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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 6 sales; 969 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

Q1 2025 vs. Q4 2024

How the institutions holding Twilio Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of TWLO: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders74812775+39
Shares119.2M544.3K121.0M+2.35M (+2.0%)
Value$12.9B$58.8M$11.8B−$988.6M (−7.7%)

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (130)

Institutions that held Twilio Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 130 by value.

Institutions new to TWLO in Q1 2025
InstitutionSharesValue% of portfolio
Slate Path Capital LP1,106,000$108.3M1.96%
Maplelane Capital, LLC745,000$72.9M6.80%
Nuveen, LLC410,775$40.2M0.01%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office362,155$35.5M1.19%
Interval Partners, LP302,309$29.6M1.05%
Blue Grotto Capital, LLC210,000$20.6M3.93%
Temasek Holdings (Private) Ltd187,543$18.4M0.07%
Gilder Gagnon Howe & Co LLC181,057$17.7M0.23%
Atreides Management, LP115,357$11.3M0.41%
Virginia Retirement Systems Et Al115,000$11.3M0.08%
Honeycomb Asset Management LP95,500$9.35M4.46%
Connor, Clark & Lunn Investment Management Ltd.86,147$8.43M0.04%
IMC-Chicago, LLC75,091$7.35M0.29%
CloudAlpha Capital Management Limited/Hong Kong55,477$5.43M0.83%
Andra AP-fonden47,820$4.68M0.08%
HAP Trading, LLC46,392$4.54M1.62%
Consolidated Planning Corp42,943$4.20M0.58%
Leuthold Group, LLC40,159$3.93M0.51%
Estate Counselors, LLC37,097$3.63M0.38%
First American Trust, FSB31,814$3.11M0.29%
Caxton Associates LLP29,367$2.88M0.10%
Healthcare of Ontario Pension Plan Trust Fund29,200$2.86M0.01%
One68 Global Capital, LLC27,000$2.64M1.30%
Condor Capital Management26,683$2.61M0.24%
Quantitative Investment Management, LLC26,655$2.61M0.24%
Fieldview Capital Management, LLC26,565$2.60M0.37%
SummitTX Capital, L.P.25,042$2.45M0.11%
Ilmarinen Mutual Pension Insurance Co25,000$2.45M0.02%
Agf Management Ltd23,555$2.31M0.01%
Campbell & CO Investment Adviser LLC21,999$2.15M0.17%
Donoghue Forlines LLC21,899$2.14M0.68%
Soltis Investment Advisors LLC21,297$2.09M0.19%
Neo Ivy Capital Management20,104$1.97M0.63%
OP Asset Management Ltd15,617$1.53M0.03%
Bridgeway Capital Management, LLC15,100$1.48M0.04%
Wexford Capital LP15,000$1.47M0.38%
Machina Capital S.A.S.14,693$1.44M0.43%
Kestra Investment Management, LLC13,608$1.33M0.04%
New Millennium Group LLC13,206$1.29M0.85%
Pitcairn Co12,589$1.23M0.07%
Polianta Ltd10,800$1.06M0.51%
Hussman Strategic Advisors, Inc.10,500$1.03M0.25%
Kentucky Retirement Systems10,442$1.02M0.03%
Panoramic Capital, LLC10,000$979.1K1.22%
Beaconlight Capital, LLC9,967$975.9K0.67%
Axq Capital, LP9,072$888.2K0.36%
Dark Forest Capital Management LP8,250$807.8K0.04%
Marathon Trading Investment Management LLC7,500$734.3K0.39%
ASR Vermogensbeheer N.V.7,310$715.8K0.01%
Nkcfo LLC6,000$587.0K0.27%
Pinnacle Wealth Management, LLC5,983$585.8K0.66%
GWN Securities Inc.4,800$544.2K0.03%
Banque Cantonale Vaudoise4,996$489.0K0.02%
Marex Group plc4,964$486.0K0.01%
Group One Trading, L.P.4,875$477.3K0.02%
Chilton Investment Co LLC4,500$440.6K0.01%
Kentucky Retirement Systems Insurance Trust Fund4,448$435.5K0.03%
DC Investments Management, LLC4,425$433.3K0.22%
Prelude Capital Management, LLC4,123$403.7K0.04%
Rakuten Investment Management, Inc.4,021$398.0K0.00%
Menard Financial Group LLC3,203$323.1K0.21%
Ascent Group, LLC3,193$312.6K0.01%
Scientech Research LLC3,135$306.9K0.08%
Concentric Capital Strategies, LP3,092$302.7K0.03%
One Wealth Advisors, LLC3,087$302.2K0.05%
Resources Investment Advisors, LLC.3,001$293.8K0.00%
Jefferies Financial Group Inc.2,869$280.9K0.00%
Gordian Capital Singapore Pte Ltd2,800$277.1K0.17%
GTS Securities LLC2,725$266.8K0.01%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,670$261.4K0.12%
AE Wealth Management LLC2,616$256.1K0.00%
Aspiring Ventures, LLC2,410$249.6K0.14%
Sig Brokerage, LP2,511$245.9K0.07%
Valliance Asset Management Ltd2,500$244.8K0.93%
LVW Advisors, LLC2,478$242.6K0.03%
Oxinas Partners Wealth Management LLC2,420$236.9K0.14%
Cambria Investment Management, L.P.2,372$232.2K0.02%
BTG Pactual Asset Management US LLC2,338$228.9K0.03%
Wedmont Private Capital2,606$226.4K0.01%
Ellevest, Inc.2,295$224.7K0.01%
Insigneo Advisory Services, LLC2,283$223.6K0.02%
Fred Alger Management, LLC2,217$217.1K0.00%
Buckingham Strategic Partners2,133$208.9K0.00%
Bay Rivers Group2,126$208.2K0.11%
Founders Financial Alliance, LLC2,075$203.2K0.05%
Siemens Fonds Invest GmbH1,681$164.6K0.01%
Noble Wealth Management PBC1,600$156.7K0.11%
Caas Capital Management LP1,150$112.6K0.05%
Generali Investments, Management Co LLC662$64.8K0.02%
Private Wealth Asset Management, LLC624$61.1K0.01%
Ofi Invest Asset Management657$59.6K0.00%
Wayfinding Financial, LLC561$54.0K0.02%
Greykasell Wealth Strategies, Inc.470$46.0K0.02%
N.E.W. Advisory Services LLC426$41.7K0.00%
CX Institutional403$39.0K0.00%
Umb Bank N A380$37.2K0.00%
Cloud Capital Management, LLC348$34.0K0.02%
Sofos Investments, Inc.283$27.7K0.01%
LRI Investments, LLC254$24.8K0.00%
GW&K Investment Management, LLC224$22.0K0.00%

Sold out (91)

Institutions that held Twilio Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of TWLO in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Generation Investment Management LLP1,813,499$196.0M
Amazon.com, Inc.1,768,346$191.1M
Whale Rock Capital Management LLC1,029,907$111.3M
Maverick Capital LtdSuperinvestorMaverick Capital723,340$78.2M
Anson Funds Management LP637,683$68.9M
Altimeter Capital Management, LPSuperinvestorAltimeter Capital582,915$63.0M
Capital Fund Management S.A.559,459$60.5M
Oribel Capital Management, LP375,600$40.6M
Bares Capital Management, Inc.159,045$17.2M
ExodusPoint Capital Management, LP145,015$15.7M
Soviero Asset Management, LP56,000$6.05M
Horrell Capital Management, Inc.50,000$5.40M
Telemark Asset Management, LLC50,000$5.40M
Crestline Management, LP43,299$4.68M
Adage Capital Partners GP, L.L.C.35,000$3.78M
Proem Advisors LLC30,000$3.24M
Monolith Management Ltd27,000$2.92M
Nebula Research & Development LLC26,550$2.87M
Readystate Asset Management LP22,482$2.43M
Winton Group Ltd21,134$2.28M
UBS Oconnor LLC20,000$2.16M
Aster Capital Management (DIFC) Ltd18,372$1.99M
Moore Capital Management, LP18,118$1.96M
Jain Global LLC17,970$1.94M
Strategic Global Advisors, LLC16,485$1.78M
Fox Run Management, L.L.C.13,920$1.50M
United Advisor Group, LLC11,066$1.20M
Scotia Capital Inc.10,570$1.14M
Liontrust Investment Partners LLP10,075$1.09M
Napa Wealth Management9,471$1.02M
Penserra Capital Management LLC8,911$963.0K
Atom Investors LP8,578$927.1K
Friedenthal Financial7,813$844.4K
American Trust7,811$844.2K
Quantessence Capital LLC7,077$764.9K
Meeder Asset Management Inc7,072$764.3K
Edgestream Partners, L.P.6,062$655.2K
Washington Capital Management Inc5,400$583.6K
Petrus Trust Company, LTA5,172$559.0K
Saranac Partners Ltd5,110$552.3K
Bridgefront Capital, LLC4,115$444.7K
Two Sigma Securities, LLC3,886$420.0K
Woodline Partners LP3,633$392.7K
David R. Rahn & Associates Inc.3,472$375.3K
VGI Partners Ltd3,397$367.1K
Asahi Life Asset Management Co., Ltd.3,370$364.2K
Austin Private Wealth, LLC3,290$355.6K
Parametrica Management Ltd3,230$349.1K
Beacon Pointe Advisors, LLC3,199$345.7K
Capstone Investment Advisors, LLC3,046$329.2K
Farringdon Capital, Ltd.2,860$309.1K
Harbor Capital Advisors, Inc.2,502$270.0K
Focus Financial Network, Inc.2,414$260.9K
DLK Investment Management, LLC2,350$254.0K
Kera Capital Partners, Inc.2,289$247.4K
Weiss Asset Management LP2,192$236.9K
Sherbrooke Park Advisers LLC2,190$236.7K
Oak Thistle LLC2,157$233.1K
Yousif Capital Management, LLC2,155$232.9K
111 Capital2,151$232.5K
Sivia Capital Partners, LLC2,150$232.4K
Ariadne Wealth Management, LP1,603$231.6K
GK Wealth Management LLC2,141$231.4K
Bleakley Financial Group, LLC2,130$230.2K
Clarity Capital Partners LLC2,109$227.9K
Atria Wealth Solutions, Inc.2,059$222.5K
Independent Financial Group, LLC2,052$221.8K
Central Asset Investments & Management Holdings (HK) Ltd2,000$216.2K
Catalyst Funds Management Pty Ltd2,000$216.2K
Fukoku Mutual Life Insurance Co1,974$213.3K
Aristeia Capital LLC1,910$206.4K
Callan Family Office, LLC1,903$205.7K
Regatta Capital Group, LLC1,901$205.5K
SP Asset Management LLC1,865$201.6K
Warren Averett Asset Management, LLC1,858$200.8K
Optas, LLC1,854$200.4K
Venturi Wealth Management, LLC1,432$154.8K
Tandem Financial, LLC1,100$118.9K
Proequities, Inc.753$84.8K
Westend Capital Management, LLC569$61.5K
Coppell Advisory Solutions LLC309$33.6K
Aspetuck Financial Management LLC250$27.0K
Exchange Traded Concepts, LLC122$13.2K
Fuller & Thaler Asset Management, Inc.100$10.8K
Prosperity Financial Group, Inc.54$5.84K
Shelton Wealth Management, LLC20$2.16K
Laurel Wealth Advisors LLC11$1.19K
Investment Counsel Co of Nevada11$1.19K
Capital & Planning, LLC10$1.08K
Migdal Insurance & Financial Holdings Ltd.12$1.00K
Modus Advisors, LLC2$216

Not filed for Q1 2025 yet (12)

Institutions that held Twilio Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.