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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 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.

Institutional holdersQ2 2023: 620 institutions
Q1 2021: 932 institutionsQ2 2021: 941 institutionsQ3 2021: 918 institutionsQ4 2021: 951 institutionsQ1 2022: 872 institutionsQ2 2022: 762 institutionsQ3 2022: 689 institutionsQ4 2022: 613 institutionsQ1 2023: 660 institutionsQ2 2023: 620 institutionsQ3 2023: 606 institutionsQ4 2023: 660 institutionsQ1 2024: 626 institutionsQ2 2024: 605 institutionsQ3 2024: 609 institutionsQ4 2024: 748 institutionsQ1 2025: 775 institutionsQ2 2025: 823 institutionsQ3 2025: 777 institutionsQ4 2025: 871 institutionsQ1 2026: 820 institutionsQ2 2026: 970 institutions
Value heldQ2 2023: $9.46B
Q1 2021: $46.6BQ2 2021: $54.9BQ3 2021: $45.2BQ4 2021: $37.8BQ1 2022: $23.5BQ2 2022: $12.4BQ3 2022: $10.3BQ4 2022: $7.14BQ1 2023: $9.71BQ2 2023: $9.46BQ3 2023: $8.35BQ4 2023: $11.1BQ1 2024: $8.37BQ2 2024: $7.32BQ3 2024: $7.72BQ4 2024: $12.9BQ1 2025: $11.8BQ2 2025: $16.3BQ3 2025: $14.1BQ4 2025: $19.5BQ1 2026: $17.1BQ2 2026: $28.5B
Institutions holding TWLO and their total value by quarter
QuarterHoldersValue
Q2 2026970$28.5B
Q1 2026820$17.1B
Q4 2025871$19.5B
Q3 2025777$14.1B
Q2 2025823$16.3B
Q1 2025775$11.8B
Q4 2024748$12.9B
Q3 2024609$7.72B
Q2 2024605$7.32B
Q1 2024626$8.37B
Q4 2023660$11.1B
Q3 2023606$8.35B
Q2 2023620$9.46B
Q1 2023660$9.71B
Q4 2022613$7.14B
Q3 2022689$10.3B
Q2 2022762$12.4B
Q1 2022872$23.5B
Q4 2021951$37.8B
Q3 2021918$45.2B
Q2 2021941$54.9B
Q1 2021932$46.6B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2023.

Institutions holding TWLO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Voloridge Investment Management, LLC1,949,355$124.0M0.59%+265,686+15.8%Added
Alyeska Investment Group, L.P.1,972,598$125.5M0.95%−464,561−19.1%Reduced
Morgan Stanley2,149,531$136.8M0.01%+140,087+7.0%Added
Millennium Management LLC2,166,326$137.8M0.15%+1,576,952+267.6%Added
Southpoint Capital Advisors LP2,370,000$150.8M3.27%+670,000+39.4%Added
Geode Capital Management, LLC2,399,083$152.4M0.02%+62,430+2.7%Added
SRS Investment Management, LLC2,715,939$172.8M1.98%−303,756−10.1%Reduced
Pictet Asset Management SA3,002,730$191.0M0.23%+336,880+12.6%Added
State Street Corp3,622,323$230.5M0.01%+28,487+0.8%Added
Bank of New York Mellon Corp4,157,820$264.5M0.06%+555,305+15.4%Added
Baillie Gifford & Co4,160,246$264.7M0.22%−416,426−9.1%Reduced
Nikko Asset Management Americas, Inc.5,599,108$355.9M3.75%+993,825+21.6%Added
Sumitomo Mitsui Trust Holdings, Inc.6,024,527$383.3M0.30%+933,283+18.3%Added
Voya Investment Management LLC6,551,265$416.8M0.43%+1,733,621+36.0%Added
ARK Investment Management LLCSuperinvestorARK Invest7,038,184$447.8M2.96%+788,183+12.6%Added
Generation Investment Management LLP8,701,643$553.6M2.68%+1,144,770+15.1%Added
FMR LLC8,857,370$563.5M0.05%−731,855−7.6%Reduced
BlackRock Inc.10,273,126$653.6M0.02%−1,246,168−10.8%Reduced
Vanguard Group Inc17,121,958$1.09B0.03%+343,949+2.0%Added
Activest Wealth Management59––00.0%Unchanged
Erste Asset Management GmbH0$00.00%−80,000−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,625−100.0%Sold out
Proequities, Inc.0$00.00%−50−100.0%Sold out
Eagle Asset Management Inc0$00.00%−943,056−100.0%Sold out
Summit Partners Public Asset Management, LLC0$00.00%−673,230−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−546,092−100.0%Sold out
Light Street Capital Management, LLC0$00.00%−335,431−100.0%Sold out
Twinbeech Capital LP0$00.00%−300,556−100.0%Sold out
Tybourne Capital Management (HK) Ltd0$00.00%−237,918−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−125,000−100.0%Sold out
Capital Fund Management S.A.0$00.00%−110,275−100.0%Sold out
Bain Capital Public Equity Management II, LLC0$00.00%−107,231−100.0%Sold out
Point72 Middle East FZE0$00.00%−100,358−100.0%Sold out
KCL Capital, L.P.0$00.00%−100,000−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−99,456−100.0%Sold out
Cavalry Management Group, LLC0$00.00%−93,592−100.0%Sold out
Twin Tree Management, LP0$00.00%−88,301−100.0%Sold out
G2 Investment Partners Management LLC0$00.00%−80,000−100.0%Sold out
AQR Capital Management LLC0$00.00%−75,901−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−65,376−100.0%Sold out
JS Capital Management LLC0$00.00%−60,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−47,640−100.0%Sold out
Harbert Fund Advisors, Inc.0$00.00%−37,400−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−36,829−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−36,654−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−35,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−34,713−100.0%Sold out
Metavasi Capital LP0$00.00%−34,300−100.0%Sold out
Federated Hermes, Inc.0$00.00%−33,133−100.0%Sold out
AIA Group Ltd0$00.00%−31,408−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−27,970−100.0%Sold out
Duality Advisers, LP0$00.00%−26,195−100.0%Sold out
ING Groep NV0$00.00%−25,281−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−22,909−100.0%Sold out
IMC-Chicago, LLC0$00.00%−20,532−100.0%Sold out
Acadian Asset Management LLC0$00.00%−20,416−100.0%Sold out
Resonate Capital, LLC0$00.00%−17,449−100.0%Sold out
Polianta Ltd0$00.00%−17,300−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−15,692−100.0%Sold out
Versor Investments LP0$00.00%−15,033−100.0%Sold out
Bain Capital Public Equity, LP0$00.00%−14,798−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−13,716−100.0%Sold out
Quantinno Capital Management LP0$00.00%−13,533−100.0%Sold out
Vetamer Capital Management, L.P.0$00.00%−11,988−100.0%Sold out
Advisory Services Network, LLC0$00.00%−11,675−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,512−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−11,403−100.0%Sold out
Squarepoint Ops LLC0$00.00%−11,228−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−10,318−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−9,720−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−9,147−100.0%Sold out
Money Concepts Capital Corp0$00.00%−9,089−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−8,936−100.0%Sold out
WoodTrust Financial Corp0$00.00%−8,900−100.0%Sold out
Oak Thistle LLC0$00.00%−7,330−100.0%Sold out
Wealth Effects LLC0$00.00%−6,985−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−6,214−100.0%Sold out
American Trust0$00.00%−5,640−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−5,636−100.0%Sold out
Cipher Capital LP0$00.00%−5,294−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−5,183−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,181−100.0%Sold out
Maven Securities LTD0$00.00%−5,096−100.0%Sold out
Granite Point Capital Management, L.P.0$00.00%−5,000−100.0%Sold out
Facet Wealth, Inc.0$00.00%−4,850−100.0%Sold out
Nebula Research & Development LLC0$00.00%−4,821−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,717−100.0%Sold out
AM Squared Ltd0$00.00%−4,500−100.0%Sold out
Quantamental Technologies LLC0$00.00%−4,012−100.0%Sold out
Garner Asset Management Corp0$00.00%−3,951−100.0%Sold out
Ionic Capital Management LLC0$00.00%−3,896−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−3,452−100.0%Sold out
Insigneo Advisory Services, LLC0$00.00%−3,448−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−3,425−100.0%Sold out
Balentine LLC0$00.00%−3,409−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−3,375−100.0%Sold out
Knollwood Investment Advisory, LLC0$00.00%−3,330−100.0%Sold out
Winton Group Ltd0$00.00%−3,274−100.0%Sold out
Davenport & Co LLC0$00.00%−3,201−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−3,136−100.0%Sold out