12.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Erika Rottenberg sold 2,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $199.01, for a total transaction of $398,020.00. Following the completion of the transaction, the director directly owned 30,995 shares in the company, valued at $6,168,314.95. This trade represents a 6.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,761,621 shares of company stock valued at $328,187,207 over the last quarter. Company insiders own 0.21% of the company’s stock.

Twilio Price Performance

Twilio stock opened at $226.39 on Friday. The firm has a market cap of $34.36 billion, a PE ratio of 353.74, a price-to-earnings-growth ratio of 4.75 and a beta of 1.39. Twilio Inc. has a 52-week low of $91.84 and a 52-week high of $238.48. The company has a quick ratio of 4.66, a current ratio of 4.66 and a debt-to-equity ratio of 0.13. The company’s 50 day moving average is $165.62 and its two-hundred day moving average is $140.02.

Twilio (NYSE:TWLO) last released its earnings results on Thursday, April 30th. The technology company reported $1.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.27 by $0.23. The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.34 billion. Twilio had a net margin of 1.96% and a return on equity of 4.64%. The firm’s quarterly revenue was up 20.0% on a year-over-year basis. During the same period in the prior year, the business earned $1.14 EPS. Twilio has set its Q2 2026 guidance at 2.500-2.600 EPS. On average, research analysts expect that Twilio Inc. will post 2.77 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TWLO. KeyCorp upped their price objective on shares of Twilio from $156.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Argus upgraded shares of Twilio to a “strong-buy” rating in a report on Thursday, February 19th. Stifel Nicolaus set a $175.00 price objective on shares of Twilio in a report on Friday, May 1st. Wells Fargo & Company upped their price objective on shares of Twilio from $147.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Finally, Monness Crespi & Hardt upped their price objective on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Two analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Twilio currently has an average rating of “Moderate Buy” and an average price target of $195.40.

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.