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, Q1 2025
Institutional positions in Twilio Inc as of Mar 31, 2025. 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
- 775
- +39 vs. Q4 2024
- Shares held
- 121.0M
- +2.35M (+2.0%) vs. Q4 2024
- Total value
- $11.8B
- −$988.6M (−7.7%) vs. Q4 2024
- New holders
- 130
- 268 more added
- Sold out
- 91
- 262 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,996,353 | $1.47B | 0.03% | −211,325−1.4% | Reduced |
| BlackRock, Inc. | 10,566,748 | $1.03B | 0.02% | +473,560+4.7% | Added |
| JPMorgan Chase & Co | 9,570,021 | $937.0M | 0.07% | +7,891,692+470.2% | Added |
| State Street Corp | 4,079,727 | $399.4M | 0.02% | +179,341+4.6% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $322.6M | 12.93% | 00.0% | Unchanged |
| Jericho Capital Asset Management L.P. | 3,280,363 | $321.2M | 5.84% | +493,000+17.7% | Added |
| Arrowstreet Capital, Limited Partnership | 3,142,740 | $307.7M | 0.25% | −120,025−3.7% | Reduced |
| FMR LLC | 2,610,064 | $255.6M | 0.02% | −1,511,125−36.7% | Reduced |
| Geode Capital Management, LLC | 2,576,000 | $251.7M | 0.02% | +103,971+4.2% | Added |
| Morgan Stanley | 2,099,031 | $205.5M | 0.01% | −661,755−24.0% | Reduced |
| Alyeska Investment Group, L.P. | 2,071,826 | $202.9M | 0.81% | +553,043+36.4% | Added |
| Norges Bank | 1,951,615 | $191.1M | 0.03% | −103,774−5.0% | Reduced |
| UBS Asset Management Americas Inc | 1,920,443 | $188.0M | 0.05% | +318,015+19.8% | Added |
| Dimensional Fund Advisors LP | 1,704,176 | $166.8M | 0.04% | −496,857−22.6% | Reduced |
| Qube Research & Technologies Ltd | 1,617,305 | $158.4M | 0.25% | +947,464+141.4% | Added |
| Pictet Asset Management Holding SA | 1,564,901 | $153.2M | 0.17% | −219,815−12.3% | Reduced |
| Two Sigma Investments, LP | 1,449,060 | $141.9M | 0.31% | +319,335+28.3% | Added |
| Two Sigma Advisers, LP | 1,408,797 | $137.9M | 0.31% | +473,100+50.6% | Added |
| Charles Schwab Investment Management Inc | 1,265,438 | $123.9M | 0.02% | +36,061+2.9% | Added |
| Northern Trust Corp | 1,168,947 | $114.5M | 0.02% | +60,002+5.4% | Added |
| Polar Capital Holdings Plc | 1,129,470 | $110.6M | 0.68% | +565,541+100.3% | Added |
| Slate Path Capital LP | 1,106,000 | $108.3M | 1.96% | +1,106,000 | New |
| Millennium Management LLC | 956,398 | $93.6M | 0.09% | −346,848−26.6% | Reduced |
| D. E. Shaw & Co., Inc. | 955,136 | $93.5M | 0.11% | −526,730−35.5% | Reduced |
| KBC Group NV | 945,594 | $92.6M | 0.29% | +664,420+236.3% | Added |
| Deutsche Bank AG | 909,792 | $89.1M | 0.04% | −44,344−4.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 897,041 | $87.8M | 0.17% | +39,518+4.6% | Added |
| First Trust Advisors LP | 876,601 | $85.8M | 0.08% | −166,676−16.0% | Reduced |
| Bank of New York Mellon Corp | 854,756 | $83.7M | 0.02% | −154,272−15.3% | Reduced |
| Man Group plc | 832,256 | $81.5M | 0.24% | +177,841+27.2% | Added |
| Westfield Capital Management Co LP | 818,964 | $80.2M | 0.39% | +97,337+13.5% | Added |
| Amundi | 889,520 | $79.6M | 0.03% | +372,468+72.0% | Added |
| Legal & General Group Plc | 790,614 | $77.4M | 0.02% | +12,554+1.6% | Added |
| Frontier Capital Management Co LLC | 758,845 | $74.3M | 0.81% | −61,051−7.4% | Reduced |
| Maplelane Capital, LLC | 745,000 | $72.9M | 6.80% | +745,000 | New |
| UBS Group AG | 728,462 | $71.3M | 0.02% | +56,632+8.4% | Added |
| Balyasny Asset Management LLC | 667,819 | $65.4M | 0.16% | +208,041+45.2% | Added |
| No Street GP LP | 643,193 | $63.0M | 4.93% | −173,193−21.2% | Reduced |
| Freestone Grove Partners LP | 627,910 | $61.5M | 0.63% | +187,441+42.6% | Added |
| Capital World Investors | 585,957 | $57.4M | 0.01% | +2,584+0.4% | Added |
| Glenmede Trust Co NA | 570,224 | $55.8M | 0.30% | −68,997−10.8% | Reduced |
| Jane Street Group, LLC | 567,319 | $55.5M | 0.10% | −221,017−28.0% | Reduced |
| AQR Capital Management LLC | 565,474 | $53.8M | 0.06% | −78,919−12.2% | Reduced |
| Invesco Ltd. | 521,710 | $51.1M | 0.01% | +20,384+4.1% | Added |
| Styrax Capital, LP | 501,795 | $49.1M | 4.58% | +216,658+76.0% | Added |
| Kodai Capital Management LP | 498,941 | $48.9M | 1.93% | +232,400+87.2% | Added |
| Pacer Advisors, Inc. | 483,576 | $47.3M | 0.11% | +483,572+12,089,300.0% | Added |
| Wells Fargo & Company | 468,018 | $45.8M | 0.01% | +68,273+17.1% | Added |
| Voloridge Investment Management, LLC | 463,515 | $45.4M | 0.17% | +41,368+9.8% | Added |
| Bank of America Corp | 462,558 | $45.3M | 0.00% | +331,691+253.5% | Added |
| Principal Financial Group Inc | 424,593 | $41.6M | 0.02% | +281,991+197.7% | Added |
| Swiss National Bank | 411,000 | $40.2M | 0.03% | −20,000−4.6% | Reduced |
| Nuveen, LLC | 410,775 | $40.2M | 0.01% | +410,775 | New |
| Goldman Sachs Group Inc | 405,663 | $39.7M | 0.01% | +39,818+10.9% | Added |
| Marshall Wace, LLP | 385,434 | $37.7M | 0.05% | −125,344−24.5% | Reduced |
| Twinbeech Capital LP | 368,873 | $36.1M | 0.66% | +223,600+153.9% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 362,155 | $35.5M | 1.19% | +362,155 | New |
| Acadian Asset Management LLC | 347,390 | $34.0M | 0.10% | −355,231−50.6% | Reduced |
| Schroder Investment Management Group | 342,797 | $33.9M | 0.03% | −179,085−34.3% | Reduced |
| Ensign Peak Advisors, Inc | 343,804 | $33.7M | 0.06% | +19,094+5.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 335,974 | $32.9M | 0.02% | −11,187−3.2% | Reduced |
| Tairen Capital Ltd | 334,268 | $32.7M | 2.16% | +329,768+7,328.2% | Added |
| Interval Partners, LP | 302,309 | $29.6M | 1.05% | +302,309 | New |
| Tudor Investment Corp Et Al | 300,376 | $29.4M | 0.26% | +231,419+335.6% | Added |
| Schonfeld Strategic Advisors LLC | 290,377 | $28.4M | 0.19% | +200,587+223.4% | Added |
| Ameriprise Financial Inc | 285,934 | $28.0M | 0.01% | −24,662−7.9% | Reduced |
| Point72 Asset Management, L.P. | 285,518 | $28.0M | 0.08% | −1,516,188−84.2% | Reduced |
| California Public Employees Retirement System | 276,094 | $27.0M | 0.02% | +13,587+5.2% | Added |
| Macquarie Group Ltd | 271,205 | $26.6M | 0.03% | −47,945−15.0% | Reduced |
| Wellington Management Group LLP | 260,069 | $25.5M | 0.00% | +254,132+4,280.5% | Added |
| Great West Life Assurance Co | 256,590 | $25.2M | 0.04% | −5,992−2.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 255,514 | $25.0M | 0.08% | −582,871−69.5% | Reduced |
| Allianz Asset Management GmbH | 254,020 | $24.9M | 0.04% | +230,680+988.3% | Added |
| Ieq Capital, LLC | 251,065 | $24.6M | 0.20% | −311,858−55.4% | Reduced |
| LMR Partners LLP | 250,000 | $24.5M | 0.49% | −96,082−27.8% | Reduced |
| Raymond James Financial Inc | 247,323 | $24.2M | 0.01% | +8,814+3.7% | Added |
| Driehaus Capital Management LLC | 247,039 | $24.2M | 0.23% | +169,710+219.5% | Added |
| Allspring Global Investments Holdings, LLC | 244,517 | $24.0M | 0.04% | −125,713−34.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 239,568 | $23.5M | 0.05% | −33,449−12.3% | Reduced |
| Cooper Creek Partners Management LLC | 236,736 | $23.2M | 0.75% | −58,876−19.9% | Reduced |
| California State Teachers Retirement System | 232,806 | $22.8M | 0.03% | −8,938−3.7% | Reduced |
| Comerica Bank | 231,690 | $22.7M | 0.10% | +33,957+17.2% | Added |
| Renaissance Technologies LLC | 226,095 | $22.1M | 0.03% | −356,800−61.2% | Reduced |
| BNP Paribas Arbitrage, SA | 216,334 | $21.2M | 0.02% | −71,856−24.9% | Reduced |
| Blue Grotto Capital, LLC | 210,000 | $20.6M | 3.93% | +210,000 | New |
| O'Shaughnessy Asset Management, LLC | 204,914 | $20.1M | 0.16% | +162,001+377.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $19.8M | 0.34% | −83,288−29.1% | Reduced |
| Assenagon Asset Management S.A. | 201,477 | $19.7M | 0.04% | +188,211+1,418.7% | Added |
| Delta Global Management LP | 200,917 | $19.7M | 1.42% | −114,067−36.2% | Reduced |
| Blair William & Co | 200,655 | $19.6M | 0.06% | −23,418−10.5% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $19.6M | 0.28% | 00.0% | Unchanged |
| Korea Investment CORP | 197,068 | $19.3M | 0.05% | +43,748+28.5% | Added |
| Jupiter Asset Management Ltd | 196,444 | $19.2M | 0.18% | +64,883+49.3% | Added |
| Temasek Holdings (Private) Ltd | 187,543 | $18.4M | 0.07% | +187,543 | New |
| Susquehanna Fundamental Investments, LLC | 183,204 | $17.9M | 0.30% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 181,057 | $17.7M | 0.23% | +181,057 | New |
| Barclays PLC | 176,577 | $17.3M | 0.01% | −15,606−8.1% | Reduced |
| Bridgewater Associates, LP | 176,025 | $17.2M | 0.08% | +33,136+23.2% | Added |
| Franklin Resources Inc | 175,396 | $17.2M | 0.00% | +153+0.1% | Added |
| Candriam Luxembourg S.C.A. | 174,572 | $17.1M | 0.11% | +2,655+1.5% | Added |