Twilio Inc. (TWLO): A Bull Case Theory
We came across a bullish thesis on Twilio Inc. (TWLO) on High Growth Investing’s Substack by Stefan Waldhauser. In this article we will summarize the bulls’ thesis on TWLO. Twilio Inc.
Twilio Inc (TWLO)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Generation Investment Management David Blood And Al Gore | 5,959,378 | $338,552,264 | -25% | 1.62% |
| 2. | Millennium Management Israel Englander | 5,579,026 | $316,944,467 | +77% | 0.14% |
| 3. | Kodai Capital Management Neville Shah And Joon Park | 4,546,105 | $258,264,225 | +146% | 4.91% |
| 4. | Sachem Head Capital Scott Ferguson | 3,295,000 | $187,188,950 | 9.3% | |
| 5. | Alyeska Investment Group Anand Parekh | 3,157,719 | $179,390,016 | -17% | 1.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.72 | 3,995 | Director | 13,232 | 2023-02-24 | Filing | |
| $64.06 | 32,355 | Large Shareholder, Officer, Director | 226,397 | 2023-02-24 | Filing | |
| $63.46 | 74,605 | Large Shareholder, Officer, Director | 194,042 | 2023-02-24 | Filing | |
| $62.46 | 51,121 | Large Shareholder, Officer, Director | 119,437 | 2023-02-24 | Filing | |
| $295.82 | 3,400 | Director | 16,762 | 2021-11-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.02 | 4,174 | Officer | 152,563 | 2024-09-30 | Filing | |
| $65.51 | 200 | Officer | 177,869 | 2024-09-30 | Filing | |
| $65.02 | 6,501 | Officer | 178,069 | 2024-09-30 | Filing | |
| $65.50 | 100 | Officer, Director | 278,134 | 2024-09-30 | Filing | |
| $65.03 | 10,973 | Officer, Director | 278,234 | 2024-09-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,809,537 | $1,351,209,572 | 0.02% | |
| 2. | 10,512,846 | $797,609,627 | 0.02% | |
| 3. | 8,393,389 | $636,806,412 | 0.76% | |
| 4. | 6,822,870 | $517,651,160 | 0.03% | |
| 5. | 6,046,445 | $458,743,782 | 0.33% |
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Twilio Inc. (NYSE:TWLO) Q2 2024 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Twilio, Inc., Second Quarter 2024 Earnings Conference Call.
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