Twilio Inc
TWLO- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001447669
In the last 90 days, Twilio Inc insiders filed 0 open-market purchases and 7 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Twilio Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 970
- +162 vs. Q1 2026
- Shares held
- 138.7M
- +2.65M (+1.9%) vs. Q1 2026
- Total value
- $28.5B
- +$11.4B (+66.9%) vs. Q1 2026
- New holders
- 229
- 318 more added
- Sold out
- 67
- 314 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TWLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 970 | $28.5B |
| Q1 2026 | 820 | $17.1B |
| Q4 2025 | 871 | $19.5B |
| Q3 2025 | 777 | $14.1B |
| Q2 2025 | 823 | $16.3B |
| Q1 2025 | 775 | $11.8B |
| Q4 2024 | 748 | $12.9B |
| Q3 2024 | 609 | $7.72B |
| Q2 2024 | 605 | $7.32B |
| Q1 2024 | 626 | $8.37B |
| Q4 2023 | 660 | $11.1B |
| Q3 2023 | 606 | $8.35B |
| Q2 2023 | 620 | $9.46B |
| Q1 2023 | 660 | $9.71B |
| Q4 2022 | 613 | $7.14B |
| Q3 2022 | 689 | $10.3B |
| Q2 2022 | 762 | $12.4B |
| Q1 2022 | 872 | $23.5B |
| Q4 2021 | 951 | $37.8B |
| Q3 2021 | 918 | $45.2B |
| Q2 2021 | 941 | $54.9B |
| Q1 2021 | 932 | $46.6B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,630,023 | $3.43B | 0.05% | +23,869+0.1% | Added |
| JPMorgan Chase & Co | 12,224,027 | $2.43B | 0.14% | +2,850,827+30.4% | Added |
| FMR LLC | 11,273,330 | $2.33B | 0.10% | −267,760−2.3% | Reduced |
| Vanguard Portfolio Management LLC | 7,643,548 | $1.58B | 0.07% | −438,335−5.4% | Reduced |
| Vanguard Capital Management LLC | 6,849,553 | $1.41B | 0.03% | +60,569+0.9% | Added |
| State Street Corp | 5,998,587 | $1.24B | 0.04% | +143,149+2.4% | Added |
| Geode Capital Management, LLC | 2,875,569 | $591.7M | 0.03% | +43,515+1.5% | Added |
| Alkeon Capital Management LLC | 2,335,700 | $481.9M | 1.86% | +495,700+26.9% | Added |
| Royal Bank of Canada | 2,250,229 | $464.3M | 0.08% | −1,011,006−31.0% | Reduced |
| Pictet Asset Management Holding SA | 2,247,629 | $463.6M | 0.44% | −83,842−3.6% | Reduced |
| Jericho Capital Asset Management L.P. | 2,192,455 | $452.4M | 3.74% | +1,494,944+214.3% | Added |
| Norges Bank | 1,935,539 | $399.4M | 0.04% | +1,935,539 | New |
| Durable Capital Partners LP | 1,846,153 | $380.9M | 3.70% | +1,846,153 | New |
| Capital World Investors | 1,786,989 | $368.7M | 0.04% | +1,786,989 | New |
| Morgan Stanley | 1,732,134 | $357.4M | 0.02% | −132,967−7.1% | Reduced |
| Northern Trust Corp | 1,698,992 | $350.6M | 0.04% | −100,941−5.6% | Reduced |
| UBS Asset Management Americas Inc | 1,575,474 | $325.1M | 0.06% | +101,699+6.9% | Added |
| Dimensional Fund Advisors LP | 1,435,153 | $296.0M | 0.05% | −58,899−3.9% | Reduced |
| Nordea Investment Management AB | 1,271,006 | $253.2M | 0.21% | +84,261+7.1% | Added |
| Polar Capital Holdings Plc | 1,204,982 | $248.6M | 0.70% | +1,019,749+550.5% | Added |
| Goldman Sachs Group Inc | 1,160,241 | $239.4M | 0.03% | +270,659+30.4% | Added |
| Amundi | 1,150,794 | $237.4M | 0.06% | +259,757+29.2% | Added |
| Charles Schwab Investment Management Inc | 1,127,328 | $232.6M | 0.03% | −10,740−0.9% | Reduced |
| SRS Investment Management, LLC | 1,075,683 | $221.9M | 2.08% | −988,725−47.9% | Reduced |
| Bank of America Corp | 1,016,809 | $209.8M | 0.01% | +41,264+4.2% | Added |
| Bank of New York Mellon Corp | 964,969 | $199.1M | 0.03% | −51,928−5.1% | Reduced |
| Vanguard Fiduciary Trust Co | 963,319 | $198.8M | 0.04% | +19,579+2.1% | Added |
| Legal & General Group Plc | 896,825 | $185.0M | 0.04% | −27,950−3.0% | Reduced |
| UBS Group AG | 872,878 | $180.1M | 0.03% | −470,934−35.0% | Reduced |
| Qube Research & Technologies Ltd | 854,257 | $176.3M | 0.20% | +854,257 | New |
| Allspring Global Investments Holdings, LLC | 824,034 | $172.5M | 0.26% | +340,423+70.4% | Added |
| Deutsche Bank AG | 835,472 | $172.4M | 0.05% | +80,067+10.6% | Added |
| Fred Alger Management, LLC | 830,937 | $171.4M | 0.57% | +640,196+335.6% | Added |
| Whale Rock Capital Management LLC | 821,768 | $169.6M | 1.36% | +821,768 | New |
| Balyasny Asset Management LLC | 755,608 | $155.9M | 0.29% | −348,166−31.5% | Reduced |
| Principal Financial Group Inc | 755,410 | $155.9M | 0.08% | +141,296+23.0% | Added |
| Atreides Management, LP | 720,338 | $148.6M | 1.33% | −201,264−21.8% | Reduced |
| Quantinno Capital Management LP | 677,699 | $139.8M | 0.17% | +28,817+4.4% | Added |
| Arrowstreet Capital, Limited Partnership | 657,891 | $135.7M | 0.06% | +66,238+11.2% | Added |
| Sachem Head Capital Management LP | 620,000 | $127.9M | 2.65% | −1,675,000−73.0% | Reduced |
| First Trust Advisors LP | 587,288 | $121.2M | 0.07% | −134,446−18.6% | Reduced |
| Earnest Partners LLC | 565,451 | $116.7M | 0.42% | −11,118−1.9% | Reduced |
| Voya Investment Management LLC | 560,646 | $115.7M | 0.10% | +464,207+481.3% | Added |
| Lord, Abbett & Co. LLC | 560,573 | $115.7M | 0.33% | +560,573 | New |
| 1832 Asset Management L.P. | 555,500 | $114.6M | 0.14% | +555,500 | New |
| Nomura Asset Management International Inc. | 529,299 | $109.2M | 0.16% | +285,044+116.7% | Added |
| No Street GP LP | 510,000 | $105.2M | 6.32% | −208,993−29.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 506,007 | $104.4M | 0.13% | −237,573−31.9% | Reduced |
| Truist Financial Corp | 505,050 | $104.2M | 0.12% | +49,775+10.9% | Added |
| Wells Fargo & Company | 492,806 | $101.7M | 0.02% | +182,640+58.9% | Added |
| Invesco Ltd. | 487,706 | $100.6M | 0.01% | −1,061,748−68.5% | Reduced |
| Ameriprise Financial Inc | 469,698 | $96.9M | 0.02% | +154,122+48.8% | Added |
| Rhumbline Advisers | 458,850 | $94.7M | 0.07% | −88,663−16.2% | Reduced |
| KBC Group NV | 458,442 | $94.6M | 0.20% | −332,106−42.0% | Reduced |
| American Century Companies Inc | 442,943 | $91.4M | 0.04% | −119,663−21.3% | Reduced |
| Citigroup Inc | 434,158 | $89.6M | 0.04% | +112,711+35.1% | Added |
| Nuveen, LLC | 433,384 | $89.4M | 0.02% | +106,599+32.6% | Added |
| Artisan Partners Limited Partnership | 413,729 | $85.4M | 0.14% | +413,729 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 411,880 | $84.9M | 0.09% | +277,482+206.5% | Added |
| Swiss National Bank | 406,000 | $83.8M | 0.04% | −39,000−8.8% | Reduced |
| Dorsal Capital Management, LLC | 400,000 | $82.5M | 2.97% | −300,000−42.9% | Reduced |
| Raymond James Financial Inc | 399,861 | $82.5M | 0.02% | +288,248+258.3% | Added |
| Schroder Investment Management Group | 412,562 | $82.0M | 0.06% | −56,494−12.0% | Reduced |
| Envestnet Asset Management Inc | 379,034 | $78.2M | 0.02% | +70,384+22.8% | Added |
| Blair William & Co | 376,430 | $77.7M | 0.20% | +147,735+64.6% | Added |
| Artemis Investment Management LLP | 370,066 | $76.4M | 0.68% | +370,066 | New |
| Glenmede Trust Co NA | 364,904 | $75.3M | 0.33% | −116,360−24.2% | Reduced |
| Los Angeles Capital Management LLC | 346,348 | $71.5M | 0.26% | +345,673+51,210.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 320,749 | $66.2M | 0.13% | −115,375−26.5% | Reduced |
| California Public Employees Retirement System | 308,105 | $63.6M | 0.04% | +48,032+18.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 306,020 | $63.1M | 0.04% | −6,039−1.9% | Reduced |
| Price T Rowe Associates Inc | 289,193 | $59.7M | 0.01% | +89,709+45.0% | Added |
| Vanguard Asset Management, Ltd | 280,671 | $57.9M | 0.04% | +29,118+11.6% | Added |
| Pacific Heights Asset Management LLC | 275,000 | $56.7M | 1.80% | 00.0% | Unchanged |
| Wellington Management Group LLP | 272,974 | $56.3M | 0.01% | +174,587+177.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 265,315 | $54.7M | 0.07% | −16,846−6.0% | Reduced |
| National Pension Service | 261,307 | $53.9M | 0.03% | +240,854+1,177.6% | Added |
| SEI Investments Co | 259,984 | $53.6M | 0.05% | +148,405+133.0% | Added |
| Summit Partners Public Asset Management, LLC | 257,911 | $53.2M | 1.38% | +257,911 | New |
| Capital Fund Management S.A. | 248,952 | $51.4M | 0.37% | +66,834+36.7% | Added |
| Retirement Systems of Alabama | 246,675 | $50.9M | 0.15% | −122,647−33.2% | Reduced |
| FIL Ltd | 230,641 | $47.6M | 0.03% | −2,021,715−89.8% | Reduced |
| BNP Paribas Arbitrage, SA | 224,926 | $46.4M | 0.02% | −274,580−55.0% | Reduced |
| California State Teachers Retirement System | 221,577 | $45.7M | 0.04% | −11,147−4.8% | Reduced |
| Man Group plc | 217,244 | $44.8M | 0.08% | −78,946−26.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 216,859 | $44.7M | 0.06% | +107,348+98.0% | Added |
| AQR Capital Management LLC | 217,885 | $44.0M | 0.02% | −27,244−11.1% | Reduced |
| Point72 Asset Management, L.P. | 212,861 | $43.9M | 0.07% | −739,018−77.6% | Reduced |
| Shannon River Fund Management LLC | 201,352 | $41.5M | 3.71% | +201,352 | New |
| LPL Financial LLC | 200,800 | $41.4M | 0.01% | +56,074+38.7% | Added |
| Acadian Asset Management LLC | 196,168 | $40.5M | 0.05% | +83,262+73.7% | Added |
| HSBC Holdings PLC | 194,577 | $39.8M | 0.02% | +56,028+40.4% | Added |
| O'Shaughnessy Asset Management, LLC | 190,245 | $39.3M | 0.18% | −19,786−9.4% | Reduced |
| Woodline Partners LP | 188,590 | $38.9M | 0.12% | −87,049−31.6% | Reduced |
| Zurich Insurance Group Ltd | 181,126 | $37.4M | 0.26% | +181,126 | New |
| D. E. Shaw & Co., Inc. | 178,366 | $36.8M | 0.02% | −105,866−37.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,433 | $35.4M | 0.02% | +9,508+5.9% | Added |
| Jupiter Topco LLC | 169,880 | $35.1M | 0.01% | +169,880 | New |
| Virginia Retirement Systems Et Al | 169,550 | $35.0M | 0.21% | +23,750+16.3% | Added |
| Vinva Investment Management Ltd | 174,000 | $34.6M | 0.23% | −23,942−12.1% | Reduced |