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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 5 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.

Institutional holdersQ1 2025: 775 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 heldQ1 2025: $11.8B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2024.

Institutions holding TWLO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd19,560$2.10M0.10%+1,137+6.2%Added
LSV Asset Management21,780$2.13M0.01%−129,660−85.6%Reduced
Toronto Dominion Bank21,855$2.14M0.01%+1,311+6.4%Added
Donoghue Forlines LLC21,899$2.14M0.68%+21,899New
Campbell & CO Investment Adviser LLC21,999$2.15M0.17%+21,999New
Ethic Inc.22,116$2.17M0.04%+8,732+65.2%Added
Oak Harvest Investment Services22,175$2.17M0.30%+6,487+41.4%Added
CWM, LLC22,250$2.18M0.01%−476−2.1%Reduced
Qsemble Capital Management, LP22,249$2.18M0.23%+13,287+148.3%Added
Police & Firemen's Retirement System of New Jersey22,324$2.19M0.02%00.0%Unchanged
Staley Capital Advisers Inc22,500$2.20M0.10%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC22,970$2.25M0.00%+3,763+19.6%Added
Occudo Quantitative Strategies LP22,842$2.26M0.30%+10,842+90.4%Added
Pathstone Holdings, LLC23,094$2.26M0.01%−441−1.9%Reduced
Victory Capital Management Inc23,196$2.27M0.00%+5,399+30.3%Added
Allen Investment Management LLC23,400$2.29M0.03%00.0%Unchanged
Agf Management Ltd23,555$2.31M0.01%+23,555New
Omers Administration Corp23,961$2.35M0.02%+3,650+18.0%Added
Archon Capital Management LLC24,000$2.35M2.48%+14,000+140.0%Added
Toroso Investments, LLC24,594$2.41M0.02%−8,136−24.9%Reduced
Ilmarinen Mutual Pension Insurance Co25,000$2.45M0.02%+25,000New
SummitTX Capital, L.P.25,042$2.45M0.11%+25,042New
Nordea Investment Management AB25,943$2.46M0.00%+13,552+109.4%Added
Utah Retirement Systems25,419$2.49M0.03%00.0%Unchanged
Advisory Services Network, LLC25,683$2.51M0.05%+5,928+30.0%Added
Jacobs Levy Equity Management, Inc25,908$2.54M0.01%−697,988−96.4%Reduced
GM Advisory Group, Inc.26,401$2.58M0.14%−900−3.3%Reduced
J. Safra Sarasin Holding AG26,404$2.59M0.05%+8,866+50.6%Added
Fieldview Capital Management, LLC26,565$2.60M0.37%+26,565New
DnB Asset Management AS26,583$2.60M0.01%−3,323−11.1%Reduced
Quantitative Investment Management, LLC26,655$2.61M0.24%+26,655New
Condor Capital Management26,683$2.61M0.24%+26,683New
Formula Growth Ltd26,688$2.61M1.06%+2,000+8.1%Added
One68 Global Capital, LLC27,000$2.64M1.30%+27,000New
Parallel Advisors, LLC27,439$2.69M0.06%−481−1.7%Reduced
Commerce Bank27,537$2.70M0.02%+264+1.0%Added
Prudential PLC27,558$2.70M0.01%+6,363+30.0%Added
British Columbia Investment Management Corp27,875$2.73M0.02%−1,341−4.6%Reduced
Healthcare of Ontario Pension Plan Trust Fund29,200$2.86M0.01%+29,200New
Caxton Associates LLP29,367$2.88M0.10%+29,367New
TD Asset Management Inc29,487$2.89M0.00%+230+0.8%Added
Sciencast Management LP29,507$2.89M0.67%+1,415+5.0%Added
California First Leasing Corp30,300$2.97M1.31%+7,400+32.3%Added
Skandinaviska Enskilda Banken AB (publ)30,304$2.97M0.01%00.0%Unchanged
AXA S.A.31,318$3.07M0.01%+14,261+83.6%Added
Hedeker Wealth, LLC31,403$3.07M0.83%+16,547+111.4%Added
Prudential Financial Inc31,523$3.09M0.00%−111,837−78.0%Reduced
First American Trust, FSB31,814$3.11M0.29%+31,814New
DekaBank Deutsche Girozentrale32,016$3.12M0.01%−954−2.9%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund31,992$3.13M0.04%−3,600−10.1%Reduced
Bank of Nova Scotia32,341$3.17M0.01%+26,970+502.1%Added
Verition Fund Management LLC32,860$3.22M0.02%−63,646−66.0%Reduced
Forte Capital LLC33,067$3.24M0.38%+1,902+6.1%Added
Crossmark Global Holdings, Inc.33,098$3.24M0.06%+10,368+45.6%Added
Credit Agricole S A33,647$3.29M0.01%−37,460−52.7%Reduced
Investment Management Corp of Ontario35,197$3.45M0.07%+15,730+80.8%Added
CAPROCK Group, Inc.35,440$3.47M0.11%+8,478+31.4%Added
IFM Investors Pty Ltd35,611$3.49M0.04%−1,080−2.9%Reduced
Clayton Partners LLC36,354$3.56M3.10%−21,824−37.5%Reduced
Entropy Technologies, LP36,772$3.60M0.35%+26,111+244.9%Added
Gotham Asset Management, LLC36,792$3.60M0.03%−16,807−31.4%Reduced
Estate Counselors, LLC37,097$3.63M0.38%+37,097New
UniSuper Management Pty Ltd37,167$3.64M0.03%+34,267+1,181.6%Added
Commonwealth Equity Services, LLC37,548$3.68M0.01%−593−1.6%Reduced
Bank of Montreal37,677$3.69M0.00%+28,650+317.4%Added
Leonteq Securities AG38,147$3.74M0.29%−7,339−16.1%Reduced
Quantbot Technologies LP38,821$3.80M0.12%+19,678+102.8%Added
Stifel Financial Corp38,975$3.82M0.00%+14,513+59.3%Added
Handelsbanken Fonder AB39,100$3.83M0.02%00.0%Unchanged
Leuthold Group, LLC40,159$3.93M0.51%+40,159New
SEI Investments Co40,411$3.96M0.01%−18,935−31.9%Reduced
Cambridge Investment Research Advisors, Inc.40,549$3.97M0.01%−1,709−4.0%Reduced
La Banque Postale Asset Management SA41,005$4.01M0.06%−1,278−3.0%Reduced
HRT Financial LP41,177$4.03M0.03%−565,377−93.2%Reduced
Y-Intercept (Hong Kong) Ltd41,345$4.05M0.27%+34,774+529.2%Added
FORA Capital, LLC41,690$4.08M0.41%−32,320−43.7%Reduced
Nisa Investment Advisors, LLC42,004$4.11M0.02%+17,804+73.6%Added
Arizona State Retirement System42,139$4.13M0.03%−2,175−4.9%Reduced
Consolidated Planning Corp42,943$4.20M0.58%+42,943New
Nomura Asset Management Co Ltd43,380$4.25M0.01%−450−1.0%Reduced
Trexquant Investment LP43,702$4.28M0.05%−212,938−83.0%Reduced
Scalar Gauge Management, LLC44,000$4.31M2.64%+10,000+29.4%Added
Resona Asset Management Co.,Ltd.45,310$4.44M0.03%+652+1.5%Added
Wolverine Trading, LLC45,029$4.46M0.14%+37,196+474.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.45,697$4.47M0.01%−8,965−16.4%Reduced
HAP Trading, LLC46,392$4.54M1.62%+46,392New
Illinois Municipal Retirement Fund46,576$4.56M0.07%−39,689−46.0%Reduced
Swiss Life Asset Management Ltd46,759$4.58M0.03%+24,716+112.1%Added
Andra AP-fonden47,820$4.68M0.08%+47,820New
Creative Planning48,638$4.76M0.00%+13,717+39.3%Added
CWA Asset Management Group, LLC48,969$4.79M0.23%+17,677+56.5%Added
Lansforsakringar Fondforvaltning AB (publ)49,300$4.83M0.03%+415+0.8%Added
Cetera Investment Advisers49,907$4.89M0.01%−4,887−8.9%Reduced
Circumference Group LLC50,000$4.90M6.06%00.0%Unchanged
Farmers Trust Co50,034$4.90M0.92%−4,670−8.5%Reduced
State of New Jersey Common Pension Fund D50,190$4.91M0.02%−7,164−12.5%Reduced
Federation des caisses Desjardins du Quebec50,957$4.99M0.02%+11,069+27.8%Added
Public Employees Retirement System of Ohio51,252$5.02M0.02%−2,105−3.9%Reduced
Selective Wealth Management, Inc.59,020$5.13M2.23%−1,685−2.8%Reduced
Citadel Advisors LLC53,436$5.23M0.01%−470,208−89.8%Reduced