InsidersTradesSigma
TWILIO INC Stock: price and insider trades · United States · SEC (Form 4)
Track the TWILIO INC share price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares are quoted on US US, under the authority of SEC (Form 4). Operating in the Technology sector, TWILIO INC has published 439 insider filings. Market capitalisation: €31.8bn. The latest transaction was filed on 7 July 2026 (Cession). Among the most active insiders: Viggiano Aidan. Every trade is accessible without an account.
439
Insider Decl.
0
Thresholds
€5m
4 ops.
Buy Volume
€207m
186 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate TWILIO INC Buy (bullish), based on 31 analysts. Average price target: US$202.50.
35Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 16,543 of 25,577 companies
42.4
score / 100
Value44
Quality41
FCF yld2.9%
Earn yld0.1%
EV/EBITDA·
ROE1.3%
Gross mgn49%
Net mgn0.7%
Debt/EBITDA2.9x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 7 July 2026
Declarations439 total
8,528 shares@ US$205.43Class A Common StockSEC:0001447669-26-000075:0
399 sharesClass A Common StockSEC:0001447669-26-000057:0
391 sharesClass A Common StockSEC:0001447669-26-000059:0
391 sharesClass A Common StockSEC:0001447669-26-000059:1
391 sharesClass A Common StockSEC:0001447669-26-000059:2
1,000,000 shares@ US$184.140.73% mcap100.0% of flowClass A Common StockSEC:0001104659-26-067095:0
2,156 shares@ US$115.862.4% of flowClass A Common StockSEC:0001447669-25-000083:0
1,923 shares@ US$112.74682.1% of flowClass A Common StockSEC:0001447669-25-000081:0
4,145 shares@ US$90.4833.7% of flowClass A Common StockSEC:0001447669-25-000077:0
7,027 shares@ US$90.46922.3% of flowClass A Common StockSEC:0001447669-25-000079:0
3,738 shares@ US$94.91471.3% of flowClass A Common StockSEC:0001447669-25-000053:0
2,865 shares@ US$94.97832.7% of flowClass A Common StockSEC:0001447669-25-000055:0
618 shares0Class A Common StockSEC:0001447669-25-000047:0
618 shares0Class A Common StockSEC:0001447669-25-000041:0
646 shares0Class A Common StockSEC:0001447669-25-000045:0
630 shares0Class A Common StockSEC:0001447669-25-000049:0
632 shares0Class A Common StockSEC:0001447669-25-000039:0
626 shares0Class A Common StockSEC:0001447669-25-000051:0
833 shares0Class A Common StockSEC:0001447669-25-000043:0
632 shares0Class A Common StockSEC:0001104659-25-025181:0
2,500 shares@ US$117.453.0% of flowClass A Common StockSEC:0001447669-25-000027:0
926 shares@ US$124.01861.2% of flowClass A Common StockSEC:0001447669-25-000020:0
62,219 shares0Class A Common StockSEC:0001447669-25-000019:0
3,374 shares@ US$113.31994.0% of flowClass A Common StockSEC:0001447669-25-000010:0
5,007 shares@ US$113.30782.2% of flowClass A Common StockSEC:0001447669-25-000008:0
25 of 439 declarations
About TWILIO INC
Twilio Inc. (NYSE: TWLO) is a U.S.-listed technology company headquartered in San Francisco, California, in the United States. Founded in 2008, Twilio began by simplifying the complexity of the global telecommunications network and bringing communications to the cloud. Over time, it has evolved into a broader customer engagement platform that combines communications, customer data, and AI orchestration. Twilio serves hundreds of thousands of businesses and millions of developers across more than 180 countries and territories, giving it a truly global operating footprint. ([twilio.com](https://www.twilio.com/en-us/company?utm_source=openai)) From a business-model standpoint, Twilio is organized around several core product families: Messaging, Voice, Email, Flex, and Segment CDP. Messaging and Voice remain the foundational communications layers, while Flex provides a cloud contact-center platform and Segment adds a customer data platform that helps companies unify and activate customer information in real time. This combination allows Twilio to address multiple stages of the customer journey, from acquisition and onboarding to service and retention. Its competitive positioning is anchored in programmable infrastructure, strong developer adoption, and a platform approach that is designed to integrate communications, data, identity, and automation. ([investors.twilio.com](https://investors.twilio.com/investor-relations/)) Recent developments suggest that Twilio has entered a more disciplined phase of execution. In its February 2026 full-year 2025 results, the company reported FY2025 revenue of $5.07 billion and highlighted improved operating profitability and stronger free cash flow generation. Management also raised 2026 guidance, which supports the view that the company is benefiting from better operating leverage and a more focused go-to-market strategy. In 2025 and early 2026, Twilio continued to emphasize AI-driven customer engagement, including a next-generation platform positioned for the “agentic era,” as well as broader product enhancements such as global RCS availability for business messaging and updated Flex capabilities for contact-center deployment. ([twilio.com](https://www.twilio.com/en-us/press/releases/Q4-full-year-2025-earnings?utm_source=openai)) For investors, Twilio represents a communications software and customer-engagement infrastructure play with a global customer base, recurring usage patterns, and increasing exposure to AI-enabled workflows. The investment case centers on platform breadth, product innovation, and margin expansion potential, while competition remains intense across CPaaS, CCaaS, CRM, and cloud software ecosystems.
