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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
Gilder Gagnon Howe & Co LLC151,639$15.2M0.15%−79,849−34.5%Reduced
Storebrand Asset Management AS148,417$14.9M0.04%−6,541−4.2%Reduced
Bridgewater Associates, LP142,330$14.2M0.06%−234,048−62.2%Reduced
Virginia Retirement Systems Et Al141,900$14.2M0.09%−160,500−53.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)141,481$14.2M0.03%−20,656−12.7%Reduced
Hood River Capital Management LLC140,739$14.1M0.17%+7,210+5.4%Added
State Board of Administration of Florida Retirement System140,123$14.0M0.02%−25,667−15.5%Reduced
STRS Ohio139,381$14.0M0.05%+579+0.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.135,998$13.6M0.01%+6,129+4.7%Added
Aviva PLC120,719$12.1M0.02%+10,494+9.5%Added
Standard Life Aberdeen plc113,971$11.9M0.02%−36,925−24.5%Reduced
Illinois Municipal Retirement Fund112,991$11.3M0.14%−6,218−5.2%Reduced
Bank of Montreal109,806$11.0M0.00%+66,904+155.9%Added
Susquehanna International Group, LLP109,033$10.9M0.02%−301,930−73.5%Reduced
Danske Bank A/S108,291$10.8M0.03%−32,255−22.9%Reduced
American Century Companies Inc107,384$10.7M0.01%−17,160−13.8%Reduced
State of Wisconsin Investment Board107,366$10.7M0.02%−3,528−3.2%Reduced
Caisse de Depot Et Placement du Quebec105,588$10.6M0.02%−25,869−19.7%Reduced
New York State Teachers Retirement System105,124$10.5M0.02%+98,812+1,565.5%Added
Balyasny Asset Management LLC104,093$10.4M0.02%−129,658−55.5%Reduced
ExodusPoint Capital Management, LP103,956$10.4M0.15%+80,123+336.2%Added
PEAK6 LLC102,893$10.3M0.26%−27,976−21.4%Reduced
Forsta Ap-Fonden101,300$10.1M0.06%+15,100+17.5%Added
Vinva Investment Management Ltd95,660$9.98M0.20%−95,008−49.8%Reduced
Andra AP-fonden94,600$9.47M0.12%−3,120−3.2%Reduced
Zweig-DiMenna Associates LLC93,000$9.31M0.72%00.0%Unchanged
KLP Kapitalforvaltning AS92,200$9.23M0.04%+1,800+2.0%Added
Royal London Asset Management Ltd91,765$9.18M0.02%−2,800−3.0%Reduced
Mirae Asset Global Investments Co., Ltd.90,517$9.06M0.03%+31,938+54.5%Added
Manufacturers Life Insurance Company, The89,730$8.98M0.01%+81,501+990.4%Added
Colony Group, LLC89,261$8.95M0.01%+4,412+5.2%Added
Korea Investment CORP86,318$8.64M0.02%−47,404−35.4%Reduced
Russell Investments Group, Ltd.84,234$8.46M0.01%−85,945−50.5%Reduced
Two Sigma Advisers, LP83,900$8.40M0.02%−54,097−39.2%Reduced
Cerity Partners LLC83,294$8.34M0.01%+2,072+2.6%Added
Flight Deck Capital, LP80,300$8.04M6.09%+80,300New
MetLife Investment Management79,805$7.99M0.04%+76,351+2,210.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH77,496$7.76M0.01%−6,679−7.9%Reduced
APG Asset Management N.V.90,412$7.70M0.02%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.76,857$7.66M0.02%+23,326+43.6%Added
Meritage Portfolio Management76,318$7.64M0.51%+76,318New
Two Sigma Investments, LP75,709$7.58M0.01%−155,805−67.3%Reduced
Empowered Funds, LLC75,679$7.57M0.08%+15,546+25.9%Added
New York State Common Retirement Fund74,781$7.48M0.01%−1,400−1.8%Reduced
Achmea Investment Management B.V.72,454$7.25M0.09%00.0%Unchanged
Susquehanna Fundamental Investments, LLC72,319$7.24M0.28%−99,635−57.9%Reduced
SEI Investments Co72,038$7.21M0.01%−18,090−20.1%Reduced
Panagora Asset Management Inc71,780$7.18M0.03%−2,942−3.9%Reduced
Mutual of America Capital Management LLC70,860$7.09M0.07%+70,860New
Amalgamated Bank70,608$7.07M0.05%+62,306+750.5%Added
Federated Hermes, Inc.70,294$7.04M0.01%+11,577+19.7%Added
Circumference Group LLC69,000$6.91M8.11%+2,000+3.0%Added
RJA Asset Management LLC68,082$6.81M2.59%+48,000+239.0%Added
UniSuper Management Pty Ltd67,894$6.80M0.04%+10,886+19.1%Added
Swedbank AB67,538$6.76M0.01%+1,130+1.7%Added
AXA Investment Managers S.A.66,733$6.68M0.02%+66,733New
Impax Asset Management Group plc65,636$6.57M0.04%+65,636New
Alta Park Capital, LP65,381$6.54M0.66%−240,437−78.6%Reduced
Treasurer of the State of North Carolina63,571$6.36M0.02%−2,482−3.8%Reduced
Mitsubishi UFJ Trust & Banking Corp63,003$6.31M0.01%−98,399−61.0%Reduced
Level Four Advisory Services, LLC62,713$6.28M0.21%−4,636−6.9%Reduced
Millennium Management LLC62,182$6.22M0.00%−548,043−89.8%Reduced
13D Management LLC60,755$6.08M5.83%00.0%Unchanged
State of Tennessee, Treasury Department60,654$6.07M0.02%+60,654New
Brandywine Global Investment Management, LLC60,292$6.06M0.04%+60,292New
180 Wealth Advisors, LLC60,327$6.04M0.74%−1,199−1.9%Reduced
Selective Wealth Management, Inc.55,484$5.97M1.92%−1,773−3.1%Reduced
Asset Management One Co.,Ltd.59,326$5.94M0.02%−7,407−11.1%Reduced
Metavasi Capital LP59,000$5.91M2.10%−11,000−15.7%Reduced
CWA Asset Management Group, LLC58,772$5.88M0.22%+2,929+5.2%Added
DnB Asset Management AS58,073$5.81M0.02%+31,792+121.0%Added
Trexquant Investment LP57,410$5.75M0.06%+57,410New
Sora Investors LLC57,143$5.72M0.53%+57,143New
Archon Capital Management LLC56,300$5.64M3.36%+25,300+81.6%Added
Y-Intercept (Hong Kong) Ltd56,204$5.63M0.13%+36,693+188.1%Added
Mn Services Vermogensbeheer B.V.54,400$5.45M0.04%00.0%Unchanged
State of New Jersey Common Pension Fund D54,257$5.43M0.02%+4,786+9.7%Added
Wellington Management Group LLP53,680$5.37M0.00%−187,971−77.8%Reduced
IMC-Chicago, LLC53,597$5.36M0.10%−23,761−30.7%Reduced
Verition Fund Management LLC53,512$5.36M0.03%+30,003+127.6%Added
Nomura Asset Management Co Ltd49,795$4.98M0.01%+6,300+14.5%Added
Ieq Capital, LLC49,660$4.97M0.02%−27,010−35.2%Reduced
Yousif Capital Management, LLC48,474$4.85M0.05%+46,638+2,540.2%Added
Public Employees Retirement System of Ohio48,339$4.84M0.02%−42,783−47.0%Reduced
La Banque Postale Asset Management SA47,921$4.80M0.06%−956−2.0%Reduced
Mariner, LLC47,144$4.72M0.01%−25,267−34.9%Reduced
Creative Planning46,882$4.69M0.00%−1,649−3.4%Reduced
Teachers Retirement System of the State of Kentucky46,500$4.65M0.04%+46,500New
Resona Asset Management Co.,Ltd.46,238$4.65M0.02%−2,191−4.5%Reduced
Capital Advantage, Inc.46,472$4.65M0.70%−80.0%Reduced
D. E. Shaw & Co., Inc.46,422$4.65M0.00%+41,351+815.4%Added
Ninety One SA (PTY) Ltd46,375$4.63M0.21%+21,160+83.9%Added
Hedeker Wealth, LLC46,013$4.61M0.96%+15,278+49.7%Added
Vident Advisory, LLC45,774$4.58M0.04%+39,183+594.5%Added
State of Michigan Retirement System45,400$4.54M0.02%+36,500+410.1%Added
Arizona State Retirement System45,086$4.51M0.02%+2,532+6.0%Added
Farmers Trust Co44,862$4.49M0.77%−2,396−5.1%Reduced
Qsemble Capital Management, LP44,860$4.49M0.44%+44,860New
XTX Topco Ltd44,824$4.49M0.23%+44,824New
Federation des caisses Desjardins du Quebec44,821$4.49M0.02%−8,066−15.3%Reduced