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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, 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.

Institutional holdersQ3 2022: 689 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 heldQ3 2022: $10.3B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2022.

Institutions holding TWLO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG188,911$13.1M0.01%−4,406−2.3%Reduced
Crow's Nest Holdings LP189,970$13.1M4.76%00.0%Unchanged
KPCB XV Associates, LLC190,047$13.1M36.66%00.0%Unchanged
Nishkama Capital, LLC197,885$13.7M6.10%+197,885New
Pacific Heights Asset Management LLC199,000$13.8M1.46%00.0%Unchanged
Railway Pension Investments Ltd199,727$13.8M0.15%00.0%Unchanged
KCL Capital, L.P.200,000$13.8M3.26%+200,000New
Russell Investments Group, Ltd.206,673$14.3M0.03%−287,638−58.2%Reduced
BNP Paribas Arbitrage, SA208,164$14.4M0.04%+31,886+18.1%Added
Holocene Advisors, LP209,295$14.5M0.09%+136,009+185.6%Added
State Board of Administration of Florida Retirement System214,456$14.8M0.04%−2,497−1.2%Reduced
La Financiere de L'Echiquier223,300$15.4M0.98%−1,200−0.5%Reduced
AXA S.A.223,833$15.5M0.06%+31,424+16.3%Added
Dimensional Fund Advisors LP226,867$15.7M0.01%−21,456−8.6%Reduced
Natixis238,231$16.5M0.08%+218,688+1,119.0%Added
Nomura Holdings Inc242,550$16.8M0.16%+112,634+86.7%Added
Melqart Asset Management (UK) Ltd244,153$16.9M1.42%+244,153New
Investment Management Corp of Ontario245,000$16.9M2.73%00.0%Unchanged
Quadrature Capital Ltd252,955$17.5M0.57%+56,944+29.1%Added
Mirae Asset Global Investments Co., Ltd.280,519$19.4M0.05%−16,305−5.5%Reduced
National Pension Service286,326$20.2M0.04%+39,117+15.8%Added
California State Teachers Retirement System293,237$20.3M0.03%+9,307+3.3%Added
Toronto Dominion Bank293,756$20.3M0.04%+249,250+560.0%Added
Ardevora Asset Management LLP298,600$20.6M0.37%+298,600New
Mitsubishi UFJ Trust & Banking Corp300,551$20.8M0.06%+779+0.3%Added
Personal Capital Advisors Corp304,948$21.1M0.11%−152,650−33.4%Reduced
BIT Capital GmbH313,485$21.7M4.17%+43,017+15.9%Added
Point72 Asset Management, L.P.325,580$22.5M0.10%+325,580New
Ameriprise Financial Inc330,609$22.9M0.01%−15,660−4.5%Reduced
Royal Bank of Canada332,474$23.0M0.01%+48,286+17.0%Added
California Public Employees Retirement System351,121$24.3M0.02%+63,486+22.1%Added
Neumann Advisory Hong Kong Ltd361,884$25.0M8.77%−24,158−6.3%Reduced
Bares Capital Management, Inc.371,377$25.7M1.00%+76,055+25.8%Added
Steadview Capital Management LLC387,907$26.8M7.58%00.0%Unchanged
Cubist Systematic Strategies, LLC389,850$27.0M0.20%+158,885+68.8%Added
Toronado Partners, LLC396,902$27.4M9.68%+94,965+31.5%Added
Tybourne Capital Management (HK) Ltd400,210$27.7M2.66%−104,114−20.6%Reduced
Susquehanna International Group, LLP403,948$27.9M0.06%+250,130+162.6%Added
Credit Suisse AG442,270$30.6M0.03%+18,145+4.3%Added
Blair William & Co445,686$30.8M0.14%−136,590−23.5%Reduced
SRS Investment Management, LLC492,948$34.1M0.67%+492,948New
Wells Fargo & Company502,700$34.8M0.01%+12,005+2.4%Added
Invesco Ltd.522,247$36.1M0.01%−299,251−36.4%Reduced
Assenagon Asset Management S.A.522,276$36.1M0.15%−209,340−28.6%Reduced
American Century Companies Inc535,260$37.0M0.03%+135,865+34.0%Added
Charles Schwab Investment Management Inc587,807$40.6M0.01%+32,578+5.9%Added
New York State Common Retirement Fund590,066$40.8M0.06%+43,023+7.9%Added
Nuveen Asset Management, LLC593,750$41.1M0.02%−5,210−0.9%Reduced
TCW Group Inc606,694$41.9M0.61%+73,398+13.8%Added
Jennison Associates LLC612,785$42.4M0.04%+90,291+17.3%Added
Eaton Vance Management614,484$42.5M0.06%+675+0.1%Added
JPMorgan Chase & Co702,693$48.6M0.01%−662,229−48.5%Reduced
UBS Asset Management Americas Inc722,607$50.0M0.03%+56,024+8.4%Added
Swiss National Bank743,460$51.4M0.04%−1,400−0.2%Reduced
Optimus Prime Fund Management Co., Ltd.765,000$52.9M6.87%00.0%Unchanged
Deutsche Bank AG838,680$58.0M0.04%+257,403+44.3%Added
Scge Management, L.P.868,100$60.0M2.03%−256,164−22.8%Reduced
HSBC Holdings PLC879,218$61.6M0.11%+402,099+84.3%Added
Two Sigma Advisers, LP962,597$66.6M0.19%+302,800+45.9%Added
First Trust Advisors LP1,026,517$71.0M0.09%+376,292+57.9%Added
Northern Trust Corp1,049,173$72.5M0.02%+910+0.1%Added
Legal & General Group Plc1,063,820$73.6M0.03%−13,658−1.3%Reduced
Bank of America Corp1,081,962$74.8M0.01%−355,150−24.7%Reduced
Swedbank AB1,161,376$80.3M0.19%+51,900+4.7%Added
Atreides Management, LP1,241,395$85.8M3.18%+757,918+156.8%Added
Norges Bank1,327,031$91.8M0.02%+57,928+4.6%Added
Two Sigma Investments, LP1,372,242$94.9M0.33%+548,644+66.6%Added
Alkeon Capital Management LLC1,512,960$104.6M0.72%−256,928−14.5%Reduced
HMI Capital Management, L.P.1,668,060$115.3M4.34%+623,060+59.6%Added
Voloridge Investment Management, LLC2,036,044$140.8M0.76%+1,137,497+126.6%Added
Voya Investment Management LLC2,133,782$147.5M0.18%+2,092,205+5,032.1%Added
Geode Capital Management, LLC2,170,501$149.9M0.02%+16,330+0.8%Added
Pictet Asset Management SA2,236,898$154.7M0.23%+276,217+14.1%Added
Morgan Stanley2,268,653$156.9M0.02%+54,712+2.5%Added
Goldman Sachs Group Inc2,327,759$160.9M0.05%+885,731+61.4%Added
Amundi2,271,507$173.2M0.10%+1,606,894+241.8%Added
Alyeska Investment Group, L.P.2,599,577$179.7M2.11%+1,112,108+74.8%Added
Bank of New York Mellon Corp3,045,022$210.5M0.05%+777,545+34.3%Added
State Street Corp3,493,061$241.5M0.02%+51,816+1.5%Added
Flossbach Von Storch AG3,971,000$274.6M1.01%+21,000+0.5%Added
Nikko Asset Management Americas, Inc.4,748,020$330.0M4.22%+623,128+15.1%Added
Generation Investment Management LLP5,021,107$347.2M2.06%+603,188+13.7%Added
Sumitomo Mitsui Trust Holdings, Inc.5,230,485$361.6M0.30%+622,449+13.5%Added
Matrix Capital Management Company, LP5,588,749$386.4M7.39%+2,621,200+88.3%Added
ARK Investment Management LLCSuperinvestorARK Invest6,826,631$472.0M3.29%+1,254,195+22.5%Added
Baillie Gifford & Co6,920,682$478.5M0.49%+891,897+14.8%Added
FMR LLC10,107,785$698.9M0.07%+737,955+7.9%Added
BlackRock Inc.10,342,267$715.1M0.02%+44,860+0.4%Added
Vanguard Group Inc16,175,365$1.12B0.03%+279,769+1.8%Added
Sands Capital Management, LLC0$00.00%−4,477,343−100.0%Sold out
Zevenbergen Capital Investments LLC0$00.00%−306,003−100.0%Sold out
Glynn Capital Management LLC0$00.00%−205,170−100.0%Sold out
Peregrine Capital Management LLC0$00.00%−201,421−100.0%Sold out
SQN Investors LP0$00.00%−167,697−100.0%Sold out
Makena Capital Management LLC0$00.00%−100,216−100.0%Sold out
Stony Point Capital LLC0$00.00%−97,779−100.0%Sold out
Flight Deck Capital, LP0$00.00%−92,700−100.0%Sold out
Marshall Wace, LLP0$00.00%−89,878−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−76,609−100.0%Sold out
Kore Private Wealth LLC0$00.00%−73,937−100.0%Sold out