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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 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
822
+60 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
164
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.

Institutional holdersQ2 2025: 823 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 heldQ2 2025: $16.3B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2025.

Institutions holding TWLO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio138,802$17.3M0.06%+48,334+53.4%Added
Quantinno Capital Management LP139,912$17.4M0.08%+11,345+8.8%Added
Danske Bank A/S140,546$17.5M0.04%+60,071+74.6%Added
Toronado Partners, LLC143,609$17.9M12.68%−4,045−2.7%Reduced
HSBC Holdings PLC150,106$18.6M0.01%+31,115+26.1%Added
Standard Life Aberdeen plc150,896$18.8M0.03%+8,734+6.1%Added
Zacks Investment Management151,224$18.8M0.16%−13,306−8.1%Reduced
Franklin Resources Inc153,959$19.1M0.01%−21,437−12.2%Reduced
Storebrand Asset Management AS154,958$19.3M0.06%−1,304−0.8%Reduced
Allianz Asset Management GmbH155,775$19.4M0.03%−98,245−38.7%Reduced
Boston Partners156,890$19.5M0.02%−4,372−2.7%Reduced
Citigroup Inc158,523$19.7M0.01%+8,894+5.9%Added
King Luther Capital Management Corp159,705$19.9M0.09%−4,473−2.7%Reduced
Pacific Heights Asset Management LLC160,000$19.9M1.06%+160,000New
Mitsubishi UFJ Trust & Banking Corp161,402$20.1M0.05%+73,322+83.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)162,137$20.2M0.05%−7,622−4.5%Reduced
Parallax Volatility Advisers, L.P.164,918$20.5M0.82%+24,863+17.8%Added
Price T Rowe Associates Inc165,076$20.5M0.00%−7,871−4.6%Reduced
State Board of Administration of Florida Retirement System165,790$20.6M0.04%+1,350+0.8%Added
Russell Investments Group, Ltd.170,179$21.1M0.03%+36,148+27.0%Added
Susquehanna Fundamental Investments, LLC171,954$21.4M0.58%−11,250−6.1%Reduced
LPL Financial LLC172,825$21.5M0.01%+21,297+14.1%Added
Candriam Luxembourg S.C.A.176,453$21.9M0.13%+1,881+1.1%Added
Vinva Investment Management Ltd190,668$23.6M0.63%+29,187+18.1%Added
Picton Mahoney Asset Management194,423$24.2M0.34%+32,425+20.0%Added
Blair William & Co194,540$24.2M0.07%−6,115−3.0%Reduced
Ensign Peak Advisors, Inc197,585$24.6M0.04%−146,219−42.5%Reduced
Railway Pension Investments Ltd199,727$24.8M0.35%00.0%Unchanged
Duquesne Family Office LLCSuperinvestorDuquesne Family Office200,475$24.9M0.64%−161,680−44.6%Reduced
Aware Super Pty Ltd as trustee of Aware Super202,505$25.2M0.37%00.0%Unchanged
Engineers Gate Manager LP213,759$26.6M0.33%+73,170+52.0%Added
Capital Fund Management S.A.219,052$27.2M0.30%+219,052New
Allspring Global Investments Holdings, LLC233,117$27.3M0.05%−11,400−4.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.221,411$27.5M0.05%−18,157−7.6%Reduced
Gilder Gagnon Howe & Co LLC231,488$28.8M0.31%+50,431+27.9%Added
Cooper Creek Partners Management LLC231,506$28.8M0.96%−5,230−2.2%Reduced
Two Sigma Investments, LP231,514$28.8M0.05%−1,217,546−84.0%Reduced
California State Teachers Retirement System233,644$29.1M0.03%+838+0.4%Added
Balyasny Asset Management LLC233,751$29.1M0.07%−434,068−65.0%Reduced
BNP Paribas Arbitrage, SA240,127$29.9M0.02%+23,793+11.0%Added
Wellington Management Group LLP241,651$30.1M0.01%−18,418−7.1%Reduced
Comerica Bank243,905$30.3M0.12%+12,215+5.3%Added
Readystate Asset Management LP246,068$30.6M1.27%+246,068New
LMR Partners LLP250,000$31.1M0.48%00.0%Unchanged
Raymond James Financial Inc259,621$32.3M0.01%+12,298+5.0%Added
Envestnet Asset Management Inc266,336$33.1M0.01%+184,216+224.3%Added
Driehaus Capital Management LLC268,404$33.4M0.27%+21,365+8.6%Added
Macquarie Group Ltd270,173$33.6M0.04%−1,032−0.4%Reduced
Truist Financial Corp277,707$34.5M0.05%+257,681+1,286.7%Added
California Public Employees Retirement System280,025$34.8M0.02%+3,931+1.4%Added
Great West Life Assurance Co291,826$36.3M0.06%+35,236+13.7%Added
Rhumbline Advisers299,619$37.3M0.03%+125,080+71.7%Added
Oribel Capital Management, LP301,000$37.4M1.98%+301,000New
Virginia Retirement Systems Et Al302,400$37.6M0.26%+187,400+163.0%Added
O'Shaughnessy Asset Management, LLC302,689$37.6M0.26%+97,775+47.7%Added
Alta Park Capital, LP305,818$38.0M4.69%+305,818New
Barclays PLC319,535$39.7M0.02%+142,958+81.0%Added
Sumitomo Mitsui Trust Holdings, Inc.331,143$41.2M0.03%−4,831−1.4%Reduced
Assenagon Asset Management S.A.331,326$41.2M0.07%+129,849+64.4%Added
Nuveen, LLC338,256$42.1M0.01%−72,519−17.7%Reduced
Temasek Holdings (Private) Ltd349,729$43.5M0.17%+162,186+86.5%Added
Marshall Wace, LLP350,195$43.6M0.05%−35,239−9.1%Reduced
Ameriprise Financial Inc351,987$43.8M0.01%+66,053+23.1%Added
Bridgewater Associates, LP376,378$46.8M0.19%+200,353+113.8%Added
Jupiter Asset Management Ltd403,811$50.2M0.42%+207,367+105.6%Added
Susquehanna International Group, LLP410,963$51.1M0.08%+296,310+258.4%Added
Blue Grotto Capital, LLC428,352$53.3M6.43%+218,352+104.0%Added
Swiss National Bank440,800$54.8M0.03%+29,800+7.3%Added
Jane Street Group, LLC464,373$57.7M0.09%−102,946−18.1%Reduced
Principal Financial Group Inc464,398$57.8M0.03%+39,805+9.4%Added
Wells Fargo & Company493,233$61.3M0.01%+25,215+5.4%Added
AQR Capital Management LLC506,712$63.0M0.05%−58,762−10.4%Reduced
Captrust Financial Advisors512,784$63.8M0.14%+499,184+3,670.5%Added
Maplelane Capital, LLC515,000$64.0M3.95%−230,000−30.9%Reduced
Schroder Investment Management Group536,997$66.8M0.06%+194,200+56.7%Added
Neuberger Berman Group LLC547,192$68.0M0.05%+544,060+17,371.0%Added
Acadian Asset Management LLC553,102$68.8M0.14%+205,712+59.2%Added
Castle Hook Partners LP558,776$69.5M1.02%+558,776New
Glenmede Investment Management, LP560,891$69.8M0.35%+560,891New
Millennium Management LLC610,225$75.9M0.07%−346,173−36.2%Reduced
Invesco Ltd.618,224$76.9M0.01%+96,514+18.5%Added
Summit Partners Public Asset Management, LLC633,220$78.7M3.07%+633,220New
Citadel Advisors LLC636,790$79.2M0.07%+583,354+1,091.7%Added
No Street GP LP668,193$83.1M6.21%+25,000+3.9%Added
Freestone Grove Partners LP715,826$89.0M0.67%+87,916+14.0%Added
Atreides Management, LP730,300$90.8M2.52%+614,943+533.1%Added
Frontier Capital Management Co LLC731,188$90.9M0.84%−27,657−3.6%Reduced
Man Group plc742,898$92.4M0.20%−89,358−10.7%Reduced
Bank of New York Mellon Corp772,013$96.0M0.02%−82,743−9.7%Reduced
Point72 Asset Management, L.P.779,881$97.0M0.23%+494,363+173.1%Added
Polar Capital Holdings Plc792,236$98.5M0.52%−337,234−29.9%Reduced
Westfield Capital Management Co LP806,789$100.3M0.42%−12,175−1.5%Reduced
Goldman Sachs Group Inc837,371$104.1M0.02%+431,708+106.4%Added
Legal & General Group Plc882,290$109.7M0.03%+91,676+11.6%Added
Deutsche Bank AG924,397$115.0M0.04%+14,605+1.6%Added
First Trust Advisors LP982,645$122.2M0.10%+106,044+12.1%Added
KBC Group NV1,061,231$132.0M0.36%+115,637+12.2%Added
Amundi1,156,722$134.8M0.05%+267,202+30.0%Added
Nordea Investment Management AB1,123,638$139.7M0.13%+1,097,695+4,231.2%Added
Bank of America Corp1,126,335$140.1M0.01%+663,777+143.5%Added