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 2022
Institutional positions in Twilio Inc as of Dec 31, 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
- 613
- −62 vs. Q3 2022
- Shares held
- 145.8M
- −1.48M (−1.0%) vs. Q3 2022
- Total value
- $7.14B
- −$3.06B (−30.0%) vs. Q3 2022
- New holders
- 100
- 196 more added
- Sold out
- 162
- 223 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,537,284 | $809.7M | 0.02% | +361,919+2.2% | Added |
| BlackRock Inc. | 11,262,716 | $551.4M | 0.02% | +920,449+8.9% | Added |
| FMR LLC | 7,480,134 | $366.2M | 0.04% | −2,627,651−26.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,409,945 | $362.8M | 3.14% | +583,314+8.5% | Added |
| Generation Investment Management LLP | 7,286,340 | $356.7M | 2.06% | +2,265,233+45.1% | Added |
| Baillie Gifford & Co | 6,770,623 | $331.5M | 0.35% | −150,059−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,938,393 | $290.7M | 0.23% | +707,908+13.5% | Added |
| Nikko Asset Management Americas, Inc. | 5,457,858 | $267.2M | 3.85% | +709,838+15.0% | Added |
| Bank of New York Mellon Corp | 4,294,774 | $210.3M | 0.05% | +1,249,752+41.0% | Added |
| State Street Corp | 3,493,920 | $171.1M | 0.01% | +8590.0% | Added |
| Alyeska Investment Group, L.P. | 3,166,229 | $155.0M | 1.60% | +566,652+21.8% | Added |
| Pictet Asset Management SA | 3,099,748 | $151.8M | 0.22% | +862,850+38.6% | Added |
| Swedbank AB | 2,559,913 | $125.3M | 0.28% | +1,398,537+120.4% | Added |
| Two Sigma Investments, LP | 2,384,405 | $116.7M | 0.38% | +1,012,163+73.8% | Added |
| Voloridge Investment Management, LLC | 2,352,427 | $115.2M | 0.64% | +316,383+15.5% | Added |
| Geode Capital Management, LLC | 2,258,345 | $110.4M | 0.02% | +87,844+4.0% | Added |
| Bank of America Corp | 2,206,811 | $108.0M | 0.01% | +1,124,849+104.0% | Added |
| Contour Asset Management LLC | 2,143,118 | $104.9M | 6.47% | +2,143,118 | New |
| Alkeon Capital Management LLC | 2,037,092 | $99.7M | 0.74% | +524,132+34.6% | Added |
| Amundi | 1,702,545 | $87.7M | 0.05% | −568,962−25.0% | Reduced |
| Morgan Stanley | 1,753,284 | $85.8M | 0.01% | −515,369−22.7% | Reduced |
| Norges Bank | 1,724,716 | $84.4M | 0.02% | +397,685+30.0% | Added |
| Goldman Sachs Group Inc | 1,697,958 | $83.1M | 0.02% | −629,801−27.1% | Reduced |
| Citadel Advisors LLC | 1,562,298 | $76.5M | 0.09% | +1,554,498+19,929.5% | Added |
| Voya Investment Management LLC | 1,357,192 | $66.4M | 0.08% | −776,590−36.4% | Reduced |
| Two Sigma Advisers, LP | 1,206,097 | $59.1M | 0.16% | +243,500+25.3% | Added |
| Point72 Asset Management, L.P. | 1,149,324 | $56.3M | 0.21% | +823,744+253.0% | Added |
| First Trust Advisors LP | 1,146,686 | $56.1M | 0.07% | +120,169+11.7% | Added |
| Northern Trust Corp | 1,049,610 | $51.4M | 0.01% | +4370.0% | Added |
| Legal & General Group Plc | 1,019,400 | $49.9M | 0.02% | −44,420−4.2% | Reduced |
| Deutsche Bank AG | 894,891 | $43.8M | 0.03% | +56,211+6.7% | Added |
| Scge Management, L.P. | 868,100 | $42.5M | 1.50% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 861,010 | $42.2M | 0.02% | +138,403+19.2% | Added |
| Renaissance Technologies LLC | 858,295 | $42.0M | 0.06% | +693,595+421.1% | Added |
| Optimus Prime Fund Management Co., Ltd. | 775,000 | $37.9M | 4.75% | +10,000+1.3% | Added |
| Nuveen Asset Management, LLC | 769,151 | $37.7M | 0.01% | +175,401+29.5% | Added |
| Assenagon Asset Management S.A. | 746,085 | $36.5M | 0.15% | +223,809+42.9% | Added |
| Swiss National Bank | 704,300 | $34.5M | 0.02% | −39,160−5.3% | Reduced |
| Susquehanna International Group, LLP | 695,250 | $34.0M | 0.07% | +291,302+72.1% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 679,903 | $33.3M | 0.37% | +544,903+403.6% | Added |
| HSBC Holdings PLC | 642,828 | $31.1M | 0.04% | −236,390−26.9% | Reduced |
| Charles Schwab Investment Management Inc | 634,922 | $31.1M | 0.01% | +47,115+8.0% | Added |
| New York State Common Retirement Fund | 620,761 | $30.4M | 0.04% | +30,695+5.2% | Added |
| Toronado Partners, LLC | 618,602 | $30.3M | 11.61% | +221,700+55.9% | Added |
| SRS Investment Management, LLC | 605,993 | $29.7M | 0.54% | +113,045+22.9% | Added |
| American Century Companies Inc | 538,711 | $26.4M | 0.02% | +3,451+0.6% | Added |
| Millennium Management LLC | 527,550 | $25.8M | 0.03% | +468,423+792.2% | Added |
| Invesco Ltd. | 524,968 | $25.7M | 0.01% | +2,721+0.5% | Added |
| Capital Research Global Investors | 507,242 | $24.8M | 0.01% | +368,117+264.6% | Added |
| Personal Capital Advisors Corp | 475,832 | $23.3M | 0.11% | +170,884+56.0% | Added |
| Federated Hermes, Inc. | 448,100 | $21.9M | 0.06% | +375,618+518.2% | Added |
| Bares Capital Management, Inc. | 398,377 | $19.5M | 0.74% | +27,000+7.3% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $17.7M | 10.90% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 348,951 | $17.1M | 0.04% | +68,432+24.4% | Added |
| Portolan Capital Management, LLC | 341,107 | $16.7M | 1.66% | +196,349+135.6% | Added |
| California Public Employees Retirement System | 317,570 | $15.5M | 0.01% | −33,551−9.6% | Reduced |
| Crosslink Capital Inc | 309,773 | $15.2M | 3.66% | +135,970+78.2% | Added |
| Ensign Peak Advisors, Inc | 308,563 | $15.1M | 0.03% | +247,267+403.4% | Added |
| Barclays PLC | 306,782 | $15.0M | 0.01% | +120,062+64.3% | Added |
| California State Teachers Retirement System | 297,098 | $14.5M | 0.02% | +3,861+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 295,147 | $14.5M | 0.04% | −5,404−1.8% | Reduced |
| Wells Fargo & Company | 284,382 | $13.9M | 0.00% | −218,318−43.4% | Reduced |
| Dimensional Fund Advisors LP | 270,595 | $13.2M | 0.00% | +43,728+19.3% | Added |
| Credit Suisse AG | 270,352 | $13.2M | 0.01% | −171,918−38.9% | Reduced |
| Blair William & Co | 261,223 | $12.8M | 0.06% | −184,463−41.4% | Reduced |
| SeaTown Holdings Pte. Ltd. | 250,000 | $12.2M | 1.81% | +250,000 | New |
| Investment Management Corp of Ontario | 245,000 | $12.0M | 0.58% | 00.0% | Unchanged |
| Jane Street Group, LLC | 231,274 | $11.3M | 0.02% | +149,444+182.6% | Added |
| Natixis | 230,025 | $11.3M | 0.07% | −8,206−3.4% | Reduced |
| Royal Bank of Canada | 226,519 | $11.1M | 0.00% | −105,955−31.9% | Reduced |
| Nomura Holdings Inc | 224,073 | $11.0M | 0.11% | −18,477−7.6% | Reduced |
| AXA S.A. | 218,994 | $10.7M | 0.04% | −4,839−2.2% | Reduced |
| Ashford Capital Management Inc | 216,947 | $10.6M | 1.65% | +29,682+15.9% | Added |
| Summit Partners Public Asset Management, LLC | 214,220 | $10.5M | 0.77% | +214,220 | New |
| Ameriprise Financial Inc | 220,444 | $10.4M | 0.00% | −110,165−33.3% | Reduced |
| State Board of Administration of Florida Retirement System | 211,846 | $10.4M | 0.03% | −2,610−1.2% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $9.78M | 0.10% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 199,000 | $9.74M | 0.95% | 00.0% | Unchanged |
| Tybourne Capital Management (HK) Ltd | 197,610 | $9.67M | 0.96% | −202,600−50.6% | Reduced |
| Quadrature Capital Ltd | 191,780 | $9.39M | 0.28% | −61,175−24.2% | Reduced |
| Rhumbline Advisers | 190,201 | $9.31M | 0.01% | +11,730+6.6% | Added |
| RJA Asset Management LLC | 189,682 | $9.29M | 4.03% | +189,682 | New |
| Man Group plc | 189,504 | $9.28M | 0.03% | +128,374+210.0% | Added |
| Holocene Advisors, LP | 184,283 | $9.02M | 0.06% | −25,012−12.0% | Reduced |
| JPMorgan Chase & Co | 182,804 | $8.95M | 0.00% | −519,889−74.0% | Reduced |
| APG Asset Management N.V. | 181,538 | $8.89M | 0.02% | +159,922+739.8% | Added |
| Cooper Creek Partners Management LLC | 173,132 | $8.48M | 0.70% | +173,132 | New |
| Alliancebernstein L.P. | 165,813 | $8.12M | 0.00% | +18,460+12.5% | Added |
| Nicholas Company, Inc. | 165,377 | $8.10M | 0.17% | +23,915+16.9% | Added |
| Great West Life Assurance Co | 155,422 | $7.63M | 0.02% | −31,801−17.0% | Reduced |
| BNP Paribas Arbitrage, SA | 147,924 | $7.24M | 0.02% | −60,240−28.9% | Reduced |
| Liontrust Investment Partners LLP | 139,888 | $6.85M | 0.12% | +10,000+7.7% | Added |
| Bank of Montreal | 139,114 | $6.82M | 0.01% | +88,329+173.9% | Added |
| Leonteq Securities AG | 138,494 | $6.78M | 0.36% | +14,112+11.3% | Added |
| CIBC Private Wealth Group, LLC | 127,978 | $6.25M | 0.02% | +15,577+13.9% | Added |
| UBS Group AG | 126,503 | $6.19M | 0.00% | −62,408−33.0% | Reduced |
| Kerrisdale Advisers, LLC | 126,227 | $6.18M | 1.83% | +126,227 | New |
| Citigroup Inc | 118,415 | $5.80M | 0.01% | −27,791−19.0% | Reduced |
| BIT Capital GmbH | 116,838 | $5.72M | 1.19% | −196,647−62.7% | Reduced |
| London & Capital Asset Management Ltd | 113,893 | $5.58M | 0.51% | +16,559+17.0% | Added |