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 2021
Institutional positions in Twilio Inc as of Jun 30, 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
- 941
- +17 vs. Q1 2021
- Shares held
- 139.3M
- +3.77M (+2.8%) vs. Q1 2021
- Total value
- $54.9B
- +$8.72B (+18.9%) vs. Q1 2021
- New holders
- 121
- 392 more added
- Sold out
- 104
- 267 more reduced
8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,978,417 | $4.33B | 0.57% | +152,151+1.4% | Added |
| Vanguard Group Inc | 9,916,063 | $3.91B | 0.10% | +266,826+2.8% | Added |
| BlackRock Inc. | 9,030,136 | $3.56B | 0.10% | −2,084,544−18.8% | Reduced |
| Jennison Associates LLC | 6,764,711 | $2.67B | 1.77% | −1,087,805−13.9% | Reduced |
| Baillie Gifford & Co | 5,824,990 | $2.30B | 1.12% | +1,075,413+22.6% | Added |
| Price T Rowe Associates Inc | 4,918,553 | $1.94B | 0.18% | +1,384,055+39.2% | Added |
| Sands Capital Management, LLC | 4,530,980 | $1.79B | 3.03% | +11,088+0.2% | Added |
| FMR LLC | 4,142,846 | $1.63B | 0.13% | −336,211−7.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,722,599 | $1.47B | 2.73% | +985,437+36.0% | Added |
| State Street Corp | 3,413,592 | $1.35B | 0.07% | +638,932+23.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,887,799 | $1.14B | 0.67% | +741,581+34.6% | Added |
| Scge Management, L.P. | 2,783,100 | $1.10B | 10.28% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,722,702 | $1.07B | 0.41% | −279,883−9.3% | Reduced |
| Allianz Asset Management GmbH | 2,627,793 | $1.04B | 0.93% | +443,975+20.3% | Added |
| Nikko Asset Management Americas, Inc. | 2,409,154 | $949.0M | 3.72% | +754,116+45.6% | Added |
| Invesco Ltd. | 2,102,683 | $828.8M | 0.20% | +184,657+9.6% | Added |
| Janus Henderson Group PLC | 1,959,327 | $772.3M | 0.33% | +335,334+20.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,811,133 | $713.9M | 2.76% | +1,404,668+345.6% | Added |
| Matrix Capital Management Company, LP | 1,745,536 | $688.0M | 7.52% | +1,245,536+249.1% | Added |
| Alkeon Capital Management LLC | 1,685,778 | $664.5M | 2.36% | −268,342−13.7% | Reduced |
| Geode Capital Management, LLC | 1,600,275 | $629.6M | 0.09% | −189,008−10.6% | Reduced |
| Bank of New York Mellon Corp | 1,535,955 | $605.4M | 0.12% | −199,339−11.5% | Reduced |
| Norges Bank | 1,493,755 | $588.8M | 0.13% | +77,719+5.5% | Added |
| Nuveen Asset Management, LLC | 1,400,845 | $552.2M | 0.16% | +235,667+20.2% | Added |
| Wells Fargo & Company | 1,293,216 | $509.7M | 0.11% | −257,657−16.6% | Reduced |
| JPMorgan Chase & Co | 1,147,355 | $452.2M | 0.06% | −1,010,763−46.8% | Reduced |
| Jackson Square Partners, LLC | 1,107,724 | $436.6M | 2.49% | −155,755−12.3% | Reduced |
| Bank of America Corp | 1,106,993 | $436.3M | 0.05% | +79,640+7.8% | Added |
| Northern Trust Corp | 1,027,468 | $405.0M | 0.07% | +32,107+3.2% | Added |
| 1832 Asset Management L.P. | 993,000 | $394.4M | 0.76% | −97,500−8.9% | Reduced |
| Legal & General Group Plc | 895,138 | $352.8M | 0.12% | +136,156+17.9% | Added |
| Ameriprise Financial Inc | 888,569 | $350.2M | 0.11% | +75,012+9.2% | Added |
| Foxhaven Asset Management, LP | 858,827 | $338.5M | 9.28% | −3,088−0.4% | Reduced |
| Dragoneer Investment Group, LLC | 777,393 | $306.4M | 3.95% | 00.0% | Unchanged |
| Royal Bank of Canada | 772,558 | $304.5M | 0.09% | +52,674+7.3% | Added |
| Victory Capital Management Inc | 755,975 | $298.0M | 0.29% | −146,850−16.3% | Reduced |
| Whale Rock Capital Management LLC | 729,359 | $287.5M | 1.88% | +58,929+8.8% | Added |
| Durable Capital Partners LP | 686,670 | $270.7M | 2.00% | −65,365−8.7% | Reduced |
| Tybourne Capital Management (HK) Ltd | 675,900 | $266.4M | 5.61% | +168,400+33.2% | Added |
| Swiss National Bank | 652,560 | $257.2M | 0.16% | +112,962+20.9% | Added |
| UBS Asset Management Americas Inc | 627,616 | $247.4M | 0.11% | +75,004+13.6% | Added |
| Deutsche Bank AG | 589,552 | $232.4M | 0.11% | −13,117−2.2% | Reduced |
| Goldman Sachs Group Inc | 580,095 | $228.7M | 0.06% | −414,932−41.7% | Reduced |
| Eaton Vance Management | 576,750 | $227.3M | 0.31% | −349−0.1% | Reduced |
| Amundi | 573,652 | $226.1M | 0.16% | +573,652 | New |
| First Trust Advisors LP | 569,967 | $224.3M | 0.24% | −1,796−0.3% | Reduced |
| Jericho Capital Asset Management L.P. | 542,649 | $213.9M | 5.06% | 00.0% | Unchanged |
| American Century Companies Inc | 492,562 | $194.1M | 0.13% | −302,621−38.1% | Reduced |
| Alliancebernstein L.P. | 488,493 | $192.5M | 0.08% | +16,351+3.5% | Added |
| Pictet Asset Management Ltd | 486,272 | $191.7M | 0.21% | +5,985+1.2% | Added |
| Voya Investment Management LLC | 468,404 | $184.6M | 0.36% | −484,917−50.9% | Reduced |
| Charles Schwab Investment Management Inc | 460,789 | $181.6M | 0.06% | +4,886+1.1% | Added |
| SQN Investors LP | 449,802 | $177.3M | 9.58% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 438,843 | $173.0M | 0.41% | −116,227−20.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 433,991 | $171.1M | 0.84% | −8,285−1.9% | Reduced |
| Putnam Investments LLC | 416,670 | $164.2M | 0.26% | +71,570+20.7% | Added |
| Blair William & Co | 407,777 | $160.7M | 0.56% | +16,457+4.2% | Added |
| Eventide Asset Management, LLC | 393,490 | $155.1M | 2.08% | +1,400+0.4% | Added |
| Neumann Advisory Hong Kong Ltd | 379,574 | $149.6M | 24.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 377,355 | $148.7M | 0.10% | +320,105+559.1% | Added |
| Polar Capital Holdings Plc | 375,030 | $147.8M | 0.81% | +205,385+121.1% | Added |
| Frontier Capital Management Co LLC | 373,282 | $147.1M | 1.08% | +17,453+4.9% | Added |
| Russell Investments Group, Ltd. | 342,843 | $135.2M | 0.23% | −55,130−13.9% | Reduced |
| Steadview Capital Management LLC | 331,349 | $130.6M | 11.34% | +15,153+4.8% | Added |
| New York State Common Retirement Fund | 331,074 | $130.5M | 0.13% | +143,014+76.0% | Added |
| Dorsal Capital Management, LLC | 330,000 | $130.1M | 6.08% | +80,000+32.0% | Added |
| California Public Employees Retirement System | 328,906 | $129.6M | 0.10% | −6,211−1.9% | Reduced |
| Assenagon Asset Management S.A. | 326,498 | $128.7M | 0.55% | +78,394+31.6% | Added |
| Suvretta Capital Management, LLC | 314,000 | $123.8M | 1.86% | +314,000 | New |
| Arrowstreet Capital, Limited Partnership | 311,010 | $122.6M | 0.15% | −150,536−32.6% | Reduced |
| TCW Group Inc | 305,079 | $120.3M | 1.04% | +157,034+106.1% | Added |
| Macquarie Group Ltd | 304,348 | $120.0M | 0.10% | −278,810−47.8% | Reduced |
| Bamco Inc | 297,214 | $117.2M | 0.27% | −24,262−7.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 287,227 | $113.2M | 0.24% | −12,286−4.1% | Reduced |
| California State Teachers Retirement System | 285,867 | $112.7M | 0.14% | +16,500+6.1% | Added |
| DF Dent & Co Inc | 276,137 | $108.8M | 1.16% | −221−0.1% | Reduced |
| Parametric Portfolio Associates LLC | 272,369 | $107.4M | 0.06% | +26,501+10.8% | Added |
| Westfield Capital Management Co LP | 248,251 | $97.9M | 0.59% | −6,127−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 240,859 | $94.9M | 0.22% | +12,307+5.4% | Added |
| Palestra Capital Management LLC | 230,995 | $91.0M | 1.98% | +230,995 | New |
| DekaBank Deutsche Girozentrale | 228,943 | $89.9M | 0.26% | +69,136+43.3% | Added |
| Swedbank AB | 223,735 | $88.2M | 0.17% | +38,231+20.6% | Added |
| TimesSquare Capital Management, LLC | 216,084 | $85.2M | 0.70% | −173,200−44.5% | Reduced |
| TD Asset Management Inc | 221,469 | $82.7M | 0.08% | +15,880+7.7% | Added |
| National Pension Service | 204,845 | $80.7M | 0.15% | +2,159+1.1% | Added |
| Personal Capital Advisors Corp | 203,729 | $80.3M | 0.42% | +20,924+11.4% | Added |
| EMS Capital LP | 200,080 | $78.9M | 6.21% | +200,080 | New |
| Dimensional Fund Advisors LP | 198,972 | $78.4M | 0.02% | +17,690+9.8% | Added |
| Zevenbergen Capital Investments LLC | 198,941 | $78.4M | 1.39% | +130,046+188.8% | Added |
| Millennium Management LLC | 195,671 | $77.1M | 0.10% | +14,891+8.2% | Added |
| Trivest Advisors Ltd | 190,000 | $74.9M | 7.66% | +190,000 | New |
| State Board of Administration of Florida Retirement System | 189,069 | $74.5M | 0.14% | +8,535+4.7% | Added |
| KPCB XV Associates, LLC | 188,160 | $74.2M | 33.11% | +1,493+0.8% | Added |
| Generation Investment Management LLP | 185,808 | $73.2M | 0.30% | −410−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 177,273 | $69.9M | 0.20% | −7,044−3.8% | Reduced |
| Credit Suisse AG | 172,409 | $69.0M | 0.05% | +30,721+21.7% | Added |
| Citigroup Inc | 174,662 | $68.8M | 0.06% | −24,971−12.5% | Reduced |
| Pacific Heights Asset Management LLC | 174,000 | $68.6M | 6.28% | −10,000−5.4% | Reduced |
| Neuberger Berman Group LLC | 170,896 | $67.2M | 0.06% | −53,238−23.8% | Reduced |
| HSBC Holdings PLC | 169,927 | $67.1M | 0.08% | −11,071−6.1% | Reduced |