J. Safra Sarasin Holding 13F: Cuts Twilio (TWLO) Stake by $12M
Key Points
- J. Safra Sarasin reduced its stake in Twilio by 89,030 shares, bringing its total to 76,241 shares worth approximately $10.26 million.
- The stock closed at $261.79 on October 23, 2026, and is currently trading around $263.79, about 0.8% higher since then.
- Twilio has a market cap of about $40.2 billion and a P/E ratio of 36.21, with analysts generally rating it a buy and a mean price target of $274.44.
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J. Safra Sarasin Holding cut its position in Twilio Inc. (TWLO) by 89,030 shares in a filing on October 26, 2026. This reduction leaves the firm with 76,241 shares valued at about $10.26 million. The reported value of their total 13F holdings is approximately $2.37 billion.
TWLO
Twilio Inc.
Where Twilio Fits in J. Safra Sarasin's Portfolio
Twilio represents 0.43% of J. Safra Sarasin's reported portfolio, ranking 45th among its 800 positions.
Other Institutional Activity in Twilio
Alkeon Capital Management LLC grew its holdings by 495,697 shares, ending with 2,335,700 shares worth about $615.8 million. Royal Bank of Canada reduced its stake by 1,010,972 shares, bringing its total to 2,250,229 shares valued at approximately $593.3 million. Pictet Asset Management Holding SA decreased its position by 83,936 shares, ending with 2,247,629 shares worth about $592.6 million.
Twilio Inc. Stock Up 0.8%
Twilio shares closed at $261.79 on October 23, 2026, and are recently trading around $263.79, which is about 0.8% higher since the filing. The stock is currently above its 50-day moving average by 3.4% and significantly above its 52-week low of $105.00. However, it's still about 14.5% below its 52-week high of $308.40.
Recent Earnings
Twilio reported trailing twelve-month revenue of approximately $5.57 billion, reflecting a year-over-year revenue growth of 22.0%. The company has a net profit margin of 20.6% and a return on equity of 13.5%. The next earnings report is scheduled for October 29, 2026.
Insider Buying and Selling at Twilio Inc.
Multiple insiders have sold shares recently. On August 10, 2026, Director Erika Rottenberg sold 3,500 shares valued at about $881,378. Director Andrew J. Stafman sold 500,000 shares on August 12, 2026, for approximately $123.54 million. Chief Financial Officer Aidan Viggiano sold 1,394 shares on August 17, 2026, totaling about $326,863, and CEO Khozema Shipchandler sold 14,442 shares on October 5, 2026, valued at about $4.2 million.
Analysts Set New Price Targets
On September 25, 2026, HSBC downgraded Twilio to a "Reduce" rating with a target price of $211.00. JP Morgan maintained its "Overweight" rating with a target of $335.00 on October 8, 2026. B of A Securities maintained a "Buy" rating with a target of $320.00 on October 14, 2026. BTIG also maintained a "Buy" rating with a target of $315.00 on October 16, 2026. Oppenheimer maintained an "Outperform" rating with a target of $325.00 on October 21, 2026. The consensus among analysts is a "Buy" rating with a mean price target of $274.44 based on 29 opinions.
About Twilio
Twilio Inc., based in San Francisco, CA, provides a platform for customer engagement solutions, including messaging, voice, video, and email services. The company aims to enhance communication between businesses and their customers, making it a significant player in the technology sector.
Bottom Line
Watch for Twilio's upcoming earnings report on October 29, 2026, to see how the company is performing amid recent market adjustments. J. Safra Sarasin's recent cuts suggest a reevaluation of its position in this stock, which may influence future trading activity.
Related Filing Alerts
Source: J. Safra Sarasin Holding's 13F filing on $TWLO (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts