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, 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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 3,099,748 | $151.8M | 0.22% | +862,850+38.6% | Added |
| Alyeska Investment Group, L.P. | 3,166,229 | $155.0M | 1.60% | +566,652+21.8% | Added |
| State Street Corp | 3,493,920 | $171.1M | 0.01% | +8590.0% | Added |
| Bank of New York Mellon Corp | 4,294,774 | $210.3M | 0.05% | +1,249,752+41.0% | Added |
| Nikko Asset Management Americas, Inc. | 5,457,858 | $267.2M | 3.85% | +709,838+15.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,938,393 | $290.7M | 0.23% | +707,908+13.5% | Added |
| Baillie Gifford & Co | 6,770,623 | $331.5M | 0.35% | −150,059−2.2% | Reduced |
| Generation Investment Management LLP | 7,286,340 | $356.7M | 2.06% | +2,265,233+45.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,409,945 | $362.8M | 3.14% | +583,314+8.5% | Added |
| FMR LLC | 7,480,134 | $366.2M | 0.04% | −2,627,651−26.0% | Reduced |
| BlackRock Inc. | 11,262,716 | $551.4M | 0.02% | +920,449+8.9% | Added |
| Vanguard Group Inc | 16,537,284 | $809.7M | 0.02% | +361,919+2.2% | Added |
| Pathstone Family Office, LLC | 7,979 | – | – | −2,642−24.9% | Reduced |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Matrix Capital Management Company, LP | 0 | $0 | 0.00% | −5,588,749−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −1,668,060−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −1,241,395−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −612,785−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −606,694−100.0% | Sold out |
| Steadview Capital Management LLC | 0 | $0 | 0.00% | −387,907−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −298,600−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −244,153−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −197,885−100.0% | Sold out |
| Crow's Nest Holdings LP | 0 | $0 | 0.00% | −189,970−100.0% | Sold out |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −167,918−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −166,746−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −111,139−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −101,408−100.0% | Sold out |
| Archon Capital Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −78,681−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −73,954−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −71,184−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −71,408−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −57,620−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −55,602−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −52,730−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −45,567−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,249−100.0% | Sold out |
| Riverpark Capital Management LLC | 0 | $0 | 0.00% | −44,374−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −43,948−100.0% | Sold out |
| Pragma Gestao de Patrimonio Ltd | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −37,984−100.0% | Sold out |
| Geneva Capital Management LLC | 0 | $0 | 0.00% | −37,429−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,627−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −33,684−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −32,886−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −32,264−100.0% | Sold out |
| Hunt Lane Capital LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −29,687−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −26,686−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −25,950−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −25,812−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −24,325−100.0% | Sold out |
| Karani Asset Management LLC | 0 | $0 | 0.00% | −21,461−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20,562−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −17,121−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −15,428−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −13,524−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −13,361−100.0% | Sold out |
| KLK Capital Management LLC | 0 | $0 | 0.00% | −12,170−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −11,875−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −11,086−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −10,849−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,202−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −9,815−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,163−100.0% | Sold out |
| Ocean Capital Management, LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Elevated Capital Advisors, LLC | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −7,157−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −7,095−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| EMJ Capital Ltd. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −6,369−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −6,331−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −6,284−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,659−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Peloton Wealth Strategists | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,604−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |