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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 7 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Twilio Inc as of Sep 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
918
−10 vs. Q2 2021
Shares held
141.8M
+3.07M (+2.2%) vs. Q2 2021
Total value
$45.2B
−$9.44B (−17.3%) vs. Q2 2021
New holders
94
402 more added
Sold out
104
253 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 918 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 heldQ3 2021: $45.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2021.

Institutions holding TWLO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc10,312,383$3.29B0.08%+396,320+4.0%Added
BlackRock Inc.10,264,002$3.27B0.09%+1,233,866+13.7%Added
Morgan Stanley9,736,046$3.11B0.42%−1,242,371−11.3%Reduced
Jennison Associates LLC6,228,579$1.99B1.28%−536,132−7.9%Reduced
Baillie Gifford & Co6,109,161$1.95B1.02%+284,171+4.9%Added
Sands Capital Management, LLC5,451,329$1.74B2.90%+920,349+20.3%Added
Price T Rowe Associates Inc5,332,658$1.70B0.16%+414,105+8.4%Added
FMR LLC3,446,974$1.10B0.09%−695,872−16.8%Reduced
State Street Corp3,445,507$1.10B0.06%+31,915+0.9%Added
ARK Investment Management LLCSuperinvestorARK Invest3,248,577$1.04B2.49%−474,022−12.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,812,628$897.4M0.56%−75,171−2.6%Reduced
Scge Management, L.P.2,783,100$887.9M8.24%00.0%Unchanged
Franklin Resources Inc2,730,787$871.3M0.33%+8,085+0.3%Added
Allianz Asset Management GmbH2,588,549$825.9M0.68%−39,244−1.5%Reduced
Nikko Asset Management Americas, Inc.2,295,152$722.4M3.10%−114,002−4.7%Reduced
Janus Henderson Group PLC2,109,168$672.9M0.29%+149,841+7.6%Added
Nuveen Asset Management, LLC2,061,009$657.6M0.21%+660,164+47.1%Added
Coatue Management LLCSuperinvestorCoatue Management1,749,944$558.3M2.27%−61,189−3.4%Reduced
Matrix Capital Management Company, LP1,745,536$556.9M6.34%00.0%Unchanged
Alkeon Capital Management LLC1,602,272$511.2M1.73%−83,506−5.0%Reduced
Geode Capital Management, LLC1,568,122$499.3M0.07%−32,153−2.0%Reduced
Bank of New York Mellon Corp1,538,282$490.8M0.10%+2,327+0.2%Added
Invesco Ltd.1,493,134$476.4M0.12%−609,549−29.0%Reduced
Norges Bank1,474,309$470.4M0.10%−19,446−1.3%Reduced
Wells Fargo & Company1,354,721$432.2M0.10%+61,505+4.8%Added
JPMorgan Chase & Co1,133,767$361.7M0.05%−13,588−1.2%Reduced
Northern Trust Corp1,121,861$357.9M0.06%+94,393+9.2%Added
Durable Capital Partners LP1,108,360$353.6M2.68%+421,690+61.4%Added
Bank of America Corp1,013,881$323.5M0.04%−93,112−8.4%Reduced
Jackson Square Partners, LLC1,012,120$322.9M2.05%−95,604−8.6%Reduced
Legal & General Group Plc917,796$292.8M0.10%+22,658+2.5%Added
Royal Bank of Canada890,937$284.3M0.08%+118,379+15.3%Added
Deutsche Bank AG881,600$281.3M0.13%+292,048+49.5%Added
Ameriprise Financial Inc857,625$273.6M0.09%−30,944−3.5%Reduced
Foxhaven Asset Management, LP853,837$272.4M7.88%−4,990−0.6%Reduced
Dragoneer Investment Group, LLC777,393$248.0M3.27%00.0%Unchanged
Swiss National Bank642,060$204.8M0.13%−10,500−1.6%Reduced
Principal Financial Group Inc633,727$202.2M0.13%+256,372+67.9%Added
UBS Asset Management Americas Inc624,645$199.3M0.08%−2,971−0.5%Reduced
Victory Capital Management Inc611,853$195.2M0.19%−144,122−19.1%Reduced
Goldman Sachs Group Inc587,170$187.3M0.05%+7,075+1.2%Added
Eaton Vance Management576,867$183.9M0.26%+1170.0%Added
Putnam Investments LLC563,308$179.7M0.28%+146,638+35.2%Added
Amundi547,997$174.8M0.12%−25,655−4.5%Reduced
Fred Alger Management, LLC545,621$174.1M0.42%+106,778+24.3%Added
1832 Asset Management L.P.550,833$172.2M0.32%−442,167−44.5%Reduced
Alliancebernstein L.P.538,848$171.9M0.07%+50,355+10.3%Added
Susquehanna International Group, LLP531,827$169.7M0.22%+371,799+232.3%Added
Suvretta Capital Management, LLC516,520$164.8M2.80%+202,520+64.5%Added
Citadel Advisors LLC510,961$163.0M0.18%+510,961New
Whale Rock Capital Management LLC496,441$158.4M1.04%−232,918−31.9%Reduced
Charles Schwab Investment Management Inc481,633$153.7M0.05%+20,844+4.5%Added
Tybourne Capital Management (HK) Ltd480,000$153.1M3.86%−195,900−29.0%Reduced
First Trust Advisors LP472,007$150.6M0.16%−97,960−17.2%Reduced
Voya Investment Management LLC450,902$143.9M0.29%−17,502−3.7%Reduced
SQN Investors LP449,802$143.5M7.74%00.0%Unchanged
Gilder Gagnon Howe & Co LLC435,171$138.8M0.72%+1,180+0.3%Added
Assenagon Asset Management S.A.431,064$137.5M0.57%+104,566+32.0%Added
Blair William & Co424,299$135.4M0.46%+16,522+4.1%Added
Pictet Asset Management SA407,737$130.1M0.14%+407,737New
XN Exponent Advisors LLC403,500$128.7M6.23%+403,500New
Atreides Management, LP401,172$128.0M3.28%+324,477+423.1%Added
Eventide Asset Management, LLC393,490$125.5M1.66%00.0%Unchanged
Neumann Advisory Hong Kong Ltd379,574$121.1M21.58%00.0%Unchanged
Russell Investments Group, Ltd.353,299$112.6M0.19%+10,456+3.0%Added
Polar Capital Holdings Plc352,265$112.4M0.62%−22,765−6.1%Reduced
California Public Employees Retirement System335,447$107.0M0.08%+6,541+2.0%Added
Steadview Capital Management LLC331,349$105.7M8.46%00.0%Unchanged
Dorsal Capital Management, LLC325,000$103.7M5.34%−5,000−1.5%Reduced
New York State Common Retirement Fund323,820$103.3M0.11%−7,254−2.2%Reduced
Bamco Inc318,858$101.7M0.23%+21,644+7.3%Added
Parametric Portfolio Associates LLC315,133$100.5M0.06%+42,764+15.7%Added
TCW Group Inc306,216$97.7M0.86%+1,137+0.4%Added
D. E. Shaw & Co., Inc.302,408$96.5M0.12%+220,269+268.2%Added
American Century Companies Inc300,854$96.0M0.07%−191,708−38.9%Reduced
Zevenbergen Capital Investments LLC296,616$94.6M1.80%+97,675+49.1%Added
Macquarie Group Ltd289,229$92.3M0.08%−15,119−5.0%Reduced
DF Dent & Co Inc286,606$91.4M0.94%+10,469+3.8%Added
California State Teachers Retirement System285,048$90.9M0.12%−819−0.3%Reduced
Mitsubishi UFJ Trust & Banking Corp281,331$89.8M0.20%−5,896−2.1%Reduced
Bessemer Group Inc264,221$84.3M0.18%+99,241+60.2%Added
Renaissance Technologies LLC250,795$80.0M0.10%+250,795New
Mirae Asset Global Investments Co., Ltd.238,831$76.2M0.19%+61,558+34.7%Added
TD Asset Management Inc237,846$75.9M0.08%+16,377+7.4%Added
Westfield Capital Management Co LP233,281$74.4M0.45%−14,970−6.0%Reduced
Barclays PLC225,809$72.0M0.05%+72,733+47.5%Added
Swedbank AB223,935$71.4M0.13%+200+0.1%Added
DekaBank Deutsche Girozentrale222,242$70.7M0.20%−6,701−2.9%Reduced
Citigroup Inc214,477$68.4M0.07%+39,815+22.8%Added
Personal Capital Advisors Corp208,018$66.4M0.33%+4,289+2.1%Added
Dimensional Fund Advisors LP207,202$66.1M0.02%+8,230+4.1%Added
HSBC Holdings PLC206,279$65.6M0.07%+36,352+21.4%Added
Credit Suisse AG202,141$64.5M0.05%+29,732+17.2%Added
AXA S.A.196,381$62.7M0.18%+44,739+29.5%Added
National Pension Service195,554$62.4M0.12%−9,291−4.5%Reduced
Jeneq Management, LP190,300$60.7M9.25%+40,800+27.3%Added
Neuberger Berman Group LLC189,113$60.2M0.05%+18,217+10.7%Added
KPCB XV Associates, LLC188,160$60.0M44.83%00.0%Unchanged
State Board of Administration of Florida Retirement System188,041$60.0M0.12%−1,028−0.5%Reduced
Raymond James & Associates185,876$59.3M0.05%+38,444+26.1%Added