Occam Crest Management LP Has $5.41 Million Stock Holdings in Twilio Inc. $TWLO

Occam Crest Management LP increased its position in Twilio Inc. (NYSE:TWLO) by 18.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,000 shares of the technology company’s stock after buying an additional 6,000 shares during the period. Twilio accounts for approximately 3.8% of Occam Crest Management LP’s investment portfolio, making the stock its 12th biggest holding. Occam Crest Management LP’s holdings in Twilio were worth $5,405,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank acquired a new position in Twilio during the fourth quarter worth $273,862,000. State Street Corp raised its holdings in Twilio by 47.8% during the third quarter. State Street Corp now owns 5,879,395 shares of the technology company’s stock worth $588,469,000 after buying an additional 1,900,551 shares during the last quarter. Invesco Ltd. raised its holdings in Twilio by 225.0% during the third quarter. Invesco Ltd. now owns 2,009,237 shares of the technology company’s stock worth $201,105,000 after buying an additional 1,391,013 shares during the last quarter. Alyeska Investment Group L.P. raised its holdings in Twilio by 39.7% during the third quarter. Alyeska Investment Group L.P. now owns 2,643,859 shares of the technology company’s stock worth $264,624,000 after buying an additional 750,951 shares during the last quarter. Finally, Atreides Management LP grew its stake in shares of Twilio by 533.1% in the 2nd quarter. Atreides Management LP now owns 730,300 shares of the technology company’s stock worth $90,820,000 after acquiring an additional 614,943 shares in the last quarter. Institutional investors own 84.27% of the company’s stock.

Insider Buying and Selling at Twilio

In other news, CFO Aidan Viggiano sold 1,828 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $200.00, for a total transaction of $365,600.00. Following the completion of the sale, the chief financial officer owned 127,345 shares of the company’s stock, valued at $25,469,000. This represents a 1.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Khozema Shipchandler sold 44,158 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $235.88, for a total transaction of $10,415,989.04. Following the sale, the chief executive officer directly owned 235,542 shares of the company’s stock, valued at $55,559,646.96. The trade was a 15.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,805,779 shares of company stock worth $338,603,196 over the last 90 days. 0.21% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on TWLO shares. Monness Crespi & Hardt increased their price target on shares of Twilio from $200.00 to $246.00 and gave the stock a “buy” rating in a report on Monday, May 11th. Rosenblatt Securities upped their price target on shares of Twilio from $210.00 to $230.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Robert W. Baird set a $200.00 price target on shares of Twilio in a research note on Friday, May 1st. TD Cowen reiterated a “buy” rating on shares of Twilio in a research note on Monday, June 1st. Finally, Bank of America upgraded shares of Twilio from an “underperform” rating to a “buy” rating and upped their price target for the stock from $110.00 to $190.00 in a research note on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Twilio presently has a consensus rating of “Moderate Buy” and an average price target of $198.24.

Twilio Price Performance

Shares of NYSE:TWLO opened at $203.08 on Tuesday. Twilio Inc. has a fifty-two week low of $91.84 and a fifty-two week high of $238.48. The firm has a market cap of $30.82 billion, a price-to-earnings ratio of 317.31, a price-to-earnings-growth ratio of 4.09 and a beta of 1.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 4.66 and a current ratio of 4.66. The business has a 50-day simple moving average of $175.33 and a two-hundred day simple moving average of $143.73.

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