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, Q3 2025
Institutional positions in Twilio Inc as of Sep 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
- 777
- −32 vs. Q2 2025
- Shares held
- 140.4M
- +11.1M (+8.6%) vs. Q2 2025
- Total value
- $14.1B
- −$1.99B (−12.4%) vs. Q2 2025
- New holders
- 120
- 266 more added
- Sold out
- 152
- 271 more reduced
14 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,841,796 | $1.69B | 0.03% | +4,739,467+39.2% | Added |
| Vanguard Group Inc | 15,305,989 | $1.53B | 0.02% | +392,023+2.6% | Added |
| JPMorgan Chase & Co | 10,938,252 | $1.09B | 0.07% | −1,223,651−10.1% | Reduced |
| FMR LLC | 8,348,957 | $835.6M | 0.04% | +3,472,378+71.2% | Added |
| State Street Corp | 5,879,395 | $588.5M | 0.02% | +1,900,551+47.8% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $329.8M | 9.32% | 00.0% | Unchanged |
| UBS Group AG | 2,899,628 | $290.2M | 0.06% | +933,887+47.5% | Added |
| Royal Bank of Canada | 2,833,436 | $283.6M | 0.05% | +70,959+2.6% | Added |
| Geode Capital Management, LLC | 2,770,414 | $276.9M | 0.02% | +221,653+8.7% | Added |
| FIL Ltd | 2,715,856 | $271.8M | 0.21% | +2,665,526+5,296.1% | Added |
| Morgan Stanley | 2,700,088 | $270.3M | 0.02% | +720,001+36.4% | Added |
| Alyeska Investment Group, L.P. | 2,643,859 | $264.6M | 0.80% | +750,951+39.7% | Added |
| Arrowstreet Capital, Limited Partnership | 2,405,914 | $240.8M | 0.15% | −319,033−11.7% | Reduced |
| Pictet Asset Management Holding SA | 2,269,685 | $227.3M | 0.22% | +567,156+33.3% | Added |
| Invesco Ltd. | 2,009,237 | $201.1M | 0.03% | +1,391,013+225.0% | Added |
| Jericho Capital Asset Management L.P. | 1,970,978 | $197.3M | 2.05% | −888,385−31.1% | Reduced |
| Northern Trust Corp | 1,673,339 | $167.5M | 0.02% | +481,257+40.4% | Added |
| UBS Asset Management Americas Inc | 1,646,426 | $164.8M | 0.04% | −488,670−22.9% | Reduced |
| Dimensional Fund Advisors LP | 1,553,041 | $155.5M | 0.03% | +78,353+5.3% | Added |
| Ninety One UK Ltd | 1,511,293 | $151.3M | 0.33% | −193,906−11.4% | Reduced |
| Bank of America Corp | 1,253,917 | $125.5M | 0.01% | +127,582+11.3% | Added |
| Bank of New York Mellon Corp | 1,212,436 | $121.4M | 0.02% | +440,423+57.0% | Added |
| Nordea Investment Management AB | 1,152,727 | $114.8M | 0.10% | +29,089+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 1,132,142 | $113.3M | 0.16% | −286,612−20.2% | Reduced |
| Amundi | 1,013,223 | $111.2M | 0.04% | −143,499−12.4% | Reduced |
| KBC Group NV | 1,096,457 | $109.7M | 0.26% | +35,226+3.3% | Added |
| Charles Schwab Investment Management Inc | 1,077,032 | $107.8M | 0.02% | −165,607−13.3% | Reduced |
| Freestone Grove Partners LP | 1,024,242 | $102.5M | 0.77% | +308,416+43.1% | Added |
| Legal & General Group Plc | 1,010,386 | $101.1M | 0.02% | +128,096+14.5% | Added |
| First Trust Advisors LP | 977,145 | $97.8M | 0.07% | −5,500−0.6% | Reduced |
| Atreides Management, LP | 965,763 | $96.7M | 2.51% | +235,463+32.2% | Added |
| Neuberger Berman Group LLC | 961,189 | $96.2M | 0.07% | +413,997+75.7% | Added |
| Schroder Investment Management Group | 920,195 | $96.0M | 0.08% | +383,198+71.4% | Added |
| No Street GP LP | 833,993 | $83.5M | 5.55% | +165,800+24.8% | Added |
| Goldman Sachs Group Inc | 773,889 | $77.5M | 0.01% | −63,482−7.6% | Reduced |
| Deutsche Bank AG | 757,172 | $75.8M | 0.03% | −167,225−18.1% | Reduced |
| Voya Investment Management LLC | 755,015 | $75.6M | 0.08% | +666,448+752.5% | Added |
| Captrust Financial Advisors | 645,652 | $64.6M | 0.13% | +132,868+25.9% | Added |
| Victory Capital Management Inc | 592,085 | $59.3M | 0.04% | +549,680+1,296.3% | Added |
| Westfield Capital Management Co LP | 591,367 | $59.2M | 0.25% | −215,422−26.7% | Reduced |
| Rhumbline Advisers | 552,981 | $55.3M | 0.04% | +253,362+84.6% | Added |
| Glenmede Investment Management, LP | 548,485 | $54.9M | 0.27% | −12,406−2.2% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 512,800 | $51.3M | 1.31% | +312,325+155.8% | Added |
| Principal Financial Group Inc | 498,346 | $49.9M | 0.03% | +33,948+7.3% | Added |
| Jupiter Asset Management Ltd | 486,107 | $48.7M | 0.42% | +82,296+20.4% | Added |
| Man Group plc | 480,706 | $48.1M | 0.09% | −262,192−35.3% | Reduced |
| Pacer Advisors, Inc. | 474,697 | $47.5M | 0.12% | +474,693+11,867,325.0% | Added |
| Slate Path Capital LP | 454,900 | $45.5M | 0.70% | +454,900 | New |
| Fred Alger Management, LLC | 442,992 | $44.3M | 0.17% | +431,067+3,614.8% | Added |
| Swiss National Bank | 440,100 | $44.0M | 0.03% | −700−0.2% | Reduced |
| Ameriprise Financial Inc | 433,754 | $43.4M | 0.01% | +81,767+23.2% | Added |
| Blue Grotto Capital, LLC | 424,361 | $42.5M | 4.93% | −3,991−0.9% | Reduced |
| Citadel Advisors LLC | 416,725 | $41.7M | 0.03% | −220,065−34.6% | Reduced |
| Wells Fargo & Company | 409,261 | $41.0M | 0.01% | −83,972−17.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 375,206 | $37.6M | 0.22% | +72,517+24.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 373,144 | $37.3M | 0.12% | +305,306+450.1% | Added |
| Great West Life Assurance Co | 357,703 | $37.3M | 0.05% | +65,877+22.6% | Added |
| BNP Paribas Arbitrage, SA | 371,320 | $37.2M | 0.03% | +131,193+54.6% | Added |
| Retirement Systems of Alabama | 368,962 | $36.9M | 0.12% | +368,962 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,985 | $34.6M | 0.02% | +14,842+4.5% | Added |
| AQR Capital Management LLC | 328,369 | $32.9M | 0.02% | −178,343−35.2% | Reduced |
| Barclays PLC | 326,642 | $32.7M | 0.01% | +7,107+2.2% | Added |
| Nuveen, LLC | 325,952 | $32.6M | 0.01% | −12,304−3.6% | Reduced |
| Capital Fund Management S.A. | 317,856 | $31.8M | 0.32% | +98,804+45.1% | Added |
| Baird Financial Group, Inc. | 315,344 | $31.6M | 0.05% | +315,344 | New |
| Truist Financial Corp | 300,681 | $30.1M | 0.04% | +22,974+8.3% | Added |
| Price T Rowe Associates Inc | 294,024 | $29.4M | 0.00% | +128,948+78.1% | Added |
| Allspring Global Investments Holdings, LLC | 274,433 | $28.2M | 0.05% | +41,316+17.7% | Added |
| California Public Employees Retirement System | 279,267 | $28.0M | 0.02% | −758−0.3% | Reduced |
| Citigroup Inc | 256,208 | $25.6M | 0.02% | +97,685+61.6% | Added |
| Ardmore Road Asset Management LP | 250,000 | $25.0M | 1.62% | +250,000 | New |
| Point72 Asset Management, L.P. | 245,883 | $24.6M | 0.05% | −533,998−68.5% | Reduced |
| California State Teachers Retirement System | 243,822 | $24.4M | 0.03% | +10,178+4.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 242,877 | $24.3M | 0.04% | +21,466+9.7% | Added |
| Comerica Bank | 228,994 | $22.9M | 0.09% | −14,911−6.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 202,505 | $20.3M | 0.28% | 00.0% | Unchanged |
| Macquarie Group Ltd | 201,047 | $20.1M | 0.02% | −69,126−25.6% | Reduced |
| LMR Partners LLP | 200,000 | $20.0M | 0.26% | −50,000−20.0% | Reduced |
| Pacific Heights Asset Management LLC | 200,000 | $20.0M | 0.89% | +40,000+25.0% | Added |
| Telemark Asset Management, LLC | 200,000 | $20.0M | 1.90% | +100,000+100.0% | Added |
| Blair William & Co | 199,568 | $20.0M | 0.05% | +5,028+2.6% | Added |
| Alliancebernstein L.P. | 194,724 | $19.5M | 0.01% | +92,555+90.6% | Added |
| Frontier Capital Management Co LLC | 190,850 | $19.1M | 0.17% | −540,338−73.9% | Reduced |
| Quantinno Capital Management LP | 189,899 | $19.0M | 0.05% | +49,987+35.7% | Added |
| Jane Street Group, LLC | 187,217 | $18.7M | 0.02% | −277,156−59.7% | Reduced |
| Raymond James Financial Inc | 183,399 | $18.4M | 0.01% | −76,222−29.4% | Reduced |
| Acadian Asset Management LLC | 181,781 | $18.2M | 0.03% | −371,321−67.1% | Reduced |
| Envestnet Asset Management Inc | 181,349 | $18.2M | 0.01% | −84,987−31.9% | Reduced |
| Candriam Luxembourg S.C.A. | 180,787 | $18.1M | 0.09% | +4,334+2.5% | Added |
| Ensign Peak Advisors, Inc | 177,756 | $17.8M | 0.03% | −19,829−10.0% | Reduced |
| Toronado Partners, LLC | 176,177 | $17.6M | 11.69% | +32,568+22.7% | Added |
| LPL Financial LLC | 173,846 | $17.4M | 0.01% | +1,021+0.6% | Added |
| King Luther Capital Management Corp | 164,116 | $16.4M | 0.07% | +4,411+2.8% | Added |
| Readystate Asset Management LP | 160,205 | $16.0M | 0.78% | −85,863−34.9% | Reduced |
| Boston Partners | 159,726 | $16.0M | 0.02% | +2,836+1.8% | Added |
| Tairen Capital Ltd | 159,318 | $15.9M | 1.72% | +79,000+98.4% | Added |
| Canada Pension Plan Investment Board | 157,502 | $15.8M | 0.01% | +29,000+22.6% | Added |
| Parallax Volatility Advisers, L.P. | 155,549 | $15.6M | 0.46% | −9,369−5.7% | Reduced |
| HSBC Holdings PLC | 153,017 | $15.4M | 0.01% | +2,911+1.9% | Added |
| Marshall Wace, LLP | 153,322 | $15.3M | 0.02% | −196,873−56.2% | Reduced |