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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, 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.

Institutional holdersQ2 2021: 941 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 heldQ2 2021: $54.9B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2021.

Institutions holding TWLO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kore Private Wealth LLC83,504$32.9M3.70%+190.0%Added
Balyasny Asset Management LLC84,403$33.3M0.18%+275+0.3%Added
Harbor Spring Capital, LLC87,930$34.7M4.41%00.0%Unchanged
LPL Financial LLC89,436$35.3M0.04%+8,233+10.1%Added
Berkshire Capital Holdings Inc90,210$35.6M4.16%+15,660+21.0%Added
Ashford Capital Management Inc90,369$35.6M3.21%−1,342−1.5%Reduced
Bares Capital Management, Inc.92,822$36.6M0.65%−2,500−2.6%Reduced
State of New Jersey Common Pension Fund D95,298$37.6M0.12%+11,493+13.7%Added
Migdal Insurance & Financial Holdings Ltd.95,817$37.8M0.40%+95,007+11,729.3%Added
SEI Investments Co97,020$38.2M0.08%−6,112−5.9%Reduced
Mn Services Vermogensbeheer B.V.117,300$39.0M0.30%+117,300New
State of Wisconsin Investment Board100,608$39.7M0.08%+2,671+2.7%Added
Peregrine Capital Management LLC101,821$40.1M0.72%+101,821New
Public Employees Retirement System of Ohio103,127$40.6M0.14%+25,445+32.8%Added
Ensign Peak Advisors, Inc103,361$40.7M0.08%−31,552−23.4%Reduced
UBS Group AG113,240$44.6M0.02%−4,427−3.8%Reduced
Jane Street Group, LLC113,847$44.9M0.11%+36,178+46.6%Added
Railway Pension Investments Ltd117,127$46.2M0.39%00.0%Unchanged
Hitchwood Capital Management LP120,000$47.3M1.60%−25,000−17.2%Reduced
Bank of Montreal120,800$48.3M0.03%+104,075+622.3%Added
Calamos Advisors LLC124,299$49.0M0.24%+28,090+29.2%Added
Optimus Prime Fund Management Co., Ltd.125,000$49.3M3.34%+70,000+127.3%Added
Whetstone Capital Advisors, LLC125,691$49.5M9.25%−13,677−9.8%Reduced
Marsico Capital Management LLC128,326$50.6M1.25%+16,089+14.3%Added
Asset Management One Co.,Ltd.128,522$50.7M0.19%+6,380+5.2%Added
Envestnet Asset Management Inc130,868$51.6M0.03%+54,666+71.7%Added
Nordea Investment Management AB135,148$53.3M0.07%+9,120+7.2%Added
Canada Pension Plan Investment Board135,272$53.3M0.06%−94,981−41.3%Reduced
AO Asset Management, LP140,400$55.3M3.86%−13,400−8.7%Reduced
Raymond James & Associates147,432$58.1M0.05%+21,864+17.4%Added
Jeneq Management, LP149,500$58.9M10.46%+47,100+46.0%Added
Newbrook Capital Advisors LP150,248$59.2M4.00%+91,012+153.6%Added
AXA S.A.151,642$59.8M0.17%+4,157+2.8%Added
La Financiere de L'Echiquier152,221$60.0M2.29%−7,700−4.8%Reduced
Barclays PLC153,076$60.3M0.05%+65,179+74.2%Added
Rhumbline Advisers155,430$61.3M0.08%+7,611+5.1%Added
Great West Life Assurance Co158,596$62.5M0.14%+10,060+6.8%Added
Susquehanna International Group, LLP160,028$63.1M0.07%−14,467−8.3%Reduced
Bessemer Group Inc164,980$65.0M0.14%+15,248+10.2%Added
Glynn Capital Management LLC168,797$66.5M6.08%−15,366−8.3%Reduced
Scout Investments, Inc.169,148$66.7M0.99%+153,835+1,004.6%Added
HSBC Holdings PLC169,927$67.1M0.08%−11,071−6.1%Reduced
Neuberger Berman Group LLC170,896$67.2M0.06%−53,238−23.8%Reduced
Pacific Heights Asset Management LLC174,000$68.6M6.28%−10,000−5.4%Reduced
Citigroup Inc174,662$68.8M0.06%−24,971−12.5%Reduced
Credit Suisse AG172,409$69.0M0.05%+30,721+21.7%Added
Mirae Asset Global Investments Co., Ltd.177,273$69.9M0.20%−7,044−3.8%Reduced
Generation Investment Management LLP185,808$73.2M0.30%−410−0.2%Reduced
KPCB XV Associates, LLC188,160$74.2M33.11%+1,493+0.8%Added
State Board of Administration of Florida Retirement System189,069$74.5M0.14%+8,535+4.7%Added
Trivest Advisors Ltd190,000$74.9M7.66%+190,000New
Millennium Management LLC195,671$77.1M0.10%+14,891+8.2%Added
Zevenbergen Capital Investments LLC198,941$78.4M1.39%+130,046+188.8%Added
Dimensional Fund Advisors LP198,972$78.4M0.02%+17,690+9.8%Added
EMS Capital LP200,080$78.9M6.21%+200,080New
Personal Capital Advisors Corp203,729$80.3M0.42%+20,924+11.4%Added
National Pension Service204,845$80.7M0.15%+2,159+1.1%Added
TD Asset Management Inc221,469$82.7M0.08%+15,880+7.7%Added
TimesSquare Capital Management, LLC216,084$85.2M0.70%−173,200−44.5%Reduced
Swedbank AB223,735$88.2M0.17%+38,231+20.6%Added
DekaBank Deutsche Girozentrale228,943$89.9M0.26%+69,136+43.3%Added
Palestra Capital Management LLC230,995$91.0M1.98%+230,995New
CIBC Private Wealth Group, LLC240,859$94.9M0.22%+12,307+5.4%Added
Westfield Capital Management Co LP248,251$97.9M0.59%−6,127−2.4%Reduced
Parametric Portfolio Associates LLC272,369$107.4M0.06%+26,501+10.8%Added
DF Dent & Co Inc276,137$108.8M1.16%−221−0.1%Reduced
California State Teachers Retirement System285,867$112.7M0.14%+16,500+6.1%Added
Mitsubishi UFJ Trust & Banking Corp287,227$113.2M0.24%−12,286−4.1%Reduced
Bamco Inc297,214$117.2M0.27%−24,262−7.5%Reduced
Macquarie Group Ltd304,348$120.0M0.10%−278,810−47.8%Reduced
TCW Group Inc305,079$120.3M1.04%+157,034+106.1%Added
Arrowstreet Capital, Limited Partnership311,010$122.6M0.15%−150,536−32.6%Reduced
Suvretta Capital Management, LLC314,000$123.8M1.86%+314,000New
Assenagon Asset Management S.A.326,498$128.7M0.55%+78,394+31.6%Added
California Public Employees Retirement System328,906$129.6M0.10%−6,211−1.9%Reduced
Dorsal Capital Management, LLC330,000$130.1M6.08%+80,000+32.0%Added
New York State Common Retirement Fund331,074$130.5M0.13%+143,014+76.0%Added
Steadview Capital Management LLC331,349$130.6M11.34%+15,153+4.8%Added
Russell Investments Group, Ltd.342,843$135.2M0.23%−55,130−13.9%Reduced
Frontier Capital Management Co LLC373,282$147.1M1.08%+17,453+4.9%Added
Polar Capital Holdings Plc375,030$147.8M0.81%+205,385+121.1%Added
Principal Financial Group Inc377,355$148.7M0.10%+320,105+559.1%Added
Neumann Advisory Hong Kong Ltd379,574$149.6M24.06%00.0%Unchanged
Eventide Asset Management, LLC393,490$155.1M2.08%+1,400+0.4%Added
Blair William & Co407,777$160.7M0.56%+16,457+4.2%Added
Putnam Investments LLC416,670$164.2M0.26%+71,570+20.7%Added
Gilder Gagnon Howe & Co LLC433,991$171.1M0.84%−8,285−1.9%Reduced
Fred Alger Management, LLC438,843$173.0M0.41%−116,227−20.9%Reduced
SQN Investors LP449,802$177.3M9.58%00.0%Unchanged
Charles Schwab Investment Management Inc460,789$181.6M0.06%+4,886+1.1%Added
Voya Investment Management LLC468,404$184.6M0.36%−484,917−50.9%Reduced
Pictet Asset Management Ltd486,272$191.7M0.21%+5,985+1.2%Added
Alliancebernstein L.P.488,493$192.5M0.08%+16,351+3.5%Added
American Century Companies Inc492,562$194.1M0.13%−302,621−38.1%Reduced
Jericho Capital Asset Management L.P.542,649$213.9M5.06%00.0%Unchanged
First Trust Advisors LP569,967$224.3M0.24%−1,796−0.3%Reduced
Amundi573,652$226.1M0.16%+573,652New
Eaton Vance Management576,750$227.3M0.31%−349−0.1%Reduced
Goldman Sachs Group Inc580,095$228.7M0.06%−414,932−41.7%Reduced
Deutsche Bank AG589,552$232.4M0.11%−13,117−2.2%Reduced