Twilio Inc. – Investors and Politicians Who Own It
TWLO, 2 share classes and securities
Investors who own it
11 tracked investors, $2.1B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Takis SparaggisAlkeon Capital Management, Q2 2026 | $481.9M | 0.65% |
Josh ResnickJericho Capital Asset Management, Q2 2026 | $452.4M | 3.74% |
Henry EllenbogenDurable Capital Partners, Q2 2026 | $380.9M | 3.70% |
Karthik SarmaSRS Investment Management, Q2 2026 | $221.9M | 2.05% |
Alex SacerdoteWhale Rock Capital, Q2 2026 | $169.6M | 1.36% |
Gavin BakerAtreides Management, Q2 2026 | $148.6M | 1.04% |
Scott FergusonSachem Head Capital, Q2 2026 | $127.9M | 2.65% |
| $53.9M | 0.03% | |
Anand ParekhAlyeska Investment Group, Q2 2026 | $16.3M | 0.04% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $3.7M | 0.06% |
Polen CapitalQ2 2026 | $1.1M | 0.01% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Robert P. Bresnahan, Jr.R-PA · House | $62.4K | 0.37% |
Josh GottheimerD-NJ · House | $11.5K | 0.04% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Henry Ellenbogen | New | 1,846,153 |
| Josh Resnick | Added +214% | 2,192,455 |
| Takis Sparaggis | Added +27% | 2,335,700 |
| Alex Sacerdote | New | 821,768 |
| Scott Ferguson | Reduced −73% | 620,000 |
| Anand Parekh | Reduced −91% | 79,068 |
| David Greenspan | Sold out | 0 |
| Andreas Halvorsen | Sold out | 0 |
| National Pension Service (Korea) | Added +1178% | 261,307 |
| Karthik Sarma | Reduced −48% | 1,075,683 |
| Gavin Baker | Reduced −22% | 720,338 |
| Stanley Druckenmiller | Sold out | 0 |
| Ray Dalio | Sold out | 0 |
| Barry Ritholtz | Reduced −7.9% | 18,121 |
| Polen Capital | Added +106% | 5,572 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | May 4, 2026disclosed Jun 3, 2026 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Apr 17, 2025disclosed May 14, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Bought$1K–$15K | Mar 4, 2025disclosed Mar 27, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Bought$1K–$15K | Feb 25, 2025disclosed Mar 27, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Feb 6, 2025disclosed Mar 6, 2025 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Jan 31, 2025disclosed Feb 10, 2025 |
Morgan McGarveySpouseD-KY · House | Sold$1K–$15K | Aug 25, 2023disclosed Sep 26, 2023 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Mar 16, 2021disclosed Apr 21, 2021 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Feb 24, 2021disclosed Mar 10, 2021 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Oct 21, 2019disclosed Nov 8, 2019 |
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | Apr 30, 2019disclosed May 20, 2019 |