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
- 776
- −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
- 265 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 |
|---|---|---|---|---|---|
| Comerica Bank | 228,994 | $22.9M | 0.09% | −14,911−6.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 242,877 | $24.3M | 0.04% | +21,466+9.7% | Added |
| California State Teachers Retirement System | 243,822 | $24.4M | 0.03% | +10,178+4.4% | Added |
| Point72 Asset Management, L.P. | 245,883 | $24.6M | 0.05% | −533,998−68.5% | Reduced |
| Ardmore Road Asset Management LP | 250,000 | $25.0M | 1.62% | +250,000 | New |
| Citigroup Inc | 256,208 | $25.6M | 0.02% | +97,685+61.6% | Added |
| California Public Employees Retirement System | 279,267 | $28.0M | 0.02% | −758−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 274,433 | $28.2M | 0.05% | +41,316+17.7% | Added |
| Price T Rowe Associates Inc | 294,024 | $29.4M | 0.00% | +128,948+78.1% | Added |
| Truist Financial Corp | 300,681 | $30.1M | 0.04% | +22,974+8.3% | Added |
| Baird Financial Group, Inc. | 315,344 | $31.6M | 0.05% | +315,344 | New |
| Capital Fund Management S.A. | 317,856 | $31.8M | 0.32% | +98,804+45.1% | Added |
| Nuveen, LLC | 325,952 | $32.6M | 0.01% | −12,304−3.6% | Reduced |
| Barclays PLC | 326,642 | $32.7M | 0.01% | +7,107+2.2% | Added |
| AQR Capital Management LLC | 328,369 | $32.9M | 0.02% | −178,343−35.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,985 | $34.6M | 0.02% | +14,842+4.5% | Added |
| Retirement Systems of Alabama | 368,962 | $36.9M | 0.12% | +368,962 | New |
| BNP Paribas Arbitrage, SA | 371,320 | $37.2M | 0.03% | +131,193+54.6% | Added |
| Great West Life Assurance Co | 357,703 | $37.3M | 0.05% | +65,877+22.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 373,144 | $37.3M | 0.12% | +305,306+450.1% | Added |
| O'Shaughnessy Asset Management, LLC | 375,206 | $37.6M | 0.22% | +72,517+24.0% | Added |
| Wells Fargo & Company | 409,261 | $41.0M | 0.01% | −83,972−17.0% | Reduced |
| Citadel Advisors LLC | 416,725 | $41.7M | 0.03% | −220,065−34.6% | Reduced |
| Blue Grotto Capital, LLC | 424,361 | $42.5M | 4.93% | −3,991−0.9% | Reduced |
| Ameriprise Financial Inc | 433,754 | $43.4M | 0.01% | +81,767+23.2% | Added |
| Swiss National Bank | 440,100 | $44.0M | 0.03% | −700−0.2% | Reduced |
| Fred Alger Management, LLC | 442,992 | $44.3M | 0.17% | +431,067+3,614.8% | Added |
| Slate Path Capital LP | 454,900 | $45.5M | 0.70% | +454,900 | New |
| Pacer Advisors, Inc. | 474,697 | $47.5M | 0.12% | +474,693+11,867,325.0% | Added |
| Man Group plc | 480,706 | $48.1M | 0.09% | −262,192−35.3% | Reduced |
| Jupiter Asset Management Ltd | 486,107 | $48.7M | 0.42% | +82,296+20.4% | Added |
| Principal Financial Group Inc | 498,346 | $49.9M | 0.03% | +33,948+7.3% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 512,800 | $51.3M | 1.31% | +312,325+155.8% | Added |
| Glenmede Investment Management, LP | 548,485 | $54.9M | 0.27% | −12,406−2.2% | Reduced |
| Rhumbline Advisers | 552,981 | $55.3M | 0.04% | +253,362+84.6% | Added |
| Westfield Capital Management Co LP | 591,367 | $59.2M | 0.25% | −215,422−26.7% | Reduced |
| Victory Capital Management Inc | 592,085 | $59.3M | 0.04% | +549,680+1,296.3% | Added |
| Captrust Financial Advisors | 645,652 | $64.6M | 0.13% | +132,868+25.9% | Added |
| Voya Investment Management LLC | 755,015 | $75.6M | 0.08% | +666,448+752.5% | Added |
| Deutsche Bank AG | 757,172 | $75.8M | 0.03% | −167,225−18.1% | Reduced |
| Goldman Sachs Group Inc | 773,889 | $77.5M | 0.01% | −63,482−7.6% | Reduced |
| No Street GP LP | 833,993 | $83.5M | 5.55% | +165,800+24.8% | Added |
| Schroder Investment Management Group | 920,195 | $96.0M | 0.08% | +383,198+71.4% | Added |
| Neuberger Berman Group LLC | 961,189 | $96.2M | 0.07% | +413,997+75.7% | Added |
| Atreides Management, LP | 965,763 | $96.7M | 2.51% | +235,463+32.2% | Added |
| First Trust Advisors LP | 977,145 | $97.8M | 0.07% | −5,500−0.6% | Reduced |
| Legal & General Group Plc | 1,010,386 | $101.1M | 0.02% | +128,096+14.5% | Added |
| Freestone Grove Partners LP | 1,024,242 | $102.5M | 0.77% | +308,416+43.1% | Added |
| Charles Schwab Investment Management Inc | 1,077,032 | $107.8M | 0.02% | −165,607−13.3% | Reduced |
| KBC Group NV | 1,096,457 | $109.7M | 0.26% | +35,226+3.3% | Added |
| Amundi | 1,013,223 | $111.2M | 0.04% | −143,499−12.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,132,142 | $113.3M | 0.16% | −286,612−20.2% | Reduced |
| Nordea Investment Management AB | 1,152,727 | $114.8M | 0.10% | +29,089+2.6% | Added |
| Bank of New York Mellon Corp | 1,212,436 | $121.4M | 0.02% | +440,423+57.0% | Added |
| Bank of America Corp | 1,253,917 | $125.5M | 0.01% | +127,582+11.3% | Added |
| Ninety One UK Ltd | 1,511,293 | $151.3M | 0.33% | −193,906−11.4% | Reduced |
| Dimensional Fund Advisors LP | 1,553,041 | $155.5M | 0.03% | +78,353+5.3% | Added |
| UBS Asset Management Americas Inc | 1,646,426 | $164.8M | 0.04% | −488,670−22.9% | Reduced |
| Northern Trust Corp | 1,673,339 | $167.5M | 0.02% | +481,257+40.4% | Added |
| Jericho Capital Asset Management L.P. | 1,970,978 | $197.3M | 2.05% | −888,385−31.1% | Reduced |
| Invesco Ltd. | 2,009,237 | $201.1M | 0.03% | +1,391,013+225.0% | Added |
| Pictet Asset Management Holding SA | 2,269,685 | $227.3M | 0.22% | +567,156+33.3% | Added |
| Arrowstreet Capital, Limited Partnership | 2,405,914 | $240.8M | 0.15% | −319,033−11.7% | Reduced |
| Alyeska Investment Group, L.P. | 2,643,859 | $264.6M | 0.80% | +750,951+39.7% | Added |
| Morgan Stanley | 2,700,088 | $270.3M | 0.02% | +720,001+36.4% | Added |
| FIL Ltd | 2,715,856 | $271.8M | 0.21% | +2,665,526+5,296.1% | Added |
| Geode Capital Management, LLC | 2,770,414 | $276.9M | 0.02% | +221,653+8.7% | Added |
| Royal Bank of Canada | 2,833,436 | $283.6M | 0.05% | +70,959+2.6% | Added |
| UBS Group AG | 2,899,628 | $290.2M | 0.06% | +933,887+47.5% | Added |
| Sachem Head Capital Management LP | 3,295,000 | $329.8M | 9.32% | 00.0% | Unchanged |
| State Street Corp | 5,879,395 | $588.5M | 0.02% | +1,900,551+47.8% | Added |
| FMR LLC | 8,348,957 | $835.6M | 0.04% | +3,472,378+71.2% | Added |
| JPMorgan Chase & Co | 10,938,252 | $1.09B | 0.07% | −1,223,651−10.1% | Reduced |
| Vanguard Group Inc | 15,305,989 | $1.53B | 0.02% | +392,023+2.6% | Added |
| BlackRock, Inc. | 16,841,796 | $1.69B | 0.03% | +4,739,467+39.2% | Added |
| Rakuten Investment Management, Inc. | 2,288 | – | – | +2,288 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −4,222−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,129,453−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −792,236−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −633,220−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −558,776−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −515,000−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −349,729−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −301,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −268,404−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −231,506−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −199,727−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −75,001−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −71,159−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −71,138−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −50,277−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −49,014−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −36,638−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −35,799−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −31,802−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −30,063−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −29,820−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −29,289−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −25,006−100.0% | Sold out |