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, Q3 2022
Institutional positions in Twilio Inc as of Sep 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
- 689
- −63 vs. Q2 2022
- Shares held
- 148.2M
- +1.91M (+1.3%) vs. Q2 2022
- Total value
- $10.3B
- −$2.12B (−17.1%) vs. Q2 2022
- New holders
- 74
- 273 more added
- Sold out
- 137
- 221 more reduced
10 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,175,365 | $1.12B | 0.03% | +279,769+1.8% | Added |
| BlackRock Inc. | 10,342,267 | $715.1M | 0.02% | +44,860+0.4% | Added |
| FMR LLC | 10,107,785 | $698.9M | 0.07% | +737,955+7.9% | Added |
| Baillie Gifford & Co | 6,920,682 | $478.5M | 0.49% | +891,897+14.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,826,631 | $472.0M | 3.29% | +1,254,195+22.5% | Added |
| Matrix Capital Management Company, LP | 5,588,749 | $386.4M | 7.39% | +2,621,200+88.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,230,485 | $361.6M | 0.30% | +622,449+13.5% | Added |
| Generation Investment Management LLP | 5,021,107 | $347.2M | 2.06% | +603,188+13.7% | Added |
| Nikko Asset Management Americas, Inc. | 4,748,020 | $330.0M | 4.22% | +623,128+15.1% | Added |
| Flossbach Von Storch AG | 3,971,000 | $274.6M | 1.01% | +21,000+0.5% | Added |
| State Street Corp | 3,493,061 | $241.5M | 0.02% | +51,816+1.5% | Added |
| Bank of New York Mellon Corp | 3,045,022 | $210.5M | 0.05% | +777,545+34.3% | Added |
| Alyeska Investment Group, L.P. | 2,599,577 | $179.7M | 2.11% | +1,112,108+74.8% | Added |
| Amundi | 2,271,507 | $173.2M | 0.10% | +1,606,894+241.8% | Added |
| Goldman Sachs Group Inc | 2,327,759 | $160.9M | 0.05% | +885,731+61.4% | Added |
| Morgan Stanley | 2,268,653 | $156.9M | 0.02% | +54,712+2.5% | Added |
| Pictet Asset Management SA | 2,236,898 | $154.7M | 0.23% | +276,217+14.1% | Added |
| Geode Capital Management, LLC | 2,170,501 | $149.9M | 0.02% | +16,330+0.8% | Added |
| Voya Investment Management LLC | 2,133,782 | $147.5M | 0.18% | +2,092,205+5,032.1% | Added |
| Voloridge Investment Management, LLC | 2,036,044 | $140.8M | 0.76% | +1,137,497+126.6% | Added |
| HMI Capital Management, L.P. | 1,668,060 | $115.3M | 4.34% | +623,060+59.6% | Added |
| Alkeon Capital Management LLC | 1,512,960 | $104.6M | 0.72% | −256,928−14.5% | Reduced |
| Two Sigma Investments, LP | 1,372,242 | $94.9M | 0.33% | +548,644+66.6% | Added |
| Norges Bank | 1,327,031 | $91.8M | 0.02% | +57,928+4.6% | Added |
| Atreides Management, LP | 1,241,395 | $85.8M | 3.18% | +757,918+156.8% | Added |
| Swedbank AB | 1,161,376 | $80.3M | 0.19% | +51,900+4.7% | Added |
| Bank of America Corp | 1,081,962 | $74.8M | 0.01% | −355,150−24.7% | Reduced |
| Legal & General Group Plc | 1,063,820 | $73.6M | 0.03% | −13,658−1.3% | Reduced |
| Northern Trust Corp | 1,049,173 | $72.5M | 0.02% | +910+0.1% | Added |
| First Trust Advisors LP | 1,026,517 | $71.0M | 0.09% | +376,292+57.9% | Added |
| Two Sigma Advisers, LP | 962,597 | $66.6M | 0.19% | +302,800+45.9% | Added |
| HSBC Holdings PLC | 879,218 | $61.6M | 0.11% | +402,099+84.3% | Added |
| Scge Management, L.P. | 868,100 | $60.0M | 2.03% | −256,164−22.8% | Reduced |
| Deutsche Bank AG | 838,680 | $58.0M | 0.04% | +257,403+44.3% | Added |
| Optimus Prime Fund Management Co., Ltd. | 765,000 | $52.9M | 6.87% | 00.0% | Unchanged |
| Swiss National Bank | 743,460 | $51.4M | 0.04% | −1,400−0.2% | Reduced |
| UBS Asset Management Americas Inc | 722,607 | $50.0M | 0.03% | +56,024+8.4% | Added |
| JPMorgan Chase & Co | 702,693 | $48.6M | 0.01% | −662,229−48.5% | Reduced |
| Eaton Vance Management | 614,484 | $42.5M | 0.06% | +675+0.1% | Added |
| Jennison Associates LLC | 612,785 | $42.4M | 0.04% | +90,291+17.3% | Added |
| TCW Group Inc | 606,694 | $41.9M | 0.61% | +73,398+13.8% | Added |
| Nuveen Asset Management, LLC | 593,750 | $41.1M | 0.02% | −5,210−0.9% | Reduced |
| New York State Common Retirement Fund | 590,066 | $40.8M | 0.06% | +43,023+7.9% | Added |
| Charles Schwab Investment Management Inc | 587,807 | $40.6M | 0.01% | +32,578+5.9% | Added |
| American Century Companies Inc | 535,260 | $37.0M | 0.03% | +135,865+34.0% | Added |
| Assenagon Asset Management S.A. | 522,276 | $36.1M | 0.15% | −209,340−28.6% | Reduced |
| Invesco Ltd. | 522,247 | $36.1M | 0.01% | −299,251−36.4% | Reduced |
| Wells Fargo & Company | 502,700 | $34.8M | 0.01% | +12,005+2.4% | Added |
| SRS Investment Management, LLC | 492,948 | $34.1M | 0.67% | +492,948 | New |
| Blair William & Co | 445,686 | $30.8M | 0.14% | −136,590−23.5% | Reduced |
| Credit Suisse AG | 442,270 | $30.6M | 0.03% | +18,145+4.3% | Added |
| Susquehanna International Group, LLP | 403,948 | $27.9M | 0.06% | +250,130+162.6% | Added |
| Tybourne Capital Management (HK) Ltd | 400,210 | $27.7M | 2.66% | −104,114−20.6% | Reduced |
| Toronado Partners, LLC | 396,902 | $27.4M | 9.68% | +94,965+31.5% | Added |
| Cubist Systematic Strategies, LLC | 389,850 | $27.0M | 0.20% | +158,885+68.8% | Added |
| Steadview Capital Management LLC | 387,907 | $26.8M | 7.58% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 371,377 | $25.7M | 1.00% | +76,055+25.8% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $25.0M | 8.77% | −24,158−6.3% | Reduced |
| California Public Employees Retirement System | 351,121 | $24.3M | 0.02% | +63,486+22.1% | Added |
| Royal Bank of Canada | 332,474 | $23.0M | 0.01% | +48,286+17.0% | Added |
| Ameriprise Financial Inc | 330,609 | $22.9M | 0.01% | −15,660−4.5% | Reduced |
| Point72 Asset Management, L.P. | 325,580 | $22.5M | 0.10% | +325,580 | New |
| BIT Capital GmbH | 313,485 | $21.7M | 4.17% | +43,017+15.9% | Added |
| Personal Capital Advisors Corp | 304,948 | $21.1M | 0.11% | −152,650−33.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 300,551 | $20.8M | 0.06% | +779+0.3% | Added |
| Ardevora Asset Management LLP | 298,600 | $20.6M | 0.37% | +298,600 | New |
| Toronto Dominion Bank | 293,756 | $20.3M | 0.04% | +249,250+560.0% | Added |
| California State Teachers Retirement System | 293,237 | $20.3M | 0.03% | +9,307+3.3% | Added |
| National Pension Service | 286,326 | $20.2M | 0.04% | +39,117+15.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 280,519 | $19.4M | 0.05% | −16,305−5.5% | Reduced |
| Quadrature Capital Ltd | 252,955 | $17.5M | 0.57% | +56,944+29.1% | Added |
| Investment Management Corp of Ontario | 245,000 | $16.9M | 2.73% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 244,153 | $16.9M | 1.42% | +244,153 | New |
| Nomura Holdings Inc | 242,550 | $16.8M | 0.16% | +112,634+86.7% | Added |
| Natixis | 238,231 | $16.5M | 0.08% | +218,688+1,119.0% | Added |
| Dimensional Fund Advisors LP | 226,867 | $15.7M | 0.01% | −21,456−8.6% | Reduced |
| AXA S.A. | 223,833 | $15.5M | 0.06% | +31,424+16.3% | Added |
| La Financiere de L'Echiquier | 223,300 | $15.4M | 0.98% | −1,200−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 214,456 | $14.8M | 0.04% | −2,497−1.2% | Reduced |
| Holocene Advisors, LP | 209,295 | $14.5M | 0.09% | +136,009+185.6% | Added |
| BNP Paribas Arbitrage, SA | 208,164 | $14.4M | 0.04% | +31,886+18.1% | Added |
| Russell Investments Group, Ltd. | 206,673 | $14.3M | 0.03% | −287,638−58.2% | Reduced |
| KCL Capital, L.P. | 200,000 | $13.8M | 3.26% | +200,000 | New |
| Railway Pension Investments Ltd | 199,727 | $13.8M | 0.15% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 199,000 | $13.8M | 1.46% | 00.0% | Unchanged |
| Nishkama Capital, LLC | 197,885 | $13.7M | 6.10% | +197,885 | New |
| KPCB XV Associates, LLC | 190,047 | $13.1M | 36.66% | 00.0% | Unchanged |
| Crow's Nest Holdings LP | 189,970 | $13.1M | 4.76% | 00.0% | Unchanged |
| UBS Group AG | 188,911 | $13.1M | 0.01% | −4,406−2.3% | Reduced |
| Ashford Capital Management Inc | 187,265 | $12.9M | 1.97% | +103,746+124.2% | Added |
| Great West Life Assurance Co | 187,223 | $12.9M | 0.04% | +30,444+19.4% | Added |
| Barclays PLC | 186,720 | $12.9M | 0.01% | −30,111−13.9% | Reduced |
| D. E. Shaw & Co., Inc. | 179,462 | $12.4M | 0.02% | −66,089−26.9% | Reduced |
| Rhumbline Advisers | 178,471 | $12.3M | 0.02% | +12,786+7.7% | Added |
| Crosslink Capital Inc | 173,803 | $12.0M | 3.07% | +52,920+43.8% | Added |
| Harbor Spring Capital, LLC | 167,918 | $11.6M | 3.59% | −32,082−16.0% | Reduced |
| Squarepoint Ops LLC | 166,746 | $11.5M | 0.10% | +166,746 | New |
| Renaissance Technologies LLC | 164,700 | $11.4M | 0.02% | +162,200+6,488.0% | Added |
| Alliancebernstein L.P. | 147,353 | $10.2M | 0.00% | −27,655−15.8% | Reduced |
| Citigroup Inc | 146,206 | $10.1M | 0.01% | −25,325−14.8% | Reduced |