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, 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 |
|---|---|---|---|---|---|
| Luxor Capital Group, LP | 29,125 | $11.5M | 0.29% | +8,900+44.0% | Added |
| Formula Growth Ltd | 29,279 | $11.5M | 1.59% | −5,000−14.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 29,466 | $11.6M | 0.23% | −1,042−3.4% | Reduced |
| Nomura Asset Management Co Ltd | 29,548 | $11.6M | 0.07% | −2,991−9.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 29,615 | $11.7M | 0.02% | +2,675+9.9% | Added |
| British Columbia Investment Management Corp | 29,673 | $11.7M | 0.07% | +6,649+28.9% | Added |
| Creative Planning | 29,849 | $11.8M | 0.02% | +2,013+7.2% | Added |
| Avalon Global Asset Management LLC | 30,000 | $11.8M | 3.88% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 30,000 | $11.8M | 2.96% | 00.0% | Unchanged |
| JS Capital Management LLC | 30,000 | $11.8M | 0.57% | +7,700+34.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,175 | $11.9M | 0.06% | +214+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,711 | $12.1M | 0.07% | +2,901+10.4% | Added |
| Utah Retirement Systems | 30,819 | $12.1M | 0.16% | +3,300+12.0% | Added |
| Maytus Capital Management, LLC | 31,000 | $12.2M | 3.89% | −10,500−25.3% | Reduced |
| black-and-white Capital LP | 31,800 | $12.5M | 2.19% | −99,250−75.7% | Reduced |
| AE Wealth Management LLC | 31,820 | $12.5M | 0.11% | +1,732+5.8% | Added |
| Alberta Investment Management Corp | 32,170 | $12.7M | 0.11% | 00.0% | Unchanged |
| USS Investment Management Ltd | 32,198 | $12.7M | 0.10% | 00.0% | Unchanged |
| Center Lake Capital Management, LLC | 32,425 | $12.8M | 1.84% | +5,060+18.5% | Added |
| Forsta Ap-Fonden | 32,700 | $12.9M | 0.15% | +5,200+18.9% | Added |
| Baird Financial Group, Inc. | 32,852 | $12.9M | 0.03% | +869+2.7% | Added |
| Gulf International Bank (UK) Ltd | 32,957 | $13.0M | 0.17% | +5,523+20.1% | Added |
| Xcel Wealth Management, LLC | 33,705 | $13.3M | 4.01% | −2,400−6.6% | Reduced |
| Walleye Trading LLC | 33,868 | $13.3M | 0.35% | +10,161+42.9% | Added |
| RiverPark Advisors, LLC | 35,113 | $13.8M | 1.77% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 35,888 | $14.2M | 0.04% | +1,996+5.9% | Added |
| Nomura Holdings Inc | 36,048 | $14.2M | 0.12% | +27,101+302.9% | Added |
| Wolverine Trading, LLC | 36,193 | $14.5M | 0.39% | +13,488+59.4% | Added |
| Lord, Abbett & Co. LLC | 37,472 | $14.8M | 0.04% | −199,221−84.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 37,495 | $14.8M | 0.34% | +346+0.9% | Added |
| Lyell Wealth Management, LP | 37,677 | $14.9M | 1.84% | −1,148−3.0% | Reduced |
| Capitolis Advisors LLC | 38,241 | $15.1M | 0.18% | −3,703−8.8% | Reduced |
| Makena Capital Management LLC | 38,410 | $15.1M | 2.24% | +1,992+5.5% | Added |
| Oppenheimer & Co Inc | 38,832 | $15.3M | 0.27% | +4,813+14.1% | Added |
| First Growth Investment Manager LP | 38,900 | $15.3M | 9.81% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 39,000 | $15.4M | 6.55% | +9,000+30.0% | Added |
| London & Capital Asset Management Ltd | 39,658 | $15.6M | 1.28% | +10,411+35.6% | Added |
| Schonfeld Strategic Advisors LLC | 40,000 | $15.8M | 0.18% | +27,790+227.6% | Added |
| CWM, LLC | 40,015 | $15.8M | 0.13% | 00.0% | Unchanged |
| Carmignac Gestion | 40,438 | $15.9M | 0.19% | +40,438 | New |
| Picton Mahoney Asset Management | 40,650 | $16.0M | 0.58% | +19,220+89.7% | Added |
| Ieq Capital, LLC | 41,460 | $16.3M | 0.48% | −6,384−13.3% | Reduced |
| Clearbridge Investments, LLC | 42,300 | $16.7M | 0.01% | +42,300 | New |
| Calixto Global Investors, LP | 43,352 | $17.1M | 10.03% | +43,352 | New |
| Cutler Group LP | 44,174 | $17.4M | 1.29% | +12,638+40.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,192 | $17.4M | 0.16% | −5,100−10.3% | Reduced |
| NN Investment Partners Holdings N.V. | 44,554 | $17.6M | 0.09% | −10,463−19.0% | Reduced |
| Arizona State Retirement System | 44,837 | $17.7M | 0.14% | +5,296+13.4% | Added |
| KCL Capital, L.P. | 45,000 | $17.7M | 2.57% | +15,000+50.0% | Added |
| Commonwealth Equity Services, LLC | 45,175 | $17.8M | 0.05% | +1,938+4.5% | Added |
| Alpha Family Trust | 43,470 | $17.8M | 5.61% | +34,270+372.5% | Added |
| ArrowMark Colorado Holdings LLC | 45,887 | $18.1M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 46,605 | $18.3M | 0.04% | +6,010+14.8% | Added |
| Group One Trading, L.P. | 47,263 | $18.6M | 0.36% | +28,810+156.1% | Added |
| Force Hill Capital Management LP | 47,560 | $18.7M | 3.77% | −1,540−3.1% | Reduced |
| Aureus Asset Management, LLC | 47,620 | $18.8M | 1.21% | +40+0.1% | Added |
| Clough Capital Partners L P | 49,135 | $19.4M | 1.09% | +30,225+159.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,387 | $20.3M | 0.11% | +8,265+19.2% | Added |
| Aviva PLC | 52,135 | $20.6M | 0.09% | +792+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,736 | $21.2M | 0.12% | +8,784+19.5% | Added |
| Burleson & Company, LLC | 54,356 | $21.4M | 3.18% | −1,419−2.5% | Reduced |
| STRS Ohio | 55,156 | $21.7M | 0.08% | +50,628+1,118.1% | Added |
| Junson Asset Management (Hong Kong) Ltd | 55,281 | $21.8M | 8.68% | −7,848−12.4% | Reduced |
| Ithaka Group LLC | 55,640 | $21.9M | 2.66% | +21,280+61.9% | Added |
| EULAV Asset Management | 56,006 | $22.1M | 0.58% | −5,999−9.7% | Reduced |
| Forte Capital LLC | 56,276 | $22.2M | 3.02% | +1,106+2.0% | Added |
| Toronado Partners, LLC | 56,557 | $22.3M | 6.50% | −3,500−5.8% | Reduced |
| Stifel Financial Corp | 57,083 | $22.5M | 0.03% | +6,405+12.6% | Added |
| KBC Group NV | 57,905 | $22.8M | 0.08% | −27,442−32.2% | Reduced |
| Ergoteles LLC | 58,020 | $22.9M | 0.52% | +25,197+76.8% | Added |
| Allen Investment Management LLC | 58,504 | $23.1M | 0.31% | 00.0% | Unchanged |
| ThornTree Capital Partners LP | 58,513 | $23.1M | 3.58% | −19,362−24.9% | Reduced |
| Telemark Asset Management, LLC | 60,000 | $23.6M | 1.89% | −10,000−14.3% | Reduced |
| Royal London Asset Management Ltd | 60,004 | $23.7M | 0.10% | +6,501+12.2% | Added |
| CIBC Asset Management Inc | 60,326 | $23.8M | 0.10% | +6,034+11.1% | Added |
| Capital Research Global Investors | 60,751 | $23.9M | 0.01% | +60,751 | New |
| Titan Global Capital Management USA LLC | 61,307 | $24.2M | 4.10% | +3,165+5.4% | Added |
| Vista Equity Partners Management, LLC | 61,531 | $24.3M | 0.26% | +7,257+13.4% | Added |
| Ratan Capital Management LP | 63,537 | $25.0M | 2.17% | −30,000−32.1% | Reduced |
| Korea Investment CORP | 63,700 | $25.1M | 0.07% | +25,700+67.6% | Added |
| One01 Capital, LP | 63,750 | $25.1M | 8.45% | +13,700+27.4% | Added |
| Employees Retirement System of Texas | 64,180 | $25.3M | 0.31% | +22,000+52.2% | Added |
| Aristotle Atlantic Partners, LLC | 64,455 | $25.4M | 1.68% | +58+0.1% | Added |
| Truist Financial Corp | 65,803 | $25.9M | 0.04% | +8,482+14.8% | Added |
| Storebrand Asset Management AS | 66,379 | $26.2M | 0.13% | +6,337+10.6% | Added |
| AMP Capital Investors Ltd | 67,589 | $26.7M | 0.13% | −2,307−3.3% | Reduced |
| Vista Wealth Management Group, LLC | 69,491 | $27.4M | 6.34% | +7,144+11.5% | Added |
| Stony Point Capital LLC | 70,255 | $27.7M | 7.24% | +4,033+6.1% | Added |
| Honeycomb Asset Management LP | 71,050 | $28.0M | 2.22% | −75,185−51.4% | Reduced |
| Zweig-DiMenna Associates LLC | 71,602 | $28.2M | 1.75% | −19,196−21.1% | Reduced |
| Melqart Asset Management (UK) Ltd | 73,757 | $29.1M | 1.31% | −2,400−3.2% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 74,701 | $29.4M | 0.05% | 00.0% | Unchanged |
| Atreides Management, LP | 76,695 | $30.2M | 0.77% | −25,640−25.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 76,935 | $30.3M | 0.28% | −1,865−2.4% | Reduced |
| Arthedge Capital Management, LLC | 77,690 | $30.6M | 13.61% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 80,075 | $31.6M | 1.37% | +80,075 | New |
| HRT Financial LP | 80,800 | $31.8M | 0.29% | −1,340−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 82,139 | $32.4M | 0.04% | −801,475−90.7% | Reduced |
| Treasurer of the State of North Carolina | 82,545 | $32.5M | 0.19% | +13,720+19.9% | Added |
| First Republic Investment Management, Inc. | 83,392 | $32.9M | 0.09% | +25,171+43.2% | Added |