DEFA14A ·Filed Apr 28, 2026

TWLO

TWILIO INC
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001140361-26-017447
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for the actual definitive proxy statement (DEF 14A) or additional 8-K filings to understand the nature of the shareholder vote or activist campaign. The garbled DEFA14A may have contained preliminary soliciting materials; a corrected version is expected.

DirectionNeutral
Confidencelow
Horizondays
Final — all horizons settled through T+60d
TWLO ▲ +32.10% at T+60d
NEUTRAL call ✓ call won +32.10% · α vs SPY +28.36% · entry $140.09 → $185.06
Entry anchored
Apr 28, 2026
via day open
T+1d
+5.57%
call +5.57% · α +4.55%
$147.90
settled 5mo ago
T+5d
+36.23%
call +36.23% · α +33.12%
$190.85
settled 5mo ago
T+20d
+31.69%
call +31.69% · α +25.64%
$184.49
settled 4mo ago
T+60d
+32.10%
call +32.10% · α +28.36%
$185.06
settled 2mo ago

Price Chart

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Executive Summary

Analysis based on filing metadata only — document content was unavailable. Twilio filed DEFA14A (additional definitive proxy soliciting materials) but the substantive text was garbled/unreadable, preventing extraction of any material facts.

Key Facts

  • Twilio Inc. filed DEFA14A on 2026-04-28, indicating additional definitive proxy soliciting materials.
  • Document content was unreadable due to encoding issues, so no specific proposals or financial data could be extracted.
  • Historical calibration suggests high-impact scores on TWLO filings have had low win rates (18-38% up probability at T+20).

Financial Impact

Not determinable from available document content.

Risk Factors

  • Lack of readable content may delay understanding of potential activist or governance events.
  • Historical insider selling ($2.6M over 30d) and poor calibration for bullish calls on TWLO suggest caution.

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
75% bullish (36 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-017447
Document: 0001140361-26-017447-index-headers.html0001140361-26-017447
Document: 0001140361-26-017447-index.html0001140361-26-017447
Document: 0001140361-26-017447.txt0001140361-26-017447
14 reports for TWLO
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+5▲ +12.22%Jun 3, 2026
Filters
Rows
Reports for TWLO — sortable, filterable
TypeNow
Aug 19, 2026
6w ago
Insider Cluster
NEUTRAL ★ 4/10
$221.87 $246.24▲ +10.98%▲ +12.94%$293.08 (+32.10%)
Aug 10, 2026
7w ago
144
NEUTRAL ★ 2/10
$255.95 $227.19▼ −11.24%▼ −10.18%$293.08 (+14.51%)
Jul 8, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$215.50 $193.22▼ −10.34%▼ −13.61%$293.08 (+36.00%)
Jul 7, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$211.97 $196.59▼ −7.26%▼ −8.59%$293.08 (+38.26%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 2/10
$209.31 $190.94▼ −8.78%▼ −8.36%$293.08 (+40.02%)
Jun 17, 2026
15w ago
8-K
NEUTRAL ★ 2/10
$186.17 $206.70▲ +11.03%▲ +10.49%$293.08 (+57.43%)
Jun 11, 2026
16w ago
Institutional Cluster
NEUTRAL ★ 3/10
$206.62 $218.60▲ +5.80%▲ +3.91%$293.08 (+41.84%)
Jun 3, 2026
17w ago
Insider Cluster
BEARISH ★ 5/10
$235.39 $209.31▲ +11.08%▲ +9.45%$293.08 (−24.51%)
Jun 1, 2026
17w ago
144
NEUTRAL ★ 2/10
$228.41 $209.28▼ −8.38%▼ −6.56%$293.08 (+28.31%)
May 21, 2026
19w ago
Insider Cluster
BEARISH ★ 4/10
$187.86 $183.64▲ +2.25%▲ +2.08%$293.08 (−56.01%)
Showing 10 of 14

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