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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arthedge Capital Management, LLC | 77,690 | $20.5M | 9.79% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 77,888 | $20.5M | 0.24% | −22,500−22.4% | Reduced |
| Group One Trading, L.P. | 78,623 | $20.7M | 0.39% | +27,950+55.2% | Added |
| Natixis | 79,961 | $21.1M | 0.07% | +7,242+10.0% | Added |
| Treasurer of the State of North Carolina | 81,629 | $21.5M | 0.11% | −1,030−1.2% | Reduced |
| Truist Financial Corp | 81,679 | $21.5M | 0.03% | +12,509+18.1% | Added |
| Marsico Capital Management LLC | 81,857 | $21.6M | 0.63% | −57,151−41.1% | Reduced |
| Ashford Capital Management Inc | 82,339 | $21.7M | 2.16% | −7,440−8.3% | Reduced |
| SEI Investments Co | 82,329 | $21.8M | 0.04% | −12,307−13.0% | Reduced |
| Makena Capital Management LLC | 84,645 | $22.3M | 2.52% | +29,920+54.7% | Added |
| TimesSquare Capital Management, LLC | 84,700 | $22.3M | 0.20% | −16,209−16.1% | Reduced |
| Toronado Partners, LLC | 87,557 | $23.1M | 7.34% | +37,000+73.2% | Added |
| LPL Financial LLC | 90,985 | $24.0M | 0.02% | −7,403−7.5% | Reduced |
| D. E. Shaw & Co., Inc. | 92,269 | $24.3M | 0.03% | −210,139−69.5% | Reduced |
| Bares Capital Management, Inc. | 92,822 | $24.4M | 0.49% | 00.0% | Unchanged |
| Stifel Financial Corp | 95,212 | $25.1M | 0.03% | +22,053+30.1% | Added |
| Parallax Volatility Advisers, L.P. | 95,583 | $25.2M | 0.31% | +34,071+55.4% | Added |
| State of New Jersey Common Pension Fund D | 98,013 | $25.8M | 0.07% | +2,340+2.4% | Added |
| Citadel Advisors LLC | 101,427 | $26.7M | 0.03% | −409,534−80.1% | Reduced |
| Alpha Family Trust | 102,825 | $27.1M | 8.89% | +46,355+82.1% | Added |
| Public Employees Retirement System of Ohio | 102,898 | $27.1M | 0.09% | −2,847−2.7% | Reduced |
| CIBC Private Wealth Group, LLC | 105,898 | $27.9M | 0.06% | −754−0.7% | Reduced |
| Stony Point Capital LLC | 109,474 | $28.8M | 5.40% | +37,150+51.4% | Added |
| Riverbridge Partners LLC | 109,768 | $28.9M | 0.29% | +109,768 | New |
| State of Wisconsin Investment Board | 114,788 | $30.2M | 0.06% | +7,544+7.0% | Added |
| Asset Management One Co.,Ltd. | 119,564 | $30.8M | 0.11% | +2,117+1.8% | Added |
| Railway Pension Investments Ltd | 117,127 | $30.8M | 0.23% | 00.0% | Unchanged |
| Meritech Capital Associates VI L.L.C. | 117,658 | $31.0M | 14.08% | +117,658 | New |
| PointState Capital LP | 117,819 | $31.0M | 0.96% | +117,819 | New |
| Harbor Spring Capital, LLC | 118,000 | $31.1M | 4.36% | +30,070+34.2% | Added |
| Nomura Holdings Inc | 120,271 | $31.7M | 0.18% | +120,022+48,201.6% | Added |
| Mn Services Vermogensbeheer B.V. | 122,200 | $32.2M | 0.19% | +3,100+2.6% | Added |
| Neuberger Berman Group LLC | 123,287 | $32.4M | 0.03% | −65,826−34.8% | Reduced |
| Alliancebernstein L.P. | 123,012 | $32.4M | 0.01% | −415,836−77.2% | Reduced |
| Bank of Montreal | 121,965 | $32.4M | 0.02% | −47,185−27.9% | Reduced |
| Twin Tree Management, LP | 124,760 | $32.9M | 0.80% | +110,110+751.6% | Added |
| Scout Investments, Inc. | 124,919 | $32.9M | 0.48% | −35,743−22.2% | Reduced |
| Whetstone Capital Advisors, LLC | 125,019 | $32.9M | 6.80% | +160+0.1% | Added |
| Titan Global Capital Management USA LLC | 127,542 | $33.6M | 5.56% | +58,722+85.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 141,061 | $37.1M | 0.45% | +35,375+33.5% | Added |
| Calamos Advisors LLC | 142,684 | $37.6M | 0.15% | +5,879+4.3% | Added |
| Rhumbline Advisers | 150,902 | $39.7M | 0.05% | +3,497+2.4% | Added |
| Great West Life Assurance Co | 151,525 | $39.8M | 0.08% | −2,287−1.5% | Reduced |
| Susquehanna International Group, LLP | 152,375 | $40.1M | 0.06% | −379,452−71.3% | Reduced |
| Ensign Peak Advisors, Inc | 153,643 | $40.5M | 0.08% | −26,824−14.9% | Reduced |
| Renaissance Technologies LLC | 159,195 | $41.9M | 0.05% | −91,600−36.5% | Reduced |
| Clearbridge Investments, LLC | 165,896 | $43.7M | 0.03% | +68,396+70.1% | Added |
| UBS Group AG | 167,643 | $44.1M | 0.02% | +39,470+30.8% | Added |
| Wellington Management Group LLP | 169,755 | $44.7M | 0.01% | +83,673+97.2% | Added |
| Jeneq Management, LP | 170,400 | $44.9M | 9.03% | −19,900−10.5% | Reduced |
| Pacific Heights Asset Management LLC | 174,000 | $45.8M | 3.85% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 183,556 | $48.3M | 0.97% | +73,445+66.7% | Added |
| Raymond James & Associates | 183,641 | $48.4M | 0.04% | −2,235−1.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 186,176 | $49.0M | 0.47% | +90,535+94.7% | Added |
| Generation Investment Management LLP | 187,978 | $49.5M | 0.20% | +4,651+2.5% | Added |
| KPCB XV Associates, LLC | 188,160 | $49.5M | 39.09% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 194,372 | $51.2M | 0.09% | +6,331+3.4% | Added |
| Citigroup Inc | 194,468 | $51.2M | 0.05% | −20,009−9.3% | Reduced |
| Envestnet Asset Management Inc | 198,597 | $52.3M | 0.03% | +53,974+37.3% | Added |
| Personal Capital Advisors Corp | 201,194 | $53.1M | 0.24% | −6,824−3.3% | Reduced |
| AXA S.A. | 201,982 | $53.2M | 0.14% | +5,601+2.9% | Added |
| Glynn Capital Management LLC | 202,009 | $53.2M | 5.67% | +28,695+16.6% | Added |
| Bank of Nova Scotia | 202,923 | $53.4M | 0.08% | +120,541+146.3% | Added |
| Assenagon Asset Management S.A. | 204,522 | $53.9M | 0.20% | −226,542−52.6% | Reduced |
| Westfield Capital Management Co LP | 205,646 | $54.2M | 0.32% | −27,635−11.8% | Reduced |
| Credit Suisse AG | 206,661 | $54.4M | 0.04% | +4,520+2.2% | Added |
| La Financiere de L'Echiquier | 208,746 | $55.0M | 1.85% | +49,118+30.8% | Added |
| Stockbridge Partners LLC | 208,898 | $55.0M | 1.11% | +208,898 | New |
| Alyeska Investment Group, L.P. | 210,630 | $55.5M | 0.64% | +200,676+2,016.0% | Added |
| Macquarie Group Ltd | 213,082 | $56.1M | 0.05% | −76,147−26.3% | Reduced |
| Dimensional Fund Advisors LP | 216,877 | $57.1M | 0.02% | +9,675+4.7% | Added |
| National Pension Service | 228,493 | $60.2M | 0.10% | +32,939+16.8% | Added |
| Dorsal Capital Management, LLC | 230,000 | $60.6M | 3.56% | −95,000−29.2% | Reduced |
| Jane Street Group, LLC | 261,244 | $68.8M | 0.13% | +154,982+145.8% | Added |
| Bessemer Group Inc | 264,660 | $69.7M | 0.14% | +439+0.2% | Added |
| Barclays PLC | 266,053 | $70.1M | 0.04% | +40,244+17.8% | Added |
| Walleye Trading LLC | 269,876 | $71.1M | 1.15% | +149,946+125.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 274,280 | $72.4M | 0.15% | +35,449+14.8% | Added |
| Parametric Portfolio Associates LLC | 287,100 | $75.6M | 0.04% | −28,033−8.9% | Reduced |
| Polar Capital Holdings Plc | 296,233 | $78.0M | 0.40% | −56,032−15.9% | Reduced |
| California State Teachers Retirement System | 299,412 | $78.8M | 0.09% | +14,364+5.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 301,843 | $79.5M | 0.17% | +20,512+7.3% | Added |
| American Century Companies Inc | 302,087 | $79.6M | 0.05% | +1,233+0.4% | Added |
| California Public Employees Retirement System | 323,808 | $85.3M | 0.06% | −11,639−3.5% | Reduced |
| New York State Common Retirement Fund | 329,799 | $86.8M | 0.09% | +5,979+1.8% | Added |
| Bamco Inc | 340,368 | $89.6M | 0.19% | +21,510+6.7% | Added |
| Capital Research Global Investors | 347,019 | $91.4M | 0.02% | +286,268+471.2% | Added |
| DF Dent & Co Inc | 347,527 | $91.5M | 0.92% | +60,921+21.3% | Added |
| SQN Investors LP | 348,089 | $91.7M | 6.00% | −101,713−22.6% | Reduced |
| Wells Fargo & Company | 355,657 | $93.7M | 0.02% | −999,064−73.7% | Reduced |
| Zevenbergen Capital Investments LLC | 365,197 | $96.2M | 2.00% | +68,581+23.1% | Added |
| Gilder Gagnon Howe & Co LLC | 366,053 | $96.4M | 0.55% | −69,118−15.9% | Reduced |
| Russell Investments Group, Ltd. | 369,411 | $97.3M | 0.16% | +16,112+4.6% | Added |
| Neumann Advisory Hong Kong Ltd | 379,611 | $100.0M | 17.29% | +370.0% | Added |
| Steadview Capital Management LLC | 387,907 | $102.2M | 9.55% | +56,558+17.1% | Added |
| Banco Santander, S.A. | 390,222 | $102.8M | 0.55% | +379,223+3,447.8% | Added |
| TCW Group Inc | 405,978 | $106.9M | 0.88% | +99,762+32.6% | Added |
| First Trust Advisors LP | 430,266 | $113.3M | 0.11% | −41,741−8.8% | Reduced |
| Swedbank AB | 430,735 | $114.3M | 0.19% | +206,800+92.3% | Added |
| Blair William & Co | 440,879 | $116.1M | 0.36% | +16,580+3.9% | Added |