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, Q4 2025
Institutional positions in Twilio Inc as of Dec 31, 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
- 871
- +112 vs. Q3 2025
- Shares held
- 137.0M
- −2.59M (−1.9%) vs. Q3 2025
- Total value
- $19.5B
- +$5.49B (+39.3%) vs. Q3 2025
- New holders
- 189
- 271 more added
- Sold out
- 77
- 288 more reduced
18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,423,070 | $2.34B | 0.04% | −418,726−2.5% | Reduced |
| Vanguard Group Inc | 15,449,586 | $2.20B | 0.03% | +143,597+0.9% | Added |
| FMR LLC | 10,672,418 | $1.52B | 0.08% | +2,323,461+27.8% | Added |
| JPMorgan Chase & Co | 9,153,934 | $1.30B | 0.09% | −1,784,318−16.3% | Reduced |
| State Street Corp | 5,787,207 | $823.2M | 0.03% | −92,188−1.6% | Reduced |
| Invesco Ltd. | 3,151,546 | $448.3M | 0.04% | +1,142,309+56.9% | Added |
| Royal Bank of Canada | 2,944,377 | $418.8M | 0.07% | +110,941+3.9% | Added |
| Geode Capital Management, LLC | 2,746,881 | $389.6M | 0.02% | −23,533−0.8% | Reduced |
| Sachem Head Capital Management LP | 2,295,000 | $326.4M | 7.65% | −1,000,000−30.3% | Reduced |
| Morgan Stanley | 2,176,841 | $309.6M | 0.02% | −523,247−19.4% | Reduced |
| Pictet Asset Management Holding SA | 1,982,340 | $282.0M | 0.27% | −287,345−12.7% | Reduced |
| UBS Group AG | 1,956,757 | $278.3M | 0.06% | −942,871−32.5% | Reduced |
| Citadel Advisors LLC | 1,940,657 | $276.0M | 0.19% | +1,523,932+365.7% | Added |
| Norges Bank | 1,925,354 | $273.9M | 0.03% | +1,925,354 | New |
| SRS Investment Management, LLC | 1,810,278 | $257.5M | 2.71% | +1,810,278 | New |
| Northern Trust Corp | 1,778,918 | $253.0M | 0.03% | +105,579+6.3% | Added |
| FIL Ltd | 1,740,832 | $247.6M | 0.19% | −975,024−35.9% | Reduced |
| UBS Asset Management Americas Inc | 1,734,425 | $246.7M | 0.05% | +87,999+5.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,589,750 | $226.1M | 0.13% | −816,164−33.9% | Reduced |
| Slate Path Capital LP | 1,562,600 | $222.3M | 3.00% | +1,107,700+243.5% | Added |
| Dimensional Fund Advisors LP | 1,536,672 | $218.6M | 0.05% | −16,369−1.1% | Reduced |
| Nordea Investment Management AB | 1,176,896 | $168.8M | 0.14% | +24,169+2.1% | Added |
| Charles Schwab Investment Management Inc | 1,066,242 | $151.7M | 0.02% | −10,790−1.0% | Reduced |
| Bank of New York Mellon Corp | 1,056,819 | $150.3M | 0.03% | −155,617−12.8% | Reduced |
| Balyasny Asset Management LLC | 1,051,014 | $149.5M | 0.28% | +946,921+909.7% | Added |
| Bank of America Corp | 1,039,456 | $147.9M | 0.01% | −214,461−17.1% | Reduced |
| Amundi | 1,027,033 | $146.1M | 0.04% | +13,810+1.4% | Added |
| Durable Capital Partners LP | 962,089 | $136.8M | 1.29% | +962,089 | New |
| Legal & General Group Plc | 943,571 | $134.2M | 0.03% | −66,815−6.6% | Reduced |
| Goldman Sachs Group Inc | 874,642 | $124.4M | 0.02% | +100,753+13.0% | Added |
| Deutsche Bank AG | 791,187 | $112.5M | 0.04% | +34,015+4.5% | Added |
| KBC Group NV | 779,534 | $110.9M | 0.25% | −316,923−28.9% | Reduced |
| No Street GP LP | 772,686 | $109.9M | 7.40% | −61,307−7.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 765,555 | $108.9M | 0.16% | −366,587−32.4% | Reduced |
| Voya Investment Management LLC | 721,441 | $102.6M | 0.10% | −33,574−4.4% | Reduced |
| Atreides Management, LP | 716,946 | $102.0M | 2.16% | −248,817−25.8% | Reduced |
| Captrust Financial Advisors | 674,977 | $96.0M | 0.18% | +29,325+4.5% | Added |
| First Trust Advisors LP | 651,580 | $92.7M | 0.07% | −325,565−33.3% | Reduced |
| Point72 Asset Management, L.P. | 602,189 | $85.7M | 0.13% | +356,306+144.9% | Added |
| Principal Financial Group Inc | 596,438 | $84.8M | 0.04% | +98,092+19.7% | Added |
| Earnest Partners LLC | 590,981 | $84.1M | 0.36% | +590,981 | New |
| Dorsal Capital Management, LLC | 550,000 | $78.2M | 2.75% | +550,000 | New |
| Rhumbline Advisers | 547,367 | $77.9M | 0.06% | −5,614−1.0% | Reduced |
| Schroder Investment Management Group | 535,236 | $77.1M | 0.06% | −384,959−41.8% | Reduced |
| Freestone Grove Partners LP | 494,752 | $70.4M | 0.51% | −529,490−51.7% | Reduced |
| Glenmede Trust Co NA | 486,023 | $69.1M | 0.33% | +486,023 | New |
| D. E. Shaw & Co., Inc. | 430,557 | $61.2M | 0.05% | +384,135+827.5% | Added |
| Swiss National Bank | 420,400 | $59.8M | 0.04% | −19,700−4.5% | Reduced |
| American Century Companies Inc | 399,921 | $56.9M | 0.03% | +292,537+272.4% | Added |
| Pacer Advisors, Inc. | 394,794 | $56.2M | 0.15% | −79,903−16.8% | Reduced |
| Man Group plc | 390,713 | $55.6M | 0.11% | −89,993−18.7% | Reduced |
| Canada Pension Plan Investment Board | 386,200 | $54.9M | 0.04% | +228,698+145.2% | Added |
| Fred Alger Management, LLC | 372,481 | $53.0M | 0.21% | −70,511−15.9% | Reduced |
| Retirement Systems of Alabama | 365,412 | $52.0M | 0.17% | −3,550−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 359,525 | $51.1M | 0.28% | −15,681−4.2% | Reduced |
| Wells Fargo & Company | 359,354 | $51.1M | 0.01% | −49,907−12.2% | Reduced |
| Jupiter Asset Management Ltd | 349,304 | $49.7M | 0.40% | −136,803−28.1% | Reduced |
| Ameriprise Financial Inc | 334,909 | $47.6M | 0.01% | −98,845−22.8% | Reduced |
| Barclays PLC | 333,829 | $47.5M | 0.02% | +7,187+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 332,280 | $47.3M | 0.03% | −13,705−4.0% | Reduced |
| Truist Financial Corp | 320,597 | $45.6M | 0.06% | +19,916+6.6% | Added |
| Alyeska Investment Group, L.P. | 312,348 | $44.4M | 0.13% | −2,331,511−88.2% | Reduced |
| Temasek Holdings (Private) Ltd | 309,573 | $44.0M | 0.14% | +309,573 | New |
| Marshall Wace, LLP | 306,873 | $43.6M | 0.04% | +153,551+100.1% | Added |
| Price T Rowe Associates Inc | 303,401 | $43.2M | 0.00% | +9,377+3.2% | Added |
| Envestnet Asset Management Inc | 298,805 | $42.5M | 0.01% | +117,456+64.8% | Added |
| Blue Grotto Capital, LLC | 298,483 | $42.5M | 4.36% | −125,878−29.7% | Reduced |
| AQR Capital Management LLC | 282,347 | $40.2M | 0.02% | −46,022−14.0% | Reduced |
| Quantinno Capital Management LP | 272,740 | $38.8M | 0.08% | +82,841+43.6% | Added |
| California Public Employees Retirement System | 266,074 | $37.8M | 0.02% | −13,193−4.7% | Reduced |
| Citigroup Inc | 262,035 | $37.3M | 0.03% | +5,827+2.3% | Added |
| Baird Financial Group, Inc. | 259,911 | $37.0M | 0.06% | −55,433−17.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 257,698 | $36.7M | 0.10% | −115,446−30.9% | Reduced |
| Alkeon Capital Management LLC | 250,000 | $35.6M | 0.16% | +250,000 | New |
| Capital Fund Management S.A. | 249,600 | $35.5M | 0.34% | −68,256−21.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 254,771 | $35.3M | 0.06% | −19,662−7.2% | Reduced |
| California State Teachers Retirement System | 240,894 | $34.3M | 0.03% | −2,928−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 240,389 | $34.2M | 0.05% | −2,488−1.0% | Reduced |
| Blair William & Co | 235,993 | $33.6M | 0.09% | +36,425+18.3% | Added |
| Nomura Asset Management International Inc. | 233,246 | $33.2M | 0.05% | +233,246 | New |
| Nuveen, LLC | 226,735 | $32.3M | 0.01% | −99,217−30.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 226,033 | $32.2M | 0.16% | +226,033 | New |
| LMR Partners LLP | 225,000 | $32.0M | 0.31% | +25,000+12.5% | Added |
| Pacific Heights Asset Management LLC | 210,000 | $29.9M | 1.12% | +10,000+5.0% | Added |
| Panagora Asset Management Inc | 205,786 | $29.3M | 0.10% | +134,006+186.7% | Added |
| Alliancebernstein L.P. | 200,644 | $28.5M | 0.01% | +5,920+3.0% | Added |
| Vinva Investment Management Ltd | 187,170 | $27.2M | 0.34% | +91,510+95.7% | Added |
| LPL Financial LLC | 178,184 | $25.3M | 0.01% | +4,338+2.5% | Added |
| Susquehanna International Group, LLP | 171,889 | $24.4M | 0.03% | +62,856+57.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,554 | $23.7M | 0.03% | +89,697+116.7% | Added |
| Meridiem Capital Partners LP | 162,812 | $23.2M | 1.45% | +162,812 | New |
| King Luther Capital Management Corp | 160,730 | $22.9M | 0.09% | −3,386−2.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 160,041 | $22.8M | 0.04% | +54,453+51.6% | Added |
| BNP Paribas Arbitrage, SA | 157,514 | $22.4M | 0.01% | −213,806−57.6% | Reduced |
| Lord, Abbett & Co. LLC | 150,000 | $21.3M | 0.07% | +150,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,336 | $21.1M | 0.01% | +16,338+12.0% | Added |
| Boston Partners | 147,738 | $21.0M | 0.02% | −11,988−7.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 142,844 | $20.3M | 0.21% | −8,795−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 141,563 | $20.1M | 0.04% | −36,193−20.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 140,919 | $20.0M | 0.62% | −14,630−9.4% | Reduced |