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, 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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 50,739 | $3.38M | 0.03% | +1,683+3.4% | Added |
| Oppenheimer & Co Inc | 53,118 | $3.54M | 0.08% | +4,534+9.3% | Added |
| Prudential Financial Inc | 44,874 | $3.68M | 0.01% | −47,211−51.3% | Reduced |
| Royal London Asset Management Ltd | 56,256 | $3.75M | 0.02% | −1,250−2.2% | Reduced |
| Meritech Capital Associates VI L.L.C. | 57,879 | $3.86M | 5.32% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 59,049 | $3.92M | 0.05% | −4,284−6.8% | Reduced |
| ExodusPoint Capital Management, LP | 59,448 | $3.96M | 0.05% | +37,148+166.6% | Added |
| JS Capital Management LLC | 60,000 | $4.00M | 0.72% | −10,000−14.3% | Reduced |
| Parallel Advisors, LLC | 61,747 | $4.11M | 0.14% | +3,379+5.8% | Added |
| Ieq Capital, LLC | 63,490 | $4.23M | 0.10% | −17,587−21.7% | Reduced |
| Level Four Advisory Services, LLC | 63,859 | $4.25M | 0.28% | +23,649+58.8% | Added |
| Group One Trading, L.P. | 64,929 | $4.33M | 0.21% | −15,164−18.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 65,000 | $4.33M | 0.11% | +15,000+30.0% | Added |
| Engineers Gate Manager LP | 65,295 | $4.35M | 0.18% | +55,716+581.6% | Added |
| Cubist Systematic Strategies, LLC | 65,376 | $4.36M | 0.04% | −32,416−33.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 66,093 | $4.40M | 0.01% | +8,938+15.6% | Added |
| Asset Management One Co.,Ltd. | 68,749 | $4.58M | 0.02% | +1,945+2.9% | Added |
| Brookfield Asset Management Inc. | 69,524 | $4.63M | 0.02% | +69,524 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 71,304 | $4.75M | 0.02% | +27,263+61.9% | Added |
| AQR Capital Management LLC | 75,901 | $4.87M | 0.01% | +31,741+71.9% | Added |
| CIBC Private Wealth Group, LLC | 147,372 | $4.90M | 0.01% | +19,394+15.2% | Added |
| Erste Asset Management GmbH | 80,000 | $5.07M | 0.10% | +80,000 | New |
| Toronto Dominion Bank | 77,043 | $5.13M | 0.01% | +19,433+33.7% | Added |
| Wellington Management Group LLP | 77,960 | $5.19M | 0.00% | +45,887+143.1% | Added |
| Treasurer of the State of North Carolina | 78,584 | $5.24M | 0.03% | +480+0.6% | Added |
| CIBC World Markets Inc. | 78,596 | $5.24M | 0.02% | +58,682+294.7% | Added |
| G2 Investment Partners Management LLC | 80,000 | $5.33M | 1.54% | +67,613+545.8% | Added |
| Nomura Holdings Inc | 81,261 | $5.41M | 0.05% | −142,812−63.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 83,900 | $5.59M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 84,333 | $5.62M | 0.00% | +18,542+28.2% | Added |
| Jane Street Group, LLC | 86,484 | $5.76M | 0.01% | −144,790−62.6% | Reduced |
| Public Employees Retirement System of Ohio | 87,005 | $5.80M | 0.02% | −5,690−6.1% | Reduced |
| Bank of Montreal | 87,479 | $5.84M | 0.00% | −51,635−37.1% | Reduced |
| Twin Tree Management, LP | 88,301 | $5.88M | 0.17% | +88,301 | New |
| Arthedge Capital Management, LLC | 88,690 | $5.91M | 6.00% | +5,000+6.0% | Added |
| EULAV Asset Management | 89,000 | $5.93M | 0.23% | +1,000+1.1% | Added |
| State of Wisconsin Investment Board | 92,514 | $6.16M | 0.02% | +4,679+5.3% | Added |
| Cavalry Management Group, LLC | 93,592 | $6.24M | 3.58% | +93,592 | New |
| LPL Financial LLC | 97,550 | $6.50M | 0.01% | +11,745+13.7% | Added |
| Kettle Hill Capital Management, LLC | 99,456 | $6.63M | 1.52% | +99,456 | New |
| KCL Capital, L.P. | 100,000 | $6.66M | 1.07% | +100,000 | New |
| DnB Asset Management AS | 100,201 | $6.68M | 0.04% | +74,103+283.9% | Added |
| Point72 Middle East FZE | 100,358 | $6.69M | 0.38% | +100,358 | New |
| JPMorgan Chase & Co | 102,038 | $6.80M | 0.00% | −80,766−44.2% | Reduced |
| Tudor Investment Corp Et Al | 102,529 | $6.83M | 0.13% | +64,927+172.7% | Added |
| Ensign Peak Advisors, Inc | 103,031 | $6.86M | 0.01% | −205,532−66.6% | Reduced |
| UBS Group AG | 105,683 | $7.04M | 0.00% | −20,820−16.5% | Reduced |
| Price T Rowe Associates Inc | 106,124 | $7.07M | 0.00% | −6,301−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 107,178 | $7.14M | 0.02% | −1,712−1.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 107,231 | $7.14M | 0.43% | +107,231 | New |
| State of New Jersey Common Pension Fund D | 107,331 | $7.15M | 0.03% | −5,903−5.2% | Reduced |
| Teacher Retirement System of Texas | 109,124 | $7.27M | 0.05% | +89,902+467.7% | Added |
| Capital Fund Management S.A. | 110,275 | $7.35M | 0.14% | +110,275 | New |
| Motley Fool Wealth Management, LLC | 114,780 | $7.65M | 0.48% | +6,122+5.6% | Added |
| Citigroup Inc | 116,029 | $7.73M | 0.01% | −2,386−2.0% | Reduced |
| London & Capital Asset Management Ltd | 117,229 | $7.81M | 0.73% | +3,336+2.9% | Added |
| Balyasny Asset Management LLC | 118,484 | $7.89M | 0.03% | +118,484 | New |
| Adage Capital Partners GP, L.L.C. | 125,000 | $8.33M | 0.02% | +125,000 | New |
| Leonteq Securities AG | 133,077 | $8.87M | 0.82% | −5,417−3.9% | Reduced |
| Liontrust Investment Partners LLP | 139,888 | $9.32M | 0.14% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 143,000 | $9.53M | 0.50% | +33,700+30.8% | Added |
| APG Asset Management N.V. | 157,306 | $9.65M | 0.02% | −24,232−13.3% | Reduced |
| Quadrature Capital Ltd | 149,186 | $9.94M | 0.27% | −42,594−22.2% | Reduced |
| King Luther Capital Management Corp | 154,476 | $10.3M | 0.05% | +105,806+217.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 158,433 | $10.6M | 0.03% | −136,714−46.3% | Reduced |
| Great West Life Assurance Co | 163,207 | $10.9M | 0.03% | +7,785+5.0% | Added |
| Nicholas Company, Inc. | 165,377 | $11.0M | 0.22% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 167,607 | $11.2M | 1.06% | −173,500−50.9% | Reduced |
| Cooper Creek Partners Management LLC | 173,132 | $11.5M | 0.82% | 00.0% | Unchanged |
| HSBC Holdings PLC | 178,690 | $11.9M | 0.02% | −464,138−72.2% | Reduced |
| DekaBank Deutsche Girozentrale | 192,152 | $12.0M | 0.03% | +165,864+630.9% | Added |
| Standard Life Aberdeen plc | 182,918 | $12.2M | 0.03% | +96,741+112.3% | Added |
| Teachers Retirement System of the State of Kentucky | 185,585 | $12.4M | 0.12% | +85,150+84.8% | Added |
| Russell Investments Group, Ltd. | 188,669 | $12.6M | 0.02% | +152,380+419.9% | Added |
| RJA Asset Management LLC | 189,682 | $12.6M | 4.61% | 00.0% | Unchanged |
| Credit Suisse AG | 193,144 | $12.9M | 0.01% | −77,208−28.6% | Reduced |
| Pacific Heights Asset Management LLC | 199,000 | $13.3M | 1.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 199,269 | $13.3M | 0.02% | +9,068+4.8% | Added |
| Railway Pension Investments Ltd | 199,727 | $13.3M | 0.14% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 201,981 | $13.5M | 0.00% | −18,463−8.4% | Reduced |
| Barclays PLC | 208,650 | $13.9M | 0.01% | −98,132−32.0% | Reduced |
| State Board of Administration of Florida Retirement System | 210,886 | $14.1M | 0.03% | −960−0.5% | Reduced |
| Ashford Capital Management Inc | 212,877 | $14.2M | 2.12% | −4,070−1.9% | Reduced |
| Renaissance Technologies LLC | 215,800 | $14.4M | 0.02% | −642,495−74.9% | Reduced |
| Alliancebernstein L.P. | 218,418 | $14.6M | 0.01% | +52,605+31.7% | Added |
| AXA S.A. | 219,254 | $14.6M | 0.05% | +260+0.1% | Added |
| Tybourne Capital Management (HK) Ltd | 237,918 | $15.9M | 1.60% | +40,308+20.4% | Added |
| D. E. Shaw & Co., Inc. | 241,170 | $16.1M | 0.03% | +224,849+1,377.7% | Added |
| Investment Management Corp of Ontario | 245,000 | $16.3M | 0.68% | 00.0% | Unchanged |
| California Public Employees Retirement System | 266,496 | $17.8M | 0.02% | −51,074−16.1% | Reduced |
| Blair William & Co | 281,117 | $18.7M | 0.07% | +19,894+7.6% | Added |
| Marshall Wace, LLP | 294,623 | $19.6M | 0.05% | +205,797+231.7% | Added |
| California State Teachers Retirement System | 295,779 | $19.7M | 0.03% | −1,319−0.4% | Reduced |
| Twinbeech Capital LP | 300,556 | $20.0M | 0.41% | +300,556 | New |
| Royal Bank of Canada | 311,223 | $20.7M | 0.01% | +84,704+37.4% | Added |
| BNP Paribas Arbitrage, SA | 312,365 | $20.8M | 0.04% | +164,441+111.2% | Added |
| Wells Fargo & Company | 315,719 | $21.0M | 0.01% | +31,337+11.0% | Added |
| Bares Capital Management, Inc. | 332,377 | $22.1M | 0.78% | −66,000−16.6% | Reduced |
| Light Street Capital Management, LLC | 335,431 | $22.3M | 5.45% | +335,431 | New |
| Crosslink Capital Inc | 352,163 | $23.5M | 4.76% | +42,390+13.7% | Added |