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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 5 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
Pacific Heights Asset Management LLC174,000$45.8M3.85%00.0%Unchanged
Jeneq Management, LP170,400$44.9M9.03%−19,900−10.5%Reduced
Wellington Management Group LLP169,755$44.7M0.01%+83,673+97.2%Added
UBS Group AG167,643$44.1M0.02%+39,470+30.8%Added
Clearbridge Investments, LLC165,896$43.7M0.03%+68,396+70.1%Added
Renaissance Technologies LLC159,195$41.9M0.05%−91,600−36.5%Reduced
Ensign Peak Advisors, Inc153,643$40.5M0.08%−26,824−14.9%Reduced
Susquehanna International Group, LLP152,375$40.1M0.06%−379,452−71.3%Reduced
Great West Life Assurance Co151,525$39.8M0.08%−2,287−1.5%Reduced
Rhumbline Advisers150,902$39.7M0.05%+3,497+2.4%Added
Calamos Advisors LLC142,684$37.6M0.15%+5,879+4.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital141,061$37.1M0.45%+35,375+33.5%Added
Titan Global Capital Management USA LLC127,542$33.6M5.56%+58,722+85.3%Added
Whetstone Capital Advisors, LLC125,019$32.9M6.80%+160+0.1%Added
Scout Investments, Inc.124,919$32.9M0.48%−35,743−22.2%Reduced
Twin Tree Management, LP124,760$32.9M0.80%+110,110+751.6%Added
Bank of Montreal121,965$32.4M0.02%−47,185−27.9%Reduced
Alliancebernstein L.P.123,012$32.4M0.01%−415,836−77.2%Reduced
Neuberger Berman Group LLC123,287$32.4M0.03%−65,826−34.8%Reduced
Mn Services Vermogensbeheer B.V.122,200$32.2M0.19%+3,100+2.6%Added
Nomura Holdings Inc120,271$31.7M0.18%+120,022+48,201.6%Added
Harbor Spring Capital, LLC118,000$31.1M4.36%+30,070+34.2%Added
PointState Capital LP117,819$31.0M0.96%+117,819New
Meritech Capital Associates VI L.L.C.117,658$31.0M14.08%+117,658New
Railway Pension Investments Ltd117,127$30.8M0.23%00.0%Unchanged
Asset Management One Co.,Ltd.119,564$30.8M0.11%+2,117+1.8%Added
State of Wisconsin Investment Board114,788$30.2M0.06%+7,544+7.0%Added
Riverbridge Partners LLC109,768$28.9M0.29%+109,768New
Stony Point Capital LLC109,474$28.8M5.40%+37,150+51.4%Added
CIBC Private Wealth Group, LLC105,898$27.9M0.06%−754−0.7%Reduced
Public Employees Retirement System of Ohio102,898$27.1M0.09%−2,847−2.7%Reduced
Alpha Family Trust102,825$27.1M8.89%+46,355+82.1%Added
Citadel Advisors LLC101,427$26.7M0.03%−409,534−80.1%Reduced
State of New Jersey Common Pension Fund D98,013$25.8M0.07%+2,340+2.4%Added
Parallax Volatility Advisers, L.P.95,583$25.2M0.31%+34,071+55.4%Added
Stifel Financial Corp95,212$25.1M0.03%+22,053+30.1%Added
Bares Capital Management, Inc.92,822$24.4M0.49%00.0%Unchanged
D. E. Shaw & Co., Inc.92,269$24.3M0.03%−210,139−69.5%Reduced
LPL Financial LLC90,985$24.0M0.02%−7,403−7.5%Reduced
Toronado Partners, LLC87,557$23.1M7.34%+37,000+73.2%Added
TimesSquare Capital Management, LLC84,700$22.3M0.20%−16,209−16.1%Reduced
Makena Capital Management LLC84,645$22.3M2.52%+29,920+54.7%Added
SEI Investments Co82,329$21.8M0.04%−12,307−13.0%Reduced
Ashford Capital Management Inc82,339$21.7M2.16%−7,440−8.3%Reduced
Marsico Capital Management LLC81,857$21.6M0.63%−57,151−41.1%Reduced
Truist Financial Corp81,679$21.5M0.03%+12,509+18.1%Added
Treasurer of the State of North Carolina81,629$21.5M0.11%−1,030−1.2%Reduced
Natixis79,961$21.1M0.07%+7,242+10.0%Added
Group One Trading, L.P.78,623$20.7M0.39%+27,950+55.2%Added
Liontrust Investment Partners LLP77,888$20.5M0.24%−22,500−22.4%Reduced
Arthedge Capital Management, LLC77,690$20.5M9.79%00.0%Unchanged
Teachers Retirement System of the State of Kentucky76,935$20.3M0.18%00.0%Unchanged
Aristotle Atlantic Partners, LLC76,769$20.2M1.17%+531+0.7%Added
Junson Asset Management (Hong Kong) Ltd75,181$19.8M4.89%−16,200−17.7%Reduced
CWM, LLC74,939$19.7M0.14%+74,939New
Tiger Global Management LLCSuperinvestorTiger Global Management74,701$19.7M0.04%00.0%Unchanged
Kore Private Wealth LLC73,637$19.4M2.36%−9,923−11.9%Reduced
Cutler Group LP73,212$19.3M1.32%+23,529+47.4%Added
NN Investment Partners Holdings N.V.72,984$19.2M0.10%+30,204+70.6%Added
Vista Wealth Management Group, LLC72,058$19.0M3.11%+2,722+3.9%Added
One01 Capital, LP70,150$18.5M7.54%00.0%Unchanged
Ieq Capital, LLC69,619$18.3M0.42%+25,775+58.8%Added
Zweig-DiMenna Associates LLC69,600$18.3M1.48%−2,164−3.0%Reduced
First Republic Investment Management, Inc.67,822$17.9M0.04%−47,940−41.4%Reduced
Voloridge Investment Management, LLC67,532$17.8M0.10%+67,532New
London & Capital Asset Management Ltd66,443$17.5M1.07%+13,914+26.5%Added
JS Capital Management LLC66,000$17.4M0.79%+36,000+120.0%Added
ThornTree Capital Partners LP65,681$17.3M3.35%+7,168+12.3%Added
Storebrand Asset Management AS63,455$16.7M0.07%−5,025−7.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.63,148$16.6M0.07%+4,401+7.5%Added
Aureus Asset Management, LLC62,414$16.4M1.01%+5,866+10.4%Added
Commonwealth Equity Services, LLC60,576$16.0M0.04%+13,961+29.9%Added
Melqart Asset Management (UK) Ltd60,559$15.9M0.90%−43,748−41.9%Reduced
Formula Growth Ltd59,418$15.6M2.78%+9,839+19.8%Added
Vista Equity Partners Management, LLC59,247$15.6M0.12%+1,020+1.8%Added
Allen Investment Management LLC58,504$15.4M0.19%00.0%Unchanged
Quadrature Capital Ltd57,694$15.2M0.80%−68,749−54.4%Reduced
Royal London Asset Management Ltd57,603$15.2M0.06%+386+0.7%Added
Cerity Partners LLC56,163$14.8M0.23%+8,768+18.5%Added
Forte Capital LLC55,896$14.7M1.86%−2,125−3.7%Reduced
EULAV Asset Management56,000$14.7M0.37%−220.0%Reduced
AO Asset Management, LP55,063$14.5M1.41%−43,172−43.9%Reduced
Nordea Investment Management AB52,480$14.1M0.02%+43,809+505.2%Added
Millennium Management LLC53,135$14.0M0.02%−16,089−23.2%Reduced
Aviva PLC52,612$13.9M0.06%+1,798+3.5%Added
Mariner, LLC52,561$13.8M0.06%+3,513+7.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)52,554$13.8M0.07%+6,000+12.9%Added
Wolverine Trading, LLC51,706$13.7M0.18%+21,605+71.8%Added
Alberta Investment Management Corp52,036$13.7M0.08%+700+1.4%Added
Flight Deck Capital, LP50,479$13.3M6.24%+50,479New
Maytus Capital Management, LLC50,000$13.2M3.05%−1,000−2.0%Reduced
Ilmarinen Mutual Pension Insurance Co50,000$13.2M0.15%+50,000New
Octahedron Capital Management L.P.50,000$13.2M5.29%+50,000New
STRS Ohio49,797$13.1M0.05%−2,807−5.3%Reduced
Ithaka Group LLC49,296$13.0M1.58%−8,274−14.4%Reduced
Burleson & Company, LLC49,039$12.9M1.88%−7,458−13.2%Reduced
Advisor Group Holdings, Inc.48,868$12.9M0.02%−1,228−2.5%Reduced
Capitolis Advisors LLC48,362$12.7M0.08%+10,121+26.5%Added
Parallel Advisors, LLC48,161$12.7M0.47%+13,935+40.7%Added
BNP Paribas Arbitrage, SA47,481$12.5M0.03%+11,467+31.8%Added