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.
| 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 |
|---|---|---|---|---|---|
| Generation Investment Management LLP | 183,327 | $58.5M | 0.24% | −2,481−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 180,467 | $57.6M | 0.12% | +77,106+74.6% | Added |
| Pacific Heights Asset Management LLC | 174,000 | $55.5M | 5.26% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 173,314 | $55.3M | 4.85% | +4,517+2.7% | Added |
| EMS Capital LP | 171,480 | $54.7M | 4.84% | −28,600−14.3% | Reduced |
| Bank of Montreal | 169,150 | $53.2M | 0.03% | +48,350+40.0% | Added |
| Scout Investments, Inc. | 160,662 | $51.3M | 0.76% | −8,486−5.0% | Reduced |
| La Financiere de L'Echiquier | 159,628 | $50.9M | 1.71% | +7,407+4.9% | Added |
| Great West Life Assurance Co | 153,812 | $49.4M | 0.11% | −4,784−3.0% | Reduced |
| Frontier Capital Management Co LLC | 152,018 | $48.5M | 0.38% | −221,264−59.3% | Reduced |
| Honeycomb Asset Management LP | 150,000 | $47.9M | 3.20% | +78,950+111.1% | Added |
| Carmignac Gestion | 147,479 | $47.1M | 0.59% | +107,041+264.7% | Added |
| Rhumbline Advisers | 147,405 | $47.0M | 0.06% | −8,025−5.2% | Reduced |
| Envestnet Asset Management Inc | 144,623 | $46.1M | 0.03% | +13,755+10.5% | Added |
| Marsico Capital Management LLC | 139,008 | $44.4M | 1.36% | +10,682+8.3% | Added |
| Calamos Advisors LLC | 136,805 | $43.6M | 0.21% | +12,506+10.1% | Added |
| Balyasny Asset Management LLC | 132,677 | $42.3M | 0.20% | +48,274+57.2% | Added |
| PEAK6 Investments LLC | 130,227 | $41.5M | 0.84% | +130,224+4,340,800.0% | Added |
| UBS Group AG | 128,173 | $40.9M | 0.02% | +14,933+13.2% | Added |
| Quadrature Capital Ltd | 126,443 | $40.3M | 1.46% | +126,443 | New |
| Whetstone Capital Advisors, LLC | 124,859 | $39.8M | 7.01% | −832−0.7% | Reduced |
| Hitchwood Capital Management LP | 120,000 | $38.3M | 1.34% | 00.0% | Unchanged |
| Walleye Trading LLC | 119,930 | $38.3M | 0.90% | +86,062+254.1% | Added |
| Mn Services Vermogensbeheer B.V. | 119,100 | $38.0M | 0.24% | +1,800+1.5% | Added |
| Asset Management One Co.,Ltd. | 117,447 | $37.5M | 0.14% | −11,075−8.6% | Reduced |
| Railway Pension Investments Ltd | 117,127 | $37.4M | 0.30% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 116,270 | $37.1M | 0.04% | −19,002−14.0% | Reduced |
| First Republic Investment Management, Inc. | 115,762 | $36.9M | 0.09% | +32,370+38.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 115,000 | $36.7M | 2.61% | −10,000−8.0% | Reduced |
| Peregrine Capital Management LLC | 110,111 | $35.1M | 0.73% | +8,290+8.1% | Added |
| State of Wisconsin Investment Board | 107,244 | $34.2M | 0.07% | +6,636+6.6% | Added |
| CIBC Private Wealth Group, LLC | 106,652 | $34.0M | 0.08% | −134,207−55.7% | Reduced |
| Jane Street Group, LLC | 106,262 | $33.9M | 0.09% | −7,585−6.7% | Reduced |
| Public Employees Retirement System of Ohio | 105,745 | $33.7M | 0.12% | +2,618+2.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 105,686 | $33.7M | 0.37% | +104,133+6,705.3% | Added |
| Melqart Asset Management (UK) Ltd | 104,307 | $33.3M | 1.69% | +30,550+41.4% | Added |
| TimesSquare Capital Management, LLC | 100,909 | $32.2M | 0.28% | −115,175−53.3% | Reduced |
| Liontrust Investment Partners LLP | 100,388 | $32.0M | 0.44% | +100,388 | New |
| LPL Financial LLC | 98,388 | $31.4M | 0.03% | +8,952+10.0% | Added |
| AO Asset Management, LP | 98,235 | $31.3M | 2.31% | −42,165−30.0% | Reduced |
| Clearbridge Investments, LLC | 97,500 | $31.2M | 0.02% | +55,200+130.5% | Added |
| State of New Jersey Common Pension Fund D | 95,673 | $30.5M | 0.09% | +375+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 95,641 | $30.5M | 0.32% | −176−0.2% | Reduced |
| SEI Investments Co | 94,636 | $30.4M | 0.06% | −2,384−2.5% | Reduced |
| Bares Capital Management, Inc. | 92,822 | $29.6M | 0.53% | 00.0% | Unchanged |
| Junson Asset Management (Hong Kong) Ltd | 91,381 | $29.2M | 10.04% | +36,100+65.3% | Added |
| Ashford Capital Management Inc | 89,779 | $28.6M | 2.60% | −590−0.7% | Reduced |
| Harbor Spring Capital, LLC | 87,930 | $28.1M | 3.80% | 00.0% | Unchanged |
| Wellington Management Group LLP | 86,082 | $27.5M | 0.00% | +66,465+338.8% | Added |
| Verde Servicos Internacionais S.A. | 84,054 | $26.8M | 2.95% | +84,054 | New |
| Kore Private Wealth LLC | 83,560 | $26.7M | 2.80% | +56+0.1% | Added |
| Treasurer of the State of North Carolina | 82,659 | $26.4M | 0.15% | +114+0.1% | Added |
| Bank of Nova Scotia | 82,382 | $26.3M | 0.05% | +82,382 | New |
| Clough Capital Partners L P | 78,225 | $25.0M | 1.55% | +29,090+59.2% | Added |
| Arthedge Capital Management, LLC | 77,690 | $24.8M | 11.48% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 76,935 | $24.5M | 0.23% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 76,238 | $24.3M | 1.61% | +11,783+18.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 74,701 | $23.8M | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 73,159 | $23.3M | 0.03% | +16,076+28.2% | Added |
| Man Group plc | 72,827 | $23.2M | 0.08% | +45,111+162.8% | Added |
| Natixis | 72,719 | $23.2M | 0.08% | +72,719 | New |
| Stony Point Capital LLC | 72,324 | $23.1M | 6.31% | +2,069+2.9% | Added |
| Zweig-DiMenna Associates LLC | 71,764 | $22.9M | 1.60% | +162+0.2% | Added |
| One01 Capital, LP | 70,150 | $22.4M | 7.86% | +6,400+10.0% | Added |
| Vista Wealth Management Group, LLC | 69,336 | $22.1M | 3.99% | −155−0.2% | Reduced |
| Millennium Management LLC | 69,224 | $22.1M | 0.03% | −126,447−64.6% | Reduced |
| Truist Financial Corp | 69,170 | $22.1M | 0.04% | +3,367+5.1% | Added |
| Titan Global Capital Management USA LLC | 68,820 | $22.0M | 3.42% | +7,513+12.3% | Added |
| Storebrand Asset Management AS | 68,480 | $21.8M | 0.11% | +2,101+3.2% | Added |
| Marshall Wace, LLP | 67,332 | $21.5M | 0.11% | +65,937+4,726.7% | Added |
| Insight Holdings Group, LLC | 66,100 | $21.1M | 0.19% | +50,500+323.7% | Added |
| CIBC Asset Management Inc | 62,185 | $19.8M | 0.08% | +1,859+3.1% | Added |
| Parallax Volatility Advisers, L.P. | 61,512 | $19.6M | 0.21% | +61,512 | New |
| Capital Research Global Investors | 60,751 | $19.4M | 0.00% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 60,470 | $19.3M | 0.11% | −7,119−10.5% | Reduced |
| Telemark Asset Management, LLC | 60,000 | $19.1M | 1.39% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,747 | $18.7M | 0.09% | +5,011+9.3% | Added |
| ThornTree Capital Partners LP | 58,513 | $18.7M | 3.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 58,504 | $18.7M | 0.26% | 00.0% | Unchanged |
| Vista Equity Partners Management, LLC | 58,227 | $18.6M | 0.18% | −3,304−5.4% | Reduced |
| Forte Capital LLC | 58,021 | $18.5M | 2.51% | +1,745+3.1% | Added |
| Ithaka Group LLC | 57,570 | $18.4M | 2.25% | +1,930+3.5% | Added |
| Royal London Asset Management Ltd | 57,217 | $18.3M | 0.07% | −2,787−4.6% | Reduced |
| Korea Investment CORP | 57,200 | $18.3M | 0.05% | −6,500−10.2% | Reduced |
| Employees Retirement System of Texas | 57,180 | $18.2M | 0.21% | −7,000−10.9% | Reduced |
| Aureus Asset Management, LLC | 56,548 | $18.0M | 1.19% | +8,928+18.7% | Added |
| Burleson & Company, LLC | 56,497 | $18.0M | 2.72% | +2,141+3.9% | Added |
| Alpha Family Trust | 56,470 | $18.0M | 5.83% | +13,000+29.9% | Added |
| EULAV Asset Management | 56,022 | $17.9M | 0.47% | +160.0% | Added |
| Makena Capital Management LLC | 54,725 | $17.5M | 2.95% | +16,315+42.5% | Added |
| STRS Ohio | 52,604 | $16.8M | 0.06% | −2,552−4.6% | Reduced |
| London & Capital Asset Management Ltd | 52,529 | $16.8M | 1.22% | +12,871+32.5% | Added |
| Alberta Investment Management Corp | 51,336 | $16.4M | 0.14% | +19,166+59.6% | Added |
| Maytus Capital Management, LLC | 51,000 | $16.3M | 5.57% | +20,000+64.5% | Added |
| Aviva PLC | 50,814 | $16.2M | 0.07% | −1,321−2.5% | Reduced |
| Group One Trading, L.P. | 50,673 | $16.2M | 0.35% | +3,410+7.2% | Added |
| Toronado Partners, LLC | 50,557 | $16.1M | 5.67% | −6,000−10.6% | Reduced |
| Advisor Group Holdings, Inc. | 50,096 | $16.0M | 0.03% | +3,491+7.5% | Added |
| Cutler Group LP | 49,683 | $15.9M | 1.20% | +5,509+12.5% | Added |
| Formula Growth Ltd | 49,579 | $15.8M | 2.30% | +20,300+69.3% | Added |