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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 5 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Twilio Inc as of Mar 31, 2021. 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
932
No complete 13F data for Q4 2020
Shares held
136.8M
No complete 13F data for Q4 2020
Total value
$46.6B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 932 institutions
Q1 2021: 932 institutionsQ2 2021: 941 institutionsQ3 2021: 918 institutionsQ4 2021: 951 institutionsQ1 2022: 872 institutionsQ2 2022: 762 institutionsQ3 2022: 689 institutionsQ4 2022: 613 institutionsQ1 2023: 660 institutionsQ2 2023: 620 institutionsQ3 2023: 606 institutionsQ4 2023: 660 institutionsQ1 2024: 626 institutionsQ2 2024: 605 institutionsQ3 2024: 609 institutionsQ4 2024: 748 institutionsQ1 2025: 775 institutionsQ2 2025: 823 institutionsQ3 2025: 777 institutionsQ4 2025: 871 institutionsQ1 2026: 820 institutionsQ2 2026: 970 institutions
Value heldQ1 2021: $46.6B
Q1 2021: $46.6BQ2 2021: $54.9BQ3 2021: $45.2BQ4 2021: $37.8BQ1 2022: $23.5BQ2 2022: $12.4BQ3 2022: $10.3BQ4 2022: $7.14BQ1 2023: $9.71BQ2 2023: $9.46BQ3 2023: $8.35BQ4 2023: $11.1BQ1 2024: $8.37BQ2 2024: $7.32BQ3 2024: $7.72BQ4 2024: $12.9BQ1 2025: $11.8BQ2 2025: $16.3BQ3 2025: $14.1BQ4 2025: $19.5BQ1 2026: $17.1BQ2 2026: $28.5B
Institutions holding TWLO and their total value by quarter
QuarterHoldersValue
Q2 2026970$28.5B
Q1 2026820$17.1B
Q4 2025871$19.5B
Q3 2025777$14.1B
Q2 2025823$16.3B
Q1 2025775$11.8B
Q4 2024748$12.9B
Q3 2024609$7.72B
Q2 2024605$7.32B
Q1 2024626$8.37B
Q4 2023660$11.1B
Q3 2023606$8.35B
Q2 2023620$9.46B
Q1 2023660$9.71B
Q4 2022613$7.14B
Q3 2022689$10.3B
Q2 2022762$12.4B
Q1 2022872$23.5B
Q4 2021951$37.8B
Q3 2021918$45.2B
Q2 2021941$54.9B
Q1 2021932$46.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Twilio Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TWLO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Oregon Public Employees Retirement Fund29,447$10.0M0.12%––
Kingdon Capital Management, L.L.C.29,450$10.0M1.59%––
Cambridge Investment Research Advisors, Inc.29,961$10.2M0.06%––
Avalon Global Asset Management LLC30,000$10.2M3.89%––
Firsthand Capital Management, Inc.30,000$10.2M2.86%––
Pragma Gestao de Patrimonio Ltd30,000$10.2M4.25%––
Ilmarinen Mutual Pension Insurance Co30,000$10.2M0.12%––
KCL Capital, L.P.30,000$10.2M1.61%––
AE Wealth Management LLC30,088$10.3M0.10%––
Cullen/Frost Bankers, Inc.30,508$10.4M0.23%––
Cutler Group LP31,536$10.7M0.90%––
BNP Paribas Arbitrage, SA31,672$10.8M0.02%––
Baird Financial Group, Inc.31,983$10.9M0.03%––
Alberta Investment Management Corp32,170$11.0M0.10%––
USS Investment Management Ltd32,198$11.0M0.10%––
Weiss Asset Management LP32,367$11.0M0.33%––
Nomura Asset Management Co Ltd32,539$11.1M0.07%––
Ergoteles LLC32,823$11.2M0.35%––
HighTower Advisors, LLC33,892$11.5M0.04%––
Oppenheimer & Co Inc34,019$11.6M0.23%––
Formula Growth Ltd34,279$11.7M1.69%––
Ithaka Group LLC34,360$11.7M1.59%––
Handelsbanken Fonder AB34,241$11.7M0.07%––
RiverPark Advisors, LLC35,113$12.0M1.97%––
Harel Insurance Investments & Financial Services Ltd.12,958$12.2M0.26%––
Xcel Wealth Management, LLC36,105$12.3M4.39%––
Makena Capital Management LLC36,418$12.4M1.97%––
Weiss Multi-Strategy Advisers LLC37,149$12.7M0.29%––
Korea Investment CORP38,000$12.9M0.04%––
Tudor Investment Corp Et Al38,544$13.1M0.28%––
Lyell Wealth Management, LP38,825$13.2M1.93%––
First Growth Investment Manager LP38,900$13.3M10.17%––
Arizona State Retirement System39,541$13.5M0.12%––
Advisor Group Holdings, Inc.40,595$13.9M0.03%––
Maytus Capital Management, LLC41,500$14.1M4.73%––
Capitolis Advisors LLC41,944$14.3M0.25%––
Employees Retirement System of Texas42,180$14.4M0.19%––
Squarepoint Ops LLC42,760$14.6M0.13%––
Zurcher Kantonalbank (Zurich Cantonalbank)43,122$14.7M0.09%––
Commonwealth Equity Services, LLC43,237$14.7M0.04%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.44,952$15.3M0.10%––
Graticule Asia Macro Advisors LLC45,175$15.4M2.59%––
ArrowMark Colorado Holdings LLC45,887$15.6M0.12%––
CWM, LLC40,015$15.8M0.13%––
Aureus Asset Management, LLC47,580$16.2M1.26%––
Sapphire Ventures, L.L.C.47,635$16.2M3.22%––
Ieq Capital, LLC47,844$16.3M0.67%––
Force Hill Capital Management LP49,100$16.7M3.38%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund49,292$16.8M0.15%––
One01 Capital, LP50,050$17.1M7.96%––
Stifel Financial Corp50,678$17.3M0.03%––
Aviva PLC51,343$17.5M0.09%––
Royal London Asset Management Ltd53,503$18.3M0.08%––
Vista Equity Partners Management, LLC54,274$18.5M0.27%––
CIBC Asset Management Inc54,292$18.5M0.08%––
Optimus Prime Fund Management Co., Ltd.55,000$18.7M1.69%––
NN Investment Partners Holdings N.V.55,017$18.7M0.11%––
Forte Capital LLC55,170$18.8M2.90%––
Burleson & Company, LLC55,775$19.0M3.10%––
Principal Financial Group Inc57,250$19.5M0.01%––
Truist Financial Corp57,321$19.5M0.03%––
Parallax Volatility Advisers, L.P.57,951$19.7M0.17%––
Titan Global Capital Management USA LLC58,142$19.8M4.14%––
First Republic Investment Management, Inc.58,221$19.8M0.06%––
Point72 Asset Management, L.P.58,400$19.9M0.10%––
Allen Investment Management LLC58,504$19.9M0.31%––
Newbrook Capital Advisors LP59,236$20.2M1.38%––
Storebrand Asset Management AS60,042$20.5M0.11%––
Toronado Partners, LLC60,057$20.5M6.64%––
EULAV Asset Management62,005$21.1M0.57%––
Vista Wealth Management Group, LLC62,347$21.2M9.51%––
Aristotle Atlantic Partners, LLC64,397$21.9M1.60%––
Stony Point Capital LLC66,222$22.6M7.24%––
Junson Asset Management (Hong Kong) Ltd63,129$22.6M9.42%––
Moore Capital Management, LP68,378$23.3M0.45%––
Treasurer of the State of North Carolina68,825$23.5M0.15%––
Zevenbergen Capital Investments LLC68,895$23.5M0.45%––
AMP Capital Investors Ltd69,896$23.6M0.12%––
Telemark Asset Management, LLC70,000$23.9M2.02%––
Summit Partners Public Asset Management, LLC71,777$24.5M1.34%––
Berkshire Capital Holdings Inc74,550$25.4M2.90%––
Tiger Global Management LLCSuperinvestorTiger Global Management74,701$25.5M0.06%––
Massachusetts Financial Services Co75,176$25.6M0.01%––
Melqart Asset Management (UK) Ltd76,157$26.0M1.37%––
Envestnet Asset Management Inc76,202$26.0M0.02%––
Jane Street Group, LLC77,669$26.5M0.07%––
Public Employees Retirement System of Ohio77,682$26.5M0.11%––
Arthedge Capital Management, LLC77,690$26.5M14.46%––
ThornTree Capital Partners LP77,875$26.5M3.77%––
Teachers Retirement System of the State of Kentucky78,800$26.9M0.26%––
LPL Financial LLC81,203$27.7M0.03%––
HRT Financial LP82,140$28.0M0.28%––
Kore Private Wealth LLC83,485$28.4M3.84%––
State of New Jersey Common Pension Fund D83,805$28.6M0.10%––
Balyasny Asset Management LLC84,128$28.7M0.17%––
KBC Group NV85,347$29.1M0.12%––
Barclays PLC87,897$30.0M0.03%––
Harbor Spring Capital, LLC87,930$30.0M4.25%––
Zweig-DiMenna Associates LLC90,798$30.9M2.18%––
Ashford Capital Management Inc91,711$31.3M2.92%––