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, Q1 2023
Institutional positions in Twilio Inc as of Mar 31, 2023. 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
- 660
- +65 vs. Q4 2022
- Shares held
- 145.7M
- +555.2K (+0.4%) vs. Q4 2022
- Total value
- $9.71B
- +$2.60B (+36.6%) vs. Q4 2022
- New holders
- 140
- 228 more added
- Sold out
- 75
- 169 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,778,009 | $1.12B | 0.03% | +240,725+1.5% | Added |
| BlackRock Inc. | 11,519,294 | $767.5M | 0.02% | +256,578+2.3% | Added |
| FMR LLC | 9,589,225 | $638.9M | 0.06% | +2,109,091+28.2% | Added |
| Generation Investment Management LLP | 7,556,873 | $503.5M | 2.68% | +270,533+3.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,250,001 | $416.4M | 2.86% | −1,159,944−15.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,091,244 | $339.2M | 0.25% | −847,149−14.3% | Reduced |
| Voya Investment Management LLC | 4,817,644 | $321.0M | 0.34% | +3,460,452+255.0% | Added |
| Baillie Gifford & Co | 4,576,672 | $304.9M | 0.28% | −2,193,951−32.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 4,605,283 | $300.6M | 3.46% | −852,575−15.6% | Reduced |
| Bank of New York Mellon Corp | 3,602,515 | $240.0M | 0.05% | −692,259−16.1% | Reduced |
| State Street Corp | 3,593,836 | $239.5M | 0.01% | +99,916+2.9% | Added |
| SRS Investment Management, LLC | 3,019,695 | $201.2M | 2.89% | +2,413,702+398.3% | Added |
| Alkeon Capital Management LLC | 2,710,387 | $180.6M | 1.16% | +673,295+33.1% | Added |
| Pictet Asset Management SA | 2,665,850 | $177.6M | 0.22% | −433,898−14.0% | Reduced |
| Alyeska Investment Group, L.P. | 2,437,159 | $162.4M | 1.43% | −729,070−23.0% | Reduced |
| Geode Capital Management, LLC | 2,336,653 | $155.5M | 0.02% | +78,308+3.5% | Added |
| Morgan Stanley | 2,009,444 | $133.9M | 0.01% | +256,160+14.6% | Added |
| Norges Bank | 1,744,141 | $116.2M | 0.03% | +19,425+1.1% | Added |
| Southpoint Capital Advisors LP | 1,700,000 | $113.3M | 2.57% | +1,700,000 | New |
| Voloridge Investment Management, LLC | 1,683,669 | $112.2M | 0.56% | −668,758−28.4% | Reduced |
| UBS Asset Management Americas Inc | 1,550,621 | $103.3M | 0.05% | +689,611+80.1% | Added |
| Two Sigma Investments, LP | 1,465,598 | $97.7M | 0.29% | −918,807−38.5% | Reduced |
| Northern Trust Corp | 1,207,978 | $80.5M | 0.02% | +158,368+15.1% | Added |
| Amundi | 1,306,734 | $77.5M | 0.04% | −395,811−23.2% | Reduced |
| Swedbank AB | 1,132,913 | $75.5M | 0.15% | −1,427,000−55.7% | Reduced |
| Bank of America Corp | 1,094,089 | $72.9M | 0.01% | −1,112,722−50.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,074,872 | $71.6M | 0.44% | +1,074,872 | New |
| Legal & General Group Plc | 1,023,828 | $68.2M | 0.02% | +4,428+0.4% | Added |
| Artemis Investment Management LLP | 1,012,584 | $67.3M | 0.83% | +1,012,584 | New |
| Nuveen Asset Management, LLC | 970,163 | $64.6M | 0.02% | +201,012+26.1% | Added |
| Eagle Asset Management Inc | 943,056 | $62.8M | 0.37% | +943,056 | New |
| First Trust Advisors LP | 922,041 | $61.4M | 0.07% | −224,645−19.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 873,399 | $58.2M | 0.08% | +832,789+2,050.7% | Added |
| Scge Management, L.P. | 868,100 | $57.8M | 1.59% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 886,211 | $56.9M | 0.26% | +886,211 | New |
| Optimus Prime Fund Management Co., Ltd. | 775,000 | $51.6M | 7.26% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 737,539 | $49.1M | 0.08% | +42,289+6.1% | Added |
| Two Sigma Advisers, LP | 714,997 | $47.6M | 0.12% | −491,100−40.7% | Reduced |
| Swiss National Bank | 692,700 | $46.2M | 0.03% | −11,600−1.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 673,230 | $44.9M | 2.52% | +459,010+214.3% | Added |
| Charles Schwab Investment Management Inc | 668,329 | $44.5M | 0.01% | +33,407+5.3% | Added |
| Assenagon Asset Management S.A. | 653,256 | $43.5M | 0.17% | −92,829−12.4% | Reduced |
| Deutsche Bank AG | 628,455 | $41.9M | 0.02% | −266,436−29.8% | Reduced |
| New York State Common Retirement Fund | 626,435 | $41.7M | 0.06% | +5,674+0.9% | Added |
| American Century Companies Inc | 605,048 | $40.3M | 0.03% | +66,337+12.3% | Added |
| Legion Partners Asset Management, LLC | 601,050 | $40.0M | 11.77% | +601,050 | New |
| Millennium Management LLC | 589,374 | $39.3M | 0.05% | +61,824+11.7% | Added |
| Toronado Partners, LLC | 566,702 | $37.8M | 13.81% | −51,900−8.4% | Reduced |
| Point72 Asset Management, L.P. | 546,092 | $36.4M | 0.13% | −603,232−52.5% | Reduced |
| Dorsal Capital Management, LLC | 500,000 | $33.3M | 1.29% | +500,000 | New |
| Man Group plc | – | $33.2M | 0.12% | – | – |
| Invesco Ltd. | 437,379 | $29.1M | 0.01% | −87,589−16.7% | Reduced |
| Granahan Investment Management Inc | 436,153 | $29.1M | 0.88% | +436,153 | New |
| Dimensional Fund Advisors LP | 419,445 | $27.9M | 0.01% | +148,850+55.0% | Added |
| Goldman Sachs Group Inc | 368,325 | $24.5M | 0.01% | −1,329,633−78.3% | Reduced |
| Aviva PLC | 362,358 | $24.1M | 0.11% | +277,724+328.1% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $24.1M | 10.57% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 356,100 | $23.7M | 0.06% | +7,149+2.0% | Added |
| Crosslink Capital Inc | 352,163 | $23.5M | 4.76% | +42,390+13.7% | Added |
| Light Street Capital Management, LLC | 335,431 | $22.3M | 5.45% | +335,431 | New |
| Bares Capital Management, Inc. | 332,377 | $22.1M | 0.78% | −66,000−16.6% | Reduced |
| Wells Fargo & Company | 315,719 | $21.0M | 0.01% | +31,337+11.0% | Added |
| BNP Paribas Arbitrage, SA | 312,365 | $20.8M | 0.04% | +164,441+111.2% | Added |
| Royal Bank of Canada | 311,223 | $20.7M | 0.01% | +84,704+37.4% | Added |
| Twinbeech Capital LP | 300,556 | $20.0M | 0.41% | +300,556 | New |
| California State Teachers Retirement System | 295,779 | $19.7M | 0.03% | −1,319−0.4% | Reduced |
| Marshall Wace, LLP | 294,623 | $19.6M | 0.05% | +205,797+231.7% | Added |
| Blair William & Co | 281,117 | $18.7M | 0.07% | +19,894+7.6% | Added |
| California Public Employees Retirement System | 266,496 | $17.8M | 0.02% | −51,074−16.1% | Reduced |
| Investment Management Corp of Ontario | 245,000 | $16.3M | 0.68% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 241,170 | $16.1M | 0.03% | +224,849+1,377.7% | Added |
| Tybourne Capital Management (HK) Ltd | 237,918 | $15.9M | 1.60% | +40,308+20.4% | Added |
| AXA S.A. | 219,254 | $14.6M | 0.05% | +260+0.1% | Added |
| Alliancebernstein L.P. | 218,418 | $14.6M | 0.01% | +52,605+31.7% | Added |
| Renaissance Technologies LLC | 215,800 | $14.4M | 0.02% | −642,495−74.9% | Reduced |
| Ashford Capital Management Inc | 212,877 | $14.2M | 2.12% | −4,070−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 210,886 | $14.1M | 0.03% | −960−0.5% | Reduced |
| Barclays PLC | 208,650 | $13.9M | 0.01% | −98,132−32.0% | Reduced |
| Ameriprise Financial Inc | 201,981 | $13.5M | 0.00% | −18,463−8.4% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $13.3M | 0.14% | 00.0% | Unchanged |
| Rhumbline Advisers | 199,269 | $13.3M | 0.02% | +9,068+4.8% | Added |
| Pacific Heights Asset Management LLC | 199,000 | $13.3M | 1.25% | 00.0% | Unchanged |
| Credit Suisse AG | 193,144 | $12.9M | 0.01% | −77,208−28.6% | Reduced |
| RJA Asset Management LLC | 189,682 | $12.6M | 4.61% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 188,669 | $12.6M | 0.02% | +152,380+419.9% | Added |
| Teachers Retirement System of the State of Kentucky | 185,585 | $12.4M | 0.12% | +85,150+84.8% | Added |
| Standard Life Aberdeen plc | 182,918 | $12.2M | 0.03% | +96,741+112.3% | Added |
| DekaBank Deutsche Girozentrale | 192,152 | $12.0M | 0.03% | +165,864+630.9% | Added |
| HSBC Holdings PLC | 178,690 | $11.9M | 0.02% | −464,138−72.2% | Reduced |
| Cooper Creek Partners Management LLC | 173,132 | $11.5M | 0.82% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 167,607 | $11.2M | 1.06% | −173,500−50.9% | Reduced |
| Nicholas Company, Inc. | 165,377 | $11.0M | 0.22% | 00.0% | Unchanged |
| Great West Life Assurance Co | 163,207 | $10.9M | 0.03% | +7,785+5.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 158,433 | $10.6M | 0.03% | −136,714−46.3% | Reduced |
| King Luther Capital Management Corp | 154,476 | $10.3M | 0.05% | +105,806+217.4% | Added |
| Quadrature Capital Ltd | 149,186 | $9.94M | 0.27% | −42,594−22.2% | Reduced |
| APG Asset Management N.V. | 157,306 | $9.65M | 0.02% | −24,232−13.3% | Reduced |
| La Financiere de L'Echiquier | 143,000 | $9.53M | 0.50% | +33,700+30.8% | Added |
| Liontrust Investment Partners LLP | 139,888 | $9.32M | 0.14% | 00.0% | Unchanged |
| Leonteq Securities AG | 133,077 | $8.87M | 0.82% | −5,417−3.9% | Reduced |