Fintel reports that on September 5, 2025, Rosenblatt initiated coverage of Twilio (BMV:TWLO) with a Buy recommendation.

What is the Fund Sentiment?

There are 1,390 funds or institutions reporting positions in Twilio. This is an increase of 100 owner(s) or 7.75% in the last quarter. Average portfolio weight of all funds dedicated to TWLO is 0.64%, an increase of 1.59%. Total shares owned by institutions increased in the last three months by 4.66% to 157,209K shares.

What are Other Shareholders Doing?

Jpmorgan Chase holds 12,162K shares representing 7.92% ownership of the company. In its prior filing, the firm reported owning 9,570K shares , representing an increase of 21.31%. The firm increased its portfolio allocation in TWLO by 44.56% over the last quarter.

VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 4,423K shares representing 2.88% ownership of the company. In its prior filing, the firm reported owning 4,328K shares , representing an increase of 2.15%. The firm increased its portfolio allocation in TWLO by 15.81% over the last quarter.

NAESX - Vanguard Small-Cap Index Fund Investor Shares holds 3,364K shares representing 2.19% ownership of the company. In its prior filing, the firm reported owning 3,428K shares , representing a decrease of 1.89%. The firm increased its portfolio allocation in TWLO by 16.72% over the last quarter.

Sachem Head Capital Management holds 3,295K shares representing 2.15% ownership of the company. No change in the last quarter.

SEEGX - JPMorgan Large Cap Growth Fund Class I holds 3,193K shares representing 2.08% ownership of the company. No change in the last quarter.