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, 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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 31,802 | $3.95M | 0.32% | −120.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,923 | $3.97M | 0.11% | −65,708−67.3% | Reduced |
| DekaBank Deutsche Girozentrale | 32,970 | $4.02M | 0.01% | +954+3.0% | Added |
| Clayton Partners LLC | 32,895 | $4.09M | 3.44% | −3,459−9.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,692 | $4.31M | 0.04% | +2,700+8.4% | Added |
| Alight Capital Management LP | 35,000 | $4.35M | 1.11% | +35,000 | New |
| Oak Harvest Investment Services | 35,074 | $4.36M | 0.55% | +12,899+58.2% | Added |
| Forte Capital LLC | 35,080 | $4.36M | 0.47% | +2,013+6.1% | Added |
| Thames Capital Management LLC | 35,799 | $4.45M | 1.01% | −38,799−52.0% | Reduced |
| California First Leasing Corp | 36,200 | $4.50M | 1.87% | +5,900+19.5% | Added |
| IFM Investors Pty Ltd | 36,287 | $4.51M | 0.04% | +676+1.9% | Added |
| Handelsbanken Fonder AB | 36,300 | $4.51M | 0.02% | −2,800−7.2% | Reduced |
| Leuthold Group, LLC | 36,638 | $4.56M | 0.54% | −3,521−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 36,905 | $4.59M | 0.01% | −643−1.7% | Reduced |
| Condor Capital Management | 38,402 | $4.78M | 0.41% | +11,719+43.9% | Added |
| Knights of Columbus Asset Advisors LLC | 38,668 | $4.81M | 0.29% | +38,668 | New |
| Investment Management Corp of Ontario | 39,342 | $4.89M | 0.07% | +4,145+11.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,263 | $5.01M | 0.02% | −286−0.7% | Reduced |
| CIBC World Markets Inc. | 40,348 | $5.02M | 0.01% | −38,989−49.1% | Reduced |
| Stifel Financial Corp | 40,809 | $5.08M | 0.00% | +1,834+4.7% | Added |
| Gotham Asset Management, LLC | 41,151 | $5.12M | 0.03% | +4,359+11.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 42,116 | $5.24M | 0.03% | −7,184−14.6% | Reduced |
| Victory Capital Management Inc | 42,405 | $5.27M | 0.00% | +19,209+82.8% | Added |
| Arizona State Retirement System | 42,554 | $5.29M | 0.03% | +415+1.0% | Added |
| Bank of Montreal | 42,902 | $5.34M | 0.00% | +5,225+13.9% | Added |
| Nomura Asset Management Co Ltd | 43,495 | $5.41M | 0.01% | +115+0.3% | Added |
| Swiss Life Asset Management Ltd | 44,280 | $5.51M | 0.03% | −2,479−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 44,939 | $5.59M | 0.03% | +2,935+7.0% | Added |
| Capital Advantage, Inc. | 46,480 | $5.78M | 0.92% | +46,480 | New |
| Farmers Trust Co | 47,258 | $5.88M | 1.10% | −2,776−5.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 48,429 | $6.01M | 0.03% | +3,119+6.9% | Added |
| Creative Planning | 48,531 | $6.04M | 0.01% | −107−0.2% | Reduced |
| Leonteq Securities AG | 48,623 | $6.05M | 0.36% | +10,476+27.5% | Added |
| La Banque Postale Asset Management SA | 48,877 | $6.08M | 0.09% | +7,872+19.2% | Added |
| Stanley-Laman Group, Ltd. | 49,014 | $6.10M | 0.91% | +49,014 | New |
| State of New Jersey Common Pension Fund D | 49,471 | $6.15M | 0.02% | −719−1.4% | Reduced |
| Chase Investment Counsel Corp | 50,277 | $6.25M | 2.00% | +50,277 | New |
| FIL Ltd | 50,330 | $6.26M | 0.01% | +50,330 | New |
| Cetera Investment Advisers | 51,950 | $6.46M | 0.01% | +2,043+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 52,887 | $6.58M | 0.03% | +1,930+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 53,531 | $6.66M | 0.02% | +7,834+17.1% | Added |
| Mn Services Vermogensbeheer B.V. | 54,400 | $6.76M | 0.05% | −8,200−13.1% | Reduced |
| CWA Asset Management Group, LLC | 55,843 | $6.94M | 0.29% | +6,874+14.0% | Added |
| Selective Wealth Management, Inc. | 57,257 | $6.96M | 2.54% | −1,763−3.0% | Reduced |
| UniSuper Management Pty Ltd | 57,008 | $7.09M | 0.05% | +19,841+53.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,579 | $7.28M | 0.03% | +51,208+694.7% | Added |
| Federated Hermes, Inc. | 58,717 | $7.30M | 0.01% | −2,744−4.5% | Reduced |
| Empowered Funds, LLC | 60,133 | $7.48M | 0.08% | −5,283−8.1% | Reduced |
| 13D Management LLC | 60,755 | $7.56M | 6.89% | −1,785−2.9% | Reduced |
| 180 Wealth Advisors, LLC | 61,526 | $7.65M | 1.07% | −2,267−3.6% | Reduced |
| Walleye Trading LLC | 62,582 | $7.78M | 0.19% | +61,082+4,072.1% | Added |
| Boothbay Fund Management, LLC | 63,026 | $7.84M | 0.25% | +57,313+1,003.2% | Added |
| Treasurer of the State of North Carolina | 66,053 | $8.21M | 0.03% | −3,952−5.6% | Reduced |
| Swedbank AB | 66,408 | $8.26M | 0.01% | +66,408 | New |
| Caxton Associates LLP | 66,702 | $8.30M | 0.21% | +37,335+127.1% | Added |
| Asset Management One Co.,Ltd. | 66,733 | $8.30M | 0.03% | +12,205+22.4% | Added |
| Circumference Group LLC | 67,000 | $8.33M | 8.64% | +17,000+34.0% | Added |
| Level Four Advisory Services, LLC | 67,349 | $8.38M | 0.31% | −2,207−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 67,838 | $8.44M | 0.03% | −18,309−21.3% | Reduced |
| Wolverine Trading, LLC | 69,149 | $8.49M | 0.22% | +24,120+53.6% | Added |
| Beaconlight Capital, LLC | 68,753 | $8.55M | 5.00% | +58,786+589.8% | Added |
| Metavasi Capital LP | 70,000 | $8.71M | 3.87% | +70,000 | New |
| Concentric Capital Strategies, LP | 71,138 | $8.85M | 0.50% | +68,046+2,200.7% | Added |
| Delta Global Management LP | 71,159 | $8.85M | 0.59% | −129,758−64.6% | Reduced |
| Mariner, LLC | 72,411 | $9.00M | 0.01% | −4,679−6.1% | Reduced |
| Achmea Investment Management B.V. | 72,454 | $9.01M | 0.12% | +5,110+7.6% | Added |
| Prudential Financial Inc | 91,630 | $9.01M | 0.01% | +60,107+190.7% | Added |
| Panagora Asset Management Inc | 74,722 | $9.29M | 0.04% | −5,977−7.4% | Reduced |
| AXA S.A. | 75,001 | $9.33M | 0.03% | +43,683+139.5% | Added |
| New York State Common Retirement Fund | 76,181 | $9.47M | 0.01% | −4,000−5.0% | Reduced |
| Ieq Capital, LLC | 76,670 | $9.53M | 0.06% | −174,395−69.5% | Reduced |
| APG Asset Management N.V. | 90,412 | $9.58M | 0.03% | +2,746+3.1% | Added |
| IMC-Chicago, LLC | 77,358 | $9.62M | 0.24% | +2,267+3.0% | Added |
| Tairen Capital Ltd | 80,318 | $9.99M | 1.02% | −253,950−76.0% | Reduced |
| Cerity Partners LLC | 81,222 | $10.1M | 0.02% | −17,474−17.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,175 | $10.5M | 0.02% | +8,116+10.7% | Added |
| Colony Group, LLC | 84,849 | $10.6M | 0.02% | +19,814+30.5% | Added |
| Forsta Ap-Fonden | 86,200 | $10.7M | 0.07% | +6,600+8.3% | Added |
| Pinebridge Investments, L.P. | 87,375 | $10.9M | 0.09% | +9,164+11.7% | Added |
| Los Angeles Capital Management LLC | 87,803 | $10.9M | 0.04% | +3,630+4.3% | Added |
| Voya Investment Management LLC | 88,567 | $11.0M | 0.01% | +29,263+49.3% | Added |
| SEI Investments Co | 90,128 | $11.2M | 0.01% | +49,717+123.0% | Added |
| KLP Kapitalforvaltning AS | 90,400 | $11.2M | 0.05% | −2,100−2.3% | Reduced |
| Teacher Retirement System of Texas | 90,845 | $11.3M | 0.05% | −19,644−17.8% | Reduced |
| Public Employees Retirement System of Ohio | 91,122 | $11.3M | 0.04% | +39,870+77.8% | Added |
| Zweig-DiMenna Associates LLC | 93,000 | $11.6M | 1.19% | +93,000 | New |
| Royal London Asset Management Ltd | 94,565 | $11.8M | 0.03% | +8,231+9.5% | Added |
| Andra AP-fonden | 97,720 | $12.2M | 0.17% | +49,900+104.3% | Added |
| Telemark Asset Management, LLC | 100,000 | $12.4M | 1.32% | +100,000 | New |
| Alliancebernstein L.P. | 102,169 | $12.7M | 0.00% | −20,215−16.5% | Reduced |
| Aviva PLC | 110,225 | $13.7M | 0.03% | +6,330+6.1% | Added |
| State of Wisconsin Investment Board | 110,894 | $13.8M | 0.03% | +1,493+1.4% | Added |
| Illinois Municipal Retirement Fund | 119,209 | $14.8M | 0.20% | +72,633+155.9% | Added |
| American Century Companies Inc | 124,544 | $15.5M | 0.01% | +2,793+2.3% | Added |
| Canada Pension Plan Investment Board | 128,502 | $16.0M | 0.01% | +64,200+99.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129,869 | $16.2M | 0.01% | −2,956−2.2% | Reduced |
| PEAK6 LLC | 130,869 | $16.3M | 0.55% | −35,875−21.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 131,457 | $16.3M | 0.03% | −27,559−17.3% | Reduced |
| Hood River Capital Management LLC | 133,529 | $16.6M | 0.23% | +35,468+36.2% | Added |
| Korea Investment CORP | 133,722 | $16.6M | 0.04% | −63,346−32.1% | Reduced |