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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, 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
Empower Advisory Group, LLC1,075,062$65.7M0.25%+20,686+2.0%Added
UBS Asset Management Americas Inc1,077,604$65.9M0.02%+8,262+0.8%Added
Charles Schwab Investment Management Inc1,300,903$79.6M0.02%+45,326+3.6%Added
First Trust Advisors LP1,437,697$87.9M0.09%+539,489+60.1%Added
Jane Street Group, LLC1,553,810$95.0M0.12%+1,160,273+294.8%Added
Amazon.com, Inc.1,768,346$108.1M5.11%00.0%Unchanged
Morgan Stanley1,829,797$111.9M0.01%−39,804−2.1%Reduced
Kodai Capital Management LP1,849,513$113.1M2.64%+761,356+70.0%Added
Dimensional Fund Advisors LP2,036,115$124.5M0.03%+650,649+47.0%Added
Nikko Asset Management Americas, Inc.2,366,953$144.7M1.44%−3,269,530−58.0%Reduced
Southpoint Capital Advisors LP2,500,000$152.9M3.02%00.0%Unchanged
Citadel Advisors LLC2,617,342$160.1M0.15%+1,410,957+117.0%Added
Geode Capital Management, LLC2,713,120$165.6M0.02%+102,805+3.9%Added
Norges Bank2,753,833$168.4M0.03%+384,797+16.2%Added
Sumitomo Mitsui Trust Holdings, Inc.2,778,028$169.9M0.12%−3,268,417−54.1%Reduced
Millennium Management LLC3,161,300$193.3M0.16%+1,564,262+97.9%Added
Sachem Head Capital Management LP3,295,000$201.5M9.32%+3,295,000New
Bank of New York Mellon Corp3,318,740$202.9M0.04%−586,417−15.0%Reduced
Pictet Asset Management Holding SA3,366,935$205.9M0.22%+146,378+4.5%Added
Alyeska Investment Group, L.P.3,793,645$232.0M1.45%+1,174,549+44.8%Added
State Street Corp3,886,220$237.6M0.01%+40,499+1.1%Added
Voya Investment Management LLC5,890,299$360.2M0.35%−2,503,090−29.8%Reduced
Generation Investment Management LLP7,904,174$483.3M2.21%−599,739−7.1%Reduced
FMR LLC8,187,195$500.6M0.03%+1,364,325+20.0%Added
BlackRock Inc.10,692,806$653.9M0.02%+179,960+1.7%Added
Vanguard Group Inc17,950,364$1.10B0.02%+140,791+0.8%Added
Proequities, Inc.0$00.00%−8−100.0%Sold out
Baillie Gifford & Co0$00.00%−3,863,887−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−1,310,319−100.0%Sold out
Dorsal Capital Management, LLC0$00.00%−1,150,000−100.0%Sold out
Contrarius Investment Management Ltd0$00.00%−1,054,998−100.0%Sold out
Hodges Capital Management Inc.0$00.00%−216,850−100.0%Sold out
Ashford Capital Management Inc0$00.00%−177,121−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−128,990−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−103,176−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−87,901−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−35,770−100.0%Sold out
APG Asset Management US Inc.0$00.00%−35,560−100.0%Sold out
Winton Group Ltd0$00.00%−30,316−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−26,581−100.0%Sold out
Caxton Associates LP0$00.00%−26,361−100.0%Sold out
Interval Partners, LP0$00.00%−26,000−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−25,518−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−22,481−100.0%Sold out
RBF Capital, LLC0$00.00%−21,500−100.0%Sold out
AE Wealth Management LLC0$00.00%−22,193−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−20,881−100.0%Sold out
Globeflex Capital L P0$00.00%−19,734−100.0%Sold out
Cunning Capital Partners, LP0$00.00%−19,580−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−18,915−100.0%Sold out
Highland Capital Management, LLC0$00.00%−17,061−100.0%Sold out
Moore Capital Management, LP0$00.00%−16,785−100.0%Sold out
Twinbeech Capital LP0$00.00%−15,208−100.0%Sold out
Valmark Advisers, Inc.0$00.00%−14,919−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−13,192−100.0%Sold out
FORA Capital, LLC0$00.00%−12,612−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−11,618−100.0%Sold out
Employees Retirement System of Texas0$00.00%−11,483−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−10,700−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−10,000−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−9,817−100.0%Sold out
Captrust Financial Advisors0$00.00%−7,361−100.0%Sold out
Juncture Wealth Strategies, LLC0$00.00%−7,197−100.0%Sold out
Advisory Research Inc0$00.00%−6,771−100.0%Sold out
Strategic Advisors LLC0$00.00%−6,500−100.0%Sold out
Legal Advantage Investments, Inc.0$00.00%−6,405−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−6,280−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−5,650−100.0%Sold out
Clare Market Investments LLC0$00.00%−5,456−100.0%Sold out
Cetera Advisors LLC0$00.00%−5,437−100.0%Sold out
Independent Financial Group, LLC0$00.00%−5,404−100.0%Sold out
Andra AP-fonden0$00.00%−5,400−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−5,138−100.0%Sold out
FDx Advisors, Inc.0$00.00%−5,113−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−5,085−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−5,067−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−4,900−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−4,846−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−4,431−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−4,416−100.0%Sold out
CFM Wealth Partners LLC0$00.00%−4,377−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,251−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−4,084−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,964−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−3,671−100.0%Sold out
Western Wealth Management, LLC0$00.00%−3,456−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−3,339−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−3,302−100.0%Sold out
Synergy Financial Group, LTD0$00.00%−3,286−100.0%Sold out
Impax Asset Management Group plc0$00.00%−3,282−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,273−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−3,213−100.0%Sold out
XR Securities LLC0$00.00%−3,149−100.0%Sold out
Carret Asset Management, LLC0$00.00%−3,075−100.0%Sold out
TCG Advisory Services, LLC0$00.00%−3,025−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−2,975−100.0%Sold out
Moseley Investment Management Inc0$00.00%−2,951−100.0%Sold out
Motley Fool Asset Management LLC0$00.00%−2,934−100.0%Sold out
Doliver Advisors, LP0$00.00%−2,893−100.0%Sold out
Forum Financial Management, LP0$00.00%−2,880−100.0%Sold out