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

Q1 2023 vs. Q4 2022

How the institutions holding Twilio Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of TWLO: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders61318660+65
Shares145.8M726.6K145.7M+555.2K (+0.4%)
Value$7.14B$36.1M$9.71B+$2.60B (+36.6%)

18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (140)

Institutions that held Twilio Inc at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 140 by value.

Institutions new to TWLO in Q1 2023
InstitutionSharesValue% of portfolio
Southpoint Capital Advisors LP1,700,000$113.3M2.57%
Jacobs Levy Equity Management, Inc1,074,872$71.6M0.44%
Artemis Investment Management LLP1,012,584$67.3M0.83%
Eagle Asset Management Inc943,056$62.8M0.37%
Empower Advisory Group, LLC886,211$56.9M0.26%
Legion Partners Asset Management, LLC601,050$40.0M11.77%
Dorsal Capital Management, LLC500,000$33.3M1.29%
Granahan Investment Management Inc436,153$29.1M0.88%
Light Street Capital Management, LLC335,431$22.3M5.45%
Twinbeech Capital LP300,556$20.0M0.41%
Adage Capital Partners GP, L.L.C.125,000$8.33M0.02%
Balyasny Asset Management LLC118,484$7.89M0.03%
Capital Fund Management S.A.110,275$7.35M0.14%
Bain Capital Public Equity Management II, LLC107,231$7.14M0.43%
Point72 Middle East FZE100,358$6.69M0.38%
KCL Capital, L.P.100,000$6.66M1.07%
Kettle Hill Capital Management, LLC99,456$6.63M1.52%
Cavalry Management Group, LLC93,592$6.24M3.58%
Twin Tree Management, LP88,301$5.88M0.17%
Erste Asset Management GmbH80,000$5.07M0.10%
Brookfield Asset Management Inc.69,524$4.63M0.02%
PEAK6 Investments LLC47,640$3.17M0.20%
Bayesian Capital Management, LP46,500$3.10M0.38%
Titleist Asset Management, LLC43,653$2.91M0.61%
Harbert Fund Advisors, Inc.37,400$2.49M1.78%
Two Sigma Securities, LLC36,993$2.46M0.20%
Dai-Ichi Life Insurance Company, Ltd36,654$2.44M0.05%
Polar Asset Management Partners Inc.35,000$2.33M0.04%
Metavasi Capital LP34,300$2.29M1.70%
Duality Advisers, LP26,195$1.75M0.20%
ING Groep NV25,281$1.68M0.02%
Royal Fund Management, LLC22,508$1.50M0.23%
UBS Oconnor LLC20,000$1.33M0.03%
Alight Capital Management LP20,000$1.33M0.82%
National Asset Management, Inc.18,730$1.25M0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.15,692$1.05M1.37%
Bain Capital Public Equity, LP14,798$986.0K1.07%
Shay Capital LLC13,800$919.5K0.38%
Cantor Fitzgerald, L. P.13,716$913.9K0.02%
Quantinno Capital Management LP13,533$902.0K0.06%
Integrated Wealth Concepts LLC13,237$882.0K0.02%
Qsemble Capital Management, LP13,000$866.2K0.58%
Fox Run Management, L.L.C.11,512$767.0K0.25%
Gotham Asset Management, LLC11,403$759.8K0.02%
Squarepoint Ops LLC11,228$748.1K0.01%
Moody National Bank Trust Division10,665$710.6K0.06%
Sapience Investments, LLC10,107$673.4K0.16%
Valmark Advisers, Inc.9,411$627.1K0.01%
Integrated Advisors Network LLC9,193$612.5K0.04%
Y-Intercept (Hong Kong) Ltd9,147$609.5K0.07%
Worldquant Millennium Advisors LLC8,936$595.0K0.01%
Dynamic Technology Lab Private Ltd8,300$553.0K0.05%
River & Mercantile Asset Management LLP8,190$546.0K0.11%
Green Alpha Advisors, LLC7,887$525.5K0.37%
Washington Capital Management Inc7,700$513.1K0.46%
Carolina Wealth Advisors, LLC7,650$509.7K0.30%
Oak Thistle LLC7,330$488.4K0.29%
Atria Wealth Solutions, Inc.6,747$449.6K0.01%
Texas Capital Bank Wealth Management Services Inc6,000$399.8K0.05%
Oak Harbor Wealth Partners, LLC5,800$386.5K0.14%
Metis Global Partners, LLC5,674$378.1K0.02%
American Trust5,640$375.8K0.03%
Connor, Clark & Lunn Investment Management Ltd.5,636$375.5K0.00%
Meridian Wealth Management, LLC5,500$366.5K0.03%
Toroso Investments, LLC5,419$361.0K0.01%
Private Advisor Group, LLC5,379$358.4K0.00%
Van Eck Associates Corp5,355$357.0K0.00%
Cipher Capital LP5,294$352.7K0.07%
Gsa Capital Partners LLP5,181$345.0K0.03%
Saranac Partners Ltd5,110$340.5K0.20%
Maven Securities LTD5,096$339.5K0.05%
Element Pointe Advisors, LLC4,996$332.9K0.11%
Freestone Capital Holdings, LLC4,843$322.7K0.01%
Nebula Research & Development LLC4,821$321.2K0.57%
Woodline Partners LP4,806$320.2K0.00%
Verition Fund Management LLC4,717$314.3K0.01%
Interchange Capital Partners, LLC4,577$304.6K0.17%
Alberta Investment Management Corp4,500$299.8K0.00%
SkyOak Wealth, LLC4,247$283.0K0.09%
Baird Financial Group, Inc.4,152$276.6K0.00%
MAI Capital Management4,151$276.6K0.00%
Independent Advisor Alliance4,046$269.6K0.01%
Quantamental Technologies LLC4,012$267.3K0.14%
G2 Capital Management, LLC4,010$267.2K0.11%
Aristotle Atlantic Partners, LLC4,000$266.5K0.01%
Ionic Capital Management LLC3,896$259.6K0.10%
Blue Zone Wealth Advisors, LLC3,822$254.7K0.14%
Cresset Asset Management, LLC3,812$254.0K0.01%
Advisor Partners II, LLC3,804$253.5K0.01%
Greenland Capital Management LP3,785$252.2K0.03%
Synergy Financial Group, LTD3,720$247.9K0.40%
Schonfeld Strategic Advisors LLC3,620$241.2K0.00%
Scotia Capital Inc.3,515$234.2K0.00%
Doliver Advisors, LP3,474$231.5K0.07%
Sawtooth Solutions, LLC3,452$230.0K0.01%
Insigneo Advisory Services, LLC3,448$229.7K0.07%
Bleakley Financial Group, LLC3,425$228.2K0.01%
Balentine LLC3,409$227.1K0.01%
Moneta Group Investment Advisors LLC3,375$224.9K0.01%
Knollwood Investment Advisory, LLC3,330$221.9K0.08%

Sold out (75)

Institutions that held Twilio Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of TWLO in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Contour Asset Management LLC2,143,118$104.9M
Coatue Management LLCSuperinvestorCoatue Management679,903$33.3M
Capital Research Global Investors507,242$24.8M
SeaTown Holdings Pte. Ltd.250,000$12.2M
Natixis230,025$11.3M
Holocene Advisors, LP184,283$9.02M
Kerrisdale Advisers, LLC126,227$6.18M
BIT Capital GmbH116,838$5.72M
Walleye Trading LLC81,327$3.98M
Seven Eight Capital, LP51,430$2.52M
Forsta Ap-Fonden51,400$2.52M
Quantbot Technologies LP43,475$2.13M
Walleye Capital LLC41,370$2.03M
Flossbach Von Storch AG38,000$1.86M
Lakehouse Capital Pty Ltd37,677$1.84M
Ilmarinen Mutual Pension Insurance Co35,000$1.71M
Tairen Capital Ltd30,000$1.47M
Long Focus Capital Management, LLC24,000$1.18M
Voss Capital, LLC21,239$1.04M
Graham Capital Management, L.P.19,770$967.9K
Teza Capital Management LLC18,881$924.4K
Pariax, LLC16,131$789.8K
Concentric Capital Strategies, LP15,628$765.1K
Capula Management Ltd12,050$590.0K
Palo Alto Wealth Advisors, LLC10,729$525.3K
Bridgewater Associates, LP10,378$508.1K
RMB Capital Management, LLC9,989$489.1K
Allstate Corp9,628$471.4K
Aquatic Capital Management LLC9,400$460.0K
Caas Capital Management LP9,300$455.3K
Capital Impact Advisors, LLC7,212$353.1K
AtonRa Partners6,965$341.0K
Marathon Trading Investment Management LLC6,500$318.2K
HRT Financial LP6,420$314.0K
Asahi Life Asset Management Co., Ltd.6,125$299.9K
CastleKnight Management LP5,500$269.3K
ProShare Advisors LLC5,395$264.1K
Regency Capital Management Inc.5,368$262.8K
Coldstream Capital Management Inc5,316$260.3K
Psagot Value Holdings Ltd. / (Israel)5,000$245.0K
Park Avenue Securities LLC4,597$225.0K
TownSquare Capital, LLC4,512$220.9K
Chicago Partners Investment Group LLC3,337$212.0K
Institute for Wealth Management, LLC.4,266$208.9K
Thrive Capital Management, LLC4,027$197.2K
Credit Agricole S A1,570$76.9K
Comerica Securities,inc.1,266$62.0K
Headlands Technologies LLC1,060$52.0K
Belmont Capital, LLC800$39.0K
Tobam546$27.0K
James Investment Research Inc531$26.0K
Zullo Investment Group, Inc.400$19.6K
U.S. Capital Wealth Advisors, LLC303$14.8K
Elequin Capital LP292$14.3K
Romano Brothers and Company215$10.5K
Accurate Wealth Management, LLC153$7.71K
Dark Forest Capital Management LP138$6.76K
Fairfield Financial Advisors, LTD95$4.65K
Strengthening Families & Communities, LLC75$4.00K
Corrado Advisors, LLC70$3.43K
MinichMacGregor Wealth Management, LLC60$2.94K
My Personal CFO, LLC52$2.55K
Beaird Harris Wealth Management, LLC50$2.45K
National Pension Service24$1.18K
AlphaMark Advisors, LLC17$1.00K
Blue Bell Private Wealth Management, LLC20$979
Fiduciary Alliance LLC20$979
Freedom Wealth Alliance, LLC11$539
Glen Eagle Advisors, LLC11$539
McElhenny Sheffield Capital Management, LLC8$392
Bogart Wealth, LLC7$343
Ten Capital Wealth Advisors, LLC6$294
RWM Asset Management, LLC4$196
Sofos Investments, Inc.49$142
Resources Management Corp10$0

Not filed for Q1 2023 yet (18)

Institutions that held Twilio Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.