Is Twilio Inc. (TWLO) A Good Stock To Buy Now?
Is TWLO a good stock to buy? We came across a bullish thesis on Twilio Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on TWLO.
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. | Sachem Head Capital Scott Ferguson | 2,295,000 | $288,756,900 | 6.96% | |
| 2. | SRS Investment Management Karthik Sarma | 2,064,408 | $259,743,815 | +15% | 2.74% |
| 3. | Citadel Investment Group Ken Griffin | 1,930,352 | $242,876,889 | -1% | 0.04% |
| 4. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,840,000 | $231,508,800 | +636% | 0.39% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 1,103,774 | $138,876,845 | +6% | 0.18% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.72 | 3,995 | $250,558.41 | 13,232 | 2023-02-24 | Filing | |
| $64.06 | 32,355 | $2,072,628.95 | 226,397 | 2023-02-24 | Filing | |
| $63.46 | 74,605 | $4,734,507.91 | 194,042 | 2023-02-24 | Filing | |
| $62.46 | 51,121 | $3,192,966.54 | 119,437 | 2023-02-24 | Filing | |
| $295.82 | 3,400 | $1,005,796.16 | 16,762 | 2021-11-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $235.88 | 44,158 | $10,416,148.01 | 235,542 | 2026-06-04 | Filing | |
| $199.01 | 2,000 | $398,015.00 | 30,995 | 2026-06-01 | Filing | |
| $188.00 | 4,469 | $840,172.00 | 235,542 | 2026-05-26 | Filing | |
| $187.19 | 8,772 | $1,642,006.12 | 240,011 | 2026-05-26 | Filing | |
| $186.55 | 4,719 | $880,317.65 | 248,783 | 2026-05-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,606,154 | $2,089,386,346 | 0.04% | |
| 2. | 11,541,090 | $1,452,099,853 | 0.08% | |
| 3. | 9,373,200 | $1,133,970,002 | 0.07% | |
| 4. | 8,081,883 | $1,016,862,519 | 0.05% | |
| 5. | 6,788,984 | $854,189,967 | 0.02% |
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