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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, 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.

Institutional holdersQ4 2022: 613 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 heldQ4 2022: $7.14B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2022.

Institutions holding TWLO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Federation des caisses Desjardins du Quebec21,344$1.05M0.01%−686−3.1%Reduced
Public Employees Retirement Association of Colorado22,047$1.08M0.01%−6,615−23.1%Reduced
Alpha Paradigm Partners, LLC22,247$1.09M0.45%+3,043+15.8%Added
ExodusPoint Capital Management, LP22,300$1.09M0.02%−19,225−46.3%Reduced
Staley Capital Advisers Inc22,500$1.10M0.07%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund22,692$1.11M0.02%−19,003−45.6%Reduced
New York Life Investment Management LLC22,926$1.12M0.01%+84+0.4%Added
Storebrand Asset Management AS23,231$1.14M0.01%−17,315−42.7%Reduced
Allen Investment Management LLC23,400$1.15M0.02%−35,104−60.0%Reduced
Nisa Investment Advisors, LLC23,708$1.16M0.01%+13,160+124.8%Added
Long Focus Capital Management, LLC24,000$1.18M0.19%00.0%Unchanged
Andra AP-fonden24,100$1.18M0.04%+24,100New
Taylor Frigon Capital Management LLC24,481$1.20M0.68%−1,107−4.3%Reduced
Neuberger Berman Group LLC24,954$1.22M0.00%−522−2.0%Reduced
Janus Henderson Group PLC25,179$1.23M0.00%+2,130+9.2%Added
DekaBank Deutsche Girozentrale26,288$1.23M0.00%+4,925+23.1%Added
Quinn Opportunity Partners LLC25,909$1.27M0.16%+17,000+190.8%Added
DnB Asset Management AS26,098$1.28M0.01%−310−1.2%Reduced
Schroder Investment Management Group27,002$1.32M0.00%+1,013+3.9%Added
Gulf International Bank (UK) Ltd27,076$1.32M0.02%00.0%Unchanged
Northwestern Mutual Wealth Management Co27,101$1.33M0.00%−136−0.5%Reduced
Front Street Capital Management, Inc.27,434$1.34M0.32%−15,072−35.5%Reduced
Foundations Investment Advisors, LLC27,532$1.35M0.05%+7,658+38.5%Added
First Growth Investment Manager LP27,950$1.37M3.48%+3,000+12.0%Added
Slow Capital, Inc.28,401$1.39M0.31%−6,722−19.1%Reduced
Northwest & Ethical Investments L.P.29,118$1.43M0.05%+4,246+17.1%Added
Xcel Wealth Management, LLC29,644$1.45M0.57%−25,910−46.6%Reduced
Raymond James & Associates29,661$1.45M0.00%−8,799−22.9%Reduced
USS Investment Management Ltd29,853$1.46M0.02%00.0%Unchanged
Firsthand Capital Management, Inc.30,000$1.47M1.71%00.0%Unchanged
Diker Management LLC30,000$1.47M1.69%+30,000New
Palogic Value Management, L.P.30,000$1.47M0.77%+30,000New
Tairen Capital Ltd30,000$1.47M0.17%+30,000New
Skandinaviska Enskilda Banken AB (publ)30,090$1.47M0.01%−24−0.1%Reduced
Utah Retirement Systems30,319$1.48M0.02%+300+1.0%Added
Rafferty Asset Management, LLC31,300$1.53M0.01%+13,888+79.8%Added
Creative Planning31,654$1.55M0.00%−4,074−11.4%Reduced
Wellington Management Group LLP32,073$1.57M0.00%+28,310+752.3%Added
Consolidated Press International Holdings Ltd32,116$1.57M0.54%+32,116New
SWS Partners34,202$1.68M0.79%+8,468+32.9%Added
IFM Investors Pty Ltd34,338$1.68M0.03%+6,412+23.0%Added
First Republic Investment Management, Inc.34,861$1.71M0.00%−31,732−47.7%Reduced
Ilmarinen Mutual Pension Insurance Co35,000$1.71M0.03%00.0%Unchanged
Alps Advisors Inc35,523$1.74M0.02%+3,151+9.7%Added
180 Wealth Advisors, LLC29,326$1.74M0.41%+4,894+20.0%Added
Russell Investments Group, Ltd.36,289$1.76M0.00%−170,384−82.4%Reduced
TD Asset Management Inc36,138$1.77M0.00%+364+1.0%Added
Tudor Investment Corp Et Al37,602$1.84M0.05%+15,888+73.2%Added
Lakehouse Capital Pty Ltd37,677$1.84M1.83%00.0%Unchanged
Flossbach Von Storch AG38,000$1.86M0.01%−3,933,000−99.0%Reduced
Forte Capital LLC39,087$1.91M0.33%−14,883−27.6%Reduced
Victory Capital Management Inc39,642$1.94M0.00%−519−1.3%Reduced
Nomura Asset Management Co Ltd40,035$1.96M0.01%+2,700+7.2%Added
Level Four Advisory Services, LLC40,210$1.97M0.15%−15,386−27.7%Reduced
Arrowstreet Capital, Limited Partnership40,610$1.99M0.00%+40,610New
ArrowMark Colorado Holdings LLC40,887$2.00M0.02%−15,000−26.8%Reduced
Advisor Group Holdings, Inc.40,952$2.00M0.00%+8,092+24.6%Added
Walleye Capital LLC41,370$2.03M0.04%+817+2.0%Added
HighTower Advisors, LLC43,349$2.12M0.00%−3,094−6.7%Reduced
AQR Capital Management LLC44,160$2.12M0.00%+44,160New
Quantbot Technologies LP43,475$2.13M0.15%+34,513+385.1%Added
Prudential PLC43,712$2.14M0.03%+7,155+19.6%Added
Titleist Asset Management, Ltd.43,754$2.14M0.50%+238+0.5%Added
Candriam Luxembourg S.C.A.43,838$2.15M0.01%+26,444+152.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.44,041$2.16M0.01%−1,208−2.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)45,151$2.21M0.01%−17,330−27.7%Reduced
Stifel Financial Corp45,347$2.22M0.00%−32,771−42.0%Reduced
Formula Growth Ltd47,288$2.32M0.68%00.0%Unchanged
Oppenheimer & Co Inc48,584$2.38M0.05%−6,555−11.9%Reduced
King Luther Capital Management Corp48,670$2.38M0.01%+32,580+202.5%Added
Arizona State Retirement System49,056$2.40M0.02%+2,340+5.0%Added
Weiss Multi-Strategy Advisers LLC50,000$2.45M0.07%+24,412+95.4%Added
Forsta Ap-Fonden51,400$2.52M0.03%+10,600+26.0%Added
Seven Eight Capital, LP51,430$2.52M0.66%+38,053+284.5%Added
Vontobel Holding Ltd.55,649$2.52M0.03%+24,848+80.7%Added
Jacob Asset Management of New York LLC54,303$2.66M3.24%+11,683+27.4%Added
Mass Ave Global Inc.54,976$2.69M0.91%+54,976New
Royal London Asset Management Ltd57,506$2.82M0.01%+2,359+4.3%Added
Toronto Dominion Bank57,610$2.82M0.00%−236,146−80.4%Reduced
Meritech Capital Associates VI L.L.C.57,879$2.83M3.56%00.0%Unchanged
Parallel Advisors, LLC58,368$2.86M0.12%−5,277−8.3%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.57,155$2.88M0.01%−20,242−26.2%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.63,333$3.04M0.04%+17,690+38.8%Added
Asset Management One Co.,Ltd.66,804$3.22M0.02%−2,822−4.1%Reduced
Envestnet Asset Management Inc65,791$3.22M0.00%−14,213−17.8%Reduced
Korea Investment CORP66,697$3.27M0.01%+13,852+26.2%Added
Simplex Trading, LLC67,826$3.32M0.16%+67,826New
JS Capital Management LLC70,000$3.43M0.90%+70,000New
Vista Wealth Management Group, LLC72,359$3.54M0.43%−1,454−2.0%Reduced
Treasurer of the State of North Carolina78,104$3.82M0.02%+2,230+2.9%Added
Group One Trading, L.P.80,093$3.92M0.13%+73,405+1,097.6%Added
Ieq Capital, LLC81,077$3.97M0.11%+7,274+9.9%Added
Walleye Trading LLC81,327$3.98M0.10%+20,593+33.9%Added
Arthedge Capital Management, LLC83,690$4.10M5.22%+6,000+7.7%Added
Mn Services Vermogensbeheer B.V.83,900$4.11M0.05%−10,600−11.2%Reduced
Aviva PLC84,634$4.14M0.02%−50,591−37.4%Reduced
LPL Financial LLC85,805$4.20M0.00%−3,249−3.6%Reduced
Standard Life Aberdeen plc86,177$4.22M0.01%+8,929+11.6%Added
State of Wisconsin Investment Board87,835$4.30M0.01%−9,596−9.8%Reduced
EULAV Asset Management88,000$4.31M0.18%00.0%Unchanged