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 |
|---|---|---|---|---|---|
| Scout Investments, Inc. | 169,148 | $66.7M | 0.99% | +153,835+1,004.6% | Added |
| Glynn Capital Management LLC | 168,797 | $66.5M | 6.08% | −15,366−8.3% | Reduced |
| Bessemer Group Inc | 164,980 | $65.0M | 0.14% | +15,248+10.2% | Added |
| Susquehanna International Group, LLP | 160,028 | $63.1M | 0.07% | −14,467−8.3% | Reduced |
| Great West Life Assurance Co | 158,596 | $62.5M | 0.14% | +10,060+6.8% | Added |
| Rhumbline Advisers | 155,430 | $61.3M | 0.08% | +7,611+5.1% | Added |
| Barclays PLC | 153,076 | $60.3M | 0.05% | +65,179+74.2% | Added |
| La Financiere de L'Echiquier | 152,221 | $60.0M | 2.29% | −7,700−4.8% | Reduced |
| AXA S.A. | 151,642 | $59.8M | 0.17% | +4,157+2.8% | Added |
| Newbrook Capital Advisors LP | 150,248 | $59.2M | 4.00% | +91,012+153.6% | Added |
| Jeneq Management, LP | 149,500 | $58.9M | 10.46% | +47,100+46.0% | Added |
| Raymond James & Associates | 147,432 | $58.1M | 0.05% | +21,864+17.4% | Added |
| AO Asset Management, LP | 140,400 | $55.3M | 3.86% | −13,400−8.7% | Reduced |
| Canada Pension Plan Investment Board | 135,272 | $53.3M | 0.06% | −94,981−41.3% | Reduced |
| Nordea Investment Management AB | 135,148 | $53.3M | 0.07% | +9,120+7.2% | Added |
| Envestnet Asset Management Inc | 130,868 | $51.6M | 0.03% | +54,666+71.7% | Added |
| Asset Management One Co.,Ltd. | 128,522 | $50.7M | 0.19% | +6,380+5.2% | Added |
| Marsico Capital Management LLC | 128,326 | $50.6M | 1.25% | +16,089+14.3% | Added |
| Whetstone Capital Advisors, LLC | 125,691 | $49.5M | 9.25% | −13,677−9.8% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 125,000 | $49.3M | 3.34% | +70,000+127.3% | Added |
| Calamos Advisors LLC | 124,299 | $49.0M | 0.24% | +28,090+29.2% | Added |
| Bank of Montreal | 120,800 | $48.3M | 0.03% | +104,075+622.3% | Added |
| Hitchwood Capital Management LP | 120,000 | $47.3M | 1.60% | −25,000−17.2% | Reduced |
| Railway Pension Investments Ltd | 117,127 | $46.2M | 0.39% | 00.0% | Unchanged |
| Jane Street Group, LLC | 113,847 | $44.9M | 0.11% | +36,178+46.6% | Added |
| UBS Group AG | 113,240 | $44.6M | 0.02% | −4,427−3.8% | Reduced |
| Ensign Peak Advisors, Inc | 103,361 | $40.7M | 0.08% | −31,552−23.4% | Reduced |
| Public Employees Retirement System of Ohio | 103,127 | $40.6M | 0.14% | +25,445+32.8% | Added |
| Peregrine Capital Management LLC | 101,821 | $40.1M | 0.72% | +101,821 | New |
| State of Wisconsin Investment Board | 100,608 | $39.7M | 0.08% | +2,671+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 117,300 | $39.0M | 0.30% | +117,300 | New |
| SEI Investments Co | 97,020 | $38.2M | 0.08% | −6,112−5.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 95,817 | $37.8M | 0.40% | +95,007+11,729.3% | Added |
| State of New Jersey Common Pension Fund D | 95,298 | $37.6M | 0.12% | +11,493+13.7% | Added |
| Bares Capital Management, Inc. | 92,822 | $36.6M | 0.65% | −2,500−2.6% | Reduced |
| Ashford Capital Management Inc | 90,369 | $35.6M | 3.21% | −1,342−1.5% | Reduced |
| Berkshire Capital Holdings Inc | 90,210 | $35.6M | 4.16% | +15,660+21.0% | Added |
| LPL Financial LLC | 89,436 | $35.3M | 0.04% | +8,233+10.1% | Added |
| Harbor Spring Capital, LLC | 87,930 | $34.7M | 4.41% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 84,403 | $33.3M | 0.18% | +275+0.3% | Added |
| Kore Private Wealth LLC | 83,504 | $32.9M | 3.70% | +190.0% | Added |
| First Republic Investment Management, Inc. | 83,392 | $32.9M | 0.09% | +25,171+43.2% | Added |
| Treasurer of the State of North Carolina | 82,545 | $32.5M | 0.19% | +13,720+19.9% | Added |
| D. E. Shaw & Co., Inc. | 82,139 | $32.4M | 0.04% | −801,475−90.7% | Reduced |
| HRT Financial LP | 80,800 | $31.8M | 0.29% | −1,340−1.6% | Reduced |
| Light Street Capital Management, LLC | 80,075 | $31.6M | 1.37% | +80,075 | New |
| Arthedge Capital Management, LLC | 77,690 | $30.6M | 13.61% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 76,935 | $30.3M | 0.28% | −1,865−2.4% | Reduced |
| Atreides Management, LP | 76,695 | $30.2M | 0.77% | −25,640−25.1% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 74,701 | $29.4M | 0.05% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 73,757 | $29.1M | 1.31% | −2,400−3.2% | Reduced |
| Zweig-DiMenna Associates LLC | 71,602 | $28.2M | 1.75% | −19,196−21.1% | Reduced |
| Honeycomb Asset Management LP | 71,050 | $28.0M | 2.22% | −75,185−51.4% | Reduced |
| Stony Point Capital LLC | 70,255 | $27.7M | 7.24% | +4,033+6.1% | Added |
| Vista Wealth Management Group, LLC | 69,491 | $27.4M | 6.34% | +7,144+11.5% | Added |
| AMP Capital Investors Ltd | 67,589 | $26.7M | 0.13% | −2,307−3.3% | Reduced |
| Storebrand Asset Management AS | 66,379 | $26.2M | 0.13% | +6,337+10.6% | Added |
| Truist Financial Corp | 65,803 | $25.9M | 0.04% | +8,482+14.8% | Added |
| Aristotle Atlantic Partners, LLC | 64,455 | $25.4M | 1.68% | +58+0.1% | Added |
| Employees Retirement System of Texas | 64,180 | $25.3M | 0.31% | +22,000+52.2% | Added |
| One01 Capital, LP | 63,750 | $25.1M | 8.45% | +13,700+27.4% | Added |
| Korea Investment CORP | 63,700 | $25.1M | 0.07% | +25,700+67.6% | Added |
| Ratan Capital Management LP | 63,537 | $25.0M | 2.17% | −30,000−32.1% | Reduced |
| Vista Equity Partners Management, LLC | 61,531 | $24.3M | 0.26% | +7,257+13.4% | Added |
| Titan Global Capital Management USA LLC | 61,307 | $24.2M | 4.10% | +3,165+5.4% | Added |
| Capital Research Global Investors | 60,751 | $23.9M | 0.01% | +60,751 | New |
| CIBC Asset Management Inc | 60,326 | $23.8M | 0.10% | +6,034+11.1% | Added |
| Royal London Asset Management Ltd | 60,004 | $23.7M | 0.10% | +6,501+12.2% | Added |
| Telemark Asset Management, LLC | 60,000 | $23.6M | 1.89% | −10,000−14.3% | Reduced |
| ThornTree Capital Partners LP | 58,513 | $23.1M | 3.58% | −19,362−24.9% | Reduced |
| Allen Investment Management LLC | 58,504 | $23.1M | 0.31% | 00.0% | Unchanged |
| Ergoteles LLC | 58,020 | $22.9M | 0.52% | +25,197+76.8% | Added |
| KBC Group NV | 57,905 | $22.8M | 0.08% | −27,442−32.2% | Reduced |
| Stifel Financial Corp | 57,083 | $22.5M | 0.03% | +6,405+12.6% | Added |
| Toronado Partners, LLC | 56,557 | $22.3M | 6.50% | −3,500−5.8% | Reduced |
| Forte Capital LLC | 56,276 | $22.2M | 3.02% | +1,106+2.0% | Added |
| EULAV Asset Management | 56,006 | $22.1M | 0.58% | −5,999−9.7% | Reduced |
| Ithaka Group LLC | 55,640 | $21.9M | 2.66% | +21,280+61.9% | Added |
| Junson Asset Management (Hong Kong) Ltd | 55,281 | $21.8M | 8.68% | −7,848−12.4% | Reduced |
| STRS Ohio | 55,156 | $21.7M | 0.08% | +50,628+1,118.1% | Added |
| Burleson & Company, LLC | 54,356 | $21.4M | 3.18% | −1,419−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 53,736 | $21.2M | 0.12% | +8,784+19.5% | Added |
| Aviva PLC | 52,135 | $20.6M | 0.09% | +792+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,387 | $20.3M | 0.11% | +8,265+19.2% | Added |
| Clough Capital Partners L P | 49,135 | $19.4M | 1.09% | +30,225+159.8% | Added |
| Aureus Asset Management, LLC | 47,620 | $18.8M | 1.21% | +40+0.1% | Added |
| Force Hill Capital Management LP | 47,560 | $18.7M | 3.77% | −1,540−3.1% | Reduced |
| Group One Trading, L.P. | 47,263 | $18.6M | 0.36% | +28,810+156.1% | Added |
| Advisor Group Holdings, Inc. | 46,605 | $18.3M | 0.04% | +6,010+14.8% | Added |
| ArrowMark Colorado Holdings LLC | 45,887 | $18.1M | 0.14% | 00.0% | Unchanged |
| Alpha Family Trust | 43,470 | $17.8M | 5.61% | +34,270+372.5% | Added |
| Commonwealth Equity Services, LLC | 45,175 | $17.8M | 0.05% | +1,938+4.5% | Added |
| KCL Capital, L.P. | 45,000 | $17.7M | 2.57% | +15,000+50.0% | Added |
| Arizona State Retirement System | 44,837 | $17.7M | 0.14% | +5,296+13.4% | Added |
| NN Investment Partners Holdings N.V. | 44,554 | $17.6M | 0.09% | −10,463−19.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,192 | $17.4M | 0.16% | −5,100−10.3% | Reduced |
| Cutler Group LP | 44,174 | $17.4M | 1.29% | +12,638+40.1% | Added |
| Calixto Global Investors, LP | 43,352 | $17.1M | 10.03% | +43,352 | New |
| Clearbridge Investments, LLC | 42,300 | $16.7M | 0.01% | +42,300 | New |
| Ieq Capital, LLC | 41,460 | $16.3M | 0.48% | −6,384−13.3% | Reduced |