Skip to main content

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
Allspring Global Investments Holdings, LLC448,729$118.2M0.13%+448,729New
Victory Capital Management Inc459,636$121.0M0.11%−152,217−24.9%Reduced
Amundi569,725$123.7M0.08%+21,728+4.0%Added
Charles Schwab Investment Management Inc496,039$130.6M0.04%+14,406+3.0%Added
Optimus Prime Fund Management Co., Ltd.525,000$138.3M8.44%+410,000+356.5%Added
HSBC Holdings PLC531,175$141.0M0.15%+324,896+157.5%Added
Tybourne Capital Management (HK) Ltd570,113$150.1M4.46%+90,113+18.8%Added
Eaton Vance Management577,186$152.0M0.19%+319+0.1%Added
Jackson Square Partners, LLC592,813$156.1M1.31%−419,307−41.4%Reduced
Deutsche Bank AG599,200$157.8M0.07%−282,400−32.0%Reduced
Ameriprise Financial Inc601,964$158.1M0.04%−255,661−29.8%Reduced
TD Asset Management Inc626,554$165.0M0.14%+388,708+163.4%Added
Swiss National Bank634,560$167.1M0.10%−7,500−1.2%Reduced
Atreides Management, LP659,353$173.6M5.49%+258,181+64.4%Added
Fred Alger Management, LLC697,928$183.8M0.46%+152,307+27.9%Added
Principal Financial Group Inc703,915$187.1M0.11%+70,188+11.1%Added
UBS Asset Management Americas Inc726,044$191.2M0.07%+101,399+16.2%Added
Goldman Sachs Group Inc757,044$199.4M0.05%+169,874+28.9%Added
Dragoneer Investment Group, LLC777,393$204.7M2.35%00.0%Unchanged
Pictet Asset Management SA787,708$207.4M0.21%+379,971+93.2%Added
Invesco Ltd.883,283$232.6M0.06%−609,851−40.8%Reduced
Alkeon Capital Management LLC887,272$233.7M0.80%−715,000−44.6%Reduced
Foxhaven Asset Management, LP888,678$234.0M6.80%+34,841+4.1%Added
Legal & General Group Plc938,824$247.2M0.07%+21,028+2.3%Added
Royal Bank of Canada971,934$255.9M0.06%+80,997+9.1%Added
Durable Capital Partners LP1,057,585$278.5M2.18%−50,775−4.6%Reduced
Northern Trust Corp1,066,569$280.9M0.05%−55,292−4.9%Reduced
Bank of America Corp1,124,319$296.1M0.03%+110,438+10.9%Added
JPMorgan Chase & Co1,303,977$343.4M0.04%+170,210+15.0%Added
Norges Bank1,460,756$384.7M0.08%−13,553−0.9%Reduced
Geode Capital Management, LLC1,623,840$426.8M0.05%+55,718+3.6%Added
Bank of New York Mellon Corp1,826,160$480.9M0.09%+287,878+18.7%Added
Matrix Capital Management Company, LP1,845,536$486.0M5.41%+100,000+5.7%Added
Scge Management, L.P.2,047,264$539.1M6.11%−735,836−26.4%Reduced
Allianz Asset Management GmbH2,057,761$541.9M0.39%−530,788−20.5%Reduced
Nuveen Asset Management, LLC2,154,826$567.5M0.17%+93,817+4.6%Added
Jennison Associates LLC2,936,669$773.3M0.49%−3,291,910−52.9%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors2,980,398$784.9M2.26%+2,980,398New
Franklin Resources Inc2,983,346$785.6M0.28%+252,559+9.2%Added
Nikko Asset Management Americas, Inc.2,984,512$792.5M4.17%+689,360+30.0%Added
Janus Henderson Group PLC3,168,894$834.5M0.35%+1,059,726+50.2%Added
Sumitomo Mitsui Trust Holdings, Inc.3,434,055$904.3M0.55%+621,427+22.1%Added
State Street Corp3,552,828$935.6M0.04%+107,321+3.1%Added
ARK Investment Management LLCSuperinvestorARK Invest4,059,214$1.07B3.23%+810,637+25.0%Added
Sands Capital Management, LLC5,694,725$1.50B2.78%+243,396+4.5%Added
FMR LLC6,385,906$1.68B0.12%+2,938,932+85.3%Added
Baillie Gifford & Co6,456,068$1.70B0.93%+346,907+5.7%Added
Price T Rowe Associates Inc7,804,338$2.06B0.18%+2,471,680+46.3%Added
BlackRock Inc.9,129,311$2.40B0.06%−1,134,691−11.1%Reduced
Morgan Stanley9,558,865$2.52B0.31%−177,181−1.8%Reduced
Vanguard Group Inc10,443,890$2.75B0.06%+131,507+1.3%Added
Putnam Investments LLC0$00.00%−563,308−100.0%Sold out
Suvretta Capital Management, LLC0$00.00%−516,520−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−496,441−100.0%Sold out
Eventide Asset Management, LLC0$00.00%−393,490−100.0%Sold out
EMS Capital LP0$00.00%−171,480−100.0%Sold out
Frontier Capital Management Co LLC0$00.00%−152,018−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−150,000−100.0%Sold out
Carmignac Gestion0$00.00%−147,479−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−132,677−100.0%Sold out
PEAK6 Investments LLC0$00.00%−130,227−100.0%Sold out
Hitchwood Capital Management LP0$00.00%−120,000−100.0%Sold out
Verde Servicos Internacionais S.A.0$00.00%−84,054−100.0%Sold out
Clough Capital Partners L P0$00.00%−78,225−100.0%Sold out
Insight Holdings Group, LLC0$00.00%−66,100−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−60,470−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−60,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−48,084−100.0%Sold out
Calixto Global Investors, LP0$00.00%−43,352−100.0%Sold out
Highline Capital Management, L.P.0$00.00%−37,805−100.0%Sold out
Armistice Capital, LLC0$00.00%−36,000−100.0%Sold out
Sphera Funds Management Ltd.0$00.00%−35,500−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−34,703−100.0%Sold out
Woodline Partners LP0$00.00%−33,857−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−33,334−100.0%Sold out
Totem Point Management, LLC0$00.00%−28,930−100.0%Sold out
CWM Advisors, LLC0$00.00%−21,080−100.0%Sold out
Atika Capital Management LLC0$00.00%−20,000−100.0%Sold out
Bluegrass Capital Partners LP0$00.00%−19,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−18,681−100.0%Sold out
Hidden Lake Asset Management LP0$00.00%−16,600−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−16,000−100.0%Sold out
Andar Capital Management HK Ltd0$00.00%−16,000−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−13,470−100.0%Sold out
Spence Asset Management0$00.00%−12,973−100.0%Sold out
HRT Financial LP0$00.00%−11,281−100.0%Sold out
Magnetar Financial LLC0$00.00%−11,058−100.0%Sold out
Sarasin & Partners LLP0$00.00%−10,968−100.0%Sold out
Andra AP-fonden0$00.00%−10,100−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,176−100.0%Sold out
Capital Impact Advisors, LLC0$00.00%−8,892−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−8,146−100.0%Sold out
York Capital Management Global Advisors, LLC0$00.00%−7,399−100.0%Sold out
Fortis Capital Management LLC0$00.00%−6,093−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−5,753−100.0%Sold out
Philadelphia Trust Co0$00.00%−5,379−100.0%Sold out
Pentwater Capital Management LP0$00.00%−5,000−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−5,000−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−4,807−100.0%Sold out
Trexquant Investment LP0$00.00%−4,719−100.0%Sold out