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, Q3 2023
Institutional positions in Twilio Inc as of Sep 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
- 606
- −6 vs. Q2 2023
- Shares held
- 142.6M
- −2.96M (−2.0%) vs. Q2 2023
- Total value
- $8.35B
- −$916.7M (−9.9%) vs. Q2 2023
- New holders
- 77
- 202 more added
- Sold out
- 83
- 205 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,567,835 | $1.03B | 0.03% | +445,877+2.6% | Added |
| BlackRock Inc. | 10,181,346 | $595.9M | 0.02% | −91,780−0.9% | Reduced |
| Generation Investment Management LLP | 8,638,749 | $505.6M | 2.66% | −62,894−0.7% | Reduced |
| Voya Investment Management LLC | 7,683,989 | $449.7M | 0.50% | +1,132,724+17.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,132,012 | $417.4M | 3.19% | +93,828+1.3% | Added |
| FMR LLC | 7,126,704 | $417.1M | 0.04% | −1,730,666−19.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,135,620 | $359.1M | 0.29% | +111,093+1.8% | Added |
| Nikko Asset Management Americas, Inc. | 5,716,688 | $334.7M | 4.00% | +117,580+2.1% | Added |
| Bank of New York Mellon Corp | 4,120,509 | $241.2M | 0.05% | −37,311−0.9% | Reduced |
| Baillie Gifford & Co | 4,082,621 | $239.0M | 0.22% | −77,625−1.9% | Reduced |
| State Street Corp | 3,612,817 | $211.5M | 0.01% | −9,506−0.3% | Reduced |
| Pictet Asset Management Holding SA | 3,051,894 | $178.6M | 0.22% | +3,051,894 | New |
| Southpoint Capital Advisors LP | 3,000,000 | $175.6M | 3.92% | +630,000+26.6% | Added |
| Alyeska Investment Group, L.P. | 2,586,957 | $151.4M | 1.04% | +614,359+31.1% | Added |
| Geode Capital Management, LLC | 2,499,288 | $146.1M | 0.02% | +100,205+4.2% | Added |
| Voloridge Investment Management, LLC | 2,185,765 | $127.9M | 0.63% | +236,410+12.1% | Added |
| Norges Bank | 2,039,233 | $119.4M | 0.02% | +163,833+8.7% | Added |
| Morgan Stanley | 2,017,117 | $118.1M | 0.01% | −132,414−6.2% | Reduced |
| Millennium Management LLC | 1,804,380 | $105.6M | 0.11% | −361,946−16.7% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $103.5M | 2.42% | 00.0% | Unchanged |
| Holocene Advisors, LP | 1,744,505 | $102.1M | 0.46% | +2,630+0.2% | Added |
| Northern Trust Corp | 1,254,309 | $73.4M | 0.01% | +38,776+3.2% | Added |
| Charles Schwab Investment Management Inc | 1,212,453 | $71.0M | 0.02% | +515,068+73.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,185,244 | $69.4M | 0.41% | +113,042+10.5% | Added |
| Dimensional Fund Advisors LP | 1,167,670 | $68.3M | 0.02% | +476,546+69.0% | Added |
| Legal & General Group Plc | 1,115,426 | $65.3M | 0.02% | −2,461−0.2% | Reduced |
| Dorsal Capital Management, LLC | 1,100,000 | $64.4M | 2.29% | +300,000+37.5% | Added |
| UBS Asset Management Americas Inc | 1,062,677 | $62.2M | 0.03% | −487,944−31.5% | Reduced |
| Empower Advisory Group, LLC | 1,007,532 | $59.0M | 0.26% | +70,960+7.6% | Added |
| Alkeon Capital Management LLC | 1,000,000 | $58.5M | 0.37% | −841,097−45.7% | Reduced |
| First Trust Advisors LP | 978,043 | $57.2M | 0.07% | +74,052+8.2% | Added |
| Scge Management, L.P. | 868,100 | $50.8M | 1.32% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 663,999 | $38.9M | 0.06% | −30,273−4.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 605,661 | $35.4M | 0.83% | +107,890+21.7% | Added |
| Legion Partners Asset Management, LLC | 601,050 | $35.2M | 10.75% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 594,195 | $34.8M | 0.38% | −122,823−17.1% | Reduced |
| Nuveen Asset Management, LLC | 567,506 | $33.2M | 0.01% | −360,549−38.8% | Reduced |
| Swiss National Bank | 553,100 | $32.4M | 0.03% | −88,500−13.8% | Reduced |
| American Century Companies Inc | 552,469 | $32.3M | 0.02% | +5,544+1.0% | Added |
| No Street GP LP | 550,000 | $32.2M | 3.88% | +550,000 | New |
| Contour Asset Management LLC | 527,400 | $30.9M | 1.47% | −628,779−54.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 430,647 | $25.2M | 0.06% | −14,216−3.2% | Reduced |
| Citadel Advisors LLC | 407,748 | $23.9M | 0.03% | +358,442+727.0% | Added |
| Optimus Prime Fund Management Co., Ltd. | 400,000 | $23.4M | 3.15% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 388,390 | $22.7M | 0.06% | +227,007+140.7% | Added |
| Bank of America Corp | 368,782 | $21.6M | 0.00% | +31,103+9.2% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $21.2M | 8.52% | 00.0% | Unchanged |
| Deutsche Bank AG | 357,735 | $20.9M | 0.01% | −34,361−8.8% | Reduced |
| Glenmede Trust Co NA | 355,330 | $20.8M | 0.12% | +355,330 | New |
| Solel Partners LP | 354,289 | $20.7M | 3.12% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 347,010 | $20.3M | 0.28% | −415,514−54.5% | Reduced |
| Goldman Sachs Group Inc | 340,721 | $19.9M | 0.01% | −35,089−9.3% | Reduced |
| Aviva PLC | 336,164 | $19.7M | 0.08% | −460.0% | Reduced |
| Bares Capital Management, Inc. | 333,472 | $19.5M | 0.83% | +1,095+0.3% | Added |
| Wells Fargo & Company | 304,146 | $17.8M | 0.01% | +11,293+3.9% | Added |
| Amundi | 304,875 | $16.9M | 0.01% | −1,035,561−77.3% | Reduced |
| Credit Suisse AG | 271,394 | $15.9M | 0.02% | −11,421−4.0% | Reduced |
| California State Teachers Retirement System | 258,757 | $15.1M | 0.02% | −22,012−7.8% | Reduced |
| California Public Employees Retirement System | 248,713 | $14.6M | 0.01% | +2,119+0.9% | Added |
| Cooper Creek Partners Management LLC | 242,785 | $14.2M | 0.86% | +69,653+40.2% | Added |
| King Luther Capital Management Corp | 236,390 | $13.8M | 0.07% | +7,893+3.5% | Added |
| AXA S.A. | 226,189 | $13.2M | 0.05% | +1,667+0.7% | Added |
| Blair William & Co | 224,489 | $13.1M | 0.05% | −47,048−17.3% | Reduced |
| Standard Life Aberdeen plc | 212,952 | $12.5M | 0.03% | +12,919+6.5% | Added |
| Rhumbline Advisers | 208,244 | $12.2M | 0.01% | −3,763−1.8% | Reduced |
| Principal Financial Group Inc | 207,871 | $12.2M | 0.01% | +139,395+203.6% | Added |
| Ashford Capital Management Inc | 206,597 | $12.1M | 1.78% | −2,510−1.2% | Reduced |
| Twinbeech Capital LP | 206,216 | $12.1M | 0.23% | +206,216 | New |
| Walleye Trading LLC | 200,891 | $11.8M | 0.27% | +182,002+963.5% | Added |
| Pacific Heights Asset Management LLC | 200,000 | $11.7M | 1.11% | +1,000+0.5% | Added |
| Railway Pension Investments Ltd | 199,727 | $11.7M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 198,138 | $11.6M | 0.00% | −267−0.1% | Reduced |
| Royal Bank of Canada | 195,316 | $11.4M | 0.00% | +4,624+2.4% | Added |
| Invesco Ltd. | 192,951 | $11.3M | 0.00% | +2,009+1.1% | Added |
| Russell Investments Group, Ltd. | 192,280 | $11.2M | 0.02% | +4,551+2.4% | Added |
| State Board of Administration of Florida Retirement System | 191,158 | $11.2M | 0.03% | −720−0.4% | Reduced |
| RJA Asset Management LLC | 189,682 | $11.1M | 3.37% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 183,584 | $10.7M | 0.03% | +38,337+26.4% | Added |
| Barclays PLC | 180,753 | $10.6M | 0.01% | −64,817−26.4% | Reduced |
| Toronado Partners, LLC | 176,277 | $10.3M | 5.85% | −176,700−50.1% | Reduced |
| Capital Fund Management S.A. | 173,034 | $10.1M | 0.14% | +173,034 | New |
| La Financiere de L'Echiquier | 167,000 | $9.77M | 0.51% | +12,000+7.7% | Added |
| Great West Life Assurance Co | 158,705 | $9.29M | 0.02% | −12,851−7.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 156,329 | $9.15M | 0.02% | −4,841−3.0% | Reduced |
| Alliancebernstein L.P. | 146,347 | $8.57M | 0.00% | −131,853−47.4% | Reduced |
| Ensign Peak Advisors, Inc | 141,556 | $8.29M | 0.02% | +37,675+36.3% | Added |
| Neuberger Berman Group LLC | 139,377 | $8.16M | 0.01% | −19,105−12.1% | Reduced |
| Citigroup Inc | 136,760 | $8.00M | 0.01% | +17,993+15.1% | Added |
| Liontrust Investment Partners LLP | 136,400 | $7.98M | 0.13% | −17,988−11.7% | Reduced |
| London & Capital Asset Management Ltd | 135,996 | $7.96M | 0.73% | +13,185+10.7% | Added |
| APG Asset Management N.V. | 135,848 | $7.95M | 0.02% | −22,524−14.2% | Reduced |
| SQN Investors LP | 128,700 | $7.53M | 4.36% | +128,700 | New |
| DekaBank Deutsche Girozentrale | 126,861 | $7.49M | 0.02% | −37,708−22.9% | Reduced |
| Swedbank AB | 125,123 | $7.32M | 0.01% | +1,210+1.0% | Added |
| UBS Group AG | 123,777 | $7.24M | 0.00% | −53,105−30.0% | Reduced |
| Simplex Trading, LLC | 123,005 | $7.20M | 0.26% | −28,666−18.9% | Reduced |
| LPL Financial LLC | 122,846 | $7.19M | 0.01% | +2,149+1.8% | Added |
| PEAK6 Investments LLC | 120,889 | $7.08M | 0.35% | +120,889 | New |
| Candriam Luxembourg S.C.A. | 120,671 | $7.06M | 0.06% | +66,997+124.8% | Added |
| Price T Rowe Associates Inc | 115,065 | $6.74M | 0.00% | +5,429+5.0% | Added |