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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 104,800 | $6.13M | 0.70% | +80,700+334.9% | Added |
| Two Sigma Investments, LP | 106,258 | $6.22M | 0.02% | −700,993−86.8% | Reduced |
| Motley Fool Wealth Management, LLC | 107,984 | $6.30M | 0.36% | −3,912−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 109,511 | $6.41M | 0.01% | +89,011+434.2% | Added |
| Commonwealth Equity Services, LLC | 110,155 | $6.45M | 0.01% | +1,951+1.8% | Added |
| BNP Paribas Arbitrage, SA | 111,466 | $6.52M | 0.01% | +14,609+15.1% | Added |
| Price T Rowe Associates Inc | 115,065 | $6.74M | 0.00% | +5,429+5.0% | Added |
| Candriam Luxembourg S.C.A. | 120,671 | $7.06M | 0.06% | +66,997+124.8% | Added |
| PEAK6 Investments LLC | 120,889 | $7.08M | 0.35% | +120,889 | New |
| LPL Financial LLC | 122,846 | $7.19M | 0.01% | +2,149+1.8% | Added |
| Simplex Trading, LLC | 123,005 | $7.20M | 0.26% | −28,666−18.9% | Reduced |
| UBS Group AG | 123,777 | $7.24M | 0.00% | −53,105−30.0% | Reduced |
| Swedbank AB | 125,123 | $7.32M | 0.01% | +1,210+1.0% | Added |
| DekaBank Deutsche Girozentrale | 126,861 | $7.49M | 0.02% | −37,708−22.9% | Reduced |
| SQN Investors LP | 128,700 | $7.53M | 4.36% | +128,700 | New |
| APG Asset Management N.V. | 135,848 | $7.95M | 0.02% | −22,524−14.2% | Reduced |
| London & Capital Asset Management Ltd | 135,996 | $7.96M | 0.73% | +13,185+10.7% | Added |
| Liontrust Investment Partners LLP | 136,400 | $7.98M | 0.13% | −17,988−11.7% | Reduced |
| Citigroup Inc | 136,760 | $8.00M | 0.01% | +17,993+15.1% | Added |
| Neuberger Berman Group LLC | 139,377 | $8.16M | 0.01% | −19,105−12.1% | Reduced |
| Ensign Peak Advisors, Inc | 141,556 | $8.29M | 0.02% | +37,675+36.3% | Added |
| Alliancebernstein L.P. | 146,347 | $8.57M | 0.00% | −131,853−47.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 156,329 | $9.15M | 0.02% | −4,841−3.0% | Reduced |
| Great West Life Assurance Co | 158,705 | $9.29M | 0.02% | −12,851−7.5% | Reduced |
| La Financiere de L'Echiquier | 167,000 | $9.77M | 0.51% | +12,000+7.7% | Added |
| Capital Fund Management S.A. | 173,034 | $10.1M | 0.14% | +173,034 | New |
| Toronado Partners, LLC | 176,277 | $10.3M | 5.85% | −176,700−50.1% | Reduced |
| Barclays PLC | 180,753 | $10.6M | 0.01% | −64,817−26.4% | Reduced |
| CIBC Private Wealth Group, LLC | 183,584 | $10.7M | 0.03% | +38,337+26.4% | Added |
| RJA Asset Management LLC | 189,682 | $11.1M | 3.37% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 191,158 | $11.2M | 0.03% | −720−0.4% | Reduced |
| Russell Investments Group, Ltd. | 192,280 | $11.2M | 0.02% | +4,551+2.4% | Added |
| Invesco Ltd. | 192,951 | $11.3M | 0.00% | +2,009+1.1% | Added |
| Royal Bank of Canada | 195,316 | $11.4M | 0.00% | +4,624+2.4% | Added |
| Ameriprise Financial Inc | 198,138 | $11.6M | 0.00% | −267−0.1% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $11.7M | 0.13% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 200,000 | $11.7M | 1.11% | +1,000+0.5% | Added |
| Walleye Trading LLC | 200,891 | $11.8M | 0.27% | +182,002+963.5% | Added |
| Twinbeech Capital LP | 206,216 | $12.1M | 0.23% | +206,216 | New |
| Ashford Capital Management Inc | 206,597 | $12.1M | 1.78% | −2,510−1.2% | Reduced |
| Principal Financial Group Inc | 207,871 | $12.2M | 0.01% | +139,395+203.6% | Added |
| Rhumbline Advisers | 208,244 | $12.2M | 0.01% | −3,763−1.8% | Reduced |
| Standard Life Aberdeen plc | 212,952 | $12.5M | 0.03% | +12,919+6.5% | Added |
| Blair William & Co | 224,489 | $13.1M | 0.05% | −47,048−17.3% | Reduced |
| AXA S.A. | 226,189 | $13.2M | 0.05% | +1,667+0.7% | Added |
| King Luther Capital Management Corp | 236,390 | $13.8M | 0.07% | +7,893+3.5% | Added |
| Cooper Creek Partners Management LLC | 242,785 | $14.2M | 0.86% | +69,653+40.2% | Added |
| California Public Employees Retirement System | 248,713 | $14.6M | 0.01% | +2,119+0.9% | Added |
| California State Teachers Retirement System | 258,757 | $15.1M | 0.02% | −22,012−7.8% | Reduced |
| Credit Suisse AG | 271,394 | $15.9M | 0.02% | −11,421−4.0% | Reduced |
| Amundi | 304,875 | $16.9M | 0.01% | −1,035,561−77.3% | Reduced |
| Wells Fargo & Company | 304,146 | $17.8M | 0.01% | +11,293+3.9% | Added |
| Bares Capital Management, Inc. | 333,472 | $19.5M | 0.83% | +1,095+0.3% | Added |
| Aviva PLC | 336,164 | $19.7M | 0.08% | −460.0% | Reduced |
| Goldman Sachs Group Inc | 340,721 | $19.9M | 0.01% | −35,089−9.3% | Reduced |
| Artemis Investment Management LLP | 347,010 | $20.3M | 0.28% | −415,514−54.5% | Reduced |
| Solel Partners LP | 354,289 | $20.7M | 3.12% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 355,330 | $20.8M | 0.12% | +355,330 | New |
| Deutsche Bank AG | 357,735 | $20.9M | 0.01% | −34,361−8.8% | Reduced |
| Neumann Advisory Hong Kong Ltd | 361,884 | $21.2M | 8.52% | 00.0% | Unchanged |
| Bank of America Corp | 368,782 | $21.6M | 0.00% | +31,103+9.2% | Added |
| Balyasny Asset Management LLC | 388,390 | $22.7M | 0.06% | +227,007+140.7% | Added |
| Optimus Prime Fund Management Co., Ltd. | 400,000 | $23.4M | 3.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 407,748 | $23.9M | 0.03% | +358,442+727.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 430,647 | $25.2M | 0.06% | −14,216−3.2% | Reduced |
| Contour Asset Management LLC | 527,400 | $30.9M | 1.47% | −628,779−54.4% | Reduced |
| No Street GP LP | 550,000 | $32.2M | 3.88% | +550,000 | New |
| American Century Companies Inc | 552,469 | $32.3M | 0.02% | +5,544+1.0% | Added |
| Swiss National Bank | 553,100 | $32.4M | 0.03% | −88,500−13.8% | Reduced |
| Nuveen Asset Management, LLC | 567,506 | $33.2M | 0.01% | −360,549−38.8% | Reduced |
| Frontier Capital Management Co LLC | 594,195 | $34.8M | 0.38% | −122,823−17.1% | Reduced |
| Legion Partners Asset Management, LLC | 601,050 | $35.2M | 10.75% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 605,661 | $35.4M | 0.83% | +107,890+21.7% | Added |
| New York State Common Retirement Fund | 663,999 | $38.9M | 0.06% | −30,273−4.4% | Reduced |
| Scge Management, L.P. | 868,100 | $50.8M | 1.32% | 00.0% | Unchanged |
| First Trust Advisors LP | 978,043 | $57.2M | 0.07% | +74,052+8.2% | Added |
| Alkeon Capital Management LLC | 1,000,000 | $58.5M | 0.37% | −841,097−45.7% | Reduced |
| Empower Advisory Group, LLC | 1,007,532 | $59.0M | 0.26% | +70,960+7.6% | Added |
| UBS Asset Management Americas Inc | 1,062,677 | $62.2M | 0.03% | −487,944−31.5% | Reduced |
| Dorsal Capital Management, LLC | 1,100,000 | $64.4M | 2.29% | +300,000+37.5% | Added |
| Legal & General Group Plc | 1,115,426 | $65.3M | 0.02% | −2,461−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,167,670 | $68.3M | 0.02% | +476,546+69.0% | Added |
| Jacobs Levy Equity Management, Inc | 1,185,244 | $69.4M | 0.41% | +113,042+10.5% | Added |
| Charles Schwab Investment Management Inc | 1,212,453 | $71.0M | 0.02% | +515,068+73.9% | Added |
| Northern Trust Corp | 1,254,309 | $73.4M | 0.01% | +38,776+3.2% | Added |
| Holocene Advisors, LP | 1,744,505 | $102.1M | 0.46% | +2,630+0.2% | Added |
| Amazon.com, Inc. | 1,768,346 | $103.5M | 2.42% | 00.0% | Unchanged |
| Millennium Management LLC | 1,804,380 | $105.6M | 0.11% | −361,946−16.7% | Reduced |
| Morgan Stanley | 2,017,117 | $118.1M | 0.01% | −132,414−6.2% | Reduced |
| Norges Bank | 2,039,233 | $119.4M | 0.02% | +163,833+8.7% | Added |
| Voloridge Investment Management, LLC | 2,185,765 | $127.9M | 0.63% | +236,410+12.1% | Added |
| Geode Capital Management, LLC | 2,499,288 | $146.1M | 0.02% | +100,205+4.2% | Added |
| Alyeska Investment Group, L.P. | 2,586,957 | $151.4M | 1.04% | +614,359+31.1% | Added |
| Southpoint Capital Advisors LP | 3,000,000 | $175.6M | 3.92% | +630,000+26.6% | Added |
| Pictet Asset Management Holding SA | 3,051,894 | $178.6M | 0.22% | +3,051,894 | New |
| State Street Corp | 3,612,817 | $211.5M | 0.01% | −9,506−0.3% | Reduced |
| Baillie Gifford & Co | 4,082,621 | $239.0M | 0.22% | −77,625−1.9% | Reduced |
| Bank of New York Mellon Corp | 4,120,509 | $241.2M | 0.05% | −37,311−0.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,716,688 | $334.7M | 4.00% | +117,580+2.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,135,620 | $359.1M | 0.29% | +111,093+1.8% | Added |