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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 42,405 | $5.27M | 0.00% | +19,209+82.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 42,116 | $5.24M | 0.03% | −7,184−14.6% | Reduced |
| Gotham Asset Management, LLC | 41,151 | $5.12M | 0.03% | +4,359+11.8% | Added |
| Stifel Financial Corp | 40,809 | $5.08M | 0.00% | +1,834+4.7% | Added |
| CIBC World Markets Inc. | 40,348 | $5.02M | 0.01% | −38,989−49.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,263 | $5.01M | 0.02% | −286−0.7% | Reduced |
| Investment Management Corp of Ontario | 39,342 | $4.89M | 0.07% | +4,145+11.8% | Added |
| Knights of Columbus Asset Advisors LLC | 38,668 | $4.81M | 0.29% | +38,668 | New |
| Condor Capital Management | 38,402 | $4.78M | 0.41% | +11,719+43.9% | Added |
| Commonwealth Equity Services, LLC | 36,905 | $4.59M | 0.01% | −643−1.7% | Reduced |
| Leuthold Group, LLC | 36,638 | $4.56M | 0.54% | −3,521−8.8% | Reduced |
| Handelsbanken Fonder AB | 36,300 | $4.51M | 0.02% | −2,800−7.2% | Reduced |
| IFM Investors Pty Ltd | 36,287 | $4.51M | 0.04% | +676+1.9% | Added |
| California First Leasing Corp | 36,200 | $4.50M | 1.87% | +5,900+19.5% | Added |
| Thames Capital Management LLC | 35,799 | $4.45M | 1.01% | −38,799−52.0% | Reduced |
| Forte Capital LLC | 35,080 | $4.36M | 0.47% | +2,013+6.1% | Added |
| Oak Harvest Investment Services | 35,074 | $4.36M | 0.55% | +12,899+58.2% | Added |
| Alight Capital Management LP | 35,000 | $4.35M | 1.11% | +35,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,692 | $4.31M | 0.04% | +2,700+8.4% | Added |
| Clayton Partners LLC | 32,895 | $4.09M | 3.44% | −3,459−9.5% | Reduced |
| DekaBank Deutsche Girozentrale | 32,970 | $4.02M | 0.01% | +954+3.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,923 | $3.97M | 0.11% | −65,708−67.3% | Reduced |
| First American Trust, FSB | 31,802 | $3.95M | 0.32% | −120.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $3.92M | 0.90% | +21,000+200.0% | Added |
| Gateway Investment Advisers LLC | 31,123 | $3.87M | 0.04% | +15,451+98.6% | Added |
| Archon Capital Management LLC | 31,000 | $3.86M | 3.16% | +7,000+29.2% | Added |
| Hedeker Wealth, LLC | 30,735 | $3.82M | 0.89% | −668−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 30,505 | $3.79M | 0.06% | −2,593−7.8% | Reduced |
| Brevan Howard Capital Management LP | 30,442 | $3.79M | 0.04% | +23,384+331.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 30,304 | $3.76M | 0.02% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 30,063 | $3.74M | 1.04% | +30,063 | New |
| Ilmarinen Mutual Pension Insurance Co | 30,000 | $3.73M | 0.03% | +5,000+20.0% | Added |
| Royal Fund Management, LLC | 29,820 | $3.71M | 0.40% | +29,820 | New |
| Interval Partners, LP | 29,289 | $3.64M | 0.08% | −273,020−90.3% | Reduced |
| Soltis Investment Advisors LLC | 28,918 | $3.60M | 0.28% | +7,621+35.8% | Added |
| Intech Investment Management LLC | 28,237 | $3.51M | 0.03% | −58,898−67.6% | Reduced |
| Parallel Advisors, LLC | 27,474 | $3.42M | 0.07% | +35+0.1% | Added |
| Kestra Investment Management, LLC | 30,247 | $3.40M | 0.05% | +16,639+122.3% | Added |
| Toronto Dominion Bank | 26,397 | $3.28M | 0.01% | +4,542+20.8% | Added |
| DnB Asset Management AS | 26,281 | $3.27M | 0.01% | −302−1.1% | Reduced |
| Commerce Bank | 25,280 | $3.14M | 0.02% | −2,257−8.2% | Reduced |
| Ninety One SA (PTY) Ltd | 25,215 | $3.14M | 0.52% | +25,215 | New |
| Jacobs Levy Equity Management, Inc | 25,006 | $3.11M | 0.01% | −902−3.5% | Reduced |
| Prudential PLC | 24,918 | $3.10M | 0.02% | −2,640−9.6% | Reduced |
| Daiwa Securities Group Inc. | 24,653 | $3.07M | 0.01% | +10,200+70.6% | Added |
| Utah Retirement Systems | 24,638 | $3.06M | 0.03% | −781−3.1% | Reduced |
| Ethic Inc. | 24,634 | $3.02M | 0.05% | +2,518+11.4% | Added |
| GM Advisory Group, Inc. | 23,858 | $2.97M | 0.15% | −2,543−9.6% | Reduced |
| ExodusPoint Capital Management, LP | 23,833 | $2.96M | 0.04% | +23,833 | New |
| JustInvest LLC | 23,521 | $2.93M | 0.03% | +4,172+21.6% | Added |
| Verition Fund Management LLC | 23,509 | $2.92M | 0.02% | −9,351−28.5% | Reduced |
| British Columbia Investment Management Corp | 22,915 | $2.85M | 0.02% | −4,960−17.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,830 | $2.84M | 0.00% | +3,498+18.1% | Added |
| Staley Capital Advisers Inc | 22,500 | $2.80M | 0.12% | 00.0% | Unchanged |
| Omers Administration Corp | 22,261 | $2.77M | 0.02% | −1,700−7.1% | Reduced |
| LSV Asset Management | 21,940 | $2.73M | 0.01% | +160+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,558 | $2.71M | 0.00% | −412−1.8% | Reduced |
| Pathstone Holdings, LLC | 21,530 | $2.68M | 0.01% | −1,564−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,482 | $2.67M | 0.02% | −842−3.8% | Reduced |
| MML Investors Services, LLC | 21,458 | $2.67M | 0.01% | +8,985+72.0% | Added |
| SummitTX Capital, L.P. | 20,912 | $2.60M | 0.12% | −4,130−16.5% | Reduced |
| CWM, LLC | 20,815 | $2.59M | 0.01% | −1,435−6.4% | Reduced |
| RJA Asset Management LLC | 20,082 | $2.50M | 0.86% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 19,620 | $2.44M | 0.05% | +4,988+34.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,511 | $2.43M | 0.06% | −21,834−52.8% | Reduced |
| Altman Advisors, Inc. | 20,661 | $2.42M | 0.99% | +20,661 | New |
| We Are One Seven, LLC | 19,334 | $2.40M | 0.08% | +80.0% | Added |
| Alpha Cubed Investments, LLC | 19,319 | $2.40M | 0.09% | +2,453+14.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 19,117 | $2.38M | 0.68% | +13+0.1% | Added |
| DDD Partners, LLC | 18,487 | $2.30M | 0.25% | +18,487 | New |
| RSM US Wealth Management LLC | 18,459 | $2.30M | 0.03% | +1,228+7.1% | Added |
| Nissay Asset Management Corp | 18,373 | $2.28M | 0.01% | +229+1.3% | Added |
| Elo Mutual Pension Insurance Co | 17,507 | $2.18M | 0.04% | −3,187−15.4% | Reduced |
| Harvest Fund Management Co., Ltd | 19,845 | $2.17M | 0.10% | +285+1.5% | Added |
| Xponance, Inc. | 17,425 | $2.17M | 0.02% | −377−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 17,418 | $2.16M | 0.00% | −656−3.6% | Reduced |
| Oddo BHF Asset Management SAS | 17,030 | $2.12M | 0.08% | +17,030 | New |
| Truvestments Capital LLC | 16,651 | $2.07M | 0.41% | +1,482+9.8% | Added |
| Mackenzie Financial Corp | 16,385 | $2.04M | 0.00% | +3,854+30.8% | Added |
| Pinnacle Wealth Management, LLC | 16,303 | $2.03M | 1.70% | +10,320+172.5% | Added |
| Edmond de Rothschild Holding S.A. | 16,291 | $2.03M | 0.03% | −435−2.6% | Reduced |
| Lido Advisors, LLC | 16,198 | $2.01M | 0.01% | +49+0.3% | Added |
| Vontobel Holding Ltd. | 16,106 | $2.00M | 0.01% | +3,071+23.6% | Added |
| Mediolanum International Funds Ltd | 16,240 | $1.99M | 0.02% | −311−1.9% | Reduced |
| Diker Management LLC | 16,000 | $1.99M | 1.87% | +16,000 | New |
| Kinneret Advisory, LLC | 15,987 | $1.99M | 0.18% | −23−0.1% | Reduced |
| TD Asset Management Inc | 15,707 | $1.95M | 0.00% | −13,780−46.7% | Reduced |
| Ossiam | 15,690 | $1.95M | 0.02% | +12,346+369.2% | Added |
| OP Asset Management Ltd | 15,617 | $1.94M | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 15,486 | $1.93M | 0.04% | +3,126+25.3% | Added |
| New York Life Investment Management LLC | 15,423 | $1.92M | 0.02% | −501−3.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,311 | $1.90M | 0.02% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 15,293 | $1.90M | 0.03% | −11,111−42.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,228 | $1.89M | 0.01% | −1,425−8.6% | Reduced |
| 1832 Asset Management L.P. | 15,192 | $1.89M | 0.00% | +15,192 | New |
| RBF Capital, LLC | 15,000 | $1.87M | 0.09% | −3,003−16.7% | Reduced |
| Panoramic Capital, LLC | 15,000 | $1.87M | 1.44% | +5,000+50.0% | Added |
| Hudson Bay Capital Management LP | 14,903 | $1.85M | 0.01% | +14,903 | New |
| Sanctuary Advisors, LLC | 14,776 | $1.84M | 0.01% | +1,185+8.7% | Added |
| Bridgeway Capital Management, LLC | 14,700 | $1.83M | 0.04% | −400−2.6% | Reduced |