TWLO TWILIO INC

BEARISH Impact: 4/10 Insider Cluster (2 insiders)
Horizon weeks Filed May 21, 2026 Processed 22d 16h ago
Insider cluster: 2 insiders, $131.0M total
Latest settled — T+5d
TWLO ▲ +21.06% at T+5d
SHORT call ✗ call lost -21.06% · α vs SPY -19.40% · entry $187.86 → $227.43
Next anchor: T+20d in 9d
Currently $204.08 · -8.63% from $187.86 entry (call sign-flipped)
Entry anchored
May 21, 2026
via day open
T+1d
+0.89%
call -0.89% · α -0.31%
$189.54
settled 22d ago
T+5d
+21.06%
call -21.06% · α -19.40%
$227.43
settled 15d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two insiders at Twilio sold a combined $131M in shares over a week, led by Director Stafman's $130.6M sale. CFO Viggiano sold a small amount. While insider selling is often a negative signal, the total is modest relative to Twilio's $28.7B market cap, and director sales can be liquidity-driven. The cluster does not suggest a material deterioration in business fundamentals.

Key Financial Metrics

Direction
selling
Total Value
$131.0M
Insiders
2

Actionable Insight

Monitor for further insider selling, especially from C-suite. The selling may be liquidity-driven, but a continued pattern could signal caution. Next earnings release will provide fundamental context.

Key Facts

  • Director Stafman sold 675,000 shares for $130.64M on 2026-05-12.
  • CFO Viggiano sold 1,828 shares for $365,600 on 2026-05-19.
  • Total insider sales in the cluster: ~$131M, representing ~0.46% of market cap.
  • Selling occurred within a 7-day window.

Financial Impact

Insider selling of $131M, ~0.46% of market cap

insider confidence

Risk Factors

  • Further insider selling could pressure stock sentiment.
  • Director's large sale may indicate concerns about valuation or growth outlook.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
81% bullish (36 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TWLO-1779394959878
8 reports for TWLO
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TWLO — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 3/10
$207.04 awaiting T+1awaiting T+1$204.08 (−1.43%)
Jun 3, 2026
9d ago
Insider Cluster
BEARISH ★ 5/10
$235.39 $225.03▲ +4.40%▲ +1.80%$204.08 (+13.30%)
Jun 1, 2026
11d ago
144
NEUTRAL ★ 2/10
$228.41 $226.89▼ −0.67%▲ +0.06%$204.08 (−10.65%)
May 21, 2026
22d ago
Insider Cluster
BEARISH ★ 4/10
$187.86 $189.54▼ −0.89%▼ −0.31%$204.08 (−8.63%)
May 19, 2026
24d ago
Insider Cluster
NEUTRAL ★ 4/10
$189.31 $182.52▼ −3.59%▼ −3.78%$204.08 (+7.80%)
May 4, 2026
5w ago
144
NEUTRAL ★ 2/10
$194.54 $190.85▼ −1.90%▼ −3.28%$204.08 (+4.90%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$140.09 $147.90▲ +5.57%▲ +4.55%$204.08 (+45.67%)
Apr 2, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$130.88 $131.00▼ −0.09%▲ +0.38%$204.08 (−55.93%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (48h 50m)

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