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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 356,100 | $23.7M | 0.06% | +7,149+2.0% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $24.1M | 10.57% | 00.0% | Unchanged |
| Aviva PLC | 362,358 | $24.1M | 0.11% | +277,724+328.1% | Added |
| Goldman Sachs Group Inc | 368,325 | $24.5M | 0.01% | −1,329,633−78.3% | Reduced |
| Dimensional Fund Advisors LP | 419,445 | $27.9M | 0.01% | +148,850+55.0% | Added |
| Granahan Investment Management Inc | 436,153 | $29.1M | 0.88% | +436,153 | New |
| Invesco Ltd. | 437,379 | $29.1M | 0.01% | −87,589−16.7% | Reduced |
| Man Group plc | – | $33.2M | 0.12% | – | – |
| Dorsal Capital Management, LLC | 500,000 | $33.3M | 1.29% | +500,000 | New |
| Point72 Asset Management, L.P. | 546,092 | $36.4M | 0.13% | −603,232−52.5% | Reduced |
| Toronado Partners, LLC | 566,702 | $37.8M | 13.81% | −51,900−8.4% | Reduced |
| Millennium Management LLC | 589,374 | $39.3M | 0.05% | +61,824+11.7% | Added |
| Legion Partners Asset Management, LLC | 601,050 | $40.0M | 11.77% | +601,050 | New |
| American Century Companies Inc | 605,048 | $40.3M | 0.03% | +66,337+12.3% | Added |
| New York State Common Retirement Fund | 626,435 | $41.7M | 0.06% | +5,674+0.9% | Added |
| Deutsche Bank AG | 628,455 | $41.9M | 0.02% | −266,436−29.8% | Reduced |
| Assenagon Asset Management S.A. | 653,256 | $43.5M | 0.17% | −92,829−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 668,329 | $44.5M | 0.01% | +33,407+5.3% | Added |
| Summit Partners Public Asset Management, LLC | 673,230 | $44.9M | 2.52% | +459,010+214.3% | Added |
| Swiss National Bank | 692,700 | $46.2M | 0.03% | −11,600−1.6% | Reduced |
| Two Sigma Advisers, LP | 714,997 | $47.6M | 0.12% | −491,100−40.7% | Reduced |
| Susquehanna International Group, LLP | 737,539 | $49.1M | 0.08% | +42,289+6.1% | Added |
| Optimus Prime Fund Management Co., Ltd. | 775,000 | $51.6M | 7.26% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 886,211 | $56.9M | 0.26% | +886,211 | New |
| Scge Management, L.P. | 868,100 | $57.8M | 1.59% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 873,399 | $58.2M | 0.08% | +832,789+2,050.7% | Added |
| First Trust Advisors LP | 922,041 | $61.4M | 0.07% | −224,645−19.6% | Reduced |
| Eagle Asset Management Inc | 943,056 | $62.8M | 0.37% | +943,056 | New |
| Nuveen Asset Management, LLC | 970,163 | $64.6M | 0.02% | +201,012+26.1% | Added |
| Artemis Investment Management LLP | 1,012,584 | $67.3M | 0.83% | +1,012,584 | New |
| Legal & General Group Plc | 1,023,828 | $68.2M | 0.02% | +4,428+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,074,872 | $71.6M | 0.44% | +1,074,872 | New |
| Bank of America Corp | 1,094,089 | $72.9M | 0.01% | −1,112,722−50.4% | Reduced |
| Swedbank AB | 1,132,913 | $75.5M | 0.15% | −1,427,000−55.7% | Reduced |
| Amundi | 1,306,734 | $77.5M | 0.04% | −395,811−23.2% | Reduced |
| Northern Trust Corp | 1,207,978 | $80.5M | 0.02% | +158,368+15.1% | Added |
| Two Sigma Investments, LP | 1,465,598 | $97.7M | 0.29% | −918,807−38.5% | Reduced |
| UBS Asset Management Americas Inc | 1,550,621 | $103.3M | 0.05% | +689,611+80.1% | Added |
| Voloridge Investment Management, LLC | 1,683,669 | $112.2M | 0.56% | −668,758−28.4% | Reduced |
| Southpoint Capital Advisors LP | 1,700,000 | $113.3M | 2.57% | +1,700,000 | New |
| Norges Bank | 1,744,141 | $116.2M | 0.03% | +19,425+1.1% | Added |
| Morgan Stanley | 2,009,444 | $133.9M | 0.01% | +256,160+14.6% | Added |
| Geode Capital Management, LLC | 2,336,653 | $155.5M | 0.02% | +78,308+3.5% | Added |
| Alyeska Investment Group, L.P. | 2,437,159 | $162.4M | 1.43% | −729,070−23.0% | Reduced |
| Pictet Asset Management SA | 2,665,850 | $177.6M | 0.22% | −433,898−14.0% | Reduced |
| Alkeon Capital Management LLC | 2,710,387 | $180.6M | 1.16% | +673,295+33.1% | Added |
| SRS Investment Management, LLC | 3,019,695 | $201.2M | 2.89% | +2,413,702+398.3% | Added |
| State Street Corp | 3,593,836 | $239.5M | 0.01% | +99,916+2.9% | Added |
| Bank of New York Mellon Corp | 3,602,515 | $240.0M | 0.05% | −692,259−16.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 4,605,283 | $300.6M | 3.46% | −852,575−15.6% | Reduced |
| Baillie Gifford & Co | 4,576,672 | $304.9M | 0.28% | −2,193,951−32.4% | Reduced |
| Voya Investment Management LLC | 4,817,644 | $321.0M | 0.34% | +3,460,452+255.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,091,244 | $339.2M | 0.25% | −847,149−14.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,250,001 | $416.4M | 2.86% | −1,159,944−15.7% | Reduced |
| Generation Investment Management LLP | 7,556,873 | $503.5M | 2.68% | +270,533+3.7% | Added |
| FMR LLC | 9,589,225 | $638.9M | 0.06% | +2,109,091+28.2% | Added |
| BlackRock Inc. | 11,519,294 | $767.5M | 0.02% | +256,578+2.3% | Added |
| Vanguard Group Inc | 16,778,009 | $1.12B | 0.03% | +240,725+1.5% | Added |
| Robertson Stephens Wealth Management, LLC | 20,300 | – | – | +6,504+47.1% | Added |
| VitalStone Financial, LLC | 4 | – | – | 00.0% | Unchanged |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −2,143,118−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −679,903−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −507,242−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −230,025−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −184,283−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −126,227−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −116,838−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −81,327−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −51,430−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −51,400−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −43,475−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −41,370−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Lakehouse Capital Pty Ltd | 0 | $0 | 0.00% | −37,677−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Voss Capital, LLC | 0 | $0 | 0.00% | −21,239−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,770−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,881−100.0% | Sold out |
| Pariax, LLC | 0 | $0 | 0.00% | −16,131−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,628−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| Palo Alto Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −9,989−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −7,212−100.0% | Sold out |
| AtonRa Partners | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,316−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |