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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, Q2 2022

Institutional positions in Twilio Inc as of Jun 30, 2022. 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
762
−98 vs. Q1 2022
Shares held
146.3M
+4.07M (+2.9%) vs. Q1 2022
Total value
$12.4B
−$11.0B (−47.1%) vs. Q1 2022
New holders
86
323 more added
Sold out
184
230 more reduced

12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 762 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 heldQ2 2022: $12.4B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2022.

Institutions holding TWLO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bamco Inc359,274$30.1M0.10%+12,478+3.6%Added
Neumann Advisory Hong Kong Ltd386,042$32.4M10.63%00.0%Unchanged
Steadview Capital Management LLC387,907$32.5M8.15%00.0%Unchanged
American Century Companies Inc399,395$33.5M0.03%+156,456+64.4%Added
Credit Suisse AG424,125$35.5M0.04%+137,238+47.8%Added
Personal Capital Advisors Corp457,598$38.4M0.20%+141,121+44.6%Added
ArrowMark Colorado Holdings LLC459,965$38.5M0.44%+413,882+898.1%Added
Atreides Management, LP483,477$40.5M1.68%−321,604−39.9%Reduced
HSBC Holdings PLC477,119$40.6M0.06%+234,353+96.5%Added
Wells Fargo & Company490,695$41.1M0.01%−51,925−9.6%Reduced
Russell Investments Group, Ltd.494,311$41.5M0.08%+19,516+4.1%Added
Tybourne Capital Management (HK) Ltd504,324$42.3M3.05%+267,900+113.3%Added
Jennison Associates LLC522,494$43.8M0.04%−2,300,278−81.5%Reduced
TCW Group Inc533,296$44.7M0.59%+33,430+6.7%Added
New York State Common Retirement Fund547,043$45.8M0.06%+37,927+7.4%Added
Charles Schwab Investment Management Inc555,229$46.5M0.02%+43,890+8.6%Added
Deutsche Bank AG581,277$48.7M0.03%−55,935−8.8%Reduced
Blair William & Co582,276$48.8M0.22%+44,013+8.2%Added
Nuveen Asset Management, LLC598,960$50.2M0.02%−143,014−19.3%Reduced
Eaton Vance Management613,809$51.4M0.07%+11,207+1.9%Added
Amundi664,613$54.0M0.04%+16,759+2.6%Added
First Trust Advisors LP650,225$54.5M0.07%+99,434+18.1%Added
Two Sigma Advisers, LP659,797$55.3M0.16%+214,100+48.0%Added
UBS Asset Management Americas Inc666,583$55.9M0.03%−132,954−16.6%Reduced
Assenagon Asset Management S.A.731,616$61.3M0.26%+585,677+401.3%Added
Franklin Resources Inc736,932$61.8M0.03%−1,333,529−64.4%Reduced
Swiss National Bank744,860$62.4M0.04%+15,200+2.1%Added
Optimus Prime Fund Management Co., Ltd.765,000$64.1M7.16%+50,000+7.0%Added
Invesco Ltd.821,498$68.8M0.02%−50,062−5.7%Reduced
Two Sigma Investments, LP823,598$69.0M0.23%−37,841−4.4%Reduced
Voloridge Investment Management, LLC898,547$75.3M0.39%+555,695+162.1%Added
HMI Capital Management, L.P.1,045,000$87.6M3.52%+1,045,000New
Northern Trust Corp1,048,263$87.9M0.02%−12,888−1.2%Reduced
Legal & General Group Plc1,077,478$90.3M0.03%+37,742+3.6%Added
Swedbank AB1,109,476$93.0M0.21%+197,639+21.7%Added
Scge Management, L.P.1,124,264$94.2M2.70%−200,000−15.1%Reduced
Norges Bank1,269,103$106.4M0.03%−144,809−10.2%Reduced
JPMorgan Chase & Co1,364,922$114.4M0.02%−89,450−6.2%Reduced
Allianz Asset Management GmbH1,429,756$119.8M0.12%+1,170,237+450.9%Added
Bank of America Corp1,437,112$120.4M0.01%+103,605+7.8%Added
Goldman Sachs Group Inc1,442,028$120.9M0.04%+461,150+47.0%Added
Alyeska Investment Group, L.P.1,487,469$124.7M1.43%+1,471,834+9,413.7%Added
Alkeon Capital Management LLC1,769,888$148.3M0.89%+951,393+116.2%Added
Pictet Asset Management SA1,960,681$164.3M0.23%+424,799+27.7%Added
Geode Capital Management, LLC2,154,171$180.3M0.03%+502,904+30.5%Added
Morgan Stanley2,213,941$185.6M0.02%+44,213+2.0%Added
Bank of New York Mellon Corp2,267,477$190.0M0.04%+206,552+10.0%Added
Matrix Capital Management Company, LP2,967,549$248.7M5.64%+350,000+13.4%Added
State Street Corp3,441,245$288.4M0.02%−124,382−3.5%Reduced
Price T Rowe Associates Inc3,948,386$330.9M0.04%−3,649,759−48.0%Reduced
Flossbach Von Storch AG3,950,000$331.1M1.11%+2,731,000+224.0%Added
Nikko Asset Management Americas, Inc.4,124,892$342.6M4.23%+369,868+9.8%Added
Generation Investment Management LLP4,417,919$370.3M2.02%+1,931,354+77.7%Added
Sands Capital Management, LLC4,477,343$375.2M1.30%−710,880−13.7%Reduced
Janus Henderson Group PLC4,511,986$378.2M0.26%+995,172+28.3%Added
Sumitomo Mitsui Trust Holdings, Inc.4,608,036$386.2M0.30%+403,326+9.6%Added
Baillie Gifford & Co6,028,785$505.3M0.52%−160,325−2.6%Reduced
ARK Investment Management LLCSuperinvestorARK Invest5,572,436$586.1M3.48%+551,175+11.0%Added
FMR LLC9,369,830$785.3M0.08%−1,230,177−11.6%Reduced
BlackRock Inc.10,297,407$863.0M0.03%+844,731+8.9%Added
Vanguard Group Inc15,895,596$1.33B0.04%+2,773,657+21.1%Added
Hartline Investment Corp1,329––+421+46.4%Added
Polar Capital Holdings Plc0$00.00%−554,902−100.0%Sold out
Fred Alger Management, LLC0$00.00%−482,186−100.0%Sold out
DF Dent & Co Inc0$00.00%−343,464−100.0%Sold out
Stockbridge Partners LLC0$00.00%−272,698−100.0%Sold out
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−125,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−120,442−100.0%Sold out
JS Capital Management LLC0$00.00%−110,000−100.0%Sold out
Jeneq Management, LP0$00.00%−108,291−100.0%Sold out
Scout Investments, Inc.0$00.00%−97,660−100.0%Sold out
Capital Research Global Investors0$00.00%−96,723−100.0%Sold out
Whetstone Capital Advisors, LLC0$00.00%−96,214−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−85,875−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−74,000−100.0%Sold out
1832 Asset Management L.P.0$00.00%−57,900−100.0%Sold out
LGT Group Foundation0$00.00%−41,485−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−40,570−100.0%Sold out
Group One Trading, L.P.0$00.00%−38,846−100.0%Sold out
Twin Tree Management, LP0$00.00%−36,990−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−34,710−100.0%Sold out
One01 Capital, LP0$00.00%−29,350−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,618−100.0%Sold out
Granite Investment Partners, LLC0$00.00%−28,490−100.0%Sold out
TimesSquare Capital Management, LLC0$00.00%−28,400−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−27,842−100.0%Sold out
PEAK6 Investments LLC0$00.00%−27,290−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−26,138−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−25,158−100.0%Sold out
Employees Retirement System of Texas0$00.00%−25,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−22,312−100.0%Sold out
Hongkou Capital LP0$00.00%−22,000−100.0%Sold out
O'Shares Investment Advisers, LLC0$00.00%−21,709−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−16,866−100.0%Sold out
Covea Finance0$00.00%−15,700−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−15,320−100.0%Sold out
Jabodon PT Co0$00.00%−14,579−100.0%Sold out
Aigen Investment Management, LP0$00.00%−13,769−100.0%Sold out
AQR Capital Management LLC0$00.00%−13,664−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−12,648−100.0%Sold out