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, Q4 2023
Institutional positions in Twilio Inc as of Dec 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
- +64 vs. Q3 2023
- Shares held
- 145.7M
- +3.17M (+2.2%) vs. Q3 2023
- Total value
- $11.1B
- +$2.71B (+32.5%) vs. Q3 2023
- New holders
- 136
- 172 more added
- Sold out
- 72
- 241 more reduced
10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,809,573 | $1.35B | 0.03% | +241,738+1.4% | Added |
| BlackRock Inc. | 10,512,846 | $797.6M | 0.02% | +331,500+3.3% | Added |
| Generation Investment Management LLP | 8,503,913 | $645.2M | 2.92% | −134,836−1.6% | Reduced |
| Voya Investment Management LLC | 8,393,389 | $636.8M | 0.66% | +709,400+9.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,130,187 | $541.0M | 3.20% | −1,8250.0% | Reduced |
| FMR LLC | 6,822,870 | $517.7M | 0.04% | −303,834−4.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,046,445 | $458.7M | 0.34% | −89,175−1.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,636,483 | $427.5M | 4.11% | −80,205−1.4% | Reduced |
| Bank of New York Mellon Corp | 3,905,157 | $296.3M | 0.06% | −215,352−5.2% | Reduced |
| Baillie Gifford & Co | 3,863,887 | $293.2M | 0.23% | −218,734−5.4% | Reduced |
| State Street Corp | 3,845,721 | $291.8M | 0.01% | +232,904+6.4% | Added |
| Pictet Asset Management Holding SA | 3,220,557 | $244.3M | 0.27% | +168,663+5.5% | Added |
| Alyeska Investment Group, L.P. | 2,619,096 | $198.7M | 1.34% | +32,139+1.2% | Added |
| Geode Capital Management, LLC | 2,610,315 | $197.7M | 0.02% | +111,027+4.4% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $189.7M | 4.07% | −500,000−16.7% | Reduced |
| Norges Bank | 2,369,036 | $179.7M | 0.03% | +329,803+16.2% | Added |
| Morgan Stanley | 1,869,601 | $141.8M | 0.01% | −147,516−7.3% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $134.2M | 3.24% | 00.0% | Unchanged |
| Millennium Management LLC | 1,597,038 | $121.2M | 0.11% | −207,342−11.5% | Reduced |
| Holocene Advisors, LP | 1,527,693 | $115.9M | 0.45% | −216,812−12.4% | Reduced |
| Dimensional Fund Advisors LP | 1,385,466 | $105.1M | 0.03% | +217,796+18.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,310,319 | $99.4M | 0.10% | +1,310,319 | New |
| Charles Schwab Investment Management Inc | 1,255,577 | $95.3M | 0.02% | +43,124+3.6% | Added |
| Citadel Advisors LLC | 1,206,385 | $91.5M | 0.09% | +798,637+195.9% | Added |
| Northern Trust Corp | 1,203,155 | $91.3M | 0.02% | −51,154−4.1% | Reduced |
| Dorsal Capital Management, LLC | 1,150,000 | $87.3M | 2.82% | +50,000+4.5% | Added |
| Voloridge Investment Management, LLC | 1,149,218 | $87.2M | 0.34% | −1,036,547−47.4% | Reduced |
| Kodai Capital Management LP | 1,088,157 | $82.6M | 1.68% | +1,088,157 | New |
| UBS Asset Management Americas Inc | 1,069,342 | $81.1M | 0.03% | +6,665+0.6% | Added |
| Contrarius Investment Management Ltd | 1,054,998 | $80.0M | 4.31% | +1,054,998 | New |
| Empower Advisory Group, LLC | 1,054,376 | $80.0M | 0.31% | +46,844+4.6% | Added |
| Legal & General Group Plc | 1,054,365 | $80.0M | 0.02% | −61,061−5.5% | Reduced |
| First Trust Advisors LP | 898,208 | $68.1M | 0.07% | −79,835−8.2% | Reduced |
| Renaissance Technologies LLC | 832,195 | $63.1M | 0.10% | +832,195 | New |
| Two Sigma Investments, LP | 703,105 | $53.3M | 0.13% | +596,847+561.7% | Added |
| No Street GP LP | 695,000 | $52.7M | 5.26% | +145,000+26.4% | Added |
| New York State Common Retirement Fund | 647,081 | $49.1M | 0.07% | −16,918−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 634,599 | $48.1M | 0.24% | −550,645−46.5% | Reduced |
| Legion Partners Asset Management, LLC | 601,050 | $45.6M | 11.89% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 595,887 | $45.2M | 0.93% | −9,774−1.6% | Reduced |
| Nuveen Asset Management, LLC | 564,172 | $42.8M | 0.01% | −3,334−0.6% | Reduced |
| American Century Companies Inc | 555,303 | $42.1M | 0.03% | +2,834+0.5% | Added |
| Swiss National Bank | 538,000 | $40.8M | 0.03% | −15,100−2.7% | Reduced |
| Frontier Capital Management Co LLC | 512,036 | $38.8M | 0.39% | −82,159−13.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 506,492 | $38.4M | 0.08% | +75,845+17.6% | Added |
| Delta Global Management LP | 468,184 | $35.5M | 5.45% | +468,184 | New |
| Anson Funds Management LP | 440,540 | $33.4M | 6.92% | +440,540 | New |
| Deutsche Bank AG | 436,524 | $33.1M | 0.02% | +78,789+22.0% | Added |
| Bares Capital Management, Inc. | 428,730 | $32.5M | 1.28% | +95,258+28.6% | Added |
| D. E. Shaw & Co., Inc. | 394,083 | $29.9M | 0.04% | +335,867+576.9% | Added |
| Jane Street Group, LLC | 393,537 | $29.9M | 0.04% | +305,986+349.5% | Added |
| Glenmede Trust Co NA | 384,896 | $29.2M | 0.15% | +29,566+8.3% | Added |
| Neumann Advisory Hong Kong Ltd | 361,884 | $27.5M | 10.48% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 355,254 | $27.0M | 0.08% | +355,254 | New |
| Prudential Financial Inc | 302,111 | $22.9M | 0.03% | +292,369+3,001.1% | Added |
| Ensign Peak Advisors, Inc | 300,881 | $22.8M | 0.05% | +159,325+112.6% | Added |
| Credit Suisse AG | 297,996 | $22.6M | 0.02% | +26,602+9.8% | Added |
| Goldman Sachs Group Inc | 291,731 | $22.1M | 0.00% | −48,990−14.4% | Reduced |
| Amundi | 300,395 | $21.9M | 0.01% | −4,480−1.5% | Reduced |
| LMR Partners LLP | 285,004 | $21.6M | 0.54% | +285,004 | New |
| Cooper Creek Partners Management LLC | 274,334 | $20.8M | 1.09% | +31,549+13.0% | Added |
| Wells Fargo & Company | 272,512 | $20.7M | 0.01% | −31,634−10.4% | Reduced |
| BNP Paribas Arbitrage, SA | 260,849 | $19.8M | 0.04% | +149,383+134.0% | Added |
| California State Teachers Retirement System | 258,107 | $19.6M | 0.03% | −650−0.3% | Reduced |
| Standard Life Aberdeen plc | 256,676 | $19.5M | 0.04% | +43,724+20.5% | Added |
| Aviva PLC | 253,830 | $19.3M | 0.07% | −82,334−24.5% | Reduced |
| Ameriprise Financial Inc | 248,862 | $18.9M | 0.01% | +50,724+25.6% | Added |
| Royal Bank of Canada | 247,109 | $18.7M | 0.00% | +51,793+26.5% | Added |
| California Public Employees Retirement System | 239,717 | $18.2M | 0.01% | −8,996−3.6% | Reduced |
| Toronado Partners, LLC | 232,193 | $17.6M | 9.26% | +55,916+31.7% | Added |
| Bank of America Corp | 232,082 | $17.6M | 0.00% | −136,700−37.1% | Reduced |
| AXA S.A. | 223,456 | $17.0M | 0.05% | −2,733−1.2% | Reduced |
| Alliancebernstein L.P. | 217,395 | $16.5M | 0.01% | +71,048+48.5% | Added |
| Hodges Capital Management Inc. | 216,850 | $16.5M | 0.88% | +135,900+167.9% | Added |
| Rhumbline Advisers | 208,406 | $15.8M | 0.02% | +162+0.1% | Added |
| Invesco Ltd. | 203,405 | $15.4M | 0.00% | +10,454+5.4% | Added |
| Pacific Heights Asset Management LLC | 202,000 | $15.3M | 1.31% | +2,000+1.0% | Added |
| Swedbank AB | 200,823 | $15.2M | 0.02% | +75,700+60.5% | Added |
| Railway Pension Investments Ltd | 199,727 | $15.2M | 0.16% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 193,030 | $14.6M | 0.03% | +1,872+1.0% | Added |
| King Luther Capital Management Corp | 190,218 | $14.4M | 0.07% | −46,172−19.5% | Reduced |
| RJA Asset Management LLC | 189,682 | $14.4M | 4.23% | 00.0% | Unchanged |
| Blair William & Co | 189,680 | $14.4M | 0.05% | −34,809−15.5% | Reduced |
| Two Sigma Advisers, LP | 182,997 | $13.9M | 0.03% | +182,997 | New |
| Ashford Capital Management Inc | 177,121 | $13.4M | 1.80% | −29,476−14.3% | Reduced |
| Barclays PLC | 173,965 | $13.2M | 0.01% | −6,788−3.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,235 | $12.7M | 0.17% | +89,235 | New |
| Great West Life Assurance Co | 154,894 | $11.7M | 0.03% | −3,811−2.4% | Reduced |
| LPL Financial LLC | 151,838 | $11.5M | 0.01% | +28,992+23.6% | Added |
| Korea Investment CORP | 150,159 | $11.4M | 0.03% | +109,791+272.0% | Added |
| Bank of Montreal | 145,888 | $11.3M | 0.01% | +106,188+267.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 147,535 | $11.2M | 0.03% | −8,794−5.6% | Reduced |
| HSBC Holdings PLC | 146,100 | $11.1M | 0.01% | +63,525+76.9% | Added |
| Northwestern Mutual Wealth Management Co | 135,039 | $10.2M | 0.01% | +25,528+23.3% | Added |
| CIBC Private Wealth Group, LLC | 135,005 | $10.2M | 0.02% | −48,579−26.5% | Reduced |
| London & Capital Asset Management Ltd | 133,653 | $10.1M | 0.85% | −2,343−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 128,990 | $9.79M | 0.50% | +128,990 | New |
| UBS Group AG | 125,842 | $9.55M | 0.00% | +2,065+1.7% | Added |
| Price T Rowe Associates Inc | 119,323 | $9.05M | 0.00% | +4,258+3.7% | Added |
| Susquehanna International Group, LLP | 115,635 | $8.77M | 0.01% | +111,312+2,574.9% | Added |