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, Q2 2025
Institutional positions in Twilio Inc as of Jun 30, 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
- 823
- +61 vs. Q1 2025
- Shares held
- 131.3M
- +11.5M (+9.6%) vs. Q1 2025
- Total value
- $16.3B
- +$4.59B (+39.1%) vs. Q1 2025
- New holders
- 165
- 287 more added
- Sold out
- 104
- 259 more reduced
13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,913,966 | $1.85B | 0.03% | −82,387−0.5% | Reduced |
| JPMorgan Chase & Co | 12,161,903 | $1.51B | 0.10% | +2,591,882+27.1% | Added |
| BlackRock, Inc. | 12,102,329 | $1.51B | 0.03% | +1,535,581+14.5% | Added |
| FMR LLC | 4,876,579 | $606.5M | 0.03% | +2,266,515+86.8% | Added |
| State Street Corp | 3,978,844 | $494.8M | 0.02% | −100,883−2.5% | Reduced |
| Sachem Head Capital Management LP | 3,295,000 | $409.8M | 12.79% | 00.0% | Unchanged |
| Jericho Capital Asset Management L.P. | 2,859,363 | $355.6M | 4.74% | −421,000−12.8% | Reduced |
| Royal Bank of Canada | 2,762,477 | $343.5M | 0.07% | +2,605,837+1,663.6% | Added |
| Arrowstreet Capital, Limited Partnership | 2,724,947 | $338.9M | 0.24% | −417,793−13.3% | Reduced |
| Geode Capital Management, LLC | 2,548,761 | $316.4M | 0.02% | −27,239−1.1% | Reduced |
| UBS Asset Management Americas Inc | 2,135,096 | $265.5M | 0.05% | +214,653+11.2% | Added |
| Morgan Stanley | 1,980,087 | $246.2M | 0.02% | −118,944−5.7% | Reduced |
| UBS Group AG | 1,965,741 | $244.5M | 0.05% | +1,237,279+169.8% | Added |
| Alyeska Investment Group, L.P. | 1,892,908 | $235.4M | 0.83% | −178,918−8.6% | Reduced |
| Norges Bank | 1,840,436 | $228.9M | 0.03% | −111,179−5.7% | Reduced |
| Ninety One UK Ltd | 1,705,199 | $212.1M | 0.50% | +1,705,199 | New |
| Pictet Asset Management Holding SA | 1,702,529 | $211.7M | 0.22% | +137,628+8.8% | Added |
| Dimensional Fund Advisors LP | 1,474,688 | $183.4M | 0.04% | −229,488−13.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,418,754 | $176.4M | 0.29% | +521,713+58.2% | Added |
| Charles Schwab Investment Management Inc | 1,242,639 | $154.5M | 0.03% | −22,799−1.8% | Reduced |
| Northern Trust Corp | 1,192,082 | $148.2M | 0.02% | +23,135+2.0% | Added |
| Qube Research & Technologies Ltd | 1,129,453 | $140.5M | 0.20% | −487,852−30.2% | Reduced |
| Bank of America Corp | 1,126,335 | $140.1M | 0.01% | +663,777+143.5% | Added |
| Nordea Investment Management AB | 1,123,638 | $139.7M | 0.13% | +1,097,695+4,231.2% | Added |
| Amundi | 1,156,722 | $134.8M | 0.05% | +267,202+30.0% | Added |
| KBC Group NV | 1,061,231 | $132.0M | 0.36% | +115,637+12.2% | Added |
| First Trust Advisors LP | 982,645 | $122.2M | 0.10% | +106,044+12.1% | Added |
| Deutsche Bank AG | 924,397 | $115.0M | 0.04% | +14,605+1.6% | Added |
| Legal & General Group Plc | 882,290 | $109.7M | 0.03% | +91,676+11.6% | Added |
| Goldman Sachs Group Inc | 837,371 | $104.1M | 0.02% | +431,708+106.4% | Added |
| Westfield Capital Management Co LP | 806,789 | $100.3M | 0.42% | −12,175−1.5% | Reduced |
| Polar Capital Holdings Plc | 792,236 | $98.5M | 0.52% | −337,234−29.9% | Reduced |
| Point72 Asset Management, L.P. | 779,881 | $97.0M | 0.23% | +494,363+173.1% | Added |
| Bank of New York Mellon Corp | 772,013 | $96.0M | 0.02% | −82,743−9.7% | Reduced |
| Man Group plc | 742,898 | $92.4M | 0.20% | −89,358−10.7% | Reduced |
| Frontier Capital Management Co LLC | 731,188 | $90.9M | 0.84% | −27,657−3.6% | Reduced |
| Atreides Management, LP | 730,300 | $90.8M | 2.52% | +614,943+533.1% | Added |
| Freestone Grove Partners LP | 715,826 | $89.0M | 0.67% | +87,916+14.0% | Added |
| No Street GP LP | 668,193 | $83.1M | 6.21% | +25,000+3.9% | Added |
| Citadel Advisors LLC | 636,790 | $79.2M | 0.07% | +583,354+1,091.7% | Added |
| Summit Partners Public Asset Management, LLC | 633,220 | $78.7M | 3.07% | +633,220 | New |
| Invesco Ltd. | 618,224 | $76.9M | 0.01% | +96,514+18.5% | Added |
| Millennium Management LLC | 610,225 | $75.9M | 0.07% | −346,173−36.2% | Reduced |
| Glenmede Investment Management, LP | 560,891 | $69.8M | 0.35% | +560,891 | New |
| Castle Hook Partners LP | 558,776 | $69.5M | 1.02% | +558,776 | New |
| Acadian Asset Management LLC | 553,102 | $68.8M | 0.14% | +205,712+59.2% | Added |
| Neuberger Berman Group LLC | 547,192 | $68.0M | 0.05% | +544,060+17,371.0% | Added |
| Schroder Investment Management Group | 536,997 | $66.8M | 0.06% | +194,200+56.7% | Added |
| Maplelane Capital, LLC | 515,000 | $64.0M | 3.95% | −230,000−30.9% | Reduced |
| Captrust Financial Advisors | 512,784 | $63.8M | 0.14% | +499,184+3,670.5% | Added |
| AQR Capital Management LLC | 506,712 | $63.0M | 0.05% | −58,762−10.4% | Reduced |
| Wells Fargo & Company | 493,233 | $61.3M | 0.01% | +25,215+5.4% | Added |
| Principal Financial Group Inc | 464,398 | $57.8M | 0.03% | +39,805+9.4% | Added |
| Jane Street Group, LLC | 464,373 | $57.7M | 0.09% | −102,946−18.1% | Reduced |
| Swiss National Bank | 440,800 | $54.8M | 0.03% | +29,800+7.3% | Added |
| Blue Grotto Capital, LLC | 428,352 | $53.3M | 6.43% | +218,352+104.0% | Added |
| Susquehanna International Group, LLP | 410,963 | $51.1M | 0.08% | +296,310+258.4% | Added |
| Jupiter Asset Management Ltd | 403,811 | $50.2M | 0.42% | +207,367+105.6% | Added |
| Bridgewater Associates, LP | 376,378 | $46.8M | 0.19% | +200,353+113.8% | Added |
| Ameriprise Financial Inc | 351,987 | $43.8M | 0.01% | +66,053+23.1% | Added |
| Marshall Wace, LLP | 350,195 | $43.6M | 0.05% | −35,239−9.1% | Reduced |
| Temasek Holdings (Private) Ltd | 349,729 | $43.5M | 0.17% | +162,186+86.5% | Added |
| Nuveen, LLC | 338,256 | $42.1M | 0.01% | −72,519−17.7% | Reduced |
| Assenagon Asset Management S.A. | 331,326 | $41.2M | 0.07% | +129,849+64.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 331,143 | $41.2M | 0.03% | −4,831−1.4% | Reduced |
| Barclays PLC | 319,535 | $39.7M | 0.02% | +142,958+81.0% | Added |
| Alta Park Capital, LP | 305,818 | $38.0M | 4.69% | +305,818 | New |
| O'Shaughnessy Asset Management, LLC | 302,689 | $37.6M | 0.26% | +97,775+47.7% | Added |
| Virginia Retirement Systems Et Al | 302,400 | $37.6M | 0.26% | +187,400+163.0% | Added |
| Oribel Capital Management, LP | 301,000 | $37.4M | 1.98% | +301,000 | New |
| Rhumbline Advisers | 299,619 | $37.3M | 0.03% | +125,080+71.7% | Added |
| Great West Life Assurance Co | 291,826 | $36.3M | 0.06% | +35,236+13.7% | Added |
| California Public Employees Retirement System | 280,025 | $34.8M | 0.02% | +3,931+1.4% | Added |
| Truist Financial Corp | 277,707 | $34.5M | 0.05% | +257,681+1,286.7% | Added |
| Macquarie Group Ltd | 270,173 | $33.6M | 0.04% | −1,032−0.4% | Reduced |
| Driehaus Capital Management LLC | 268,404 | $33.4M | 0.27% | +21,365+8.6% | Added |
| Envestnet Asset Management Inc | 266,336 | $33.1M | 0.01% | +184,216+224.3% | Added |
| Raymond James Financial Inc | 259,621 | $32.3M | 0.01% | +12,298+5.0% | Added |
| LMR Partners LLP | 250,000 | $31.1M | 0.48% | 00.0% | Unchanged |
| Readystate Asset Management LP | 246,068 | $30.6M | 1.27% | +246,068 | New |
| Comerica Bank | 243,905 | $30.3M | 0.12% | +12,215+5.3% | Added |
| Wellington Management Group LLP | 241,651 | $30.1M | 0.01% | −18,418−7.1% | Reduced |
| BNP Paribas Arbitrage, SA | 240,127 | $29.9M | 0.02% | +23,793+11.0% | Added |
| Balyasny Asset Management LLC | 233,751 | $29.1M | 0.07% | −434,068−65.0% | Reduced |
| California State Teachers Retirement System | 233,644 | $29.1M | 0.03% | +838+0.4% | Added |
| Two Sigma Investments, LP | 231,514 | $28.8M | 0.05% | −1,217,546−84.0% | Reduced |
| Cooper Creek Partners Management LLC | 231,506 | $28.8M | 0.96% | −5,230−2.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 231,488 | $28.8M | 0.31% | +50,431+27.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 221,411 | $27.5M | 0.05% | −18,157−7.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 233,117 | $27.3M | 0.05% | −11,400−4.7% | Reduced |
| Capital Fund Management S.A. | 219,052 | $27.2M | 0.30% | +219,052 | New |
| Engineers Gate Manager LP | 213,759 | $26.6M | 0.33% | +73,170+52.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $25.2M | 0.37% | 00.0% | Unchanged |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 200,475 | $24.9M | 0.64% | −161,680−44.6% | Reduced |
| Railway Pension Investments Ltd | 199,727 | $24.8M | 0.35% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 197,585 | $24.6M | 0.04% | −146,219−42.5% | Reduced |
| Blair William & Co | 194,540 | $24.2M | 0.07% | −6,115−3.0% | Reduced |
| Picton Mahoney Asset Management | 194,423 | $24.2M | 0.34% | +32,425+20.0% | Added |
| Vinva Investment Management Ltd | 190,668 | $23.6M | 0.63% | +29,187+18.1% | Added |
| Candriam Luxembourg S.C.A. | 176,453 | $21.9M | 0.13% | +1,881+1.1% | Added |