Skip to main content

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, 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.

Institutional holdersQ1 2024: 626 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 heldQ1 2024: $8.37B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2023.

Institutions holding TWLO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Russell Investments Group, Ltd.66,403$4.06M0.01%−19,207−22.4%Reduced
Mn Services Vermogensbeheer B.V.69,500$4.25M0.03%−12,200−14.9%Reduced
SG Americas Securities, LLC70,208$4.29M0.02%+66,529+1,808.3%Added
Selective Wealth Management, Inc.72,642$4.49M1.95%−2,307−3.1%Reduced
Wolverine Trading, LLC74,826$4.58M0.05%+59,863+400.1%Added
Andar Capital Management HK Ltd75,000$4.59M6.62%+43,000+134.4%Added
B. Riley Asset Management, LLC75,989$4.65M1.86%+61,149+412.1%Added
Treasurer of the State of North Carolina77,774$4.76M0.02%+480+0.6%Added
Simplex Trading, LLC80,914$4.95M0.14%−30,063−27.1%Reduced
Pearl River Capital, LLC81,476$4.98M0.79%+51,678+173.4%Added
GTS Securities LLC82,053$5.02M0.14%+34,250+71.6%Added
Level Four Advisory Services, LLC69,194$5.25M0.29%+6,646+10.6%Added
Arthedge Capital Management, LLC88,690$5.42M3.93%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.89,684$5.48M0.01%+15,836+21.4%Added
Royal Bank of Canada90,016$5.50M0.00%−157,093−63.6%Reduced
Canada Pension Plan Investment Board92,802$5.67M0.01%+46,700+101.3%Added
Twin Tree Management, LP97,502$5.96M0.14%+97,502New
Blair William & Co97,893$5.99M0.02%−91,787−48.4%Reduced
Motley Fool Wealth Management, LLC99,123$6.06M0.31%+275+0.3%Added
State of New Jersey Common Pension Fund D99,822$6.10M0.02%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund101,400$6.20M0.02%+37,933+59.8%Added
Melqart Asset Management (UK) Ltd103,599$6.34M0.47%+103,599New
Robeco Institutional Asset Management B.V.107,251$6.56M0.01%+41,378+62.8%Added
Mitsubishi UFJ Trust & Banking Corp109,229$6.71M0.02%−38,306−26.0%Reduced
Alight Capital Management LP110,000$6.73M2.13%+35,000+46.7%Added
State of Wisconsin Investment Board118,532$7.25M0.02%+29,732+33.5%Added
Price T Rowe Associates Inc123,103$7.53M0.00%+3,780+3.2%Added
Cubist Systematic Strategies, LLC123,761$7.57M0.09%+100,863+440.5%Added
EULAV Asset Management124,000$7.58M0.21%+35,972+40.9%Added
CIBC Private Wealth Group, LLC127,367$7.95M0.02%−7,638−5.7%Reduced
AQR Capital Management LLC136,576$8.34M0.01%+87,650+179.1%Added
LPL Financial LLC136,635$8.36M0.00%−15,203−10.0%Reduced
Alliancebernstein L.P.142,805$8.73M0.00%−74,590−34.3%Reduced
BNP Paribas Arbitrage, SA152,565$9.33M0.01%−108,284−41.5%Reduced
London & Capital Asset Management Ltd154,691$9.46M0.72%+21,038+15.7%Added
Swedbank AB155,309$9.50M0.01%−45,514−22.7%Reduced
APG Asset Management N.V.169,856$9.62M0.02%+42,707+33.6%Added
Pinebridge Investments, L.P.158,743$9.70M0.08%+158,743New
Wells Fargo & Company160,175$9.79M0.00%−112,337−41.2%Reduced
Great West Life Assurance Co176,139$10.8M0.02%+21,245+13.7%Added
Schonfeld Strategic Advisors LLC178,665$10.9M0.09%+178,665New
Man Group plc183,379$11.2M0.03%+91,655+99.9%Added
Pacific Heights Asset Management LLC185,000$11.3M0.93%−17,000−8.4%Reduced
Panagora Asset Management Inc185,476$11.3M0.06%+169,016+1,026.8%Added
RJA Asset Management LLC189,682$11.6M3.94%00.0%Unchanged
National Bank of Canada202,880$12.2M0.02%+201,769+18,161.0%Added
Railway Pension Investments Ltd199,727$12.2M0.12%00.0%Unchanged
Danske Bank A/S201,134$12.3M0.04%+201,134New
Rhumbline Advisers205,520$12.6M0.01%−2,886−1.4%Reduced
Korea Investment CORP212,806$13.0M0.03%+62,647+41.7%Added
Invesco Ltd.221,887$13.6M0.00%+18,482+9.1%Added
AXA S.A.222,803$13.6M0.04%−653−0.3%Reduced
King Luther Capital Management Corp224,105$13.7M0.06%+33,887+17.8%Added
State Board of Administration of Florida Retirement System210,886$14.1M0.03%+17,856+9.3%Added
Aviva PLC239,968$14.7M0.05%−13,862−5.5%Reduced
Ameriprise Financial Inc242,629$14.8M0.00%−6,233−2.5%Reduced
California State Teachers Retirement System255,609$15.6M0.02%−2,498−1.0%Reduced
Bares Capital Management, Inc.258,730$15.8M0.63%−170,000−39.7%Reduced
Barclays PLC260,913$16.0M0.01%+86,948+50.0%Added
UBS Group AG264,319$16.2M0.01%+138,477+110.0%Added
Standard Life Aberdeen plc271,890$16.6M0.03%+15,214+5.9%Added
Cooper Creek Partners Management LLC274,334$16.8M0.68%00.0%Unchanged
California Public Employees Retirement System288,191$17.6M0.01%+48,474+20.2%Added
Frontier Capital Management Co LLC292,111$17.9M0.17%−219,925−43.0%Reduced
Credit Suisse AG292,185$17.9M0.02%−5,811−2.0%Reduced
Toronado Partners, LLC307,324$18.8M10.41%+75,131+32.4%Added
Citigroup Inc316,208$19.3M0.02%+227,396+256.0%Added
Balyasny Asset Management LLC318,258$19.5M0.05%+318,258New
Amundi342,967$20.0M0.01%+42,572+14.2%Added
Ensign Peak Advisors, Inc333,036$20.4M0.04%+32,155+10.7%Added
Connor, Clark & Lunn Investment Management Ltd.334,970$20.5M0.09%+334,970New
Goldman Sachs Group Inc351,239$21.5M0.00%+59,508+20.4%Added
Renaissance Technologies LLC351,995$21.5M0.03%−480,200−57.7%Reduced
Neumann Advisory Hong Kong Ltd361,884$22.1M10.87%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.364,047$22.6M0.05%−142,445−28.1%Reduced
Bank of Montreal416,341$25.4M0.01%+270,453+185.4%Added
HSBC Holdings PLC434,628$26.6M0.02%+288,528+197.5%Added
Deutsche Bank AG499,433$30.5M0.01%+62,909+14.4%Added
JPMorgan Chase & Co501,551$30.7M0.00%+396,341+376.7%Added
KBC Group NV509,789$31.2M0.10%+496,188+3,648.2%Added
D. E. Shaw & Co., Inc.512,609$31.3M0.04%+118,526+30.1%Added
Swiss National Bank515,100$31.5M0.02%−22,900−4.3%Reduced
Goldentree Asset Management LP519,134$31.7M2.53%+519,134New
Anson Funds Management LP532,683$32.6M2.41%+92,143+20.9%Added
American Century Companies Inc563,962$34.5M0.02%+8,659+1.6%Added
Voloridge Investment Management, LLC571,206$34.9M0.13%−578,012−50.3%Reduced
Nuveen Asset Management, LLC578,848$35.4M0.01%+14,676+2.6%Added
Delta Global Management LP586,492$35.9M2.73%+118,308+25.3%Added
Jacobs Levy Equity Management, Inc596,942$36.5M0.16%−37,657−5.9%Reduced
Legion Partners Asset Management, LLC601,050$36.8M8.51%00.0%Unchanged
Bank of America Corp615,523$37.6M0.00%+383,441+165.2%Added
New York State Common Retirement Fund634,401$38.8M0.05%−12,680−2.0%Reduced
Glenmede Trust Co NA665,752$40.7M0.20%+280,856+73.0%Added
No Street GP LP680,000$41.6M3.65%−15,000−2.2%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital798,989$48.9M0.95%+203,102+34.1%Added
Legal & General Group Plc902,993$55.2M0.02%−151,372−14.4%Reduced
Marshall Wace, LLP906,267$55.4M0.09%+906,267New
ARK Investment Management LLCSuperinvestorARK Invest942,642$57.6M0.40%−6,187,545−86.8%Reduced
Northern Trust Corp1,003,397$61.4M0.01%−199,758−16.6%Reduced
Point72 Asset Management, L.P.1,023,019$62.6M0.18%+667,765+188.0%Added