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.
| 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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 54,400 | $5.45M | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 56,204 | $5.63M | 0.13% | +36,693+188.1% | Added |
| Archon Capital Management LLC | 56,300 | $5.64M | 3.36% | +25,300+81.6% | Added |
| Sora Investors LLC | 57,143 | $5.72M | 0.53% | +57,143 | New |
| Trexquant Investment LP | 57,410 | $5.75M | 0.06% | +57,410 | New |
| DnB Asset Management AS | 58,073 | $5.81M | 0.02% | +31,792+121.0% | Added |
| CWA Asset Management Group, LLC | 58,772 | $5.88M | 0.22% | +2,929+5.2% | Added |
| Metavasi Capital LP | 59,000 | $5.91M | 2.10% | −11,000−15.7% | Reduced |
| Asset Management One Co.,Ltd. | 59,326 | $5.94M | 0.02% | −7,407−11.1% | Reduced |
| Selective Wealth Management, Inc. | 55,484 | $5.97M | 1.92% | −1,773−3.1% | Reduced |
| 180 Wealth Advisors, LLC | 60,327 | $6.04M | 0.74% | −1,199−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 60,292 | $6.06M | 0.04% | +60,292 | New |
| State of Tennessee, Treasury Department | 60,654 | $6.07M | 0.02% | +60,654 | New |
| 13D Management LLC | 60,755 | $6.08M | 5.83% | 00.0% | Unchanged |
| Millennium Management LLC | 62,182 | $6.22M | 0.00% | −548,043−89.8% | Reduced |
| Level Four Advisory Services, LLC | 62,713 | $6.28M | 0.21% | −4,636−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 63,003 | $6.31M | 0.01% | −98,399−61.0% | Reduced |
| Treasurer of the State of North Carolina | 63,571 | $6.36M | 0.02% | −2,482−3.8% | Reduced |
| Alta Park Capital, LP | 65,381 | $6.54M | 0.66% | −240,437−78.6% | Reduced |
| Impax Asset Management Group plc | 65,636 | $6.57M | 0.04% | +65,636 | New |
| AXA Investment Managers S.A. | 66,733 | $6.68M | 0.02% | +66,733 | New |
| Swedbank AB | 67,538 | $6.76M | 0.01% | +1,130+1.7% | Added |
| UniSuper Management Pty Ltd | 67,894 | $6.80M | 0.04% | +10,886+19.1% | Added |
| RJA Asset Management LLC | 68,082 | $6.81M | 2.59% | +48,000+239.0% | Added |
| Circumference Group LLC | 69,000 | $6.91M | 8.11% | +2,000+3.0% | Added |
| Federated Hermes, Inc. | 70,294 | $7.04M | 0.01% | +11,577+19.7% | Added |
| Amalgamated Bank | 70,608 | $7.07M | 0.05% | +62,306+750.5% | Added |
| Mutual of America Capital Management LLC | 70,860 | $7.09M | 0.07% | +70,860 | New |
| Panagora Asset Management Inc | 71,780 | $7.18M | 0.03% | −2,942−3.9% | Reduced |
| SEI Investments Co | 72,038 | $7.21M | 0.01% | −18,090−20.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 72,319 | $7.24M | 0.28% | −99,635−57.9% | Reduced |
| Achmea Investment Management B.V. | 72,454 | $7.25M | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 74,781 | $7.48M | 0.01% | −1,400−1.8% | Reduced |
| Empowered Funds, LLC | 75,679 | $7.57M | 0.08% | +15,546+25.9% | Added |
| Two Sigma Investments, LP | 75,709 | $7.58M | 0.01% | −155,805−67.3% | Reduced |
| Meritage Portfolio Management | 76,318 | $7.64M | 0.51% | +76,318 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,857 | $7.66M | 0.02% | +23,326+43.6% | Added |
| APG Asset Management N.V. | 90,412 | $7.70M | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 77,496 | $7.76M | 0.01% | −6,679−7.9% | Reduced |
| MetLife Investment Management | 79,805 | $7.99M | 0.04% | +76,351+2,210.5% | Added |
| Flight Deck Capital, LP | 80,300 | $8.04M | 6.09% | +80,300 | New |
| Cerity Partners LLC | 83,294 | $8.34M | 0.01% | +2,072+2.6% | Added |
| Two Sigma Advisers, LP | 83,900 | $8.40M | 0.02% | −54,097−39.2% | Reduced |
| Russell Investments Group, Ltd. | 84,234 | $8.46M | 0.01% | −85,945−50.5% | Reduced |
| Korea Investment CORP | 86,318 | $8.64M | 0.02% | −47,404−35.4% | Reduced |
| Colony Group, LLC | 89,261 | $8.95M | 0.01% | +4,412+5.2% | Added |
| Manufacturers Life Insurance Company, The | 89,730 | $8.98M | 0.01% | +81,501+990.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,517 | $9.06M | 0.03% | +31,938+54.5% | Added |
| Royal London Asset Management Ltd | 91,765 | $9.18M | 0.02% | −2,800−3.0% | Reduced |
| KLP Kapitalforvaltning AS | 92,200 | $9.23M | 0.04% | +1,800+2.0% | Added |
| Zweig-DiMenna Associates LLC | 93,000 | $9.31M | 0.72% | 00.0% | Unchanged |
| Andra AP-fonden | 94,600 | $9.47M | 0.12% | −3,120−3.2% | Reduced |
| Vinva Investment Management Ltd | 95,660 | $9.98M | 0.20% | −95,008−49.8% | Reduced |
| Forsta Ap-Fonden | 101,300 | $10.1M | 0.06% | +15,100+17.5% | Added |
| PEAK6 LLC | 102,893 | $10.3M | 0.26% | −27,976−21.4% | Reduced |
| ExodusPoint Capital Management, LP | 103,956 | $10.4M | 0.15% | +80,123+336.2% | Added |
| Balyasny Asset Management LLC | 104,093 | $10.4M | 0.02% | −129,658−55.5% | Reduced |
| New York State Teachers Retirement System | 105,124 | $10.5M | 0.02% | +98,812+1,565.5% | Added |
| Caisse de Depot Et Placement du Quebec | 105,588 | $10.6M | 0.02% | −25,869−19.7% | Reduced |
| State of Wisconsin Investment Board | 107,366 | $10.7M | 0.02% | −3,528−3.2% | Reduced |
| American Century Companies Inc | 107,384 | $10.7M | 0.01% | −17,160−13.8% | Reduced |
| Danske Bank A/S | 108,291 | $10.8M | 0.03% | −32,255−22.9% | Reduced |
| Susquehanna International Group, LLP | 109,033 | $10.9M | 0.02% | −301,930−73.5% | Reduced |
| Bank of Montreal | 109,806 | $11.0M | 0.00% | +66,904+155.9% | Added |
| Illinois Municipal Retirement Fund | 112,991 | $11.3M | 0.14% | −6,218−5.2% | Reduced |
| Standard Life Aberdeen plc | 113,971 | $11.9M | 0.02% | −36,925−24.5% | Reduced |
| Aviva PLC | 120,719 | $12.1M | 0.02% | +10,494+9.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135,998 | $13.6M | 0.01% | +6,129+4.7% | Added |
| STRS Ohio | 139,381 | $14.0M | 0.05% | +579+0.4% | Added |
| State Board of Administration of Florida Retirement System | 140,123 | $14.0M | 0.02% | −25,667−15.5% | Reduced |
| Hood River Capital Management LLC | 140,739 | $14.1M | 0.17% | +7,210+5.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 141,481 | $14.2M | 0.03% | −20,656−12.7% | Reduced |
| Virginia Retirement Systems Et Al | 141,900 | $14.2M | 0.09% | −160,500−53.1% | Reduced |
| Bridgewater Associates, LP | 142,330 | $14.2M | 0.06% | −234,048−62.2% | Reduced |
| Storebrand Asset Management AS | 148,417 | $14.9M | 0.04% | −6,541−4.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 151,639 | $15.2M | 0.15% | −79,849−34.5% | Reduced |
| Marshall Wace, LLP | 153,322 | $15.3M | 0.02% | −196,873−56.2% | Reduced |
| HSBC Holdings PLC | 153,017 | $15.4M | 0.01% | +2,911+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 155,549 | $15.6M | 0.46% | −9,369−5.7% | Reduced |
| Canada Pension Plan Investment Board | 157,502 | $15.8M | 0.01% | +29,000+22.6% | Added |
| Tairen Capital Ltd | 159,318 | $15.9M | 1.72% | +79,000+98.4% | Added |
| Boston Partners | 159,726 | $16.0M | 0.02% | +2,836+1.8% | Added |
| Readystate Asset Management LP | 160,205 | $16.0M | 0.78% | −85,863−34.9% | Reduced |
| King Luther Capital Management Corp | 164,116 | $16.4M | 0.07% | +4,411+2.8% | Added |
| LPL Financial LLC | 173,846 | $17.4M | 0.01% | +1,021+0.6% | Added |
| Toronado Partners, LLC | 176,177 | $17.6M | 11.69% | +32,568+22.7% | Added |
| Ensign Peak Advisors, Inc | 177,756 | $17.8M | 0.03% | −19,829−10.0% | Reduced |
| Candriam Luxembourg S.C.A. | 180,787 | $18.1M | 0.09% | +4,334+2.5% | Added |
| Envestnet Asset Management Inc | 181,349 | $18.2M | 0.01% | −84,987−31.9% | Reduced |
| Acadian Asset Management LLC | 181,781 | $18.2M | 0.03% | −371,321−67.1% | Reduced |
| Raymond James Financial Inc | 183,399 | $18.4M | 0.01% | −76,222−29.4% | Reduced |
| Jane Street Group, LLC | 187,217 | $18.7M | 0.02% | −277,156−59.7% | Reduced |
| Quantinno Capital Management LP | 189,899 | $19.0M | 0.05% | +49,987+35.7% | Added |
| Frontier Capital Management Co LLC | 190,850 | $19.1M | 0.17% | −540,338−73.9% | Reduced |
| Alliancebernstein L.P. | 194,724 | $19.5M | 0.01% | +92,555+90.6% | Added |
| Blair William & Co | 199,568 | $20.0M | 0.05% | +5,028+2.6% | Added |
| 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 |
| Macquarie Group Ltd | 201,047 | $20.1M | 0.02% | −69,126−25.6% | Reduced |