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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, 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.

Institutional holdersQ4 2023: 660 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 heldQ4 2023: $11.1B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2023.

Institutions holding TWLO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
KBC Group NV13,601$1.03M0.00%+1,645+13.8%Added
STRS Ohio13,642$1.03M0.00%+13,642New
Degroof Petercam Asset Management13,690$1.04M0.01%+13,690New
Two Sigma Securities, LLC13,794$1.05M0.05%−37,025−72.9%Reduced
Liberty One Investment Management, LLC13,891$1.05M0.13%−513−3.6%Reduced
Harel Insurance Investments & Financial Services Ltd.13,691$1.06M0.02%−8,675−38.8%Reduced
CI Private Wealth, LLC14,238$1.08M0.00%−3,164−18.2%Reduced
Gulf International Bank (UK) Ltd14,315$1.09M0.03%−1,982−12.2%Reduced
HarbourVest Partners LLC14,572$1.11M0.37%00.0%Unchanged
Valmark Advisers, Inc.14,919$1.13M0.02%−1,275−7.9%Reduced
Wolverine Trading, LLC14,963$1.14M0.01%+4,302+40.4%Added
Richard W. Paul & Associates, LLC15,002$1.14M0.48%−837−5.3%Reduced
JustInvest LLC15,015$1.14M0.03%−45−0.3%Reduced
Elo Mutual Pension Insurance Co15,022$1.14M0.03%+630+4.4%Added
Amalgamated Bank15,203$1.15M0.01%−1,599−9.5%Reduced
Twinbeech Capital LP15,208$1.15M0.02%−191,008−92.6%Reduced
TrueMark Investments, LLC15,333$1.16M1.16%+15,333New
Cutler Group LP15,346$1.16M0.16%+14,746+2,457.7%Added
The PNC Financial Services Group, Inc.15,935$1.21M0.00%+823+5.4%Added
Schroder Investment Management Group15,940$1.21M0.00%−10,179−39.0%Reduced
Lido Advisors, LLC16,149$1.23M0.01%−62−0.4%Reduced
Panagora Asset Management Inc16,460$1.25M0.01%00.0%Unchanged
River & Mercantile Asset Management LLP16,473$1.25M0.24%−163−1.0%Reduced
Moore Capital Management, LP16,785$1.27M0.03%+16,785New
Highland Capital Management, LLC17,061$1.29M0.08%+17,061New
SEI Investments Co17,464$1.33M0.00%+1,800+11.5%Added
Banque Cantonale Vaudoise17,667$1.34M0.06%+12,075+215.9%Added
Empire Life Investments Inc.18,136$1.38M0.09%+3,520+24.1%Added
Royal Fund Management, LLC18,408$1.40M0.18%−1,600−8.0%Reduced
Daiwa Securities Group Inc.18,813$1.43M0.01%+400+2.2%Added
Alpha Cubed Investments, LLC18,915$1.44M0.08%+18,915New
Seaport Global Advisors, LLC19,132$1.45M3.48%+10,986+134.9%Added
Cambridge Investment Research Advisors, Inc.19,241$1.46M0.01%−3,176−14.2%Reduced
Pathstone Holdings, LLC19,553$1.49M0.01%+19,553New
Cunning Capital Partners, LP19,580$1.49M0.93%+19,580New
Versor Investments LP19,593$1.49M0.30%+19,593New
Acadian Asset Management LLC19,682$1.49M0.01%+19,682New
Globeflex Capital L P19,734$1.50M0.15%+19,734New
Nissay Asset Management Corp19,760$1.50M0.01%−335−1.7%Reduced
Neuberger Berman Group LLC19,795$1.50M0.00%−119,582−85.8%Reduced
British Columbia Investment Management Corp19,804$1.50M0.01%+4,167+26.6%Added
Horrell Capital Management, Inc.20,000$1.52M0.46%00.0%Unchanged
Palogic Value Management, L.P.20,000$1.52M0.67%00.0%Unchanged
Circumference Group LLC20,000$1.52M1.69%+20,000New
Stonegate Investment Group, LLC20,045$1.52M0.05%00.0%Unchanged
Allianz Asset Management GmbH20,061$1.52M0.00%+5,377+36.6%Added
Handelsbanken Fonder AB20,092$1.52M0.01%−11,831−37.1%Reduced
Public Employees Retirement Association of Colorado20,459$1.55M0.01%−1,139−5.3%Reduced
Portolan Capital Management, LLC20,881$1.58M0.14%−665−3.1%Reduced
Strategic Family Wealth Counselors, L.L.C.20,984$1.59M0.67%−13−0.1%Reduced
AE Wealth Management LLC22,193$1.60M0.01%−8,157−26.9%Reduced
Focus Financial Network Inc21,125$1.60M0.06%+21,125New
RBF Capital, LLC21,500$1.63M0.10%−30,000−58.3%Reduced
Ables, Iannone, Moore & Associates, Inc.22,261$1.69M1.29%+22,261New
Wealthfront Advisers LLC22,301$1.69M0.01%+2,013+9.9%Added
Cetera Advisor Networks LLC22,481$1.71M0.01%+2,555+12.8%Added
Staley Capital Advisers Inc22,500$1.71M0.08%00.0%Unchanged
New York Life Investment Management LLC22,802$1.73M0.02%+683+3.1%Added
Janus Henderson Group PLC22,887$1.74M0.00%−3,005−11.6%Reduced
Cubist Systematic Strategies, LLC22,898$1.74M0.02%+7,519+48.9%Added
Victory Capital Management Inc23,110$1.75M0.00%−12,899−35.8%Reduced
Toronto Dominion Bank23,383$1.77M0.00%−10,586−31.2%Reduced
Allen Investment Management LLC23,400$1.78M0.02%00.0%Unchanged
Nisa Investment Advisors, LLC24,200$1.84M0.01%00.0%Unchanged
Quantitative Investment Management, LLC25,518$1.94M0.11%+25,518New
Cetera Investment Advisers25,807$1.96M0.02%+2,785+12.1%Added
Interval Partners, LP26,000$1.97M0.09%−4,000−13.3%Reduced
Cresset Asset Management, LLC26,032$1.98M0.01%+54+0.2%Added
Caxton Associates LP26,361$2.00M0.10%+26,361New
Los Angeles Capital Management LLC26,581$2.02M0.01%+26,581New
Hel Ved Capital Management Ltd27,010$2.05M0.61%+27,010New
Graham Capital Management, L.P.27,043$2.05M0.07%+27,043New
Raymond James Financial Services Advisors, Inc.27,773$2.11M0.00%−1,249−4.3%Reduced
Envestnet Asset Management Inc29,125$2.21M0.00%+691+2.4%Added
Utah Retirement Systems29,219$2.22M0.03%+100+0.3%Added
Creative Planning29,698$2.25M0.00%−9,812−24.8%Reduced
Pearl River Capital, LLC29,798$2.26M0.36%−843−2.8%Reduced
Firsthand Capital Management, Inc.30,000$2.28M3.32%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.29,851$2.28M0.03%−2,214−6.9%Reduced
Lecap Asset Management Ltd30,262$2.30M0.84%+30,262New
Exchange Traded Concepts, LLC30,278$2.30M0.06%+8,944+41.9%Added
Winton Group Ltd30,316$2.30M0.17%+30,316New
Virtu Financial LLC31,209$2.37M0.19%−3,275−9.5%Reduced
Forsta Ap-Fonden31,600$2.40M0.02%−4,800−13.2%Reduced
Andar Capital Management HK Ltd32,000$2.43M3.43%+32,000New
DnB Asset Management AS33,852$2.57M0.01%−3,756−10.0%Reduced
Parallel Advisors, LLC34,622$2.63M0.08%−5,582−13.9%Reduced
Storebrand Asset Management AS34,695$2.63M0.01%+5,172+17.5%Added
Manufacturers Life Insurance Company, The34,711$2.63M0.00%+327+1.0%Added
CIBC World Markets Inc.35,471$2.69M0.01%+98+0.3%Added
APG Asset Management US Inc.35,560$2.70M0.02%+35,560New
Y-Intercept (Hong Kong) Ltd35,770$2.71M0.25%+35,770New
Raymond James & Associates37,150$2.82M0.00%−4,482−10.8%Reduced
Stifel Financial Corp38,708$2.94M0.00%−5,278−12.0%Reduced
180 Wealth Advisors, LLC41,432$2.95M0.59%+5,225+14.4%Added
Qube Research & Technologies Ltd38,912$2.95M0.01%+9,684+33.1%Added
Macquarie Group Ltd39,225$2.98M0.00%−31,901−44.9%Reduced
USS Investment Management Ltd39,299$2.98M0.03%00.0%Unchanged
SWS Partners39,413$2.99M0.97%−11,680−22.9%Reduced
Candriam Luxembourg S.C.A.39,880$3.03M0.02%−80,791−67.0%Reduced