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.
Price Chart
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
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
Risk Factors
- Further insider selling could pressure stock sentiment.
- Director's large sale may indicate concerns about valuation or growth outlook.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-TWLO-1779394959878 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 19, 2026 6w ago | Insider Cluster | $221.87 $246.24 | ▲ +10.98% | ▲ +12.94% | $294.86 (+32.90%) |
Aug 10, 2026 7w ago | 144 | $255.95 $227.19 | ▼ −11.24% | ▼ −10.18% | $294.86 (+15.20%) |
Jul 8, 2026 12w ago | Insider Cluster | $215.50 $193.22 | ▼ −10.34% | ▼ −13.61% | $294.86 (+36.82%) |
Jul 7, 2026 12w ago | Insider Cluster | $211.97 $196.59 | ▼ −7.26% | ▼ −8.59% | $294.86 (+39.10%) |
Jul 2, 2026 13w ago | Insider Cluster | $209.31 $190.94 | ▼ −8.78% | ▼ −8.36% | $294.86 (+40.87%) |
Jun 17, 2026 15w ago | 8-K | $186.17 $206.70 | ▲ +11.03% | ▲ +10.49% | $294.86 (+58.38%) |
Jun 11, 2026 16w ago | Institutional Cluster | $206.62 $218.60 | ▲ +5.80% | ▲ +3.91% | $294.86 (+42.70%) |
Jun 3, 2026 17w ago | Insider Cluster | $235.39 $209.31 | ▲ +11.08% | ▲ +9.45% | $294.86 (−25.26%) |
Jun 1, 2026 17w ago | 144 | $228.41 $209.28 | ▼ −8.38% | ▼ −6.56% | $294.86 (+29.09%) |
May 21, 2026 19w ago | Insider Cluster | $187.86 $183.64 | ▲ +2.25% | ▲ +2.08% | $294.86 (−56.95%) |
US Market Status
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