Vanguard's passive stake update is routine and does not signal a change in investment thesis. The filing confirms continued index-fund-level ownership. Monitor for any future conversion to a 13D filing, which would indicate an activist intent, but no such signal is present here.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.92% passive stake in Twilio Inc as of September 30, 2026, representing 7,559,238 shares. This is a routine update by a large index fund manager filed the day after Twilio reported strong Q3 2026 earnings with raised guidance.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC filed a Schedule 13G/A disclosing 7,559,238 shares of Twilio common stock as of September 30, 2026
- The stake represents 4.92% of shares outstanding
- The filing is an amendment to a prior Schedule 13G, indicating a passive investment intent
- The filing was made one day after Twilio reported Q3 2026 revenue of $1.56B (up 20% YoY) and non-GAAP EPS of $1.65, above consensus of $1.47
Financial Impact
Stake valued at approximately $1.92B based on $39.0B market cap and 4.92% ownership
Risk Factors
- No material risks identified from this filing; the stake is below 5% and passive in nature
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001125 |
| Document: 0002100121-26-001125-index.html | 0002100121-26-001125 |
| Document: 0002100121-26-001125.txt | 0002100121-26-001125 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $202.16 | awaiting T+20 | awaiting T+20 | $205.03 (+1.42%) |
Oct 29, 2026 3d ago | 8-K | $203.43 | awaiting T+20 | awaiting T+20 | $205.03 (+0.79%) |
Oct 23, 2026 9d ago | Institutional Cluster | $261.79 | awaiting T+20 | awaiting T+20 | $205.03 (−21.68%) |
Oct 2, 2026 4w ago | Insider Cluster | $300.91 | awaiting T+20 | awaiting T+20 | $205.03 (−31.86%) |
Aug 19, 2026 10w ago | Insider Cluster | $219.89 $243.84 | ▲ +10.89% | ▲ +10.76% | $205.03 (−6.76%) |
Aug 10, 2026 11w ago | 144 | $255.95 $227.19 | ▼ −11.24% | ▼ −10.18% | $205.03 (−19.89%) |
Jul 8, 2026 16w ago | Insider Cluster | $218.60 $193.20 | ▼ −11.62% | ▼ −13.86% | $205.03 (−6.21%) |
Jul 7, 2026 16w ago | Insider Cluster | $215.50 $193.22 | ▼ −10.34% | ▼ −13.61% | $205.03 (−4.86%) |
Jul 2, 2026 17w ago | Insider Cluster | $209.08 $196.59 | ▼ −5.97% | ▼ −6.82% | $205.03 (−1.94%) |
Jun 17, 2026 19w ago | 8-K | $186.17 $206.70 | ▲ +11.03% | ▲ +10.49% | $205.03 (+10.13%) |
US Market Status
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