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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 7 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

13F holders, Q3 2024

Institutional positions in Twilio Inc as of Sep 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
609
+9 vs. Q2 2024
Shares held
118.4M
+664.0K (+0.6%) vs. Q2 2024
Total value
$7.72B
+$1.04B (+15.5%) vs. Q2 2024
New holders
97
186 more added
Sold out
88
216 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 609 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 heldQ3 2024: $7.72B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2024.

Institutions holding TWLO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc16,087,029$1.05B0.02%−532,999−3.2%Reduced
BlackRock, Inc.10,836,390$706.7M0.01%+10,836,390New
FMR LLC9,206,488$600.4M0.04%+77,436+0.8%Added
Generation Investment Management LLP4,438,868$289.5M1.35%−1,520,510−25.5%Reduced
State Street Corp3,939,647$256.9M0.01%+9,213+0.2%Added
Sachem Head Capital Management LP3,295,000$214.9M11.27%00.0%Unchanged
Millennium Management LLC2,985,848$194.7M0.17%−2,593,178−46.5%Reduced
Pacer Advisors, Inc.2,867,623$187.0M0.40%+570,295+24.8%Added
Geode Capital Management, LLC2,724,406$177.6M0.01%+33,824+1.3%Added
Norges Bank2,427,688$158.3M0.02%−32,873−1.3%Reduced
Dimensional Fund Advisors LP2,379,464$155.2M0.04%+119,309+5.3%Added
Pictet Asset Management Holding SA2,348,390$153.2M0.17%−1,021,427−30.3%Reduced
Alyeska Investment Group, L.P.2,168,814$141.5M0.72%−988,905−31.3%Reduced
Morgan Stanley1,905,219$124.3M0.01%+202,071+11.9%Added
Kodai Capital Management LP1,848,789$120.6M2.51%−2,697,316−59.3%Reduced
D. E. Shaw & Co., Inc.1,823,483$118.9M0.16%−92,361−4.8%Reduced
Point72 Asset Management, L.P.1,782,794$116.3M0.41%+448,294+33.6%Added
Amazon.com, Inc.1,768,346$115.3M5.23%00.0%Unchanged
UBS Asset Management Americas Inc1,271,226$82.9M0.02%−20,729−1.6%Reduced
Charles Schwab Investment Management Inc1,250,761$81.6M0.02%−42,096−3.3%Reduced
First Trust Advisors LP1,106,554$72.2M0.07%+8,803+0.8%Added
Empower Advisory Group, LLC1,063,067$69.3M0.23%−39,614−3.6%Reduced
Northern Trust Corp1,012,935$66.1M0.01%−107,120−9.6%Reduced
Bank of New York Mellon Corp909,242$59.3M0.01%−222,023−19.6%Reduced
Robeco Institutional Asset Management B.V.874,647$57.0M0.11%+630,627+258.4%Added
Jacobs Levy Equity Management, Inc866,921$56.5M0.22%+4,061+0.5%Added
Legal & General Group Plc854,064$55.7M0.01%+10,678+1.3%Added
Man Group plc835,371$54.5M0.15%+437,877+110.2%Added
No Street GP LP816,386$53.2M4.11%+86,386+11.8%Added
AQR Capital Management LLC812,613$53.0M0.07%−330,354−28.9%Reduced
Goldentree Asset Management LP798,102$51.9M4.15%+94,645+13.5%Added
Deutsche Bank AG783,200$51.1M0.02%+140,313+21.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital766,775$50.0M0.98%+5,219+0.7%Added
Delta Global Management LP688,568$44.9M3.02%+317,054+85.3%Added
Glenmede Trust Co NA669,938$43.7M0.21%+15,519+2.4%Added
Panagora Asset Management Inc638,906$41.7M0.20%−77,645−10.8%Reduced
Anson Funds Management LP637,683$41.6M5.97%00.0%Unchanged
Bank of America Corp630,338$41.1M0.00%−341,478−35.1%Reduced
Voya Investment Management LLC623,391$40.7M0.04%−3,495,884−84.9%Reduced
Capital World Investors578,882$37.8M0.01%+578,882New
Ieq Capital, LLC563,567$36.8M0.45%+486,924+635.3%Added
Voloridge Investment Management, LLC546,695$35.7M0.13%−341,551−38.5%Reduced
LMR Partners LLP525,000$34.2M0.75%+519,845+10,084.3%Added
Nuveen Asset Management, LLC496,692$32.4M0.01%+19,453+4.1%Added
Swiss National Bank482,600$31.5M0.02%−29,400−5.7%Reduced
HSBC Holdings PLC460,488$30.0M0.02%+14,848+3.3%Added
Cooper Creek Partners Management LLC459,979$30.0M0.97%+88,463+23.8%Added
Acadian Asset Management LLC458,494$29.9M0.09%+414,940+952.7%Added
Goldman Sachs Group Inc430,658$28.1M0.01%−9,251−2.1%Reduced
Frontier Capital Management Co LLC426,548$27.8M0.26%+156,262+57.8%Added
Royal Bank of Canada403,382$26.3M0.01%+151,831+60.4%Added
Allspring Global Investments Holdings, LLC399,662$26.1M0.04%+398,872+50,490.1%Added
Arrowstreet Capital, Limited Partnership398,530$26.0M0.02%+336,934+547.0%Added
Mirae Asset Global ETFs Holdings Ltd.389,001$25.4M0.06%−34,948−8.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.375,762$24.5M0.02%+3,238+0.9%Added
JPMorgan Chase & Co362,859$23.7M0.00%+30,107+9.0%Added
Invesco Ltd.361,942$23.6M0.00%+56,763+18.6%Added
Wells Fargo & Company359,882$23.5M0.01%+269,134+296.6%Added
Amundi337,153$22.8M0.01%+3,728+1.1%Added
Balyasny Asset Management LLC324,163$21.1M0.05%+312,556+2,692.8%Added
Great West Life Assurance Co322,965$21.1M0.04%+155,794+93.2%Added
California Public Employees Retirement System309,827$20.2M0.01%+17,646+6.0%Added
UBS Group AG301,831$19.7M0.01%−16,098−5.1%Reduced
Toronado Partners, LLC291,250$19.0M11.35%+64,530+28.5%Added
Aviva PLC280,174$18.3M0.05%+6,338+2.3%Added
Standard Life Aberdeen plc276,071$18.0M0.03%+14,527+5.6%Added
California State Teachers Retirement System262,149$17.1M0.02%−11,441−4.2%Reduced
RJA Asset Management LLC256,182$16.7M4.23%00.0%Unchanged
Neumann Advisory Hong Kong Ltd251,184$16.4M6.63%−50,000−16.6%Reduced
Macquarie Group Ltd241,462$15.7M0.02%+207,412+609.1%Added
Ensign Peak Advisors, Inc235,198$15.3M0.03%−12,335−5.0%Reduced
Cubist Systematic Strategies, LLC233,927$15.3M0.23%+83,618+55.6%Added
Canada Pension Plan Investment Board224,602$14.6M0.01%+30,600+15.8%Added
Franklin Resources Inc202,010$14.3M0.00%+193,971+2,412.9%Added
Bares Capital Management, Inc.214,135$14.0M1.27%−2,000−0.9%Reduced
Teacher Retirement System of Texas213,433$13.9M0.07%+213,433New
Ameriprise Financial Inc211,360$13.8M0.00%−30,527−12.6%Reduced
Simplex Trading, LLC200,078$13.0M0.44%−41,493−17.2%Reduced
State Board of Administration of Florida Retirement System200,014$13.0M0.02%+340.0%Added
Railway Pension Investments Ltd199,727$13.0M0.16%00.0%Unchanged
Rhumbline Advisers198,827$13.0M0.01%−3,976−2.0%Reduced
Mitsubishi UFJ Trust & Banking Corp197,456$12.9M0.03%+87,256+79.2%Added
Healthcare of Ontario Pension Plan Trust Fund193,200$12.6M0.03%+95,800+98.4%Added
Capital Fund Management S.A.191,315$12.5M0.14%+5,032+2.7%Added
Korea Investment CORP189,820$12.4M0.03%−177,388−48.3%Reduced
King Luther Capital Management Corp186,798$12.2M0.05%−35,205−15.9%Reduced
Jupiter Asset Management Ltd153,513$10.0M0.09%+153,513New
Prudential Financial Inc150,442$9.81M0.01%−20,921−12.2%Reduced
LSV Asset Management149,700$9.76M0.02%+149,700New
LPL Financial LLC149,374$9.74M0.00%+52,709+54.5%Added
Vinva Investment Management Ltd139,929$9.21M0.40%+105,161+302.5%Added
Boston Partners140,819$9.19M0.01%+140,819New
State of Wisconsin Investment Board138,251$9.02M0.02%−3,454−2.4%Reduced
BNP Paribas Arbitrage, SA137,059$8.94M0.01%+24,468+21.7%Added
Alliancebernstein L.P.134,953$8.80M0.00%+12,557+10.3%Added
Barclays PLC133,946$8.74M0.00%+12,213+10.0%Added
Price T Rowe Associates Inc128,583$8.39M0.00%+643+0.5%Added
Russell Investments Group, Ltd.128,208$8.35M0.01%+47,248+58.4%Added
Candriam Luxembourg S.C.A.127,027$8.28M0.05%−35,171−21.7%Reduced
HRT Financial LP126,941$8.28M0.04%+126,941New