Andrew Stafman, a director at $TWLO, sold 1,000,000 shares of the company on 12-02-2025 for an estimated $129,000,000. We received data on the trade from a recent SEC filing. This was a sale of approximately 30.3% of their shares of this class of stock. Following this trade, they now own 2,295,000 shares of this class of $TWLO stock.
$TWLO Insider Trading Activity
$TWLO insiders have traded $TWLO stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.
Here’s a breakdown of recent trading of $TWLO stock by insiders over the last 6 months:
- ANDREW STAFMAN sold 1,000,000 shares for an estimated $129,000,000
- KHOZEMA SHIPCHANDLER (Chief Executive Officer) has made 0 purchases and 11 sales selling 60,206 shares for an estimated $6,804,113.
- AIDAN VIGGIANO (Chief Financial Officer) has made 0 purchases and 15 sales selling 36,526 shares for an estimated $4,170,526.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TWLO Hedge Fund Activity
We have seen 375 institutional investors add shares of $TWLO stock to their portfolio, and 508 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,739,467 shares (+39.2%) to their portfolio in Q3 2025, for an estimated $474,373,252
- FMR LLC added 3,472,378 shares (+71.2%) to their portfolio in Q3 2025, for an estimated $347,550,314
- FIL LTD added 2,665,526 shares (+5296.1%) to their portfolio in Q3 2025, for an estimated $266,792,497
- STATE STREET CORP added 1,900,551 shares (+47.8%) to their portfolio in Q3 2025, for an estimated $190,226,149
- INVESCO LTD. added 1,391,013 shares (+225.0%) to their portfolio in Q3 2025, for an estimated $139,226,491
- JPMORGAN CHASE & CO removed 1,223,651 shares (-10.1%) from their portfolio in Q3 2025, for an estimated $122,475,228
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,157,756 shares (+54.2%) to their portfolio in Q3 2025, for an estimated $115,879,798
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TWLO Revenue
$TWLO had revenues of $1.3B in Q3 2025. This is an increase of 14.71% from the same period in the prior year.
You can track TWLO financials on Quiver Quantitative's TWLO stock page.
$TWLO Analyst Ratings
Wall Street analysts have issued reports on $TWLO in the last several months. We have seen 7 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- Mizuho issued a "Outperform" rating on 10/31/2025
- B of A Securities issued a "Underperform" rating on 10/31/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- Wells Fargo issued a "Overweight" rating on 10/31/2025
To track analyst ratings and price targets for $TWLO, check out Quiver Quantitative's $TWLO forecast page.
$TWLO Price Targets
Multiple analysts have issued price targets for $TWLO recently. We have seen 11 analysts offer price targets for $TWLO in the last 6 months, with a median target of $145.0.
Here are some recent targets:
- Mark Murphy from JP Morgan set a target price of $145.0 on 10/31/2025
- Taylor McGinnis from UBS set a target price of $150.0 on 10/31/2025
- Ryan Macwilliams from Wells Fargo set a target price of $147.0 on 10/31/2025
- Parker Lane from Stifel set a target price of $120.0 on 10/31/2025
- Catharine Trebnick from Rosenblatt set a target price of $140.0 on 10/31/2025
- Jackson Ader from Keybanc set a target price of $156.0 on 10/31/2025
- Michael Funk from B of A Securities set a target price of $110.0 on 10/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
