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, Q2 2023
Institutional positions in Twilio Inc as of Jun 30, 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
- 620
- −37 vs. Q1 2023
- Shares held
- 148.6M
- +2.91M (+2.0%) vs. Q1 2023
- Total value
- $9.46B
- −$256.0M (−2.6%) vs. Q1 2023
- New holders
- 70
- 202 more added
- Sold out
- 107
- 224 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,121,958 | $1.09B | 0.03% | +343,949+2.0% | Added |
| BlackRock Inc. | 10,273,126 | $653.6M | 0.02% | −1,246,168−10.8% | Reduced |
| FMR LLC | 8,857,370 | $563.5M | 0.05% | −731,855−7.6% | Reduced |
| Generation Investment Management LLP | 8,701,643 | $553.6M | 2.68% | +1,144,770+15.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,038,184 | $447.8M | 2.96% | +788,183+12.6% | Added |
| Voya Investment Management LLC | 6,551,265 | $416.8M | 0.43% | +1,733,621+36.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,024,527 | $383.3M | 0.30% | +933,283+18.3% | Added |
| Nikko Asset Management Americas, Inc. | 5,599,108 | $355.9M | 3.75% | +993,825+21.6% | Added |
| Baillie Gifford & Co | 4,160,246 | $264.7M | 0.22% | −416,426−9.1% | Reduced |
| Bank of New York Mellon Corp | 4,157,820 | $264.5M | 0.06% | +555,305+15.4% | Added |
| State Street Corp | 3,622,323 | $230.5M | 0.01% | +28,487+0.8% | Added |
| Pictet Asset Management SA | 3,002,730 | $191.0M | 0.23% | +336,880+12.6% | Added |
| SRS Investment Management, LLC | 2,715,939 | $172.8M | 1.98% | −303,756−10.1% | Reduced |
| Geode Capital Management, LLC | 2,399,083 | $152.4M | 0.02% | +62,430+2.7% | Added |
| Southpoint Capital Advisors LP | 2,370,000 | $150.8M | 3.27% | +670,000+39.4% | Added |
| Millennium Management LLC | 2,166,326 | $137.8M | 0.15% | +1,576,952+267.6% | Added |
| Morgan Stanley | 2,149,531 | $136.8M | 0.01% | +140,087+7.0% | Added |
| Alyeska Investment Group, L.P. | 1,972,598 | $125.5M | 0.95% | −464,561−19.1% | Reduced |
| Voloridge Investment Management, LLC | 1,949,355 | $124.0M | 0.59% | +265,686+15.8% | Added |
| Norges Bank | 1,875,400 | $119.3M | 0.02% | +131,259+7.5% | Added |
| Alkeon Capital Management LLC | 1,841,097 | $117.1M | 0.70% | −869,290−32.1% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $112.5M | 3.64% | +1,768,346 | New |
| Holocene Advisors, LP | 1,741,875 | $110.8M | 0.48% | +1,741,875 | New |
| UBS Asset Management Americas Inc | 1,550,621 | $103.3M | 0.05% | 00.0% | Unchanged |
| Amundi | 1,340,436 | $85.9M | 0.04% | +33,702+2.6% | Added |
| Northern Trust Corp | 1,215,533 | $77.3M | 0.01% | +7,555+0.6% | Added |
| Contour Asset Management LLC | 1,156,179 | $73.6M | 3.31% | +1,156,179 | New |
| Legal & General Group Plc | 1,117,887 | $71.1M | 0.02% | +94,059+9.2% | Added |
| Jacobs Levy Equity Management, Inc | 1,072,202 | $68.2M | 0.39% | −2,670−0.2% | Reduced |
| Empower Advisory Group, LLC | 936,572 | $59.6M | 0.26% | +50,361+5.7% | Added |
| Nuveen Asset Management, LLC | 928,055 | $59.0M | 0.02% | −42,108−4.3% | Reduced |
| First Trust Advisors LP | 903,991 | $57.5M | 0.07% | −18,050−2.0% | Reduced |
| Scge Management, L.P. | 868,100 | $55.2M | 1.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 807,251 | $51.4M | 0.14% | −658,347−44.9% | Reduced |
| Dorsal Capital Management, LLC | 800,000 | $50.9M | 2.04% | +300,000+60.0% | Added |
| Artemis Investment Management LLP | 762,524 | $48.5M | 0.62% | −250,060−24.7% | Reduced |
| Frontier Capital Management Co LLC | 717,018 | $45.6M | 0.44% | +717,018 | New |
| Charles Schwab Investment Management Inc | 697,385 | $44.4M | 0.01% | +29,056+4.3% | Added |
| New York State Common Retirement Fund | 694,272 | $44.2M | 0.06% | +67,837+10.8% | Added |
| Dimensional Fund Advisors LP | 691,124 | $44.0M | 0.01% | +271,679+64.8% | Added |
| Swiss National Bank | 641,600 | $40.8M | 0.03% | −51,100−7.4% | Reduced |
| Legion Partners Asset Management, LLC | 601,050 | $38.2M | 11.35% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 562,040 | $35.8M | 0.06% | −175,499−23.8% | Reduced |
| American Century Companies Inc | 546,925 | $34.8M | 0.03% | −58,123−9.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 497,771 | $31.7M | 0.68% | +497,771 | New |
| Granahan Investment Management Inc | 479,481 | $30.5M | 0.94% | +43,328+9.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 444,863 | $28.3M | 0.06% | +88,763+24.9% | Added |
| Jane Street Group, LLC | 430,630 | $27.4M | 0.04% | +344,146+397.9% | Added |
| Optimus Prime Fund Management Co., Ltd. | 400,000 | $25.4M | 3.55% | −375,000−48.4% | Reduced |
| Moore Capital Management, LP | 394,206 | $25.1M | 0.61% | +394,206 | New |
| Deutsche Bank AG | 392,096 | $24.9M | 0.01% | −236,359−37.6% | Reduced |
| Laurion Capital Management LP | 389,994 | $24.8M | 1.06% | +389,994 | New |
| Goldman Sachs Group Inc | 375,810 | $23.9M | 0.01% | +7,485+2.0% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $23.0M | 8.79% | 00.0% | Unchanged |
| Solel Partners LP | 354,289 | $22.5M | 3.59% | +354,289 | New |
| Toronado Partners, LLC | 352,977 | $22.5M | 9.74% | −213,725−37.7% | Reduced |
| Bank of America Corp | 337,679 | $21.5M | 0.00% | −756,410−69.1% | Reduced |
| Aviva PLC | 336,210 | $21.4M | 0.09% | −26,148−7.2% | Reduced |
| Bares Capital Management, Inc. | 332,377 | $21.1M | 0.73% | 00.0% | Unchanged |
| Wells Fargo & Company | 292,853 | $18.6M | 0.01% | −22,866−7.2% | Reduced |
| Credit Suisse AG | 282,815 | $18.0M | 0.02% | +89,671+46.4% | Added |
| California State Teachers Retirement System | 280,769 | $17.9M | 0.03% | −15,010−5.1% | Reduced |
| Alliancebernstein L.P. | 278,200 | $17.7M | 0.01% | +59,782+27.4% | Added |
| Blair William & Co | 271,537 | $17.3M | 0.06% | −9,580−3.4% | Reduced |
| California Public Employees Retirement System | 246,594 | $15.7M | 0.01% | −19,902−7.5% | Reduced |
| Barclays PLC | 245,570 | $15.6M | 0.01% | +36,920+17.7% | Added |
| Investment Management Corp of Ontario | 245,000 | $15.6M | 0.66% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 228,497 | $14.5M | 0.07% | +74,021+47.9% | Added |
| AXA S.A. | 224,522 | $14.3M | 0.05% | +5,268+2.4% | Added |
| Rhumbline Advisers | 212,007 | $13.5M | 0.02% | +12,738+6.4% | Added |
| Ashford Capital Management Inc | 209,107 | $13.3M | 1.86% | −3,770−1.8% | Reduced |
| JPMorgan Chase & Co | 208,151 | $13.2M | 0.00% | +106,113+104.0% | Added |
| Standard Life Aberdeen plc | 200,033 | $12.7M | 0.03% | +17,115+9.4% | Added |
| Railway Pension Investments Ltd | 199,727 | $12.7M | 0.13% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 199,000 | $12.7M | 1.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 198,405 | $12.6M | 0.00% | −3,576−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 191,878 | $12.2M | 0.03% | −19,008−9.0% | Reduced |
| Invesco Ltd. | 190,942 | $12.1M | 0.00% | −246,437−56.3% | Reduced |
| Royal Bank of Canada | 190,692 | $12.1M | 0.00% | −120,531−38.7% | Reduced |
| RJA Asset Management LLC | 189,682 | $12.1M | 3.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 187,729 | $11.9M | 0.02% | −940−0.5% | Reduced |
| Marshall Wace, LLP | 179,391 | $11.4M | 0.02% | −115,232−39.1% | Reduced |
| UBS Group AG | 176,882 | $11.3M | 0.00% | +71,199+67.4% | Added |
| Crosslink Capital Inc | 173,903 | $11.1M | 1.83% | −178,260−50.6% | Reduced |
| Cooper Creek Partners Management LLC | 173,132 | $11.0M | 0.75% | 00.0% | Unchanged |
| Great West Life Assurance Co | 171,556 | $10.9M | 0.03% | +8,349+5.1% | Added |
| Nicholas Company, Inc. | 165,287 | $10.5M | 0.20% | −90−0.1% | Reduced |
| Clear Street LLC | 163,300 | $10.4M | 0.25% | +163,300 | New |
| DekaBank Deutsche Girozentrale | 164,569 | $10.4M | 0.02% | −27,583−14.4% | Reduced |
| Balyasny Asset Management LLC | 161,383 | $10.3M | 0.03% | +42,899+36.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 161,170 | $10.3M | 0.02% | +2,737+1.7% | Added |
| Neuberger Berman Group LLC | 158,482 | $10.1M | 0.01% | +132,948+520.7% | Added |
| La Financiere de L'Echiquier | 155,000 | $9.86M | 0.49% | +12,000+8.4% | Added |
| Quadrature Capital Ltd | 154,405 | $9.82M | 0.22% | +5,219+3.5% | Added |
| Liontrust Investment Partners LLP | 154,388 | $9.82M | 0.14% | +14,500+10.4% | Added |
| Simplex Trading, LLC | 151,671 | $9.65M | 0.41% | +120,290+383.3% | Added |
| CIBC Private Wealth Group, LLC | 145,247 | $9.24M | 0.02% | −2,125−1.4% | Reduced |
| APG Asset Management N.V. | 158,372 | $9.24M | 0.02% | +1,066+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 145,000 | $9.22M | 0.20% | +80,000+123.1% | Added |
| Two Sigma Advisers, LP | 137,497 | $8.75M | 0.02% | −577,500−80.8% | Reduced |