Entities affiliated with Sachem Head Capital Management sold 1 million Twilio shares on May 27, 2026, totaling $184.14 million. The sale price was $184.14 per share.
Following the sale, indirect holdings amount to 620,000 shares. The stock currently trades at $181.57, up 55% over the past year. Director Andrew Stafman, a Sachem Head partner, also holds 13,492 direct shares but has granted ownership interests to Sachem Head.
Reporting persons include Stafman, Scott Ferguson, Sachem Head Capital Management LP, Uncas GP LLC, and Sachem Head GP LLC. In other news, Twilio reported strong Q1 2026 results: EPS of $1.50, revenue of $1.41 billion. The company launched new platform capabilities at SIGNAL conference.
