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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 250,000 | $24.5M | 0.49% | −96,082−27.8% | Reduced |
| Ieq Capital, LLC | 251,065 | $24.6M | 0.20% | −311,858−55.4% | Reduced |
| Allianz Asset Management GmbH | 254,020 | $24.9M | 0.04% | +230,680+988.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 255,514 | $25.0M | 0.08% | −582,871−69.5% | Reduced |
| Great West Life Assurance Co | 256,590 | $25.2M | 0.04% | −5,992−2.3% | Reduced |
| Wellington Management Group LLP | 260,069 | $25.5M | 0.00% | +254,132+4,280.5% | Added |
| Macquarie Group Ltd | 271,205 | $26.6M | 0.03% | −47,945−15.0% | Reduced |
| California Public Employees Retirement System | 276,094 | $27.0M | 0.02% | +13,587+5.2% | Added |
| Point72 Asset Management, L.P. | 285,518 | $28.0M | 0.08% | −1,516,188−84.2% | Reduced |
| Ameriprise Financial Inc | 285,934 | $28.0M | 0.01% | −24,662−7.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 290,377 | $28.4M | 0.19% | +200,587+223.4% | Added |
| Tudor Investment Corp Et Al | 300,376 | $29.4M | 0.26% | +231,419+335.6% | Added |
| Interval Partners, LP | 302,309 | $29.6M | 1.05% | +302,309 | New |
| Tairen Capital Ltd | 334,268 | $32.7M | 2.16% | +329,768+7,328.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 335,974 | $32.9M | 0.02% | −11,187−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 343,804 | $33.7M | 0.06% | +19,094+5.9% | Added |
| Schroder Investment Management Group | 342,797 | $33.9M | 0.03% | −179,085−34.3% | Reduced |
| Acadian Asset Management LLC | 347,390 | $34.0M | 0.10% | −355,231−50.6% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 362,155 | $35.5M | 1.19% | +362,155 | New |
| Twinbeech Capital LP | 368,873 | $36.1M | 0.66% | +223,600+153.9% | Added |
| Marshall Wace, LLP | 385,434 | $37.7M | 0.05% | −125,344−24.5% | Reduced |
| Goldman Sachs Group Inc | 405,663 | $39.7M | 0.01% | +39,818+10.9% | Added |
| Nuveen, LLC | 410,775 | $40.2M | 0.01% | +410,775 | New |
| Swiss National Bank | 411,000 | $40.2M | 0.03% | −20,000−4.6% | Reduced |
| Principal Financial Group Inc | 424,593 | $41.6M | 0.02% | +281,991+197.7% | Added |
| Bank of America Corp | 462,558 | $45.3M | 0.00% | +331,691+253.5% | Added |
| Voloridge Investment Management, LLC | 463,515 | $45.4M | 0.17% | +41,368+9.8% | Added |
| Wells Fargo & Company | 468,018 | $45.8M | 0.01% | +68,273+17.1% | Added |
| Pacer Advisors, Inc. | 483,576 | $47.3M | 0.11% | +483,572+12,089,300.0% | Added |
| Kodai Capital Management LP | 498,941 | $48.9M | 1.93% | +232,400+87.2% | Added |
| Styrax Capital, LP | 501,795 | $49.1M | 4.58% | +216,658+76.0% | Added |
| Invesco Ltd. | 521,710 | $51.1M | 0.01% | +20,384+4.1% | Added |
| AQR Capital Management LLC | 565,474 | $53.8M | 0.06% | −78,919−12.2% | Reduced |
| Jane Street Group, LLC | 567,319 | $55.5M | 0.10% | −221,017−28.0% | Reduced |
| Glenmede Trust Co NA | 570,224 | $55.8M | 0.30% | −68,997−10.8% | Reduced |
| Capital World Investors | 585,957 | $57.4M | 0.01% | +2,584+0.4% | Added |
| Freestone Grove Partners LP | 627,910 | $61.5M | 0.63% | +187,441+42.6% | Added |
| No Street GP LP | 643,193 | $63.0M | 4.93% | −173,193−21.2% | Reduced |
| Balyasny Asset Management LLC | 667,819 | $65.4M | 0.16% | +208,041+45.2% | Added |
| UBS Group AG | 728,462 | $71.3M | 0.02% | +56,632+8.4% | Added |
| Maplelane Capital, LLC | 745,000 | $72.9M | 6.80% | +745,000 | New |
| Frontier Capital Management Co LLC | 758,845 | $74.3M | 0.81% | −61,051−7.4% | Reduced |
| Legal & General Group Plc | 790,614 | $77.4M | 0.02% | +12,554+1.6% | Added |
| Amundi | 889,520 | $79.6M | 0.03% | +372,468+72.0% | Added |
| Westfield Capital Management Co LP | 818,964 | $80.2M | 0.39% | +97,337+13.5% | Added |
| Man Group plc | 832,256 | $81.5M | 0.24% | +177,841+27.2% | Added |
| Bank of New York Mellon Corp | 854,756 | $83.7M | 0.02% | −154,272−15.3% | Reduced |
| First Trust Advisors LP | 876,601 | $85.8M | 0.08% | −166,676−16.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 897,041 | $87.8M | 0.17% | +39,518+4.6% | Added |
| Deutsche Bank AG | 909,792 | $89.1M | 0.04% | −44,344−4.6% | Reduced |
| KBC Group NV | 945,594 | $92.6M | 0.29% | +664,420+236.3% | Added |
| D. E. Shaw & Co., Inc. | 955,136 | $93.5M | 0.11% | −526,730−35.5% | Reduced |
| Millennium Management LLC | 956,398 | $93.6M | 0.09% | −346,848−26.6% | Reduced |
| Slate Path Capital LP | 1,106,000 | $108.3M | 1.96% | +1,106,000 | New |
| Polar Capital Holdings Plc | 1,129,470 | $110.6M | 0.68% | +565,541+100.3% | Added |
| Northern Trust Corp | 1,168,947 | $114.5M | 0.02% | +60,002+5.4% | Added |
| Charles Schwab Investment Management Inc | 1,265,438 | $123.9M | 0.02% | +36,061+2.9% | Added |
| Two Sigma Advisers, LP | 1,408,797 | $137.9M | 0.31% | +473,100+50.6% | Added |
| Two Sigma Investments, LP | 1,449,060 | $141.9M | 0.31% | +319,335+28.3% | Added |
| Pictet Asset Management Holding SA | 1,564,901 | $153.2M | 0.17% | −219,815−12.3% | Reduced |
| Qube Research & Technologies Ltd | 1,617,305 | $158.4M | 0.25% | +947,464+141.4% | Added |
| Dimensional Fund Advisors LP | 1,704,176 | $166.8M | 0.04% | −496,857−22.6% | Reduced |
| UBS Asset Management Americas Inc | 1,920,443 | $188.0M | 0.05% | +318,015+19.8% | Added |
| Norges Bank | 1,951,615 | $191.1M | 0.03% | −103,774−5.0% | Reduced |
| Alyeska Investment Group, L.P. | 2,071,826 | $202.9M | 0.81% | +553,043+36.4% | Added |
| Morgan Stanley | 2,099,031 | $205.5M | 0.01% | −661,755−24.0% | Reduced |
| Geode Capital Management, LLC | 2,576,000 | $251.7M | 0.02% | +103,971+4.2% | Added |
| FMR LLC | 2,610,064 | $255.6M | 0.02% | −1,511,125−36.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,142,740 | $307.7M | 0.25% | −120,025−3.7% | Reduced |
| Jericho Capital Asset Management L.P. | 3,280,363 | $321.2M | 5.84% | +493,000+17.7% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $322.6M | 12.93% | 00.0% | Unchanged |
| State Street Corp | 4,079,727 | $399.4M | 0.02% | +179,341+4.6% | Added |
| JPMorgan Chase & Co | 9,570,021 | $937.0M | 0.07% | +7,891,692+470.2% | Added |
| BlackRock, Inc. | 10,566,748 | $1.03B | 0.02% | +473,560+4.7% | Added |
| Vanguard Group Inc | 14,996,353 | $1.47B | 0.03% | −211,325−1.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,813,499−100.0% | Sold out |
| Amazon.com, Inc. | 0 | $0 | 0.00% | −1,768,346−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,029,907−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −723,340−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −637,683−100.0% | Sold out |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 0 | $0 | 0.00% | −582,915−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −559,459−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −375,600−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −159,045−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −145,015−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −43,299−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Proem Advisors LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −26,550−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −22,482−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,134−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,372−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,970−100.0% | Sold out |