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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 5 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.

Institutional holdersQ3 2025: 777 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 heldQ3 2025: $14.1B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q2 2025.

Institutions holding TWLO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vontobel Holding Ltd.17,993$1.80M0.01%+1,887+11.7%Added
Nissay Asset Management Corp19,301$1.93M0.01%+928+5.1%Added
Franklin Resources Inc19,434$1.95M0.00%−134,525−87.4%Reduced
We Are One Seven, LLC19,557$1.96M0.05%+223+1.2%Added
John G Ullman & Associates Inc19,741$1.98M0.27%+19,741New
Harvest Fund Management Co., Ltd18,423$1.99M0.08%−1,422−7.2%Reduced
Teacher Retirement System of Texas19,996$2.00M0.01%−70,849−78.0%Reduced
Sphera Management Technology Funds Ltd20,000$2.00M1.01%+20,000New
Ossiam20,156$2.02M0.03%+4,466+28.5%Added
LSV Asset Management21,035$2.10M0.00%−905−4.1%Reduced
Ethic Inc.21,101$2.11M0.03%−3,533−14.3%Reduced
Advisor Group Holdings, Inc.20,366$2.12M0.00%+2,948+16.9%Added
1832 Asset Management L.P.21,238$2.13M0.00%+6,046+39.8%Added
British Columbia Investment Management Corp21,962$2.20M0.01%−953−4.2%Reduced
Omers Administration Corp22,261$2.23M0.02%00.0%Unchanged
JustInvest LLC22,414$2.24M0.02%−1,107−4.7%Reduced
Pathstone Holdings, LLC22,454$2.25M0.01%+924+4.3%Added
Staley Capital Advisers Inc22,500$2.25M0.09%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC20,967$2.26M0.00%−1,591−7.1%Reduced
NFJ Investment Group, LLC22,531$2.26M0.08%+22,531New
Police & Firemen's Retirement System of New Jersey22,764$2.28M0.02%+1,282+6.0%Added
Mackenzie Financial Corp23,145$2.32M0.00%+6,760+41.3%Added
Utah Retirement Systems23,334$2.34M0.02%−1,304−5.3%Reduced
Beaconlight Capital, LLC23,416$2.34M1.16%−45,337−65.9%Reduced
GM Advisory Group, Inc.23,861$2.39M0.10%+30.0%Added
Oak Thistle LLC24,631$2.47M0.38%+15,235+162.1%Added
Toronto Dominion Bank24,767$2.48M0.00%−1,630−6.2%Reduced
Prudential PLC24,918$2.49M0.02%00.0%Unchanged
Formula Growth Ltd25,000$2.50M0.89%+11,000+78.6%Added
Elo Mutual Pension Insurance Co25,101$2.51M0.04%+7,594+43.4%Added
Altman Advisors, Inc.25,598$2.56M0.98%+4,937+23.9%Added
Northwestern Mutual Wealth Management Co26,346$2.64M0.00%+3,516+15.4%Added
Commerce Bank26,455$2.65M0.01%+1,175+4.6%Added
Swiss Life Asset Management Ltd26,477$2.65M0.01%−17,803−40.2%Reduced
Ritholtz Wealth Management26,703$2.67M0.05%+7,083+36.1%Added
Commonwealth Equity Services, LLC27,134$2.72M0.00%−9,771−26.5%Reduced
Panoramic Capital, LLC27,211$2.72M1.73%+12,211+81.4%Added
Ilmarinen Mutual Pension Insurance Co27,533$2.76M0.02%−2,467−8.2%Reduced
TD Asset Management Inc28,070$2.81M0.00%+12,363+78.7%Added
Parallel Advisors, LLC28,175$2.82M0.05%+701+2.6%Added
Skandinaviska Enskilda Banken AB (publ)28,164$2.83M0.01%−2,140−7.1%Reduced
Nisa Investment Advisors, LLC28,591$2.86M0.01%−16,348−36.4%Reduced
Xponance, Inc.28,659$2.87M0.02%+11,234+64.5%Added
Ameritas Investment Partners, Inc.28,762$2.88M0.09%+28,762New
Oregon Public Employees Retirement Fund30,900$3.09M0.04%+30,900New
New Mexico Educational Retirement Board31,400$3.14M0.10%+31,400New
Hussman Strategic Advisors, Inc.31,500$3.15M0.68%00.0%Unchanged
Munich Reinsurance Co Stock Corp in Munich31,734$3.18M0.08%+31,734New
Occam Crest Management LP32,000$3.20M2.17%+32,000New
Clayton Partners LLC32,816$3.28M2.49%−79−0.2%Reduced
Assenagon Asset Management S.A.32,883$3.29M0.00%−298,443−90.1%Reduced
DekaBank Deutsche Girozentrale32,970$3.41M0.01%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC34,200$3.42M0.05%+34,200New
Cinctive Capital Management LP34,601$3.46M0.17%+34,601New
Cetera Investment Advisers34,760$3.48M0.00%−17,190−33.1%Reduced
Knights of Columbus Asset Advisors LLC35,282$3.53M0.20%−3,386−8.8%Reduced
Oak Harvest Investment Services35,867$3.59M0.42%+793+2.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund36,092$3.61M0.03%+1,400+4.0%Added
Campbell Capital Management Inc36,125$3.62M1.39%+36,125New
California First Leasing Corp36,200$3.62M1.33%00.0%Unchanged
IFM Investors Pty Ltd35,526$3.64M0.03%−761−2.1%Reduced
Sienna Gestion40,103$3.66M0.26%+40,103New
Condor Capital Management37,928$3.80M0.31%−474−1.2%Reduced
Cambridge Investment Research Advisors, Inc.38,053$3.81M0.01%−2,210−5.5%Reduced
Prudential Financial Inc38,718$3.88M0.00%−52,912−57.7%Reduced
CIBC World Markets Inc.38,859$3.89M0.01%−1,489−3.7%Reduced
Stifel Financial Corp39,155$3.92M0.00%−1,654−4.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,378$3.94M0.02%+39,378New
Allianz Asset Management GmbH39,586$3.96M0.00%−116,189−74.6%Reduced
CAPROCK Group, Inc.37,736$3.99M0.10%+37,736New
Soltis Investment Advisors LLC40,217$4.03M0.28%+11,299+39.1%Added
Thrivent Financial for Lutherans40,086$4.03M0.01%+28,748+253.6%Added
Handelsbanken Fonder AB41,800$4.18M0.01%+5,500+15.2%Added
Leonteq Securities AG42,033$4.21M0.23%−6,590−13.6%Reduced
Lansforsakringar Fondforvaltning AB (publ)42,224$4.23M0.02%+108+0.3%Added
Louisiana State Employees Retirement System42,700$4.27M0.07%+42,700New
Federation des caisses Desjardins du Quebec44,821$4.49M0.02%−8,066−15.3%Reduced
XTX Topco Ltd44,824$4.49M0.23%+44,824New
Qsemble Capital Management, LP44,860$4.49M0.44%+44,860New
Farmers Trust Co44,862$4.49M0.77%−2,396−5.1%Reduced
Arizona State Retirement System45,086$4.51M0.02%+2,532+6.0%Added
State of Michigan Retirement System45,400$4.54M0.02%+36,500+410.1%Added
Vident Advisory, LLC45,774$4.58M0.04%+39,183+594.5%Added
Hedeker Wealth, LLC46,013$4.61M0.96%+15,278+49.7%Added
Ninety One SA (PTY) Ltd46,375$4.63M0.21%+21,160+83.9%Added
D. E. Shaw & Co., Inc.46,422$4.65M0.00%+41,351+815.4%Added
Capital Advantage, Inc.46,472$4.65M0.70%−80.0%Reduced
Resona Asset Management Co.,Ltd.46,238$4.65M0.02%−2,191−4.5%Reduced
Teachers Retirement System of the State of Kentucky46,500$4.65M0.04%+46,500New
Creative Planning46,882$4.69M0.00%−1,649−3.4%Reduced
Mariner, LLC47,144$4.72M0.01%−25,267−34.9%Reduced
La Banque Postale Asset Management SA47,921$4.80M0.06%−956−2.0%Reduced
Public Employees Retirement System of Ohio48,339$4.84M0.02%−42,783−47.0%Reduced
Yousif Capital Management, LLC48,474$4.85M0.05%+46,638+2,540.2%Added
Ieq Capital, LLC49,660$4.97M0.02%−27,010−35.2%Reduced
Nomura Asset Management Co Ltd49,795$4.98M0.01%+6,300+14.5%Added
Verition Fund Management LLC53,512$5.36M0.03%+30,003+127.6%Added
IMC-Chicago, LLC53,597$5.36M0.10%−23,761−30.7%Reduced
Wellington Management Group LLP53,680$5.37M0.00%−187,971−77.8%Reduced
State of New Jersey Common Pension Fund D54,257$5.43M0.02%+4,786+9.7%Added