TWLO
Twilio Inc.Technology · $44.0B market cap
Verdict
We can't put a fair value on TWLO right now. Its earnings are too small compared with its share price for an earnings-based value to mean anything.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold TWLO. In Q2 2026, 1 opened a position, 1 added and 1 sold out. Who we track
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$380.9M
1,846,153 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$1.1M
5,572 shares
Moves in Q2 2026
New position: Henry Ellenbogen
Added: Polen Capital Management
Sold out: Viking Global Investors
About Twilio Inc.
Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for…
Software - Infrastructure
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works