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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; 969 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

Q4 2022 vs. Q3 2022

How the institutions holding Twilio Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of TWLO: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders68914613−62
Shares148.2M867.1K145.8M−1.48M (−1.0%)
Value$10.3B$59.6M$7.14B−$3.06B (−30.0%)

14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Twilio Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to TWLO in Q4 2022
InstitutionSharesValue% of portfolio
Contour Asset Management LLC2,143,118$104.9M6.47%
SeaTown Holdings Pte. Ltd.250,000$12.2M1.81%
Summit Partners Public Asset Management, LLC214,220$10.5M0.77%
RJA Asset Management LLC189,682$9.29M4.03%
Cooper Creek Partners Management LLC173,132$8.48M0.70%
Kerrisdale Advisers, LLC126,227$6.18M1.83%
Marshall Wace, LLP88,826$4.35M0.01%
JS Capital Management LLC70,000$3.43M0.90%
Simplex Trading, LLC67,826$3.32M0.16%
Mass Ave Global Inc.54,976$2.69M0.91%
AQR Capital Management LLC44,160$2.12M0.00%
Arrowstreet Capital, Limited Partnership40,610$1.99M0.00%
Consolidated Press International Holdings Ltd32,116$1.57M0.54%
Diker Management LLC30,000$1.47M1.69%
Palogic Value Management, L.P.30,000$1.47M0.77%
Tairen Capital Ltd30,000$1.47M0.17%
Andra AP-fonden24,100$1.18M0.04%
Voss Capital, LLC21,239$1.04M0.20%
IMC-Chicago, LLC20,193$988.6K0.22%
Horrell Capital Management, Inc.20,000$979.0K0.32%
CIBC World Markets Inc.19,914$975.0K0.00%
Graham Capital Management, L.P.19,770$967.9K0.04%
Teza Capital Management LLC18,881$924.4K0.18%
Stonegate Investment Group, LLC18,045$883.5K0.04%
Polianta Ltd15,900$778.0K0.58%
Concentric Capital Strategies, LP15,628$765.1K0.38%
Wolverine Trading, LLC14,432$707.0K0.01%
Maryland State Retirement & Pension System13,203$646.4K0.02%
G2 Investment Partners Management LLC12,387$606.5K0.18%
Qube Research & Technologies Ltd12,112$593.0K0.00%
Capula Management Ltd12,050$590.0K0.06%
CI Private Wealth, LLC11,927$583.9K0.00%
Marex Group plc11,869$581.1K0.08%
Palo Alto Wealth Advisors, LLC10,729$525.3K0.45%
Allstate Corp9,628$471.4K0.01%
Allstate Investment Management Co9,628$471.4K0.01%
BBJS Financial Advisors, LLC9,589$469.5K0.21%
Engineers Gate Manager LP9,579$469.0K0.03%
Richard W. Paul & Associates, LLC9,415$460.9K0.23%
Aquatic Capital Management LLC9,400$460.0K0.03%
Caas Capital Management LP9,300$455.3K0.09%
Jefferies Financial Group Inc.9,293$455.0K0.01%
Public Sector Pension Investment Board9,234$452.1K0.00%
Granite Point Capital Management, L.P.9,000$440.6K0.53%
Versor Investments LP8,160$399.5K0.03%
AM Squared Ltd6,700$328.0K0.22%
Kinneret Advisory, LLC6,548$320.6K0.04%
Marathon Trading Investment Management LLC6,500$318.2K0.21%
HRT Financial LP6,420$314.0K0.00%
Asahi Life Asset Management Co., Ltd.6,125$299.9K0.10%
CastleKnight Management LP5,500$269.3K0.08%
GWM Advisors LLC6,928$268.0K0.01%
Coldstream Capital Management Inc5,316$260.3K0.01%
Transcend Wealth Collective, LLC5,311$260.0K0.03%
Psagot Value Holdings Ltd. / (Israel)5,000$245.0K0.07%
TownSquare Capital, LLC4,512$220.9K0.01%
Echo Street Capital Management LLC4,389$214.9K0.00%
Chicago Partners Investment Group LLC3,337$212.0K0.01%
Belpointe Asset Management LLC1,295$63.4K0.00%
Comerica Securities,inc.1,266$62.0K0.00%
Headlands Technologies LLC1,060$52.0K0.04%
Concord Wealth Partners726$35.5K0.01%
James Investment Research Inc531$26.0K0.00%
Itau Unibanco Holding S.A.440$21.5K0.00%
Cornerstone Planning Group LLC307$16.0K0.01%
U.S. Capital Wealth Advisors, LLC303$14.8K0.00%
Elequin Capital LP292$14.3K0.00%
Romano Brothers and Company215$10.5K0.00%
Neo Ivy Capital Management180$9.00K0.01%
ICA Group Wealth Management, LLC170$8.32K0.00%
Accurate Wealth Management, LLC153$7.71K0.00%
Dark Forest Capital Management LP138$6.76K0.00%
Boulder Wealth Advisors, LLC95$5.00K0.00%
Financial Freedom, LLC83$4.06K0.00%
Corrado Advisors, LLC70$3.43K0.00%
Baker Avenue Asset Management, LP64$3.13K0.00%
Iron Horse Wealth Management, LLC64$3.00K0.00%
MinichMacGregor Wealth Management, LLC60$2.94K0.00%
My Personal CFO, LLC52$2.55K0.00%
C M Bidwell & Associates Ltd50$2.45K0.00%
Beaird Harris Wealth Management, LLC50$2.45K0.00%
Armstrong Advisory Group, Inc45$2.20K0.00%
Pathway Financial Advisers, LLC22$1.08K0.00%
Umb Bank N A21$1.00K0.00%
Fiduciary Alliance LLC20$9790.00%
MB, Levis & Associates, LLC15$7340.00%
Farther Finance Advisors, LLC14$6850.00%
Freedom Wealth Alliance, LLC11$5390.00%
Cary Street Partner Investment Advisory LLC10$4900.00%
McElhenny Sheffield Capital Management, LLC8$3920.00%
Ten Capital Wealth Advisors, LLC6$2940.00%
RWM Asset Management, LLC4$1960.00%
Sofos Investments, Inc.49$1420.00%
IMA Wealth, Inc.1$490.00%
Colonial Trust Advisors1$490.00%
True Wealth Design, LLC1$490.00%
Silicon Valley Capital Partners1$340.00%
First Command Advisory Services, Inc.11$00.00%
Steward Financial Group LLC6$00.00%
VitalStone Financial, LLC4$00.00%

Sold out (162)

Institutions that held Twilio Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Showing the largest 100 of 162 by value.

Institutions that sold out of TWLO in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Matrix Capital Management Company, LP5,588,749$386.4M
HMI Capital Management, L.P.1,668,060$115.3M
Atreides Management, LP1,241,395$85.8M
Jennison Associates LLC612,785$42.4M
TCW Group Inc606,694$41.9M
Steadview Capital Management LLC387,907$26.8M
Ardevora Asset Management LLP298,600$20.6M
Melqart Asset Management (UK) Ltd244,153$16.9M
KCL Capital, L.P.200,000$13.8M
Nishkama Capital, LLC197,885$13.7M
Crow's Nest Holdings LP189,970$13.1M
Harbor Spring Capital, LLC167,918$11.6M
Squarepoint Ops LLC166,746$11.5M
Riverbridge Partners LLC111,139$7.68M
Jackson Square Partners, LLC101,408$7.01M
Archon Capital Management LLC80,000$5.53M
Aristotle Atlantic Partners, LLC78,681$5.44M
Aureus Asset Management, LLC73,954$5.11M
Board of Trustees of The Leland Stanford Junior University71,184$5.05M
Osborne Partners Capital Management, LLC71,408$4.94M
Metavasi Capital LP67,000$4.63M
Octahedron Capital Management L.P.67,000$4.63M
Harber Asset Management LLC57,620$3.98M
Capital Fund Management S.A.55,602$3.84M
Hidden Lake Asset Management LP52,730$3.65M
B. Riley Asset Management, LLC45,567$3.15M
Junson Asset Management (Hong Kong) Ltd45,249$3.13M
Riverpark Capital Management LLC44,374$3.07M
RiverPark Advisors, LLC43,948$3.04M
Pragma Gestao de Patrimonio Ltd41,000$2.83M
Armistice Capital, LLC40,000$2.77M
Blueshift Asset Management, LLC37,984$2.63M
Geneva Capital Management LLC37,429$2.59M
Verition Fund Management LLC35,627$2.46M
Bamco Inc33,684$2.33M
Tocqueville Asset Management L.P.32,886$2.27M
Hongkou Capital LP32,264$2.23M
Hunt Lane Capital LP30,000$2.07M
PEAK6 Investments LLC29,687$2.05M
CX Institutional26,686$1.84M
Graticule Asia Macro Advisors LLC25,950$1.79M
Scotia Capital Inc.25,812$1.78M
XN LP24,325$1.68M
Karani Asset Management LLC21,461$1.48M
Twin Tree Management, LP20,562$1.42M
Bailard, Inc.17,121$1.18M
Old Well Partners, LLC16,200$1.12M
Baird Financial Group, Inc.15,428$1.07M
Alight Capital Management LP15,000$1.04M
Bedell Frazier Investment Counseling, LLC13,524$935.0K
Gyon Technologies Capital Management, LP13,361$924.0K
KLK Capital Management LLC12,170$841.0K
Golden Green, Inc.11,875$821.0K
Twin Capital Management Inc11,086$766.0K
Must Asset Management Inc.10,849$765.0K
Collaborative Holdings Management LP11,000$761.0K
Oppenheimer Asset Management Inc.10,788$746.0K
Balyasny Asset Management LLC10,202$705.0K
Alpine Global Management, LLC10,000$691.0K
National Asset Management, Inc.9,815$679.0K
Atria Wealth Solutions, Inc.9,163$633.5K
Ocean Capital Management, LLC8,059$564.0K
Elevated Capital Advisors, LLC8,030$555.0K
Green Alpha Advisors, LLC7,842$542.0K
Silvant Capital Management LLC7,157$494.0K
Calamos Advisors LLC7,095$491.0K
Highland Capital Management, LLC7,003$484.0K
EMJ Capital Ltd.7,000$484.0K
Aigen Investment Management, LP6,698$463.0K
Eisler Capital (UK) Ltd.6,618$458.0K
Beck Bode, LLC6,369$440.0K
Western Wealth Management, LLC6,331$439.0K
Synergy Financial Group, LTD6,284$434.0K
Van Eck Associates Corp5,974$413.0K
Annandale Capital, LLC5,800$401.0K
Doliver Advisors, LP5,665$392.0K
Centiva Capital, LP5,659$391.0K
Maven Securities LTD5,472$378.0K
Hodges Capital Management Inc.5,183$358.0K
Balentine LLC5,044$349.0K
Equitable Holdings, Inc.4,829$334.0K
Peloton Wealth Strategists4,779$330.0K
Flagship Harbor Advisors, LLC4,742$328.0K
Pearl River Capital, LLC4,674$323.0K
Gsa Capital Partners LLP4,604$318.0K
Bienville Capital Management, LLC4,500$311.0K
Motley Fool Asset Management LLC4,252$294.0K
Private Advisor Group, LLC4,246$294.0K
SkyOak Wealth, LLC4,039$279.0K
Delphia (USA) Inc.4,032$279.0K
Trellus Management Company, LLC4,000$277.0K
Ausdal Financial Partners, Inc.3,997$276.0K
Corton Capital Inc.3,959$274.0K
Cresset Asset Management, LLC3,792$262.0K
Independent Advisor Alliance3,756$260.0K
Interchange Capital Partners, LLC3,723$257.0K
Two Sigma Securities, LLC3,706$256.0K
Toroso Investments, LLC3,660$254.0K
Sloy Dahl & Holst, LLC3,591$248.0K
Jackson Hole Capital Partners, LLC3,500$242.0K

Not filed for Q4 2022 yet (14)

Institutions that held Twilio Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWLO in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management614,484$42.5M
KPCB XV Associates, LLC190,047$13.1M
American Portfolios Advisors18,301$1.27M
Solidarilty Wealth, LLC18,271$825.0K
Surevest, LLC10,308$713.0K
SP Asset Management9,512$658.0K
Corient Capital Partners, LLC2,981$250.0K
Wipfli Financial Advisors LLC,1,693$117.0K
NuWave Investment Management, LLC691$48.0K
Saban Cheryl671$46.0K
Pacific Center for Financial Services100$7.00K
Covington Capital Management35$2.00K
Strategic Asset Management, LLC31$1.00K
FourThought Financial, LLC2$0