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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
Marshall Wace, LLP88,826$4.35M0.01%+88,826New
Prudential Financial Inc92,085$4.51M0.01%+57,195+163.9%Added
Public Employees Retirement System of Ohio92,695$4.54M0.02%+3,084+3.4%Added
Selective Wealth Management, Inc.86,724$4.71M2.48%−13,737−13.7%Reduced
Cubist Systematic Strategies, LLC97,792$4.79M0.04%−292,058−74.9%Reduced
Teachers Retirement System of the State of Kentucky100,435$4.92M0.05%00.0%Unchanged
Motley Fool Wealth Management, LLC108,658$5.32M0.37%−4,377−3.9%Reduced
Commonwealth Equity Services, LLC108,890$5.33M0.01%−24,152−18.2%Reduced
La Financiere de L'Echiquier109,300$5.35M0.34%−114,000−51.1%Reduced
Jump Financial, LLC111,548$5.46M0.29%+8,602+8.4%Added
Price T Rowe Associates Inc112,425$5.50M0.00%−24,433−17.9%Reduced
State of New Jersey Common Pension Fund D113,234$5.54M0.02%+9,882+9.6%Added
London & Capital Asset Management Ltd113,893$5.58M0.51%+16,559+17.0%Added
BIT Capital GmbH116,838$5.72M1.19%−196,647−62.7%Reduced
Citigroup Inc118,415$5.80M0.01%−27,791−19.0%Reduced
Kerrisdale Advisers, LLC126,227$6.18M1.83%+126,227New
UBS Group AG126,503$6.19M0.00%−62,408−33.0%Reduced
CIBC Private Wealth Group, LLC127,978$6.25M0.02%+15,577+13.9%Added
Leonteq Securities AG138,494$6.78M0.36%+14,112+11.3%Added
Bank of Montreal139,114$6.82M0.01%+88,329+173.9%Added
Liontrust Investment Partners LLP139,888$6.85M0.12%+10,000+7.7%Added
BNP Paribas Arbitrage, SA147,924$7.24M0.02%−60,240−28.9%Reduced
Great West Life Assurance Co155,422$7.63M0.02%−31,801−17.0%Reduced
Nicholas Company, Inc.165,377$8.10M0.17%+23,915+16.9%Added
Alliancebernstein L.P.165,813$8.12M0.00%+18,460+12.5%Added
Cooper Creek Partners Management LLC173,132$8.48M0.70%+173,132New
APG Asset Management N.V.181,538$8.89M0.02%+159,922+739.8%Added
JPMorgan Chase & Co182,804$8.95M0.00%−519,889−74.0%Reduced
Holocene Advisors, LP184,283$9.02M0.06%−25,012−12.0%Reduced
Man Group plc189,504$9.28M0.03%+128,374+210.0%Added
RJA Asset Management LLC189,682$9.29M4.03%+189,682New
Rhumbline Advisers190,201$9.31M0.01%+11,730+6.6%Added
Quadrature Capital Ltd191,780$9.39M0.28%−61,175−24.2%Reduced
Tybourne Capital Management (HK) Ltd197,610$9.67M0.96%−202,600−50.6%Reduced
Pacific Heights Asset Management LLC199,000$9.74M0.95%00.0%Unchanged
Railway Pension Investments Ltd199,727$9.78M0.10%00.0%Unchanged
State Board of Administration of Florida Retirement System211,846$10.4M0.03%−2,610−1.2%Reduced
Ameriprise Financial Inc220,444$10.4M0.00%−110,165−33.3%Reduced
Summit Partners Public Asset Management, LLC214,220$10.5M0.77%+214,220New
Ashford Capital Management Inc216,947$10.6M1.65%+29,682+15.9%Added
AXA S.A.218,994$10.7M0.04%−4,839−2.2%Reduced
Nomura Holdings Inc224,073$11.0M0.11%−18,477−7.6%Reduced
Royal Bank of Canada226,519$11.1M0.00%−105,955−31.9%Reduced
Natixis230,025$11.3M0.07%−8,206−3.4%Reduced
Jane Street Group, LLC231,274$11.3M0.02%+149,444+182.6%Added
Investment Management Corp of Ontario245,000$12.0M0.58%00.0%Unchanged
SeaTown Holdings Pte. Ltd.250,000$12.2M1.81%+250,000New
Blair William & Co261,223$12.8M0.06%−184,463−41.4%Reduced
Credit Suisse AG270,352$13.2M0.01%−171,918−38.9%Reduced
Dimensional Fund Advisors LP270,595$13.2M0.00%+43,728+19.3%Added
Wells Fargo & Company284,382$13.9M0.00%−218,318−43.4%Reduced
Mitsubishi UFJ Trust & Banking Corp295,147$14.5M0.04%−5,404−1.8%Reduced
California State Teachers Retirement System297,098$14.5M0.02%+3,861+1.3%Added
Barclays PLC306,782$15.0M0.01%+120,062+64.3%Added
Ensign Peak Advisors, Inc308,563$15.1M0.03%+247,267+403.4%Added
Crosslink Capital Inc309,773$15.2M3.66%+135,970+78.2%Added
California Public Employees Retirement System317,570$15.5M0.01%−33,551−9.6%Reduced
Portolan Capital Management, LLC341,107$16.7M1.66%+196,349+135.6%Added
Mirae Asset Global Investments Co., Ltd.348,951$17.1M0.04%+68,432+24.4%Added
Neumann Advisory Hong Kong Ltd361,884$17.7M10.90%00.0%Unchanged
Bares Capital Management, Inc.398,377$19.5M0.74%+27,000+7.3%Added
Federated Hermes, Inc.448,100$21.9M0.06%+375,618+518.2%Added
Personal Capital Advisors Corp475,832$23.3M0.11%+170,884+56.0%Added
Capital Research Global Investors507,242$24.8M0.01%+368,117+264.6%Added
Invesco Ltd.524,968$25.7M0.01%+2,721+0.5%Added
Millennium Management LLC527,550$25.8M0.03%+468,423+792.2%Added
American Century Companies Inc538,711$26.4M0.02%+3,451+0.6%Added
SRS Investment Management, LLC605,993$29.7M0.54%+113,045+22.9%Added
Toronado Partners, LLC618,602$30.3M11.61%+221,700+55.9%Added
New York State Common Retirement Fund620,761$30.4M0.04%+30,695+5.2%Added
Charles Schwab Investment Management Inc634,922$31.1M0.01%+47,115+8.0%Added
HSBC Holdings PLC642,828$31.1M0.04%−236,390−26.9%Reduced
Coatue Management LLCSuperinvestorCoatue Management679,903$33.3M0.37%+544,903+403.6%Added
Susquehanna International Group, LLP695,250$34.0M0.07%+291,302+72.1%Added
Swiss National Bank704,300$34.5M0.02%−39,160−5.3%Reduced
Assenagon Asset Management S.A.746,085$36.5M0.15%+223,809+42.9%Added
Nuveen Asset Management, LLC769,151$37.7M0.01%+175,401+29.5%Added
Optimus Prime Fund Management Co., Ltd.775,000$37.9M4.75%+10,000+1.3%Added
Renaissance Technologies LLC858,295$42.0M0.06%+693,595+421.1%Added
UBS Asset Management Americas Inc861,010$42.2M0.02%+138,403+19.2%Added
Scge Management, L.P.868,100$42.5M1.50%00.0%Unchanged
Deutsche Bank AG894,891$43.8M0.03%+56,211+6.7%Added
Legal & General Group Plc1,019,400$49.9M0.02%−44,420−4.2%Reduced
Northern Trust Corp1,049,610$51.4M0.01%+4370.0%Added
First Trust Advisors LP1,146,686$56.1M0.07%+120,169+11.7%Added
Point72 Asset Management, L.P.1,149,324$56.3M0.21%+823,744+253.0%Added
Two Sigma Advisers, LP1,206,097$59.1M0.16%+243,500+25.3%Added
Voya Investment Management LLC1,357,192$66.4M0.08%−776,590−36.4%Reduced
Citadel Advisors LLC1,562,298$76.5M0.09%+1,554,498+19,929.5%Added
Goldman Sachs Group Inc1,697,958$83.1M0.02%−629,801−27.1%Reduced
Norges Bank1,724,716$84.4M0.02%+397,685+30.0%Added
Morgan Stanley1,753,284$85.8M0.01%−515,369−22.7%Reduced
Amundi1,702,545$87.7M0.05%−568,962−25.0%Reduced
Alkeon Capital Management LLC2,037,092$99.7M0.74%+524,132+34.6%Added
Contour Asset Management LLC2,143,118$104.9M6.47%+2,143,118New
Bank of America Corp2,206,811$108.0M0.01%+1,124,849+104.0%Added
Geode Capital Management, LLC2,258,345$110.4M0.02%+87,844+4.0%Added
Voloridge Investment Management, LLC2,352,427$115.2M0.64%+316,383+15.5%Added
Two Sigma Investments, LP2,384,405$116.7M0.38%+1,012,163+73.8%Added
Swedbank AB2,559,913$125.3M0.28%+1,398,537+120.4%Added