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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 285,004 | $21.6M | 0.54% | +285,004 | New |
| Amundi | 300,395 | $21.9M | 0.01% | −4,480−1.5% | Reduced |
| Goldman Sachs Group Inc | 291,731 | $22.1M | 0.00% | −48,990−14.4% | Reduced |
| Credit Suisse AG | 297,996 | $22.6M | 0.02% | +26,602+9.8% | Added |
| Ensign Peak Advisors, Inc | 300,881 | $22.8M | 0.05% | +159,325+112.6% | Added |
| Prudential Financial Inc | 302,111 | $22.9M | 0.03% | +292,369+3,001.1% | Added |
| Point72 Asset Management, L.P. | 355,254 | $27.0M | 0.08% | +355,254 | New |
| Neumann Advisory Hong Kong Ltd | 361,884 | $27.5M | 10.48% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 384,896 | $29.2M | 0.15% | +29,566+8.3% | Added |
| Jane Street Group, LLC | 393,537 | $29.9M | 0.04% | +305,986+349.5% | Added |
| D. E. Shaw & Co., Inc. | 394,083 | $29.9M | 0.04% | +335,867+576.9% | Added |
| Bares Capital Management, Inc. | 428,730 | $32.5M | 1.28% | +95,258+28.6% | Added |
| Deutsche Bank AG | 436,524 | $33.1M | 0.02% | +78,789+22.0% | Added |
| Anson Funds Management LP | 440,540 | $33.4M | 6.92% | +440,540 | New |
| Delta Global Management LP | 468,184 | $35.5M | 5.45% | +468,184 | New |
| Mirae Asset Global Investments Co., Ltd. | 506,492 | $38.4M | 0.08% | +75,845+17.6% | Added |
| Frontier Capital Management Co LLC | 512,036 | $38.8M | 0.39% | −82,159−13.8% | Reduced |
| Swiss National Bank | 538,000 | $40.8M | 0.03% | −15,100−2.7% | Reduced |
| American Century Companies Inc | 555,303 | $42.1M | 0.03% | +2,834+0.5% | Added |
| Nuveen Asset Management, LLC | 564,172 | $42.8M | 0.01% | −3,334−0.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 595,887 | $45.2M | 0.93% | −9,774−1.6% | Reduced |
| Legion Partners Asset Management, LLC | 601,050 | $45.6M | 11.89% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 634,599 | $48.1M | 0.24% | −550,645−46.5% | Reduced |
| New York State Common Retirement Fund | 647,081 | $49.1M | 0.07% | −16,918−2.5% | Reduced |
| No Street GP LP | 695,000 | $52.7M | 5.26% | +145,000+26.4% | Added |
| Two Sigma Investments, LP | 703,105 | $53.3M | 0.13% | +596,847+561.7% | Added |
| Renaissance Technologies LLC | 832,195 | $63.1M | 0.10% | +832,195 | New |
| First Trust Advisors LP | 898,208 | $68.1M | 0.07% | −79,835−8.2% | Reduced |
| Legal & General Group Plc | 1,054,365 | $80.0M | 0.02% | −61,061−5.5% | Reduced |
| Empower Advisory Group, LLC | 1,054,376 | $80.0M | 0.31% | +46,844+4.6% | Added |
| Contrarius Investment Management Ltd | 1,054,998 | $80.0M | 4.31% | +1,054,998 | New |
| UBS Asset Management Americas Inc | 1,069,342 | $81.1M | 0.03% | +6,665+0.6% | Added |
| Kodai Capital Management LP | 1,088,157 | $82.6M | 1.68% | +1,088,157 | New |
| Voloridge Investment Management, LLC | 1,149,218 | $87.2M | 0.34% | −1,036,547−47.4% | Reduced |
| Dorsal Capital Management, LLC | 1,150,000 | $87.3M | 2.82% | +50,000+4.5% | Added |
| Northern Trust Corp | 1,203,155 | $91.3M | 0.02% | −51,154−4.1% | Reduced |
| Citadel Advisors LLC | 1,206,385 | $91.5M | 0.09% | +798,637+195.9% | Added |
| Charles Schwab Investment Management Inc | 1,255,577 | $95.3M | 0.02% | +43,124+3.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,310,319 | $99.4M | 0.10% | +1,310,319 | New |
| Dimensional Fund Advisors LP | 1,385,466 | $105.1M | 0.03% | +217,796+18.7% | Added |
| Holocene Advisors, LP | 1,527,693 | $115.9M | 0.45% | −216,812−12.4% | Reduced |
| Millennium Management LLC | 1,597,038 | $121.2M | 0.11% | −207,342−11.5% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $134.2M | 3.24% | 00.0% | Unchanged |
| Morgan Stanley | 1,869,601 | $141.8M | 0.01% | −147,516−7.3% | Reduced |
| Norges Bank | 2,369,036 | $179.7M | 0.03% | +329,803+16.2% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $189.7M | 4.07% | −500,000−16.7% | Reduced |
| Geode Capital Management, LLC | 2,610,315 | $197.7M | 0.02% | +111,027+4.4% | Added |
| Alyeska Investment Group, L.P. | 2,619,096 | $198.7M | 1.34% | +32,139+1.2% | Added |
| Pictet Asset Management Holding SA | 3,220,557 | $244.3M | 0.27% | +168,663+5.5% | Added |
| State Street Corp | 3,845,721 | $291.8M | 0.01% | +232,904+6.4% | Added |
| Baillie Gifford & Co | 3,863,887 | $293.2M | 0.23% | −218,734−5.4% | Reduced |
| Bank of New York Mellon Corp | 3,905,157 | $296.3M | 0.06% | −215,352−5.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,636,483 | $427.5M | 4.11% | −80,205−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,046,445 | $458.7M | 0.34% | −89,175−1.5% | Reduced |
| FMR LLC | 6,822,870 | $517.7M | 0.04% | −303,834−4.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 7,130,187 | $541.0M | 3.20% | −1,8250.0% | Reduced |
| Voya Investment Management LLC | 8,393,389 | $636.8M | 0.66% | +709,400+9.2% | Added |
| Generation Investment Management LLP | 8,503,913 | $645.2M | 2.92% | −134,836−1.6% | Reduced |
| BlackRock Inc. | 10,512,846 | $797.6M | 0.02% | +331,500+3.3% | Added |
| Vanguard Group Inc | 17,809,573 | $1.35B | 0.03% | +241,738+1.4% | Added |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −868,100−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −527,400−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −388,390−100.0% | Sold out |
| Solel Partners LP | 0 | $0 | 0.00% | −354,289−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −347,010−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −200,891−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −167,000−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −128,700−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −120,889−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −104,800−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −103,370−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −96,997−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −64,623−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −44,192−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −38,429−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,017−100.0% | Sold out |
| Consolidated Press International Holdings Ltd | 0 | $0 | 0.00% | −32,845−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −28,499−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −25,698−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −22,471−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,469−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −11,039−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −9,515−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,785−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,613−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,448−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −5,949−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,773−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |