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/research/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,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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.

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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13F Pro Quality Score

59.5/100

Rank #914 of 2,879 stocksTOP 50%

View Technology peers →

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

Revenue Growth

67.6/100

Profitability

63.3/100

Balance Sheet

49.8/100

Earnings Quality

30.0/100

Free Cash Flow

75.6/100

Institutional Flow

9.6/100

Revenue Scale

78.3/100

Dilution Risk

15.1/100

TWLO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TWILIO INC (TWLO), a Technology sector company. 13F Pro's AI-powered ranking engine scores TWLO at 59.5/100 on a 32-signal composite quality model, placing it at rank #914 of 2,879 stocks — the top half of the AI-ranked universe. TWLO scores in the top quartile across revenue scale (78.3), free cash flow (75.6). Areas of concern include institutional flow (9.6) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), TWILIO INC reports quarterly revenue of $1.4B, net income of $90.1M, an operating margin of 7.6%. Top institutional holders of TWLO by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, 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 8 and 64 since 2021, currently 59.5 — an improving long-term trajectory across 56 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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Revenue

Q1 2026

$1.4B

Net Income

Q1 2026

$90.1M

Free Cash Flow

Q1 2026

$153.2M

Operating Margin

Q1 2026

7.6%

ROIC

Q1 2026

1.2%

D/E Ratio

Q1 2026

0.13

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+13.7% YoY

$5.07BFY 2025

FY21 $2.84BFY22 $3.83BFY24 $4.46BFY25 $5.07B

Net Income

+131.1% YoY

$34.0MFY 2025

FY21 $-949.9MFY22 $-1.26BFY24 $-109.4MFY25 $34.0M

Operating Income

+393.8% YoY

$157.8MFY 2025

FY21 $-915.6MFY22 $-1.21BFY24 $-53.7MFY25 $157.8M

EPS (Diluted)

+131.8% YoY

$0.21FY 2025

FY21 $-5.45FY22 $-6.86FY24 $-0.66FY25 $0.21

Total Assets

-1.0% YoY

$9.77BFY 2025

FY21 $13.00BFY22 $12.56BFY24 $9.87BFY25 $9.77B

Total Debt

+0.2% YoY

$992.3MFY 2025

FY21 $985.9MFY22 $987.4MFY24 $990.6MFY25 $992.3M

Op. Cash Flow

+40.1% YoY

$1.00BFY 2025

FY21 $-58.2MFY22 $-254.4MFY24 $716.2MFY25 $1.00B

Metric	FY 2025	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$5.07B +13.7%	$4.46B +16.5%	$3.83B +34.6%	$2.84B +61.3%	$1.76B +55.3%	$1.13B
Net Income	$34.0M +131.1%	$-109.4M +91.3%	$-1.26B -32.2%	$-949.9M -93.5%	$-491.0M -59.9%	$-307.1M
Operating Income	$157.8M +393.8%	$-53.7M +95.5%	$-1.21B -31.6%	$-915.6M -85.8%	$-492.9M -33.3%	$-369.8M
EPS (Diluted)	$0.21 +131.8%	$-0.66 +90.4%	$-6.86 -25.9%	$-5.45 -62.7%	$-3.35 -41.9%	$-2.36
Total Assets	$9.77B -1.0%	$9.87B -21.5%	$12.56B -3.3%	$13.00B +37.0%	$9.49B +84.2%	$5.15B
Total Debt	$992.3M +0.2%	$990.6M +0.3%	$987.4M +0.1%	$985.9M +226.4%	$302.1M	—
Operating Cash Flow	$1.00B +40.1%	$716.2M +381.6%	$-254.4M -337.1%	$-58.2M -278.2%	$32.7M +132.4%	$14.0M

AI Insight: TWLO Financial Trends

Twilio returned to profitability with $90M net income in Q1 2026 while revenue grew 20% year-over-year to $1,407M, though operating cash flow declined to $153M.

• Revenue expanded 30% from $1,083M in Q2 2024 to $1,407M in Q1 2026, demonstrating sustained top-line acceleration.

• Operating income swung from -$19M loss in Q2 2024 to $108M profit in Q1 2026, signaling operational leverage.

• Net income recovered to $90M in Q1 2026 after losses in prior quarters, confirming path to profitability.

• Total debt remained stable at ~$993M while equity strengthened to $7,784M, improving capital structure.

⚠ Operating cash flow declined 41% to $153M in Q1 2026 from $272M in Q4 2025, despite rising profitability.

⚠ Q4 2025 showed -$46M net loss despite $57M operating income, suggesting non-operating headwinds require monitoring.

AI Insight: TWLO Ratio Trends

Twilio swung sharply to profitability in Q1 2026, with operating margin reaching 7.6% and ROIC jumping to 4.9%, capping a nine-quarter turnaround from Q2 2024 losses.

• Operating margin expanded 9.4pp from Q2 2024 (-1.8%) to Q1 2026 (7.6%), signaling sustained operational leverage.

• ROIC recovered from -0.8% in Q2 2024 to 4.9% in Q1 2026, nearly 5.5pp improvement over 21 months.

• Debt-to-equity ratio stable near 0.13 throughout recovery, maintaining disciplined capital structure.

⚠ Q4 2025 NPM collapsed to -3.4% despite 4.2% OpMargin, signaling one-time charges or seasonal tax items warrant clarification.

⚠ ROE (4.6%) and ROA (3.8%) in Q1 2026 remain modest; monitor if profitability gains sustain or plateau.

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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.
$2.1B16,606,154 sh
FMR LLC
$1.5B11,541,090 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.0B8,081,883 sh
VANGUARD CAPITAL MANAGEMENT LLC
$854.2M6,788,984 sh
STATE STREET CORP
$736.7M5,855,438 sh
ROYAL BANK OF CANADA
$410.3M3,261,235 sh
GEODE CAPITAL MANAGEMENT, LLC
$355.4M2,832,054 sh
Pictet Asset Management Holding SA
$293.2M2,331,471 sh
Sachem Head Capital Management LP
$288.8M2,295,000 sh
FIL Ltd
$283.4M2,252,356 sh

Fund	Value	Shares
BlackRock, Inc.	$2.1B	16,606,154
FMR LLC	$1.5B	11,541,090
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.0B	8,081,883
VANGUARD CAPITAL MANAGEMENT LLC	$854.2M	6,788,984
STATE STREET CORP	$736.7M	5,855,438
ROYAL BANK OF CANADA	$410.3M	3,261,235
GEODE CAPITAL MANAGEMENT, LLC	$355.4M	2,832,054
Pictet Asset Management Holding SA	$293.2M	2,331,471
Sachem Head Capital Management LP	$288.8M	2,295,000
FIL Ltd	$283.4M	2,252,356

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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.

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.