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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,892 | $3.03M | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 40,196 | $3.05M | 0.04% | +12,832+46.9% | Added |
| Formula Growth Ltd | 40,688 | $3.09M | 0.99% | −15,000−26.9% | Reduced |
| IFM Investors Pty Ltd | 41,331 | $3.14M | 0.04% | −492−1.2% | Reduced |
| TD Asset Management Inc | 41,623 | $3.16M | 0.00% | +4,552+12.3% | Added |
| Titleist Asset Management, LLC | 42,785 | $3.25M | 0.60% | −455−1.1% | Reduced |
| Vista Wealth Management Group, LLC | 43,593 | $3.31M | 0.28% | −481−1.1% | Reduced |
| Group One Trading, L.P. | 43,744 | $3.32M | 0.10% | −7,528−14.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 44,739 | $3.39M | 0.02% | +8,300+22.8% | Added |
| Janney Montgomery Scott LLC | 45,289 | $3.44M | 0.01% | +24,147+114.2% | Added |
| Canada Pension Plan Investment Board | 46,102 | $3.50M | 0.00% | +46,102 | New |
| Mariner, LLC | 46,385 | $3.52M | 0.01% | +2,120+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,053 | $3.57M | 0.01% | −58−0.1% | Reduced |
| Arizona State Retirement System | 47,290 | $3.59M | 0.03% | +378+0.8% | Added |
| Advisor Group Holdings, Inc. | 47,420 | $3.60M | 0.01% | +2,368+5.3% | Added |
| GTS Securities LLC | 47,803 | $3.63M | 0.08% | −21,296−30.8% | Reduced |
| Forte Capital LLC | 48,789 | $3.70M | 0.51% | −2,146−4.2% | Reduced |
| AQR Capital Management LLC | 48,926 | $3.71M | 0.01% | +45,326+1,259.1% | Added |
| Nomura Asset Management Co Ltd | 49,058 | $3.72M | 0.02% | −2,333−4.5% | Reduced |
| Ieq Capital, LLC | 50,510 | $3.83M | 0.06% | −475−0.9% | Reduced |
| Walleye Capital LLC | 53,970 | $4.09M | 0.06% | +53,970 | New |
| Oppenheimer & Co Inc | 54,859 | $4.16M | 0.08% | +4,409+8.7% | Added |
| Granahan Investment Management Inc | 55,415 | $4.20M | 0.14% | +5,003+9.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,005 | $4.25M | 0.01% | −7,264−11.5% | Reduced |
| Royal London Asset Management Ltd | 57,673 | $4.38M | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 58,119 | $4.41M | 0.04% | −12,042−17.2% | Reduced |
| Brandywine Global Investment Management, LLC | 57,208 | $4.42M | 0.04% | +57,208 | New |
| Commonwealth Equity Services, LLC | 62,128 | $4.71M | 0.01% | −48,027−43.6% | Reduced |
| Level Four Advisory Services, LLC | 62,548 | $4.75M | 0.27% | −6,526−9.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 63,467 | $4.82M | 0.02% | +63,467 | New |
| Capital Fund Management S.A. | 63,963 | $4.85M | 0.06% | −109,071−63.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 65,873 | $5.00M | 0.01% | +64,701+5,520.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 73,848 | $5.08M | 0.01% | +140.0% | Added |
| Selective Wealth Management, Inc. | 74,949 | $5.13M | 2.59% | −4,362−5.5% | Reduced |
| HRT Financial LP | 68,858 | $5.22M | 0.04% | +68,858 | New |
| Public Employees Retirement System of Ohio | 71,465 | $5.42M | 0.02% | +1,950+2.8% | Added |
| Asset Management One Co.,Ltd. | 70,398 | $5.43M | 0.02% | −1,861−2.6% | Reduced |
| HighTower Advisors, LLC | 72,921 | $5.53M | 0.01% | +26,772+58.0% | Added |
| Alight Capital Management LP | 75,000 | $5.69M | 1.82% | +25,000+50.0% | Added |
| Treasurer of the State of North Carolina | 77,294 | $5.86M | 0.03% | +740+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 81,700 | $6.20M | 0.06% | −2,200−2.6% | Reduced |
| Bank of Nova Scotia | 82,380 | $6.25M | 0.01% | +82,380 | New |
| Natixis | 85,372 | $6.48M | 0.05% | +85,372 | New |
| Russell Investments Group, Ltd. | 85,610 | $6.51M | 0.01% | −106,670−55.5% | Reduced |
| AMF Pensionsforsakring AB | 87,901 | $6.67M | 0.06% | 00.0% | Unchanged |
| EULAV Asset Management | 88,028 | $6.68M | 0.21% | −4,972−5.3% | Reduced |
| Arthedge Capital Management, LLC | 88,690 | $6.73M | 4.98% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 88,800 | $6.74M | 0.02% | −2,691−2.9% | Reduced |
| Citigroup Inc | 88,812 | $6.74M | 0.01% | −47,948−35.1% | Reduced |
| Man Group plc | 91,724 | $6.96M | 0.02% | – | – |
| DekaBank Deutsche Girozentrale | 94,308 | $7.29M | 0.01% | −32,553−25.7% | Reduced |
| Motley Fool Wealth Management, LLC | 98,848 | $7.45M | 0.39% | −9,136−8.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 98,339 | $7.46M | 0.07% | −4,875−4.7% | Reduced |
| Principal Financial Group Inc | 99,759 | $7.57M | 0.00% | −108,112−52.0% | Reduced |
| State of New Jersey Common Pension Fund D | 99,822 | $7.57M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 103,176 | $7.83M | 0.11% | +20,277+24.5% | Added |
| Liontrust Investment Partners LLP | 105,075 | $7.97M | 0.12% | −31,325−23.0% | Reduced |
| JPMorgan Chase & Co | 105,210 | $7.98M | 0.00% | +1,985+1.9% | Added |
| Simplex Trading, LLC | 110,977 | $8.42M | 0.26% | −12,028−9.8% | Reduced |
| APG Asset Management N.V. | 127,149 | $8.73M | 0.02% | −8,699−6.4% | Reduced |
| Susquehanna International Group, LLP | 115,635 | $8.77M | 0.01% | +111,312+2,574.9% | Added |
| Price T Rowe Associates Inc | 119,323 | $9.05M | 0.00% | +4,258+3.7% | Added |
| UBS Group AG | 125,842 | $9.55M | 0.00% | +2,065+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 128,990 | $9.79M | 0.50% | +128,990 | New |
| London & Capital Asset Management Ltd | 133,653 | $10.1M | 0.85% | −2,343−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 135,005 | $10.2M | 0.02% | −48,579−26.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 135,039 | $10.2M | 0.01% | +25,528+23.3% | Added |
| HSBC Holdings PLC | 146,100 | $11.1M | 0.01% | +63,525+76.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 147,535 | $11.2M | 0.03% | −8,794−5.6% | Reduced |
| Bank of Montreal | 145,888 | $11.3M | 0.01% | +106,188+267.5% | Added |
| Korea Investment CORP | 150,159 | $11.4M | 0.03% | +109,791+272.0% | Added |
| LPL Financial LLC | 151,838 | $11.5M | 0.01% | +28,992+23.6% | Added |
| Great West Life Assurance Co | 154,894 | $11.7M | 0.03% | −3,811−2.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 89,235 | $12.7M | 0.17% | +89,235 | New |
| Barclays PLC | 173,965 | $13.2M | 0.01% | −6,788−3.8% | Reduced |
| Ashford Capital Management Inc | 177,121 | $13.4M | 1.80% | −29,476−14.3% | Reduced |
| Two Sigma Advisers, LP | 182,997 | $13.9M | 0.03% | +182,997 | New |
| Blair William & Co | 189,680 | $14.4M | 0.05% | −34,809−15.5% | Reduced |
| RJA Asset Management LLC | 189,682 | $14.4M | 4.23% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 190,218 | $14.4M | 0.07% | −46,172−19.5% | Reduced |
| State Board of Administration of Florida Retirement System | 193,030 | $14.6M | 0.03% | +1,872+1.0% | Added |
| Railway Pension Investments Ltd | 199,727 | $15.2M | 0.16% | 00.0% | Unchanged |
| Swedbank AB | 200,823 | $15.2M | 0.02% | +75,700+60.5% | Added |
| Pacific Heights Asset Management LLC | 202,000 | $15.3M | 1.31% | +2,000+1.0% | Added |
| Invesco Ltd. | 203,405 | $15.4M | 0.00% | +10,454+5.4% | Added |
| Rhumbline Advisers | 208,406 | $15.8M | 0.02% | +162+0.1% | Added |
| Hodges Capital Management Inc. | 216,850 | $16.5M | 0.88% | +135,900+167.9% | Added |
| Alliancebernstein L.P. | 217,395 | $16.5M | 0.01% | +71,048+48.5% | Added |
| AXA S.A. | 223,456 | $17.0M | 0.05% | −2,733−1.2% | Reduced |
| Bank of America Corp | 232,082 | $17.6M | 0.00% | −136,700−37.1% | Reduced |
| Toronado Partners, LLC | 232,193 | $17.6M | 9.26% | +55,916+31.7% | Added |
| California Public Employees Retirement System | 239,717 | $18.2M | 0.01% | −8,996−3.6% | Reduced |
| Royal Bank of Canada | 247,109 | $18.7M | 0.00% | +51,793+26.5% | Added |
| Ameriprise Financial Inc | 248,862 | $18.9M | 0.01% | +50,724+25.6% | Added |
| Aviva PLC | 253,830 | $19.3M | 0.07% | −82,334−24.5% | Reduced |
| Standard Life Aberdeen plc | 256,676 | $19.5M | 0.04% | +43,724+20.5% | Added |
| California State Teachers Retirement System | 258,107 | $19.6M | 0.03% | −650−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 260,849 | $19.8M | 0.04% | +149,383+134.0% | Added |
| Wells Fargo & Company | 272,512 | $20.7M | 0.01% | −31,634−10.4% | Reduced |
| Cooper Creek Partners Management LLC | 274,334 | $20.8M | 1.09% | +31,549+13.0% | Added |