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 |
|---|---|---|---|---|---|
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 582,915 | $63.0M | 1.14% | +582,915 | New |
| Capital World Investors | 583,373 | $63.1M | 0.01% | +4,491+0.8% | Added |
| HRT Financial LP | 606,554 | $65.6M | 0.34% | +479,613+377.8% | Added |
| Anson Funds Management LP | 637,683 | $68.9M | 8.58% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 639,221 | $69.1M | 0.35% | −30,717−4.6% | Reduced |
| AQR Capital Management LLC | 644,393 | $69.6M | 0.09% | −168,220−20.7% | Reduced |
| Man Group plc | 654,415 | $70.7M | 0.22% | −180,956−21.7% | Reduced |
| Qube Research & Technologies Ltd | 669,841 | $72.4M | 0.12% | +597,517+826.2% | Added |
| UBS Group AG | 671,830 | $72.6M | 0.02% | +369,999+122.6% | Added |
| Acadian Asset Management LLC | 702,621 | $75.9M | 0.22% | +244,127+53.2% | Added |
| Westfield Capital Management Co LP | 721,627 | $78.0M | 0.34% | +721,627 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 723,340 | $78.2M | 1.41% | −43,435−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 723,896 | $78.2M | 0.28% | −143,025−16.5% | Reduced |
| Legal & General Group Plc | 778,060 | $84.1M | 0.02% | −76,004−8.9% | Reduced |
| Jane Street Group, LLC | 788,336 | $85.2M | 0.14% | +773,781+5,316.3% | Added |
| No Street GP LP | 816,386 | $88.2M | 5.96% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 819,896 | $88.6M | 0.84% | +393,348+92.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 838,385 | $90.6M | 0.29% | +838,385 | New |
| Robeco Institutional Asset Management B.V. | 857,523 | $92.7M | 0.18% | −17,124−2.0% | Reduced |
| Two Sigma Advisers, LP | 935,697 | $101.1M | 0.23% | +816,197+683.0% | Added |
| Deutsche Bank AG | 954,136 | $103.1M | 0.04% | +170,936+21.8% | Added |
| Bank of New York Mellon Corp | 1,009,028 | $109.1M | 0.02% | +99,786+11.0% | Added |
| Whale Rock Capital Management LLC | 1,029,907 | $111.3M | 1.32% | +1,029,907 | New |
| First Trust Advisors LP | 1,043,277 | $112.8M | 0.10% | −63,277−5.7% | Reduced |
| Northern Trust Corp | 1,108,945 | $119.9M | 0.02% | +96,010+9.5% | Added |
| Two Sigma Investments, LP | 1,129,725 | $122.1M | 0.28% | +1,048,619+1,292.9% | Added |
| Charles Schwab Investment Management Inc | 1,229,377 | $132.9M | 0.02% | −21,384−1.7% | Reduced |
| Millennium Management LLC | 1,303,246 | $140.9M | 0.12% | −1,682,602−56.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,481,866 | $160.2M | 0.18% | −341,617−18.7% | Reduced |
| Alyeska Investment Group, L.P. | 1,518,783 | $164.2M | 0.62% | −650,031−30.0% | Reduced |
| UBS Asset Management Americas Inc | 1,602,428 | $173.2M | 0.04% | +331,202+26.1% | Added |
| JPMorgan Chase & Co | 1,678,329 | $181.4M | 0.01% | +1,315,470+362.5% | Added |
| Amazon.com, Inc. | 1,768,346 | $191.1M | 7.08% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,784,716 | $192.9M | 0.21% | −563,674−24.0% | Reduced |
| Point72 Asset Management, L.P. | 1,801,706 | $194.7M | 0.53% | +18,912+1.1% | Added |
| Generation Investment Management LLP | 1,813,499 | $196.0M | 1.02% | −2,625,369−59.1% | Reduced |
| Norges Bank | 2,055,389 | $222.1M | 0.03% | −372,299−15.3% | Reduced |
| Dimensional Fund Advisors LP | 2,201,033 | $237.9M | 0.06% | −178,431−7.5% | Reduced |
| Geode Capital Management, LLC | 2,472,029 | $267.6M | 0.02% | −252,377−9.3% | Reduced |
| Morgan Stanley | 2,760,786 | $298.4M | 0.02% | +855,567+44.9% | Added |
| Jericho Capital Asset Management L.P. | 2,787,363 | $301.3M | 4.30% | +2,787,363 | New |
| Arrowstreet Capital, Limited Partnership | 3,262,765 | $352.6M | 0.28% | +2,864,235+718.7% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $356.1M | 19.62% | 00.0% | Unchanged |
| State Street Corp | 3,900,386 | $421.6M | 0.02% | −39,261−1.0% | Reduced |
| FMR LLC | 4,121,189 | $445.4M | 0.03% | −5,085,299−55.2% | Reduced |
| BlackRock, Inc. | 10,093,188 | $1.09B | 0.02% | −743,202−6.9% | Reduced |
| Vanguard Group Inc | 15,207,678 | $1.64B | 0.03% | −879,351−5.5% | Reduced |
| Groupe la Francaise | 25 | – | – | +25 | New |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −798,102−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −193,200−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −96,671−100.0% | Sold out |
| Legion Partners Asset Management, LLC | 0 | $0 | 0.00% | −57,750−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −55,816−100.0% | Sold out |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −54,872−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −46,949−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,926−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −38,369−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −36,981−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −31,609−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −25,290−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −89,091−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −16,064−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,315−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −15,110−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −9,161−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −9,053−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,467−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,023−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −5,222−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,521−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |