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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
Ratan Capital Management LP93,537$31.9M3.50%––
Bares Capital Management, Inc.95,322$32.5M0.61%––
Calamos Advisors LLC96,209$32.8M0.19%––
State of Wisconsin Investment Board97,937$33.4M0.07%––
Atreides Management, LP102,335$34.9M1.12%––
Jeneq Management, LP102,400$34.9M8.16%––
SEI Investments Co103,132$35.1M0.09%––
Marsico Capital Management LLC112,237$38.2M1.00%––
Ci Investments Inc.113,245$38.6M0.16%––
Renaissance Technologies LLC115,295$39.3M0.05%––
Railway Pension Investments Ltd117,127$39.9M0.37%––
UBS Group AG117,667$40.1M0.02%––
Asset Management One Co.,Ltd.122,142$41.6M0.17%––
Melvin Capital Management LP125,000$42.6M0.31%––
Raymond James & Associates125,568$42.8M0.04%––
Nordea Investment Management AB126,028$42.9M0.06%––
black-and-white Capital LP131,050$44.7M5.53%––
Ensign Peak Advisors, Inc134,913$46.0M0.10%––
Whetstone Capital Advisors, LLC139,368$47.5M10.10%––
Munro Partners140,399$47.8M2.06%––
Credit Suisse AG141,688$48.3M0.04%––
Hitchwood Capital Management LP145,000$49.4M1.76%––
Honeycomb Asset Management LP146,235$49.8M3.18%––
AXA S.A.147,485$50.3M0.15%––
Rhumbline Advisers147,819$50.4M0.07%––
TCW Group Inc148,045$50.4M0.48%––
Great West Life Assurance Co148,536$50.5M0.12%––
Bessemer Group Inc149,732$51.0M0.12%––
DekaBank Deutsche Girozentrale159,807$51.8M0.17%––
AO Asset Management, LP153,800$52.4M3.95%––
Citadel Advisors LLC154,043$52.5M0.06%––
Healthcare of Ontario Pension Plan Trust Fund158,952$54.2M0.14%––
La Financiere de L'Echiquier159,921$54.5M2.20%––
Polar Capital Holdings Plc169,645$57.8M0.36%––
Susquehanna International Group, LLP174,495$59.5M0.08%––
State Board of Administration of Florida Retirement System180,534$61.5M0.12%––
Millennium Management LLC180,780$61.6M0.09%––
HSBC Holdings PLC180,998$61.6M0.08%––
Dimensional Fund Advisors LP181,282$61.8M0.02%––
Personal Capital Advisors Corp182,805$62.3M0.36%––
Pacific Heights Asset Management LLC184,000$62.7M5.74%––
Glynn Capital Management LLC184,163$62.8M6.03%––
Mirae Asset Global Investments Co., Ltd.184,317$62.8M0.22%––
Swedbank AB185,504$63.2M0.13%––
Generation Investment Management LLP186,218$63.5M0.27%––
KPCB XV Associates, LLC186,667$63.6M27.41%––
New York State Common Retirement Fund188,060$64.1M0.07%––
Citigroup Inc199,633$68.0M0.06%––
National Pension Service202,686$69.1M0.14%––
TD Asset Management Inc205,589$70.1M0.08%––
Neuberger Berman Group LLC224,134$76.3M0.07%––
CIBC Private Wealth Group, LLC228,552$77.9M0.20%––
Canada Pension Plan Investment Board230,253$78.5M0.10%––
Lord, Abbett & Co. LLC236,693$80.7M0.21%––
Parametric Portfolio Associates LLC245,868$83.8M0.05%––
Assenagon Asset Management S.A.248,104$84.5M0.43%––
Dorsal Capital Management, LLC250,000$85.2M4.33%––
Westfield Capital Management Co LP254,378$86.7M0.54%––
California State Teachers Retirement System269,367$91.8M0.12%––
DF Dent & Co Inc276,358$94.2M1.09%––
Two Sigma Investments, LP285,329$97.2M0.30%––
Mitsubishi UFJ Trust & Banking Corp299,513$102.1M0.23%––
Steadview Capital Management LLC316,196$107.7M10.70%––
Bamco Inc321,476$109.5M0.27%––
California Public Employees Retirement System335,117$114.2M0.09%––
Putnam Investments LLC345,100$117.6M0.20%––
Frontier Capital Management Co LLC355,829$121.3M0.92%––
Neumann Advisory Hong Kong Ltd379,574$129.3M22.78%––
TimesSquare Capital Management, LLC389,284$132.7M1.14%––
Blair William & Co391,320$133.3M0.50%––
Eventide Asset Management, LLC392,090$133.6M1.98%––
Russell Investments Group, Ltd.397,973$135.4M0.24%––
Coatue Management LLCSuperinvestorCoatue Management406,465$138.5M0.76%––
Holocene Advisors, LP432,643$147.4M0.95%––
Gilder Gagnon Howe & Co LLC442,276$150.7M0.81%––
SQN Investors LP449,802$153.3M8.13%––
Charles Schwab Investment Management Inc455,903$155.4M0.06%––
Arrowstreet Capital, Limited Partnership461,546$157.3M0.21%––
Alliancebernstein L.P.472,142$160.9M0.07%––
Pictet Asset Management Ltd480,287$163.7M0.20%––
Amundi Asset Management US, Inc.497,906$169.7M0.13%––
Matrix Capital Management Company, LP500,000$170.4M1.97%––
Tybourne Capital Management (HK) Ltd507,500$172.9M3.80%––
Swiss National Bank539,598$183.9M0.12%––
Jericho Capital Asset Management L.P.542,649$184.9M4.89%––
UBS Asset Management Americas Inc552,612$188.3M0.08%––
Fred Alger Management, LLC555,070$189.1M0.49%––
First Trust Advisors LP571,763$194.8M0.24%––
Eaton Vance Management577,099$196.7M0.29%––
Macquarie Group Ltd583,158$198.7M0.28%––
Deutsche Bank AG602,669$205.4M0.11%––
Whale Rock Capital Management LLC670,430$228.5M1.88%––
Waddell & Reed Financial Inc700,881$238.8M0.49%––
Royal Bank of Canada719,884$245.3M0.08%––
Durable Capital Partners LP752,035$256.3M2.17%––
Legal & General Group Plc758,982$258.6M0.10%––
Dragoneer Investment Group, LLC777,393$264.9M3.79%––
American Century Companies Inc795,183$271.0M0.20%––
Ameriprise Financial Inc813,557$277.3M0.09%––
Foxhaven Asset Management, LP861,915$293.7M8.52%––