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, Q1 2024
Institutional positions in Twilio Inc as of Mar 31, 2024. 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
- 626
- −26 vs. Q4 2023
- Shares held
- 136.8M
- −8.69M (−6.0%) vs. Q4 2023
- Total value
- $8.37B
- −$2.67B (−24.2%) vs. Q4 2023
- New holders
- 94
- 227 more added
- Sold out
- 120
- 187 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 17,950,364 | $1.10B | 0.02% | +140,791+0.8% | Added |
| BlackRock Inc. | 10,692,806 | $653.9M | 0.02% | +179,960+1.7% | Added |
| FMR LLC | 8,187,195 | $500.6M | 0.03% | +1,364,325+20.0% | Added |
| Generation Investment Management LLP | 7,904,174 | $483.3M | 2.21% | −599,739−7.1% | Reduced |
| Voya Investment Management LLC | 5,890,299 | $360.2M | 0.35% | −2,503,090−29.8% | Reduced |
| State Street Corp | 3,886,220 | $237.6M | 0.01% | +40,499+1.1% | Added |
| Alyeska Investment Group, L.P. | 3,793,645 | $232.0M | 1.45% | +1,174,549+44.8% | Added |
| Pictet Asset Management Holding SA | 3,366,935 | $205.9M | 0.22% | +146,378+4.5% | Added |
| Bank of New York Mellon Corp | 3,318,740 | $202.9M | 0.04% | −586,417−15.0% | Reduced |
| Sachem Head Capital Management LP | 3,295,000 | $201.5M | 9.32% | +3,295,000 | New |
| Millennium Management LLC | 3,161,300 | $193.3M | 0.16% | +1,564,262+97.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,778,028 | $169.9M | 0.12% | −3,268,417−54.1% | Reduced |
| Norges Bank | 2,753,833 | $168.4M | 0.03% | +384,797+16.2% | Added |
| Geode Capital Management, LLC | 2,713,120 | $165.6M | 0.02% | +102,805+3.9% | Added |
| Citadel Advisors LLC | 2,617,342 | $160.1M | 0.15% | +1,410,957+117.0% | Added |
| Southpoint Capital Advisors LP | 2,500,000 | $152.9M | 3.02% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 2,366,953 | $144.7M | 1.44% | −3,269,530−58.0% | Reduced |
| Dimensional Fund Advisors LP | 2,036,115 | $124.5M | 0.03% | +650,649+47.0% | Added |
| Kodai Capital Management LP | 1,849,513 | $113.1M | 2.64% | +761,356+70.0% | Added |
| Morgan Stanley | 1,829,797 | $111.9M | 0.01% | −39,804−2.1% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $108.1M | 5.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,553,810 | $95.0M | 0.12% | +1,160,273+294.8% | Added |
| First Trust Advisors LP | 1,437,697 | $87.9M | 0.09% | +539,489+60.1% | Added |
| Charles Schwab Investment Management Inc | 1,300,903 | $79.6M | 0.02% | +45,326+3.6% | Added |
| UBS Asset Management Americas Inc | 1,077,604 | $65.9M | 0.02% | +8,262+0.8% | Added |
| Empower Advisory Group, LLC | 1,075,062 | $65.7M | 0.25% | +20,686+2.0% | Added |
| Point72 Asset Management, L.P. | 1,023,019 | $62.6M | 0.18% | +667,765+188.0% | Added |
| Northern Trust Corp | 1,003,397 | $61.4M | 0.01% | −199,758−16.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 942,642 | $57.6M | 0.40% | −6,187,545−86.8% | Reduced |
| Marshall Wace, LLP | 906,267 | $55.4M | 0.09% | +906,267 | New |
| Legal & General Group Plc | 902,993 | $55.2M | 0.02% | −151,372−14.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 798,989 | $48.9M | 0.95% | +203,102+34.1% | Added |
| No Street GP LP | 680,000 | $41.6M | 3.65% | −15,000−2.2% | Reduced |
| Glenmede Trust Co NA | 665,752 | $40.7M | 0.20% | +280,856+73.0% | Added |
| New York State Common Retirement Fund | 634,401 | $38.8M | 0.05% | −12,680−2.0% | Reduced |
| Bank of America Corp | 615,523 | $37.6M | 0.00% | +383,441+165.2% | Added |
| Legion Partners Asset Management, LLC | 601,050 | $36.8M | 8.51% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 596,942 | $36.5M | 0.16% | −37,657−5.9% | Reduced |
| Delta Global Management LP | 586,492 | $35.9M | 2.73% | +118,308+25.3% | Added |
| Nuveen Asset Management, LLC | 578,848 | $35.4M | 0.01% | +14,676+2.6% | Added |
| Voloridge Investment Management, LLC | 571,206 | $34.9M | 0.13% | −578,012−50.3% | Reduced |
| American Century Companies Inc | 563,962 | $34.5M | 0.02% | +8,659+1.6% | Added |
| Anson Funds Management LP | 532,683 | $32.6M | 2.41% | +92,143+20.9% | Added |
| Goldentree Asset Management LP | 519,134 | $31.7M | 2.53% | +519,134 | New |
| Swiss National Bank | 515,100 | $31.5M | 0.02% | −22,900−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 512,609 | $31.3M | 0.04% | +118,526+30.1% | Added |
| KBC Group NV | 509,789 | $31.2M | 0.10% | +496,188+3,648.2% | Added |
| JPMorgan Chase & Co | 501,551 | $30.7M | 0.00% | +396,341+376.7% | Added |
| Deutsche Bank AG | 499,433 | $30.5M | 0.01% | +62,909+14.4% | Added |
| HSBC Holdings PLC | 434,628 | $26.6M | 0.02% | +288,528+197.5% | Added |
| Bank of Montreal | 416,341 | $25.4M | 0.01% | +270,453+185.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 364,047 | $22.6M | 0.05% | −142,445−28.1% | Reduced |
| Neumann Advisory Hong Kong Ltd | 361,884 | $22.1M | 10.87% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 351,995 | $21.5M | 0.03% | −480,200−57.7% | Reduced |
| Goldman Sachs Group Inc | 351,239 | $21.5M | 0.00% | +59,508+20.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 334,970 | $20.5M | 0.09% | +334,970 | New |
| Ensign Peak Advisors, Inc | 333,036 | $20.4M | 0.04% | +32,155+10.7% | Added |
| Amundi | 342,967 | $20.0M | 0.01% | +42,572+14.2% | Added |
| Balyasny Asset Management LLC | 318,258 | $19.5M | 0.05% | +318,258 | New |
| Citigroup Inc | 316,208 | $19.3M | 0.02% | +227,396+256.0% | Added |
| Toronado Partners, LLC | 307,324 | $18.8M | 10.41% | +75,131+32.4% | Added |
| Credit Suisse AG | 292,185 | $17.9M | 0.02% | −5,811−2.0% | Reduced |
| Frontier Capital Management Co LLC | 292,111 | $17.9M | 0.17% | −219,925−43.0% | Reduced |
| California Public Employees Retirement System | 288,191 | $17.6M | 0.01% | +48,474+20.2% | Added |
| Cooper Creek Partners Management LLC | 274,334 | $16.8M | 0.68% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 271,890 | $16.6M | 0.03% | +15,214+5.9% | Added |
| UBS Group AG | 264,319 | $16.2M | 0.01% | +138,477+110.0% | Added |
| Barclays PLC | 260,913 | $16.0M | 0.01% | +86,948+50.0% | Added |
| Bares Capital Management, Inc. | 258,730 | $15.8M | 0.63% | −170,000−39.7% | Reduced |
| California State Teachers Retirement System | 255,609 | $15.6M | 0.02% | −2,498−1.0% | Reduced |
| Ameriprise Financial Inc | 242,629 | $14.8M | 0.00% | −6,233−2.5% | Reduced |
| Aviva PLC | 239,968 | $14.7M | 0.05% | −13,862−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 210,886 | $14.1M | 0.03% | +17,856+9.3% | Added |
| King Luther Capital Management Corp | 224,105 | $13.7M | 0.06% | +33,887+17.8% | Added |
| AXA S.A. | 222,803 | $13.6M | 0.04% | −653−0.3% | Reduced |
| Invesco Ltd. | 221,887 | $13.6M | 0.00% | +18,482+9.1% | Added |
| Korea Investment CORP | 212,806 | $13.0M | 0.03% | +62,647+41.7% | Added |
| Rhumbline Advisers | 205,520 | $12.6M | 0.01% | −2,886−1.4% | Reduced |
| Danske Bank A/S | 201,134 | $12.3M | 0.04% | +201,134 | New |
| Railway Pension Investments Ltd | 199,727 | $12.2M | 0.12% | 00.0% | Unchanged |
| National Bank of Canada | 202,880 | $12.2M | 0.02% | +201,769+18,161.0% | Added |
| RJA Asset Management LLC | 189,682 | $11.6M | 3.94% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 185,476 | $11.3M | 0.06% | +169,016+1,026.8% | Added |
| Pacific Heights Asset Management LLC | 185,000 | $11.3M | 0.93% | −17,000−8.4% | Reduced |
| Man Group plc | 183,379 | $11.2M | 0.03% | +91,655+99.9% | Added |
| Schonfeld Strategic Advisors LLC | 178,665 | $10.9M | 0.09% | +178,665 | New |
| Great West Life Assurance Co | 176,139 | $10.8M | 0.02% | +21,245+13.7% | Added |
| Wells Fargo & Company | 160,175 | $9.79M | 0.00% | −112,337−41.2% | Reduced |
| Pinebridge Investments, L.P. | 158,743 | $9.70M | 0.08% | +158,743 | New |
| APG Asset Management N.V. | 169,856 | $9.62M | 0.02% | +42,707+33.6% | Added |
| Swedbank AB | 155,309 | $9.50M | 0.01% | −45,514−22.7% | Reduced |
| London & Capital Asset Management Ltd | 154,691 | $9.46M | 0.72% | +21,038+15.7% | Added |
| BNP Paribas Arbitrage, SA | 152,565 | $9.33M | 0.01% | −108,284−41.5% | Reduced |
| Alliancebernstein L.P. | 142,805 | $8.73M | 0.00% | −74,590−34.3% | Reduced |
| LPL Financial LLC | 136,635 | $8.36M | 0.00% | −15,203−10.0% | Reduced |
| AQR Capital Management LLC | 136,576 | $8.34M | 0.01% | +87,650+179.1% | Added |
| CIBC Private Wealth Group, LLC | 127,367 | $7.95M | 0.02% | −7,638−5.7% | Reduced |
| EULAV Asset Management | 124,000 | $7.58M | 0.21% | +35,972+40.9% | Added |
| Cubist Systematic Strategies, LLC | 123,761 | $7.57M | 0.09% | +100,863+440.5% | Added |
| Price T Rowe Associates Inc | 123,103 | $7.53M | 0.00% | +3,780+3.2% | Added |