Fred Alger Management LLC Has $44.34 Million Holdings in Twilio Inc. $TWLO

Key Points

• Fred Alger Management boosted its stake in Twilio by 3,614.8% to 442,992 shares, worth about $44.34 million (roughly 0.29% of the company) after purchasing an additional 431,067 shares in Q3.
• Insiders have been selling: CEO Khozema Shipchandler sold 13,336 shares at an average $134.28 and CFO Aidan Viggiano sold 8,109 shares at $143.38, with insiders offloading 43,753 shares worth $6.05 million over the past 90 days (insiders own 4.50%).
• Recent results and outlook: Twilio beat estimates with $1.33 EPS vs. $1.24 expected and $1.37B revenue vs. $1.32B expected, provided Q1 2026 EPS guidance of $1.210–$1.260, and carries a consensus analyst rating of "Moderate Buy" with a $145.22 price target.

Fred Alger Management LLC lifted its position in Twilio Inc. (NYSE:TWLO - Free Report) by 3,614.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 442,992 shares of the technology company's stock after buying an additional 431,067 shares during the quarter. Fred Alger Management LLC owned about 0.29% of Twilio worth $44,339,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Flight Deck Capital LP acquired a new stake in Twilio in the third quarter valued at $8,037,000. Focus Partners Wealth increased its stake in shares of Twilio by 5.2% during the 3rd quarter. Focus Partners Wealth now owns 89,261 shares of the technology company's stock worth $8,947,000 after purchasing an additional 4,412 shares during the last quarter. Cinctive Capital Management LP bought a new stake in shares of Twilio in the 3rd quarter valued at about $3,463,000. Circumference Group LLC raised its holdings in shares of Twilio by 3.0% in the 3rd quarter. Circumference Group LLC now owns 69,000 shares of the technology company's stock valued at $6,906,000 after purchasing an additional 2,000 shares during the period. Finally, Atreides Management LP raised its holdings in shares of Twilio by 32.2% in the 3rd quarter. Atreides Management LP now owns 965,763 shares of the technology company's stock valued at $96,663,000 after purchasing an additional 235,463 shares during the period. 84.27% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Khozema Shipchandler sold 13,336 shares of the business's stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $134.28, for a total value of $1,790,758.08. Following the completion of the sale, the chief executive officer owned 193,781 shares of the company's stock, valued at approximately $26,020,912.68. The trade was a 6.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Aidan Viggiano sold 8,109 shares of the company's stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $143.38, for a total transaction of $1,162,668.42. Following the completion of the transaction, the chief financial officer owned 119,449 shares in the company, valued at $17,126,597.62. This trade represents a 6.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 43,753 shares of company stock worth $6,050,080. Insiders own 4.50% of the company's stock.

Twilio Trading Down 0.9%

Shares of NYSE:TWLO opened at $124.40 on Monday. Twilio Inc. has a 12-month low of $77.51 and a 12-month high of $145.90. The stock has a market cap of $18.85 billion, a PE ratio of 654.78, a P/E/G ratio of 5.11 and a beta of 1.30. The business has a 50 day moving average of $121.91 and a 200-day moving average of $120.31. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.13.

Twilio (NYSE:TWLO - Get Free Report) last announced its earnings results on Thursday, February 12th. The technology company reported $1.33 earnings per share for the quarter, topping analysts' consensus estimates of $1.24 by $0.09. The company had revenue of $1.37 billion for the quarter, compared to analyst estimates of $1.32 billion. Twilio had a return on equity of 3.93% and a net margin of 0.67%.The firm's quarterly revenue was up 14.3% compared to the same quarter last year. During the same quarter last year, the company earned $1.00 earnings per share. Twilio has set its Q1 2026 guidance at 1.210-1.260 EPS. As a group, equities research analysts forecast that Twilio Inc. will post 1.44 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Citizens Jmp lifted their price target on Twilio from $165.00 to $185.00 and gave the stock a "market outperform" rating in a report on Tuesday, December 30th. Argus upgraded Twilio to a "strong-buy" rating in a research note on Thursday, February 19th. TD Cowen raised Twilio from a "hold" rating to a "buy" rating and raised their price objective for the company from $125.00 to $160.00 in a research report on Monday, March 2nd. Citigroup reiterated a "market perform" rating on shares of Twilio in a research note on Tuesday, December 30th. Finally, Mizuho set a $150.00 target price on Twilio in a report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, five have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Twilio presently has a consensus rating of "Moderate Buy" and a consensus price target of $145.22.

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.

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