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, Q2 2024
Institutional positions in Twilio Inc as of Jun 30, 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
- 605
- −15 vs. Q1 2024
- Shares held
- 128.9M
- −7.61M (−5.6%) vs. Q1 2024
- Total value
- $7.32B
- −$1.03B (−12.3%) vs. Q1 2024
- New holders
- 80
- 212 more added
- Sold out
- 95
- 215 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 16,620,028 | $944.2M | 0.02% | −1,330,336−7.4% | Reduced |
| BlackRock Inc. | 11,076,110 | $629.2M | 0.01% | +383,304+3.6% | Added |
| FMR LLC | 9,129,052 | $518.6M | 0.03% | +941,857+11.5% | Added |
| Generation Investment Management LLP | 5,959,378 | $338.6M | 1.63% | −1,944,796−24.6% | Reduced |
| Millennium Management LLC | 5,579,026 | $316.9M | 0.26% | +2,417,726+76.5% | Added |
| Kodai Capital Management LP | 4,546,105 | $258.3M | 4.92% | +2,696,592+145.8% | Added |
| Voya Investment Management LLC | 4,119,275 | $234.0M | 0.23% | −1,771,024−30.1% | Reduced |
| State Street Corp | 3,930,434 | $223.3M | 0.01% | +44,214+1.1% | Added |
| Pictet Asset Management Holding SA | 3,369,817 | $191.4M | 0.22% | +2,882+0.1% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $187.2M | 9.31% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 3,157,719 | $179.4M | 1.04% | −635,926−16.8% | Reduced |
| Geode Capital Management, LLC | 2,690,582 | $152.6M | 0.01% | −22,538−0.8% | Reduced |
| Norges Bank | 2,460,561 | $139.8M | 0.02% | −293,272−10.6% | Reduced |
| Pacer Advisors, Inc. | 2,297,328 | $130.5M | 0.30% | +2,297,328 | New |
| Dimensional Fund Advisors LP | 2,260,155 | $128.4M | 0.03% | +224,040+11.0% | Added |
| D. E. Shaw & Co., Inc. | 1,915,844 | $108.8M | 0.15% | +1,403,235+273.7% | Added |
| Amazon.com, Inc. | 1,768,346 | $100.5M | 3.98% | 00.0% | Unchanged |
| Morgan Stanley | 1,703,148 | $96.8M | 0.01% | −126,649−6.9% | Reduced |
| Point72 Asset Management, L.P. | 1,334,500 | $75.8M | 0.25% | +311,481+30.4% | Added |
| Charles Schwab Investment Management Inc | 1,292,857 | $73.4M | 0.01% | −8,046−0.6% | Reduced |
| UBS Asset Management Americas Inc | 1,291,955 | $73.4M | 0.02% | +214,351+19.9% | Added |
| Bank of New York Mellon Corp | 1,131,265 | $64.3M | 0.01% | −2,187,475−65.9% | Reduced |
| AQR Capital Management LLC | 1,142,967 | $63.9M | 0.10% | +1,006,391+736.9% | Added |
| Northern Trust Corp | 1,120,055 | $63.6M | 0.01% | +116,658+11.6% | Added |
| Empower Advisory Group, LLC | 1,102,681 | $62.6M | 0.23% | +27,619+2.6% | Added |
| First Trust Advisors LP | 1,097,751 | $62.4M | 0.06% | −339,946−23.6% | Reduced |
| Southpoint Capital Advisors LP | 1,000,000 | $56.8M | 1.41% | −1,500,000−60.0% | Reduced |
| Bank of America Corp | 971,816 | $55.2M | 0.01% | +356,293+57.9% | Added |
| Voloridge Investment Management, LLC | 888,246 | $50.5M | 0.19% | +317,040+55.5% | Added |
| Jacobs Levy Equity Management, Inc | 862,860 | $49.0M | 0.20% | +265,918+44.5% | Added |
| Legal & General Group Plc | 843,386 | $47.9M | 0.01% | −59,607−6.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 761,556 | $43.3M | 0.82% | −37,433−4.7% | Reduced |
| No Street GP LP | 730,000 | $41.5M | 3.50% | +50,000+7.4% | Added |
| Panagora Asset Management Inc | 716,551 | $40.7M | 0.20% | +531,075+286.3% | Added |
| Goldentree Asset Management LP | 703,457 | $40.0M | 3.32% | +184,323+35.5% | Added |
| Glenmede Trust Co NA | 654,419 | $37.2M | 0.19% | −11,333−1.7% | Reduced |
| Deutsche Bank AG | 642,887 | $36.5M | 0.02% | +143,454+28.7% | Added |
| Anson Funds Management LP | 637,683 | $36.2M | 5.48% | +105,000+19.7% | Added |
| American Century Companies Inc | 564,561 | $32.1M | 0.02% | +599+0.1% | Added |
| Citadel Advisors LLC | 560,208 | $31.8M | 0.03% | −2,057,134−78.6% | Reduced |
| Swiss National Bank | 512,000 | $29.1M | 0.02% | −3,100−0.6% | Reduced |
| Nuveen Asset Management, LLC | 477,239 | $27.1M | 0.01% | −101,609−17.6% | Reduced |
| HSBC Holdings PLC | 445,640 | $25.2M | 0.02% | +11,012+2.5% | Added |
| Goldman Sachs Group Inc | 439,909 | $25.0M | 0.00% | +88,670+25.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 423,949 | $24.1M | 0.06% | +423,949 | New |
| Man Group plc | 397,494 | $22.6M | 0.06% | +214,115+116.8% | Added |
| Susquehanna International Group, LLP | 389,576 | $22.1M | 0.04% | +349,142+863.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 372,524 | $21.2M | 0.02% | −2,405,504−86.6% | Reduced |
| Cooper Creek Partners Management LLC | 371,516 | $21.1M | 0.77% | +97,182+35.4% | Added |
| Delta Global Management LP | 371,514 | $21.1M | 1.40% | −214,978−36.7% | Reduced |
| Korea Investment CORP | 367,208 | $20.9M | 0.05% | +154,402+72.6% | Added |
| Intrinsic Edge Capital Management LLC | 363,814 | $20.7M | 2.00% | +363,814 | New |
| JPMorgan Chase & Co | 332,752 | $18.9M | 0.00% | −168,799−33.7% | Reduced |
| Amundi | 333,425 | $18.8M | 0.01% | −9,542−2.8% | Reduced |
| UBS Group AG | 317,929 | $18.1M | 0.01% | +53,610+20.3% | Added |
| Invesco Ltd. | 305,179 | $17.3M | 0.00% | +83,292+37.5% | Added |
| Neumann Advisory Hong Kong Ltd | 301,184 | $17.1M | 8.15% | −60,700−16.8% | Reduced |
| California Public Employees Retirement System | 292,181 | $16.6M | 0.01% | +3,990+1.4% | Added |
| Aviva PLC | 273,836 | $15.6M | 0.04% | +33,868+14.1% | Added |
| California State Teachers Retirement System | 273,590 | $15.5M | 0.02% | +17,981+7.0% | Added |
| Frontier Capital Management Co LLC | 270,286 | $15.4M | 0.15% | −21,825−7.5% | Reduced |
| Standard Life Aberdeen plc | 261,544 | $14.9M | 0.03% | −10,346−3.8% | Reduced |
| Jane Street Group, LLC | 259,855 | $14.8M | 0.02% | −1,293,955−83.3% | Reduced |
| RJA Asset Management LLC | 256,182 | $14.6M | 4.12% | +66,500+35.1% | Added |
| Royal Bank of Canada | 251,551 | $14.3M | 0.00% | +161,535+179.5% | Added |
| Ensign Peak Advisors, Inc | 247,533 | $14.1M | 0.03% | −85,503−25.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 244,020 | $13.9M | 0.03% | +136,769+127.5% | Added |
| Ameriprise Financial Inc | 241,887 | $13.7M | 0.00% | −742−0.3% | Reduced |
| Simplex Trading, LLC | 241,571 | $13.7M | 0.44% | +160,657+198.6% | Added |
| Toronado Partners, LLC | 226,720 | $12.9M | 8.25% | −80,604−26.2% | Reduced |
| King Luther Capital Management Corp | 222,003 | $12.6M | 0.06% | −2,102−0.9% | Reduced |
| Bares Capital Management, Inc. | 216,135 | $12.3M | 0.59% | −42,595−16.5% | Reduced |
| PEAK6 Investments LLC | 210,558 | $12.0M | 0.56% | +148,615+239.9% | Added |
| Rhumbline Advisers | 202,803 | $11.5M | 0.01% | −2,717−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 199,980 | $11.4M | 0.02% | −10,906−5.2% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $11.3M | 0.14% | 00.0% | Unchanged |
| Twinbeech Capital LP | 198,257 | $11.3M | 0.22% | +198,257 | New |
| Canada Pension Plan Investment Board | 194,002 | $11.0M | 0.01% | +101,200+109.0% | Added |
| Capital Fund Management S.A. | 186,283 | $10.6M | 0.12% | +132,314+245.2% | Added |
| Pacific Heights Asset Management LLC | 185,000 | $10.5M | 0.82% | 00.0% | Unchanged |
| Prudential Financial Inc | 171,363 | $9.74M | 0.01% | +162,838+1,910.1% | Added |
| Great West Life Assurance Co | 167,171 | $9.50M | 0.02% | −8,968−5.1% | Reduced |
| APG Asset Management N.V. | 173,842 | $9.21M | 0.02% | +3,986+2.3% | Added |
| Candriam Luxembourg S.C.A. | 162,198 | $9.21M | 0.06% | +120,595+289.9% | Added |
| Bank of Montreal | 156,395 | $8.89M | 0.00% | −259,946−62.4% | Reduced |
| Bridgewater Associates, LP | 150,555 | $8.55M | 0.04% | +150,555 | New |
| Cubist Systematic Strategies, LLC | 150,309 | $8.54M | 0.15% | +26,548+21.5% | Added |
| Walleye Trading LLC | 141,975 | $8.07M | 0.16% | +115,439+435.0% | Added |
| State of Wisconsin Investment Board | 141,705 | $8.05M | 0.02% | +23,173+19.5% | Added |
| 13D Management LLC | 138,659 | $7.88M | 5.75% | +138,659 | New |
| Walleye Capital LLC | 129,574 | $7.36M | 0.08% | +116,625+900.6% | Added |
| Price T Rowe Associates Inc | 127,940 | $7.27M | 0.00% | +4,837+3.9% | Added |
| Citigroup Inc | 126,236 | $7.17M | 0.01% | −189,972−60.1% | Reduced |
| Alliancebernstein L.P. | 122,396 | $6.95M | 0.00% | −20,409−14.3% | Reduced |
| Barclays PLC | 121,733 | $6.92M | 0.00% | −139,180−53.3% | Reduced |
| Pearl River Capital, LLC | 119,328 | $6.78M | 1.08% | +37,852+46.5% | Added |
| New York State Common Retirement Fund | 117,128 | $6.65M | 0.01% | −517,273−81.5% | Reduced |
| Axiom Advisory, LLC | 108,567 | $6.42M | 0.07% | +108,567 | New |
| BNP Paribas Arbitrage, SA | 112,591 | $6.40M | 0.01% | −39,974−26.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 110,200 | $6.26M | 0.01% | +971+0.9% | Added |