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, Q4 2024
Institutional positions in Twilio Inc as of Dec 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
- 748
- +151 vs. Q3 2024
- Shares held
- 119.2M
- +1.05M (+0.9%) vs. Q3 2024
- Total value
- $12.9B
- +$5.18B (+67.2%) vs. Q3 2024
- New holders
- 209
- 207 more added
- Sold out
- 58
- 236 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 15,207,678 | $1.64B | 0.03% | −879,351−5.5% | Reduced |
| BlackRock, Inc. | 10,093,188 | $1.09B | 0.02% | −743,202−6.9% | Reduced |
| FMR LLC | 4,121,189 | $445.4M | 0.03% | −5,085,299−55.2% | Reduced |
| State Street Corp | 3,900,386 | $421.6M | 0.02% | −39,261−1.0% | Reduced |
| Sachem Head Capital Management LP | 3,295,000 | $356.1M | 19.62% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,262,765 | $352.6M | 0.28% | +2,864,235+718.7% | Added |
| Jericho Capital Asset Management L.P. | 2,787,363 | $301.3M | 4.30% | +2,787,363 | New |
| Morgan Stanley | 2,760,786 | $298.4M | 0.02% | +855,567+44.9% | Added |
| Geode Capital Management, LLC | 2,472,029 | $267.6M | 0.02% | −252,377−9.3% | Reduced |
| Dimensional Fund Advisors LP | 2,201,033 | $237.9M | 0.06% | −178,431−7.5% | Reduced |
| Norges Bank | 2,055,389 | $222.1M | 0.03% | −372,299−15.3% | Reduced |
| Generation Investment Management LLP | 1,813,499 | $196.0M | 1.02% | −2,625,369−59.1% | Reduced |
| Point72 Asset Management, L.P. | 1,801,706 | $194.7M | 0.53% | +18,912+1.1% | Added |
| Pictet Asset Management Holding SA | 1,784,716 | $192.9M | 0.21% | −563,674−24.0% | Reduced |
| Amazon.com, Inc. | 1,768,346 | $191.1M | 7.08% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,678,329 | $181.4M | 0.01% | +1,315,470+362.5% | Added |
| UBS Asset Management Americas Inc | 1,602,428 | $173.2M | 0.04% | +331,202+26.1% | Added |
| Alyeska Investment Group, L.P. | 1,518,783 | $164.2M | 0.62% | −650,031−30.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,481,866 | $160.2M | 0.18% | −341,617−18.7% | Reduced |
| Millennium Management LLC | 1,303,246 | $140.9M | 0.12% | −1,682,602−56.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,229,377 | $132.9M | 0.02% | −21,384−1.7% | Reduced |
| Two Sigma Investments, LP | 1,129,725 | $122.1M | 0.28% | +1,048,619+1,292.9% | Added |
| Northern Trust Corp | 1,108,945 | $119.9M | 0.02% | +96,010+9.5% | Added |
| First Trust Advisors LP | 1,043,277 | $112.8M | 0.10% | −63,277−5.7% | Reduced |
| Whale Rock Capital Management LLC | 1,029,907 | $111.3M | 1.32% | +1,029,907 | New |
| Bank of New York Mellon Corp | 1,009,028 | $109.1M | 0.02% | +99,786+11.0% | Added |
| Deutsche Bank AG | 954,136 | $103.1M | 0.04% | +170,936+21.8% | Added |
| Two Sigma Advisers, LP | 935,697 | $101.1M | 0.23% | +816,197+683.0% | Added |
| Robeco Institutional Asset Management B.V. | 857,523 | $92.7M | 0.18% | −17,124−2.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 838,385 | $90.6M | 0.29% | +838,385 | New |
| Frontier Capital Management Co LLC | 819,896 | $88.6M | 0.84% | +393,348+92.2% | Added |
| No Street GP LP | 816,386 | $88.2M | 5.96% | 00.0% | Unchanged |
| Jane Street Group, LLC | 788,336 | $85.2M | 0.14% | +773,781+5,316.3% | Added |
| Legal & General Group Plc | 778,060 | $84.1M | 0.02% | −76,004−8.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 723,896 | $78.2M | 0.28% | −143,025−16.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 723,340 | $78.2M | 1.41% | −43,435−5.7% | Reduced |
| Westfield Capital Management Co LP | 721,627 | $78.0M | 0.34% | +721,627 | New |
| Acadian Asset Management LLC | 702,621 | $75.9M | 0.22% | +244,127+53.2% | Added |
| UBS Group AG | 671,830 | $72.6M | 0.02% | +369,999+122.6% | Added |
| Qube Research & Technologies Ltd | 669,841 | $72.4M | 0.12% | +597,517+826.2% | Added |
| Man Group plc | 654,415 | $70.7M | 0.22% | −180,956−21.7% | Reduced |
| AQR Capital Management LLC | 644,393 | $69.6M | 0.09% | −168,220−20.7% | Reduced |
| Glenmede Trust Co NA | 639,221 | $69.1M | 0.35% | −30,717−4.6% | Reduced |
| Anson Funds Management LP | 637,683 | $68.9M | 8.58% | 00.0% | Unchanged |
| HRT Financial LP | 606,554 | $65.6M | 0.34% | +479,613+377.8% | Added |
| Capital World Investors | 583,373 | $63.1M | 0.01% | +4,491+0.8% | Added |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 582,915 | $63.0M | 1.14% | +582,915 | New |
| Renaissance Technologies LLC | 582,895 | $63.0M | 0.09% | +582,895 | New |
| Polar Capital Holdings Plc | 563,929 | $60.9M | 0.34% | +563,929 | New |
| Ieq Capital, LLC | 562,923 | $60.8M | 0.59% | −644−0.1% | Reduced |
| Capital Fund Management S.A. | 559,459 | $60.5M | 0.60% | +368,144+192.4% | Added |
| Amundi | 517,052 | $57.4M | 0.02% | +179,899+53.4% | Added |
| Schroder Investment Management Group | 521,882 | $56.7M | 0.05% | +509,153+3,999.9% | Added |
| Citadel Advisors LLC | 523,644 | $56.6M | 0.05% | +439,155+519.8% | Added |
| Panagora Asset Management Inc | 512,680 | $55.4M | 0.26% | −126,226−19.8% | Reduced |
| Marshall Wace, LLP | 510,778 | $55.2M | 0.07% | +393,892+337.0% | Added |
| Invesco Ltd. | 501,326 | $54.2M | 0.01% | +139,384+38.5% | Added |
| Balyasny Asset Management LLC | 459,778 | $49.7M | 0.12% | +135,615+41.8% | Added |
| Los Angeles Capital Management LLC | 454,435 | $49.1M | 0.20% | +421,199+1,267.3% | Added |
| Freestone Grove Partners LP | 440,469 | $47.6M | 0.58% | +440,469 | New |
| Nuveen Asset Management, LLC | 435,003 | $47.0M | 0.01% | −61,689−12.4% | Reduced |
| Swiss National Bank | 431,000 | $46.6M | 0.03% | −51,600−10.7% | Reduced |
| Voloridge Investment Management, LLC | 422,147 | $45.6M | 0.16% | −124,548−22.8% | Reduced |
| Wells Fargo & Company | 399,745 | $43.2M | 0.01% | +39,863+11.1% | Added |
| Susquehanna International Group, LLP | 395,159 | $42.7M | 0.06% | +306,862+347.5% | Added |
| Oribel Capital Management, LP | 375,600 | $40.6M | 2.76% | +375,600 | New |
| Allspring Global Investments Holdings, LLC | 370,230 | $40.3M | 0.06% | −29,432−7.4% | Reduced |
| Goldman Sachs Group Inc | 365,845 | $39.5M | 0.01% | −64,813−15.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 347,161 | $37.5M | 0.03% | −28,601−7.6% | Reduced |
| LMR Partners LLP | 346,082 | $37.4M | 0.65% | −178,918−34.1% | Reduced |
| Ensign Peak Advisors, Inc | 324,710 | $35.1M | 0.06% | +89,512+38.1% | Added |
| Macquarie Group Ltd | 319,150 | $34.5M | 0.04% | +77,688+32.2% | Added |
| Delta Global Management LP | 314,984 | $34.0M | 2.82% | −373,584−54.3% | Reduced |
| Ameriprise Financial Inc | 310,596 | $33.6M | 0.01% | +99,236+47.0% | Added |
| Cooper Creek Partners Management LLC | 295,612 | $31.9M | 0.99% | −164,367−35.7% | Reduced |
| BNP Paribas Arbitrage, SA | 288,190 | $31.1M | 0.02% | +151,131+110.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 285,793 | $30.9M | 0.49% | +285,793 | New |
| Styrax Capital, LP | 285,137 | $30.8M | 2.61% | +285,137 | New |
| KBC Group NV | 281,174 | $30.4M | 0.08% | +258,469+1,138.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 273,017 | $29.5M | 0.06% | −115,984−29.8% | Reduced |
| Worldquant Millennium Advisors LLC | 267,758 | $28.9M | 0.19% | +254,278+1,886.3% | Added |
| Kodai Capital Management LP | 266,541 | $28.8M | 1.18% | −1,582,248−85.6% | Reduced |
| Great West Life Assurance Co | 262,582 | $28.4M | 0.05% | −60,383−18.7% | Reduced |
| California Public Employees Retirement System | 262,507 | $28.4M | 0.02% | −47,320−15.3% | Reduced |
| Trexquant Investment LP | 256,640 | $27.7M | 0.32% | +256,640 | New |
| Standard Life Aberdeen plc | 241,710 | $26.3M | 0.05% | −34,361−12.4% | Reduced |
| California State Teachers Retirement System | 241,744 | $26.1M | 0.03% | −20,405−7.8% | Reduced |
| Raymond James Financial Inc | 238,509 | $25.8M | 0.01% | +238,509 | New |
| Teacher Retirement System of Texas | 227,542 | $24.6M | 0.09% | +14,109+6.6% | Added |
| Blair William & Co | 224,073 | $24.2M | 0.07% | +142,253+173.9% | Added |
| Railway Pension Investments Ltd | 199,727 | $21.6M | 0.29% | 00.0% | Unchanged |
| Comerica Bank | 197,733 | $21.4M | 0.09% | +193,213+4,274.6% | Added |
| Russell Investments Group, Ltd. | 192,527 | $20.8M | 0.03% | +64,319+50.2% | Added |
| Barclays PLC | 192,183 | $20.8M | 0.01% | +58,237+43.5% | Added |
| Susquehanna Fundamental Investments, LLC | 183,204 | $19.8M | 0.33% | +183,204 | New |
| Vinva Investment Management Ltd | 177,055 | $19.6M | 0.76% | +37,126+26.5% | Added |
| Rhumbline Advisers | 181,055 | $19.6M | 0.02% | −17,772−8.9% | Reduced |
| King Luther Capital Management Corp | 179,917 | $19.4M | 0.08% | −6,881−3.7% | Reduced |
| RJA Asset Management LLC | 179,282 | $19.4M | 4.65% | −76,900−30.0% | Reduced |
| Canada Pension Plan Investment Board | 175,502 | $19.0M | 0.02% | −49,100−21.9% | Reduced |