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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, Q4 2021

Institutional positions in Twilio Inc as of Dec 31, 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
951
+48 vs. Q3 2021
Shares held
144.3M
+2.91M (+2.1%) vs. Q3 2021
Total value
$37.8B
−$7.28B (−16.2%) vs. Q3 2021
New holders
187
392 more added
Sold out
139
265 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 951 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 heldQ4 2021: $37.8B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2021.

Institutions holding TWLO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc10,443,890$2.75B0.06%+131,507+1.3%Added
Morgan Stanley9,558,865$2.52B0.31%−177,181−1.8%Reduced
BlackRock Inc.9,129,311$2.40B0.06%−1,134,691−11.1%Reduced
Price T Rowe Associates Inc7,804,338$2.06B0.18%+2,471,680+46.3%Added
Baillie Gifford & Co6,456,068$1.70B0.93%+346,907+5.7%Added
FMR LLC6,385,906$1.68B0.12%+2,938,932+85.3%Added
Sands Capital Management, LLC5,694,725$1.50B2.78%+243,396+4.5%Added
ARK Investment Management LLCSuperinvestorARK Invest4,059,214$1.07B3.23%+810,637+25.0%Added
State Street Corp3,552,828$935.6M0.04%+107,321+3.1%Added
Sumitomo Mitsui Trust Holdings, Inc.3,434,055$904.3M0.55%+621,427+22.1%Added
Janus Henderson Group PLC3,168,894$834.5M0.35%+1,059,726+50.2%Added
Nikko Asset Management Americas, Inc.2,984,512$792.5M4.17%+689,360+30.0%Added
Franklin Resources Inc2,983,346$785.6M0.28%+252,559+9.2%Added
Viking Global Investors LPSuperinvestorViking Global Investors2,980,398$784.9M2.26%+2,980,398New
Jennison Associates LLC2,936,669$773.3M0.49%−3,291,910−52.9%Reduced
Nuveen Asset Management, LLC2,154,826$567.5M0.17%+93,817+4.6%Added
Allianz Asset Management GmbH2,057,761$541.9M0.39%−530,788−20.5%Reduced
Scge Management, L.P.2,047,264$539.1M6.11%−735,836−26.4%Reduced
Matrix Capital Management Company, LP1,845,536$486.0M5.41%+100,000+5.7%Added
Bank of New York Mellon Corp1,826,160$480.9M0.09%+287,878+18.7%Added
Geode Capital Management, LLC1,623,840$426.8M0.05%+55,718+3.6%Added
Norges Bank1,460,756$384.7M0.08%−13,553−0.9%Reduced
JPMorgan Chase & Co1,303,977$343.4M0.04%+170,210+15.0%Added
Bank of America Corp1,124,319$296.1M0.03%+110,438+10.9%Added
Northern Trust Corp1,066,569$280.9M0.05%−55,292−4.9%Reduced
Durable Capital Partners LP1,057,585$278.5M2.18%−50,775−4.6%Reduced
Royal Bank of Canada971,934$255.9M0.06%+80,997+9.1%Added
Legal & General Group Plc938,824$247.2M0.07%+21,028+2.3%Added
Foxhaven Asset Management, LP888,678$234.0M6.80%+34,841+4.1%Added
Alkeon Capital Management LLC887,272$233.7M0.80%−715,000−44.6%Reduced
Invesco Ltd.883,283$232.6M0.06%−609,851−40.8%Reduced
Pictet Asset Management SA787,708$207.4M0.21%+379,971+93.2%Added
Dragoneer Investment Group, LLC777,393$204.7M2.35%00.0%Unchanged
Goldman Sachs Group Inc757,044$199.4M0.05%+169,874+28.9%Added
UBS Asset Management Americas Inc726,044$191.2M0.07%+101,399+16.2%Added
Principal Financial Group Inc703,915$187.1M0.11%+70,188+11.1%Added
Fred Alger Management, LLC697,928$183.8M0.46%+152,307+27.9%Added
Atreides Management, LP659,353$173.6M5.49%+258,181+64.4%Added
Swiss National Bank634,560$167.1M0.10%−7,500−1.2%Reduced
TD Asset Management Inc626,554$165.0M0.14%+388,708+163.4%Added
Ameriprise Financial Inc601,964$158.1M0.04%−255,661−29.8%Reduced
Deutsche Bank AG599,200$157.8M0.07%−282,400−32.0%Reduced
Jackson Square Partners, LLC592,813$156.1M1.31%−419,307−41.4%Reduced
Eaton Vance Management577,186$152.0M0.19%+319+0.1%Added
Tybourne Capital Management (HK) Ltd570,113$150.1M4.46%+90,113+18.8%Added
HSBC Holdings PLC531,175$141.0M0.15%+324,896+157.5%Added
Optimus Prime Fund Management Co., Ltd.525,000$138.3M8.44%+410,000+356.5%Added
Charles Schwab Investment Management Inc496,039$130.6M0.04%+14,406+3.0%Added
Amundi569,725$123.7M0.08%+21,728+4.0%Added
Victory Capital Management Inc459,636$121.0M0.11%−152,217−24.9%Reduced
Allspring Global Investments Holdings, LLC448,729$118.2M0.13%+448,729New
Blair William & Co440,879$116.1M0.36%+16,580+3.9%Added
Swedbank AB430,735$114.3M0.19%+206,800+92.3%Added
First Trust Advisors LP430,266$113.3M0.11%−41,741−8.8%Reduced
TCW Group Inc405,978$106.9M0.88%+99,762+32.6%Added
Banco Santander, S.A.390,222$102.8M0.55%+379,223+3,447.8%Added
Steadview Capital Management LLC387,907$102.2M9.55%+56,558+17.1%Added
Neumann Advisory Hong Kong Ltd379,611$100.0M17.29%+370.0%Added
Russell Investments Group, Ltd.369,411$97.3M0.16%+16,112+4.6%Added
Gilder Gagnon Howe & Co LLC366,053$96.4M0.55%−69,118−15.9%Reduced
Zevenbergen Capital Investments LLC365,197$96.2M2.00%+68,581+23.1%Added
Wells Fargo & Company355,657$93.7M0.02%−999,064−73.7%Reduced
SQN Investors LP348,089$91.7M6.00%−101,713−22.6%Reduced
DF Dent & Co Inc347,527$91.5M0.92%+60,921+21.3%Added
Capital Research Global Investors347,019$91.4M0.02%+286,268+471.2%Added
Bamco Inc340,368$89.6M0.19%+21,510+6.7%Added
New York State Common Retirement Fund329,799$86.8M0.09%+5,979+1.8%Added
California Public Employees Retirement System323,808$85.3M0.06%−11,639−3.5%Reduced
American Century Companies Inc302,087$79.6M0.05%+1,233+0.4%Added
Mitsubishi UFJ Trust & Banking Corp301,843$79.5M0.17%+20,512+7.3%Added
California State Teachers Retirement System299,412$78.8M0.09%+14,364+5.0%Added
Polar Capital Holdings Plc296,233$78.0M0.40%−56,032−15.9%Reduced
Parametric Portfolio Associates LLC287,100$75.6M0.04%−28,033−8.9%Reduced
Mirae Asset Global Investments Co., Ltd.274,280$72.4M0.15%+35,449+14.8%Added
Walleye Trading LLC269,876$71.1M1.15%+149,946+125.0%Added
Barclays PLC266,053$70.1M0.04%+40,244+17.8%Added
Bessemer Group Inc264,660$69.7M0.14%+439+0.2%Added
Jane Street Group, LLC261,244$68.8M0.13%+154,982+145.8%Added
Dorsal Capital Management, LLC230,000$60.6M3.56%−95,000−29.2%Reduced
National Pension Service228,493$60.2M0.10%+32,939+16.8%Added
Dimensional Fund Advisors LP216,877$57.1M0.02%+9,675+4.7%Added
Macquarie Group Ltd213,082$56.1M0.05%−76,147−26.3%Reduced
Alyeska Investment Group, L.P.210,630$55.5M0.64%+200,676+2,016.0%Added
Stockbridge Partners LLC208,898$55.0M1.11%+208,898New
La Financiere de L'Echiquier208,746$55.0M1.85%+49,118+30.8%Added
Credit Suisse AG206,661$54.4M0.04%+4,520+2.2%Added
Westfield Capital Management Co LP205,646$54.2M0.32%−27,635−11.8%Reduced
Assenagon Asset Management S.A.204,522$53.9M0.20%−226,542−52.6%Reduced
Bank of Nova Scotia202,923$53.4M0.08%+120,541+146.3%Added
Glynn Capital Management LLC202,009$53.2M5.67%+28,695+16.6%Added
AXA S.A.201,982$53.2M0.14%+5,601+2.9%Added
Personal Capital Advisors Corp201,194$53.1M0.24%−6,824−3.3%Reduced
Envestnet Asset Management Inc198,597$52.3M0.03%+53,974+37.3%Added
Citigroup Inc194,468$51.2M0.05%−20,009−9.3%Reduced
State Board of Administration of Florida Retirement System194,372$51.2M0.09%+6,331+3.4%Added
KPCB XV Associates, LLC188,160$49.5M39.09%00.0%Unchanged
Generation Investment Management LLP187,978$49.5M0.20%+4,651+2.5%Added
Migdal Insurance & Financial Holdings Ltd.186,176$49.0M0.47%+90,535+94.7%Added
Raymond James & Associates183,641$48.4M0.04%−2,235−1.2%Reduced
Peregrine Capital Management LLC183,556$48.3M0.97%+73,445+66.7%Added