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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 5 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
APG Asset Management N.V.127,149$8.73M0.02%−8,699−6.4%Reduced
Simplex Trading, LLC110,977$8.42M0.26%−12,028−9.8%Reduced
JPMorgan Chase & Co105,210$7.98M0.00%+1,985+1.9%Added
Liontrust Investment Partners LLP105,075$7.97M0.12%−31,325−23.0%Reduced
Tudor Investment Corp Et Al103,176$7.83M0.11%+20,277+24.5%Added
State of New Jersey Common Pension Fund D99,822$7.57M0.03%00.0%Unchanged
Principal Financial Group Inc99,759$7.57M0.00%−108,112−52.0%Reduced
Teachers Retirement System of the State of Kentucky98,339$7.46M0.07%−4,875−4.7%Reduced
Motley Fool Wealth Management, LLC98,848$7.45M0.39%−9,136−8.5%Reduced
DekaBank Deutsche Girozentrale94,308$7.29M0.01%−32,553−25.7%Reduced
Man Group plc91,724$6.96M0.02%––
Citigroup Inc88,812$6.74M0.01%−47,948−35.1%Reduced
State of Wisconsin Investment Board88,800$6.74M0.02%−2,691−2.9%Reduced
Arthedge Capital Management, LLC88,690$6.73M4.98%00.0%Unchanged
EULAV Asset Management88,028$6.68M0.21%−4,972−5.3%Reduced
AMF Pensionsforsakring AB87,901$6.67M0.06%00.0%Unchanged
Russell Investments Group, Ltd.85,610$6.51M0.01%−106,670−55.5%Reduced
Natixis85,372$6.48M0.05%+85,372New
Bank of Nova Scotia82,380$6.25M0.01%+82,380New
Mn Services Vermogensbeheer B.V.81,700$6.20M0.06%−2,200−2.6%Reduced
Treasurer of the State of North Carolina77,294$5.86M0.03%+740+1.0%Added
Alight Capital Management LP75,000$5.69M1.82%+25,000+50.0%Added
HighTower Advisors, LLC72,921$5.53M0.01%+26,772+58.0%Added
Asset Management One Co.,Ltd.70,398$5.43M0.02%−1,861−2.6%Reduced
Public Employees Retirement System of Ohio71,465$5.42M0.02%+1,950+2.8%Added
HRT Financial LP68,858$5.22M0.04%+68,858New
Selective Wealth Management, Inc.74,949$5.13M2.59%−4,362−5.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.73,848$5.08M0.01%+140.0%Added
Robeco Institutional Asset Management B.V.65,873$5.00M0.01%+64,701+5,520.6%Added
Capital Fund Management S.A.63,963$4.85M0.06%−109,071−63.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund63,467$4.82M0.02%+63,467New
Level Four Advisory Services, LLC62,548$4.75M0.27%−6,526−9.4%Reduced
Commonwealth Equity Services, LLC62,128$4.71M0.01%−48,027−43.6%Reduced
Brandywine Global Investment Management, LLC57,208$4.42M0.04%+57,208New
Vontobel Holding Ltd.58,119$4.41M0.04%−12,042−17.2%Reduced
Royal London Asset Management Ltd57,673$4.38M0.01%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.56,005$4.25M0.01%−7,264−11.5%Reduced
Granahan Investment Management Inc55,415$4.20M0.14%+5,003+9.9%Added
Oppenheimer & Co Inc54,859$4.16M0.08%+4,409+8.7%Added
Walleye Capital LLC53,970$4.09M0.06%+53,970New
Ieq Capital, LLC50,510$3.83M0.06%−475−0.9%Reduced
Nomura Asset Management Co Ltd49,058$3.72M0.02%−2,333−4.5%Reduced
AQR Capital Management LLC48,926$3.71M0.01%+45,326+1,259.1%Added
Forte Capital LLC48,789$3.70M0.51%−2,146−4.2%Reduced
GTS Securities LLC47,803$3.63M0.08%−21,296−30.8%Reduced
Advisor Group Holdings, Inc.47,420$3.60M0.01%+2,368+5.3%Added
Arizona State Retirement System47,290$3.59M0.03%+378+0.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)47,053$3.57M0.01%−58−0.1%Reduced
Mariner, LLC46,385$3.52M0.01%+2,120+4.8%Added
Canada Pension Plan Investment Board46,102$3.50M0.00%+46,102New
Janney Montgomery Scott LLC45,289$3.44M0.01%+24,147+114.2%Added
Skandinaviska Enskilda Banken AB (publ)44,739$3.39M0.02%+8,300+22.8%Added
Group One Trading, L.P.43,744$3.32M0.10%−7,528−14.7%Reduced
Vista Wealth Management Group, LLC43,593$3.31M0.28%−481−1.1%Reduced
Titleist Asset Management, LLC42,785$3.25M0.60%−455−1.1%Reduced
TD Asset Management Inc41,623$3.16M0.00%+4,552+12.3%Added
IFM Investors Pty Ltd41,331$3.14M0.04%−492−1.2%Reduced
Formula Growth Ltd40,688$3.09M0.99%−15,000−26.9%Reduced
Beacon Pointe Advisors, LLC40,196$3.05M0.04%+12,832+46.9%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund39,892$3.03M0.04%00.0%Unchanged
Candriam Luxembourg S.C.A.39,880$3.03M0.02%−80,791−67.0%Reduced
SWS Partners39,413$2.99M0.97%−11,680−22.9%Reduced
USS Investment Management Ltd39,299$2.98M0.03%00.0%Unchanged
Macquarie Group Ltd39,225$2.98M0.00%−31,901−44.9%Reduced
Qube Research & Technologies Ltd38,912$2.95M0.01%+9,684+33.1%Added
180 Wealth Advisors, LLC41,432$2.95M0.59%+5,225+14.4%Added
Stifel Financial Corp38,708$2.94M0.00%−5,278−12.0%Reduced
Raymond James & Associates37,150$2.82M0.00%−4,482−10.8%Reduced
Y-Intercept (Hong Kong) Ltd35,770$2.71M0.25%+35,770New
APG Asset Management US Inc.35,560$2.70M0.02%+35,560New
CIBC World Markets Inc.35,471$2.69M0.01%+98+0.3%Added
Manufacturers Life Insurance Company, The34,711$2.63M0.00%+327+1.0%Added
Storebrand Asset Management AS34,695$2.63M0.01%+5,172+17.5%Added
Parallel Advisors, LLC34,622$2.63M0.08%−5,582−13.9%Reduced
DnB Asset Management AS33,852$2.57M0.01%−3,756−10.0%Reduced
Andar Capital Management HK Ltd32,000$2.43M3.43%+32,000New
Forsta Ap-Fonden31,600$2.40M0.02%−4,800−13.2%Reduced
Virtu Financial LLC31,209$2.37M0.19%−3,275−9.5%Reduced
Winton Group Ltd30,316$2.30M0.17%+30,316New
Exchange Traded Concepts, LLC30,278$2.30M0.06%+8,944+41.9%Added
Lecap Asset Management Ltd30,262$2.30M0.84%+30,262New
Banco Bilbao Vizcaya Argentaria, S.A.29,851$2.28M0.03%−2,214−6.9%Reduced
Firsthand Capital Management, Inc.30,000$2.28M3.32%00.0%Unchanged
Pearl River Capital, LLC29,798$2.26M0.36%−843−2.8%Reduced
Creative Planning29,698$2.25M0.00%−9,812−24.8%Reduced
Utah Retirement Systems29,219$2.22M0.03%+100+0.3%Added
Envestnet Asset Management Inc29,125$2.21M0.00%+691+2.4%Added
Raymond James Financial Services Advisors, Inc.27,773$2.11M0.00%−1,249−4.3%Reduced
Graham Capital Management, L.P.27,043$2.05M0.07%+27,043New
Hel Ved Capital Management Ltd27,010$2.05M0.61%+27,010New
Los Angeles Capital Management LLC26,581$2.02M0.01%+26,581New
Caxton Associates LP26,361$2.00M0.10%+26,361New
Cresset Asset Management, LLC26,032$1.98M0.01%+54+0.2%Added
Interval Partners, LP26,000$1.97M0.09%−4,000−13.3%Reduced
Cetera Investment Advisers25,807$1.96M0.02%+2,785+12.1%Added
Quantitative Investment Management, LLC25,518$1.94M0.11%+25,518New
Nisa Investment Advisors, LLC24,200$1.84M0.01%00.0%Unchanged
Allen Investment Management LLC23,400$1.78M0.02%00.0%Unchanged
Toronto Dominion Bank23,383$1.77M0.00%−10,586−31.2%Reduced
Victory Capital Management Inc23,110$1.75M0.00%−12,899−35.8%Reduced