Lanark Financial 13F: Adds $1.2M to Twilio (TWLO) Stake

On October 26, 2026, Lanark Financial boosted its position in Twilio Inc. (TWLO) by 4,215 shares, bringing its total to 4,841 shares valued at approximately $1.42 million. This information comes from the fund's latest Form 13F filing with the SEC.

In the filing, Lanark Financial's position in Twilio increased by 673.3%. The fund's stake now represents about 0.52% of its total reported value of $273.3 million, ranking it 31st among its 2,480 holdings.

TWLO Twilio Inc.

$263.65 ▲ +90.55% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Other Institutional Activity in Twilio

J. Safra Sarasin Holding reduced its holdings in Twilio by 89,030 shares, leaving it with 76,241 shares valued at about $10.26 million. Alkeon Capital Management LLC added 495,697 shares, bringing its total to 2,335,700 shares worth approximately $615.8 million. Royal Bank of Canada cut its position by 1,010,972 shares, now holding 2,250,229 shares valued at about $593.3 million.

Twilio Inc. Stock Up 0.8%

Twilio's stock recently traded around $263.79, which is about equal to its closing price of $263.65 on October 26, 2026. The shares are currently above their 50-day moving average of $255.56 and well above their 52-week low of $105.

Recent Earnings

Twilio reported trailing twelve-month revenue of approximately $5.57 billion, with a year-over-year revenue growth of 22.0%. The next earnings report is scheduled for October 29, 2026.

Insider Buying and Selling at Twilio Inc.

Several insiders have sold shares recently. Erika Rottenberg, a Director, sold 3,500 shares on August 10, 2026, valued at about $881,378. Andrew J. Stafman, also a Director, sold 500,000 shares on August 12, 2026, for approximately $123.5 million. Khozema Shipchandler, the CEO, sold 14,442 shares on October 5, 2026, valued at around $4.2 million.

Analysts Set New Price Targets

On September 25, 2026, HSBC downgraded Twilio to a Reduce rating with a price target of $211. On October 8, 2026, JP Morgan maintained its Overweight rating with a target of $335. B of A Securities and BTIG both maintained Buy ratings, raising their targets to $320 and $315, respectively, on October 14 and October 16, 2026. Oppenheimer maintained an Outperform rating with a target of $325 on October 21, 2026.

About Twilio

Twilio Inc. provides a platform for customer engagement solutions, which include messaging, voice, email, and video communications. As the demand for digital communication grows, Twilio's position in the market is crucial for its future growth.

Bottom Line

Investors should keep an eye on Twilio's upcoming earnings report on October 29, 2026, to gauge its performance and outlook. Lanark Financial's significant boost in its position may reflect growing confidence in Twilio's prospects in the technology sector.