What smart money is saying about Twilio Inc.
1 fund in our archive has pitched Twilio Inc. — most recently Artisan Partners U.S. Mid-Cap Growth Strategy in September 2026.
Twilio Inc. offers a comprehensive cloud-based communications platform, empowering developers to build, scale, and manage customer engagement features directly within their software applications across both U.S. and international markets. Central to its customer engagement solution is a robust suite of application programming interfaces (APIs). These APIs streamline the complex communication logic required for various customer interactions and enable developers to seamlessly integrate voice, messaging, video, and email functionalities into their applications. Established in 2008, Twilio's corporate headquarters are located in San Francisco, California.
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Position history
Every position in Twilio Inc. on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- September 2026
“• The top contributors to relative performance in the period were Twist Bioscience, Twilio, and Embraer.”
Twilio Inc. - September 2026
“Twilio is a leading communications platform that enables businesses and developers to integrate voice, messaging, email and other capabilities into their applications. Recent results exceeded expectations, with organic revenue growing 17% year over year and continued strength across voice, messaging and higher-margin software products. We believe rising adoption of voice AI should increase demand for Twilio’s communications infrastructure while creating opportunities to layer higher-value software onto its platform. Improving multi-product adoption and continued cost discipline also support an attractive long-term margin opportunity. We added to our GardenSM position during the pullback.”
Twilio Inc.
Fund coverage · 1 thesis
- Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Twilio Inc. should benefit from rising voice AI adoption, deeper product mix and an attractive long-term margin opportunity.
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