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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
Louisiana State Employees Retirement System42,700$4.27M0.07%+42,700New
Lansforsakringar Fondforvaltning AB (publ)42,224$4.23M0.02%+108+0.3%Added
Leonteq Securities AG42,033$4.21M0.23%−6,590−13.6%Reduced
Handelsbanken Fonder AB41,800$4.18M0.01%+5,500+15.2%Added
Thrivent Financial for Lutherans40,086$4.03M0.01%+28,748+253.6%Added
Soltis Investment Advisors LLC40,217$4.03M0.28%+11,299+39.1%Added
CAPROCK Group, Inc.37,736$3.99M0.10%+37,736New
Allianz Asset Management GmbH39,586$3.96M0.00%−116,189−74.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,378$3.94M0.02%+39,378New
Stifel Financial Corp39,155$3.92M0.00%−1,654−4.1%Reduced
CIBC World Markets Inc.38,859$3.89M0.01%−1,489−3.7%Reduced
Prudential Financial Inc38,718$3.88M0.00%−52,912−57.7%Reduced
Cambridge Investment Research Advisors, Inc.38,053$3.81M0.01%−2,210−5.5%Reduced
Condor Capital Management37,928$3.80M0.31%−474−1.2%Reduced
Sienna Gestion40,103$3.66M0.26%+40,103New
IFM Investors Pty Ltd35,526$3.64M0.03%−761−2.1%Reduced
California First Leasing Corp36,200$3.62M1.33%00.0%Unchanged
Campbell Capital Management Inc36,125$3.62M1.39%+36,125New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund36,092$3.61M0.03%+1,400+4.0%Added
Oak Harvest Investment Services35,867$3.59M0.42%+793+2.3%Added
Knights of Columbus Asset Advisors LLC35,282$3.53M0.20%−3,386−8.8%Reduced
Cetera Investment Advisers34,760$3.48M0.00%−17,190−33.1%Reduced
Cinctive Capital Management LP34,601$3.46M0.17%+34,601New
Northwestern Mutual Investment Management Company, LLC34,200$3.42M0.05%+34,200New
DekaBank Deutsche Girozentrale32,970$3.41M0.01%00.0%Unchanged
Assenagon Asset Management S.A.32,883$3.29M0.00%−298,443−90.1%Reduced
Clayton Partners LLC32,816$3.28M2.49%−79−0.2%Reduced
Occam Crest Management LP32,000$3.20M2.17%+32,000New
Munich Reinsurance Co Stock Corp in Munich31,734$3.18M0.08%+31,734New
Hussman Strategic Advisors, Inc.31,500$3.15M0.68%00.0%Unchanged
New Mexico Educational Retirement Board31,400$3.14M0.10%+31,400New
Oregon Public Employees Retirement Fund30,900$3.09M0.04%+30,900New
Ameritas Investment Partners, Inc.28,762$2.88M0.09%+28,762New
Xponance, Inc.28,659$2.87M0.02%+11,234+64.5%Added
Nisa Investment Advisors, LLC28,591$2.86M0.01%−16,348−36.4%Reduced
Skandinaviska Enskilda Banken AB (publ)28,164$2.83M0.01%−2,140−7.1%Reduced
Parallel Advisors, LLC28,175$2.82M0.05%+701+2.6%Added
TD Asset Management Inc28,070$2.81M0.00%+12,363+78.7%Added
Ilmarinen Mutual Pension Insurance Co27,533$2.76M0.02%−2,467−8.2%Reduced
Panoramic Capital, LLC27,211$2.72M1.73%+12,211+81.4%Added
Commonwealth Equity Services, LLC27,134$2.72M0.00%−9,771−26.5%Reduced
Ritholtz Wealth Management26,703$2.67M0.05%+7,083+36.1%Added
Swiss Life Asset Management Ltd26,477$2.65M0.01%−17,803−40.2%Reduced
Commerce Bank26,455$2.65M0.01%+1,175+4.6%Added
Northwestern Mutual Wealth Management Co26,346$2.64M0.00%+3,516+15.4%Added
Altman Advisors, Inc.25,598$2.56M0.98%+4,937+23.9%Added
Elo Mutual Pension Insurance Co25,101$2.51M0.04%+7,594+43.4%Added
Formula Growth Ltd25,000$2.50M0.89%+11,000+78.6%Added
Prudential PLC24,918$2.49M0.02%00.0%Unchanged
Toronto Dominion Bank24,767$2.48M0.00%−1,630−6.2%Reduced
Oak Thistle LLC24,631$2.47M0.38%+15,235+162.1%Added
GM Advisory Group, Inc.23,861$2.39M0.10%+30.0%Added
Beaconlight Capital, LLC23,416$2.34M1.16%−45,337−65.9%Reduced
Utah Retirement Systems23,334$2.34M0.02%−1,304−5.3%Reduced
Mackenzie Financial Corp23,145$2.32M0.00%+6,760+41.3%Added
Police & Firemen's Retirement System of New Jersey22,764$2.28M0.02%+1,282+6.0%Added
NFJ Investment Group, LLC22,531$2.26M0.08%+22,531New
Wealth Enhancement Advisory Services, LLC20,967$2.26M0.00%−1,591−7.1%Reduced
Staley Capital Advisers Inc22,500$2.25M0.09%00.0%Unchanged
Pathstone Holdings, LLC22,454$2.25M0.01%+924+4.3%Added
JustInvest LLC22,414$2.24M0.02%−1,107−4.7%Reduced
Omers Administration Corp22,261$2.23M0.02%00.0%Unchanged
British Columbia Investment Management Corp21,962$2.20M0.01%−953−4.2%Reduced
1832 Asset Management L.P.21,238$2.13M0.00%+6,046+39.8%Added
Advisor Group Holdings, Inc.20,366$2.12M0.00%+2,948+16.9%Added
Ethic Inc.21,101$2.11M0.03%−3,533−14.3%Reduced
LSV Asset Management21,035$2.10M0.00%−905−4.1%Reduced
Ossiam20,156$2.02M0.03%+4,466+28.5%Added
Sphera Management Technology Funds Ltd20,000$2.00M1.01%+20,000New
Teacher Retirement System of Texas19,996$2.00M0.01%−70,849−78.0%Reduced
Harvest Fund Management Co., Ltd18,423$1.99M0.08%−1,422−7.2%Reduced
John G Ullman & Associates Inc19,741$1.98M0.27%+19,741New
We Are One Seven, LLC19,557$1.96M0.05%+223+1.2%Added
Franklin Resources Inc19,434$1.95M0.00%−134,525−87.4%Reduced
Nissay Asset Management Corp19,301$1.93M0.01%+928+5.1%Added
Vontobel Holding Ltd.17,993$1.80M0.01%+1,887+11.7%Added
RSM US Wealth Management LLC17,797$1.78M0.02%−662−3.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S17,573$1.76M0.02%+6,806+63.2%Added
Truvestments Capital LLC17,551$1.76M0.32%+900+5.4%Added
Kestra Investment Management, LLC17,115$1.71M0.05%−13,132−43.4%Reduced
Lido Advisors, LLC17,062$1.71M0.01%+864+5.3%Added
Mediolanum International Funds Ltd16,240$1.69M0.02%00.0%Unchanged
Gateway Investment Advisers LLC16,460$1.65M0.02%−14,663−47.1%Reduced
State of Alaska, Department of Revenue16,410$1.64M0.02%+16,410New
Credit Agricole S A16,019$1.60M0.01%+16,019New
CWM, LLC15,992$1.60M0.00%−4,823−23.2%Reduced
HighTower Advisors, LLC15,957$1.60M0.00%+5,020+45.9%Added
Kinneret Advisory, LLC15,916$1.59M0.14%−71−0.4%Reduced
Azzad Asset Management Inc15,883$1.59M0.16%+6,285+65.5%Added
Wolverine Trading, LLC15,192$1.58M0.03%−53,957−78.0%Reduced
Investment Management Corp of Ontario15,734$1.57M0.02%−23,608−60.0%Reduced
Edmond de Rothschild Holding S.A.15,671$1.57M0.02%−620−3.8%Reduced
Kestra Advisory Services, LLC15,627$1.56M0.01%+2,513+19.2%Added
OP Asset Management Ltd15,607$1.56M0.02%−10−0.1%Reduced
Generali Asset Management SPA SGR15,487$1.55M0.03%+2,779+21.9%Added
Fluent Financial, LLC15,414$1.54M0.60%+15,414New
Virtu Financial LLC15,325$1.53M0.09%+15,325New
Sumitomo Mitsui DS Asset Management Company, Ltd15,258$1.53M0.01%−53−0.3%Reduced
Public Employees Retirement Association of Colorado15,228$1.52M0.01%00.0%Unchanged
New York Life Investment Management LLC14,876$1.49M0.01%−547−3.5%Reduced