Sachem Head Capital Management LP is Director at TWILIO INC (TWLO). They have made 1 open-market trade across 1 company since 2025, most recently 2025-12-02.
CIK 0001582090
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
0 open-market purchases, against 1 sale. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| TWLO | 2,295,000 | $561.0M |
| ADSK | 8,042 | $1.9M |
| PFGC | 2,078 | $203K |
| Total | $563.1M |
Shares reported on the most recent Form 4, priced at the 2025-12-02 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| TWLO | SELL | 2025-12-02 | 2025-12-02 | $129.00 | $129.0M | +4.0% | +8.2% | -3.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.