What is the 13F Pro Quality Score for TWLO?

13F Pro ranks TWILIO INC (TWLO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TWLO's current score at https://13fpro.ai/company/TWLO (free sign-up required for the full ranking).

Which hedge funds own the most TWLO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of TWLO include BlackRock,, JPMORGAN CHASE & CO, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/TWLO as soon as new 13F filings post.

Where does 13F Pro source TWLO data?

All TWILIO INC fundamentals and ownership data come directly from SEC EDGAR. TWILIO INC files with the SEC under CIK 1447669. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TWLO in?

TWILIO INC (TWLO) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives TWLO's revenue?

Per TWILIO INC's latest 10-Q filed with the SEC on 2026-08-07, the biggest revenue drivers are: United States ($961.4M); International ($537.7M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/TWLO.

What are TWLO's largest expenses?

TWILIO INC's latest 10-Q reports these as the largest expense items: Cost of revenue ($773.2M, +24% YoY); Research and development ($273.3M, +12% YoY); Sales and marketing ($216.8M, -2% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is TWLO research updated on 13F Pro?

TWLO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TWILIO INC(TWLO)Stock Analysis

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SEC EDGAR: CIK 1447669 TWLO stock profile & AI dashboard →

13F Pro Quality Score

70.4/100

Rank #221 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

71.8/100

Profitability

86.3/100

Balance Sheet

89.1/100

Earnings Quality

37.0/100

Free Cash Flow

71.6/100

Institutional Flow

70.2/100

Revenue Scale

79.5/100

Dilution Risk

14.5/100

Email me the moment this company reports earnings

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Why TWLO Scores 70/100

exact factor attribution · 2026-09-11

TWLO's composite is driven by profitability and scale, held back by shareholder dilution and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.4 pts

86th pct

Scale

+4.4 pts

80th pct

Revenue growth

+4.4 pts

72th pct

Capital efficiency

+3.9 pts

89th pct

Free cash flow

+3.2 pts

72th pct

Earnings growth

+1.1 pts

73th pct

Institutional flow

+1.0 pts

70th pct

Earnings quality

-1.3 pts

37th pct

Shareholder dilution

-1.8 pts

15th pct

Latest change (2026-08-08): 60 → 55 · ↓ Profit margin 63→53; ↓ Revenue growth 68→58

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

TWLO Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for TWILIO INC (TWLO), a Technology sector company. 13F Pro's AI-powered ranking engine scores TWLO at 70.4/100 on a 32-signal composite quality model, placing it at rank #221 of 2,961 stocks — the top 10% of the AI-ranked universe. TWLO scores in the top quartile across balance sheet strength (89.1), profitability (86.3), revenue scale (79.5). Areas of concern include earnings quality (37.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TWILIO INC reports quarterly revenue of $1.5B, net income of $1.1B, an operating margin of 5.6%. Top institutional holders of TWLO by reported 13-F value include BlackRock, JPMORGAN CHASE, FMR, based on the most recent SEC filings. TWLO trades on the NYSE exchange and files with the SEC under CIK 1447669. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TWLO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TWILIO INC directly from SEC EDGAR. TWILIO INC's 13F Pro composite quality score has ranged between 39 and 70 since 2021, currently 70.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about TWILIO INC

Quirks, history, and lore behind TWLO — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. cloud software company · mid-cap · listed on NYSE · headquartered in San Francisco.
2
The Numbers
Annual revenue around $4 billion, built almost entirely on a usage-based pricing model — the more messages and calls its customers send, the more it earns.
3
The History
Founded in 2008, it went public in 2016 and became a darling of the developer community by making it laughably easy to embed voice, SMS, and video into any app.
4
The Secret
Its killer insight was selling to developers first, not executives — ship a working demo with a few lines of code before anyone signs a contract.
5
The Lore
When Uber needs to mask a rider's phone number from a driver, or Airbnb wants to ping a host, they're almost certainly routing that message through this company's APIs.
6
The Giveaway
Its ticker is a portmanteau of its name, and its name is a portmanteau of two words — this communications-platform-as-a-service pioneer literally put the phone call inside the internet.

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What's Driving TWLO's Business? Latest 10-Q Breakdown

✓ 26/26 datapoints verified

AI-extracted from TWILIO INC's 10-Q filed 2026-08-07 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 22% YoY to $1.5B, but net income of $1.07B was driven mainly by a $944.1M one-time tax benefit from releasing Twilio's U.S. valuation allowance, not underlying profitability.

Biggest Revenue Drivers

United States$961.4M

64% of total revenue, consistent with prior-year mix

International$537.7M

36% of total revenue, consistent with prior-year mix

Biggest Revenue Drivers

Total revenue: $1.5B+22% YoY

United States$961.4M

64% of total revenue, consistent with prior-year mix

International$537.7M

36% of total revenue, consistent with prior-year mix

Largest Expense Items

Cost of revenue$773.2M+24% YoY

$138.8M increase in network service provider costs, net of hedging, including $71.1M from incremental A2P messaging fees introduced by major U.S. carriers

Research and development$273.3M+12% YoY

$13.8M increase in hosting fees for development/staging and $10.3M increase in personnel costs

Sales and marketing$216.8M-2% YoY

Fluctuations across categories were not individually significant

General and administrative$118.4M+17% YoY

$8.0M increase in provision for doubtful accounts, $4.0M increase in personnel costs, $2.1M increase in professional services fees

Margins: GAAP gross margin declined to 48% from 49% as increased network service provider and A2P messaging pass-through fees weighed on gross profit, while non-GAAP operating margin improved to 19% from 18% on operating leverage.

Watch Items from the Filing

Income tax benefit of $991.7M, including a $944.1M discrete benefit from releasing the U.S. deferred tax asset valuation allowance, inflated GAAP net income to $1.07B versus $22.4M a year ago.
Recorded a $32.8M impairment loss on prepaid network services after two network service providers experienced operational and financial challenges, impacting operating expenses.
Incremental A2P messaging fees from major U.S. carriers added $71.1M to both revenue and cost of revenue in the quarter, a pass-through that pressures gross margin without affecting gross profit dollars.
International revenue remains 36% of total, exposing the company to foreign currency fluctuations and cross-border data transfer regulation, including potential GDPR fines of up to 4% of worldwide revenue.
Held $1.5 billion of non-cancelable purchase commitments with remaining terms up to five years with cloud infrastructure and network service providers.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.5B

Net Income

Q2 2026

$1.1B

Operating Margin

Q2 2026

5.6%

ROIC

Q2 2026

3.4%

D/E Ratio

Q2 2026

0.11

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.7% YoY

$5.07BFY 2025

FY22 $3.83BFY23 $4.15BFY24 $4.46BFY25 $5.07B

Net Income

+130.9% YoY

$33.8MFY 2025

FY22 $-1.26BFY23 $-1.02BFY24 $-109.4MFY25 $33.8M

Operating Income

+393.8% YoY

$157.8MFY 2025

FY22 $-1.21BFY23 $-876.5MFY24 $-53.7MFY25 $157.8M

EPS (Diluted)

+131.8% YoY

$0.21FY 2025

FY22 $-6.86FY23 $-5.54FY24 $-0.66FY25 $0.21

Total Assets

-1.0% YoY

$9.77BFY 2025

FY22 $12.56BFY23 $11.61BFY24 $9.87BFY25 $9.77B

Total Debt

+0.2% YoY

$992.3MFY 2025

FY22 $987.4MFY23 $989.0MFY24 $990.6MFY25 $992.3M

Op. Cash Flow

+40.1% YoY

$1.00BFY 2025

FY22 $-254.4MFY23 $414.8MFY24 $716.2MFY25 $1.00B

Free Cash Flow

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$5.07B +13.7%	$4.46B +7.3%	$4.15B +8.6%	$3.83B +34.6%	$2.84B +61.3%	$1.76B
Net Income	$33.8M +130.9%	$-109.4M +89.2%	$-1.02B +19.2%	$-1.26B -32.2%	$-949.9M -93.5%	$-491.0M
Operating Income	$157.8M +393.8%	$-53.7M +93.9%	$-876.5M +27.3%	$-1.21B -31.6%	$-915.6M -85.8%	$-492.9M
EPS (Diluted)	$0.21 +131.8%	$-0.66 +88.1%	$-5.54 +19.2%	$-6.86 -25.9%	$-5.45 -62.7%	$-3.35
Total Assets	$9.77B -1.0%	$9.87B -15.0%	$11.61B -7.6%	$12.56B -3.3%	$13.00B +37.0%	$9.49B
Total Debt	$992.3M +0.2%	$990.6M +0.2%	$989.0M +0.2%	$987.4M +0.1%	$985.9M +226.4%	$302.1M
Operating Cash Flow	$1.00B +40.1%	$716.2M +72.7%	$414.8M +263.1%	$-254.4M -337.1%	$-58.2M -278.2%	$32.7M
Free Cash Flow	—	—	—	—	$-104.2M -1622.0%	$6.8M

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Available Research

13F Pro tracks comprehensive data for TWILIO INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TWLO

BlackRock, Inc.
$3.4B16,630,023 sh
JPMORGAN CHASE & CO
$2.4B12,224,027 sh
FMR LLC
$2.3B11,273,330 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.6B7,643,548 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.4B6,849,553 sh
STATE STREET CORP
$1.2B5,998,587 sh
GEODE CAPITAL MANAGEMENT, LLC
$591.7M2,875,569 sh
ALKEON CAPITAL MANAGEMENT LLC
$481.9M2,335,700 sh
ROYAL BANK OF CANADA
$464.3M2,250,229 sh
Pictet Asset Management Holding SA
$463.6M2,247,629 sh

Fund	Value	Shares
BlackRock, Inc.	$3.4B	16,630,023
JPMORGAN CHASE & CO	$2.4B	12,224,027
FMR LLC	$2.3B	11,273,330
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.6B	7,643,548
VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	6,849,553
STATE STREET CORP	$1.2B	5,998,587
GEODE CAPITAL MANAGEMENT, LLC	$591.7M	2,875,569
ALKEON CAPITAL MANAGEMENT LLC	$481.9M	2,335,700
ROYAL BANK OF CANADA	$464.3M	2,250,229
Pictet Asset Management Holding SA	$463.6M	2,247,629

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Is TWLO a good stock to buy?

13F Pro's AI-powered analysis of TWILIO INC (TWLO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TWLO are available on the TWLO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TWLO is classified as a large company.

Which hedge funds own TWLO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TWLO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TWILIO INC's investment landscape.