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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 130,227 | $41.5M | 0.84% | +130,224+4,340,800.0% | Added |
| Balyasny Asset Management LLC | 132,677 | $42.3M | 0.20% | +48,274+57.2% | Added |
| Calamos Advisors LLC | 136,805 | $43.6M | 0.21% | +12,506+10.1% | Added |
| Marsico Capital Management LLC | 139,008 | $44.4M | 1.36% | +10,682+8.3% | Added |
| Envestnet Asset Management Inc | 144,623 | $46.1M | 0.03% | +13,755+10.5% | Added |
| Rhumbline Advisers | 147,405 | $47.0M | 0.06% | −8,025−5.2% | Reduced |
| Carmignac Gestion | 147,479 | $47.1M | 0.59% | +107,041+264.7% | Added |
| Honeycomb Asset Management LP | 150,000 | $47.9M | 3.20% | +78,950+111.1% | Added |
| Frontier Capital Management Co LLC | 152,018 | $48.5M | 0.38% | −221,264−59.3% | Reduced |
| Great West Life Assurance Co | 153,812 | $49.4M | 0.11% | −4,784−3.0% | Reduced |
| La Financiere de L'Echiquier | 159,628 | $50.9M | 1.71% | +7,407+4.9% | Added |
| Scout Investments, Inc. | 160,662 | $51.3M | 0.76% | −8,486−5.0% | Reduced |
| Bank of Montreal | 169,150 | $53.2M | 0.03% | +48,350+40.0% | Added |
| EMS Capital LP | 171,480 | $54.7M | 4.84% | −28,600−14.3% | Reduced |
| Glynn Capital Management LLC | 173,314 | $55.3M | 4.85% | +4,517+2.7% | Added |
| Pacific Heights Asset Management LLC | 174,000 | $55.5M | 5.26% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 180,467 | $57.6M | 0.12% | +77,106+74.6% | Added |
| Generation Investment Management LLP | 183,327 | $58.5M | 0.24% | −2,481−1.3% | Reduced |
| Raymond James & Associates | 185,876 | $59.3M | 0.05% | +38,444+26.1% | Added |
| State Board of Administration of Florida Retirement System | 188,041 | $60.0M | 0.12% | −1,028−0.5% | Reduced |
| KPCB XV Associates, LLC | 188,160 | $60.0M | 44.83% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 189,113 | $60.2M | 0.05% | +18,217+10.7% | Added |
| Jeneq Management, LP | 190,300 | $60.7M | 9.25% | +40,800+27.3% | Added |
| National Pension Service | 195,554 | $62.4M | 0.12% | −9,291−4.5% | Reduced |
| AXA S.A. | 196,381 | $62.7M | 0.18% | +44,739+29.5% | Added |
| Credit Suisse AG | 202,141 | $64.5M | 0.05% | +29,732+17.2% | Added |
| HSBC Holdings PLC | 206,279 | $65.6M | 0.07% | +36,352+21.4% | Added |
| Dimensional Fund Advisors LP | 207,202 | $66.1M | 0.02% | +8,230+4.1% | Added |
| Personal Capital Advisors Corp | 208,018 | $66.4M | 0.33% | +4,289+2.1% | Added |
| Citigroup Inc | 214,477 | $68.4M | 0.07% | +39,815+22.8% | Added |
| DekaBank Deutsche Girozentrale | 222,242 | $70.7M | 0.20% | −6,701−2.9% | Reduced |
| Swedbank AB | 223,935 | $71.4M | 0.13% | +200+0.1% | Added |
| Barclays PLC | 225,809 | $72.0M | 0.05% | +72,733+47.5% | Added |
| Westfield Capital Management Co LP | 233,281 | $74.4M | 0.45% | −14,970−6.0% | Reduced |
| TD Asset Management Inc | 237,846 | $75.9M | 0.08% | +16,377+7.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 238,831 | $76.2M | 0.19% | +61,558+34.7% | Added |
| Renaissance Technologies LLC | 250,795 | $80.0M | 0.10% | +250,795 | New |
| Bessemer Group Inc | 264,221 | $84.3M | 0.18% | +99,241+60.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 281,331 | $89.8M | 0.20% | −5,896−2.1% | Reduced |
| California State Teachers Retirement System | 285,048 | $90.9M | 0.12% | −819−0.3% | Reduced |
| DF Dent & Co Inc | 286,606 | $91.4M | 0.94% | +10,469+3.8% | Added |
| Macquarie Group Ltd | 289,229 | $92.3M | 0.08% | −15,119−5.0% | Reduced |
| Zevenbergen Capital Investments LLC | 296,616 | $94.6M | 1.80% | +97,675+49.1% | Added |
| American Century Companies Inc | 300,854 | $96.0M | 0.07% | −191,708−38.9% | Reduced |
| D. E. Shaw & Co., Inc. | 302,408 | $96.5M | 0.12% | +220,269+268.2% | Added |
| TCW Group Inc | 306,216 | $97.7M | 0.86% | +1,137+0.4% | Added |
| Parametric Portfolio Associates LLC | 315,133 | $100.5M | 0.06% | +42,764+15.7% | Added |
| Bamco Inc | 318,858 | $101.7M | 0.23% | +21,644+7.3% | Added |
| New York State Common Retirement Fund | 323,820 | $103.3M | 0.11% | −7,254−2.2% | Reduced |
| Dorsal Capital Management, LLC | 325,000 | $103.7M | 5.34% | −5,000−1.5% | Reduced |
| Steadview Capital Management LLC | 331,349 | $105.7M | 8.46% | 00.0% | Unchanged |
| California Public Employees Retirement System | 335,447 | $107.0M | 0.08% | +6,541+2.0% | Added |
| Polar Capital Holdings Plc | 352,265 | $112.4M | 0.62% | −22,765−6.1% | Reduced |
| Russell Investments Group, Ltd. | 353,299 | $112.6M | 0.19% | +10,456+3.0% | Added |
| Neumann Advisory Hong Kong Ltd | 379,574 | $121.1M | 21.58% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 393,490 | $125.5M | 1.66% | 00.0% | Unchanged |
| Atreides Management, LP | 401,172 | $128.0M | 3.28% | +324,477+423.1% | Added |
| XN Exponent Advisors LLC | 403,500 | $128.7M | 6.23% | +403,500 | New |
| Pictet Asset Management SA | 407,737 | $130.1M | 0.14% | +407,737 | New |
| Blair William & Co | 424,299 | $135.4M | 0.46% | +16,522+4.1% | Added |
| Assenagon Asset Management S.A. | 431,064 | $137.5M | 0.57% | +104,566+32.0% | Added |
| Gilder Gagnon Howe & Co LLC | 435,171 | $138.8M | 0.72% | +1,180+0.3% | Added |
| SQN Investors LP | 449,802 | $143.5M | 7.74% | 00.0% | Unchanged |
| Voya Investment Management LLC | 450,902 | $143.9M | 0.29% | −17,502−3.7% | Reduced |
| First Trust Advisors LP | 472,007 | $150.6M | 0.16% | −97,960−17.2% | Reduced |
| Tybourne Capital Management (HK) Ltd | 480,000 | $153.1M | 3.86% | −195,900−29.0% | Reduced |
| Charles Schwab Investment Management Inc | 481,633 | $153.7M | 0.05% | +20,844+4.5% | Added |
| Whale Rock Capital Management LLC | 496,441 | $158.4M | 1.04% | −232,918−31.9% | Reduced |
| Citadel Advisors LLC | 510,961 | $163.0M | 0.18% | +510,961 | New |
| Suvretta Capital Management, LLC | 516,520 | $164.8M | 2.80% | +202,520+64.5% | Added |
| Susquehanna International Group, LLP | 531,827 | $169.7M | 0.22% | +371,799+232.3% | Added |
| Alliancebernstein L.P. | 538,848 | $171.9M | 0.07% | +50,355+10.3% | Added |
| 1832 Asset Management L.P. | 550,833 | $172.2M | 0.32% | −442,167−44.5% | Reduced |
| Fred Alger Management, LLC | 545,621 | $174.1M | 0.42% | +106,778+24.3% | Added |
| Amundi | 547,997 | $174.8M | 0.12% | −25,655−4.5% | Reduced |
| Putnam Investments LLC | 563,308 | $179.7M | 0.28% | +146,638+35.2% | Added |
| Eaton Vance Management | 576,867 | $183.9M | 0.26% | +1170.0% | Added |
| Goldman Sachs Group Inc | 587,170 | $187.3M | 0.05% | +7,075+1.2% | Added |
| Victory Capital Management Inc | 611,853 | $195.2M | 0.19% | −144,122−19.1% | Reduced |
| UBS Asset Management Americas Inc | 624,645 | $199.3M | 0.08% | −2,971−0.5% | Reduced |
| Principal Financial Group Inc | 633,727 | $202.2M | 0.13% | +256,372+67.9% | Added |
| Swiss National Bank | 642,060 | $204.8M | 0.13% | −10,500−1.6% | Reduced |
| Dragoneer Investment Group, LLC | 777,393 | $248.0M | 3.27% | 00.0% | Unchanged |
| Foxhaven Asset Management, LP | 853,837 | $272.4M | 7.88% | −4,990−0.6% | Reduced |
| Ameriprise Financial Inc | 857,625 | $273.6M | 0.09% | −30,944−3.5% | Reduced |
| Deutsche Bank AG | 881,600 | $281.3M | 0.13% | +292,048+49.5% | Added |
| Royal Bank of Canada | 890,937 | $284.3M | 0.08% | +118,379+15.3% | Added |
| Legal & General Group Plc | 917,796 | $292.8M | 0.10% | +22,658+2.5% | Added |
| Jackson Square Partners, LLC | 1,012,120 | $322.9M | 2.05% | −95,604−8.6% | Reduced |
| Bank of America Corp | 1,013,881 | $323.5M | 0.04% | −93,112−8.4% | Reduced |
| Durable Capital Partners LP | 1,108,360 | $353.6M | 2.68% | +421,690+61.4% | Added |
| Northern Trust Corp | 1,121,861 | $357.9M | 0.06% | +94,393+9.2% | Added |
| JPMorgan Chase & Co | 1,133,767 | $361.7M | 0.05% | −13,588−1.2% | Reduced |
| Wells Fargo & Company | 1,354,721 | $432.2M | 0.10% | +61,505+4.8% | Added |
| Norges Bank | 1,474,309 | $470.4M | 0.10% | −19,446−1.3% | Reduced |
| Invesco Ltd. | 1,493,134 | $476.4M | 0.12% | −609,549−29.0% | Reduced |
| Bank of New York Mellon Corp | 1,538,282 | $490.8M | 0.10% | +2,327+0.2% | Added |
| Geode Capital Management, LLC | 1,568,122 | $499.3M | 0.07% | −32,153−2.0% | Reduced |
| Alkeon Capital Management LLC | 1,602,272 | $511.2M | 1.73% | −83,506−5.0% | Reduced |
| Matrix Capital Management Company, LP | 1,745,536 | $556.9M | 6.34% | 00.0% | Unchanged |