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Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Twilio Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of TWLO: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders77618870+112
Shares140.4M882.2K137.0M−2.59M (−1.9%)
Value$14.1B$88.7M$19.5B+$5.49B (+39.3%)

18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (189)

Institutions that held Twilio Inc at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 189 by value.

Institutions new to TWLO in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank1,925,354$273.9M0.03%
SRS Investment Management, LLC1,810,278$257.5M2.71%
Durable Capital Partners LP962,089$136.8M1.29%
Earnest Partners LLC590,981$84.1M0.36%
Dorsal Capital Management, LLC550,000$78.2M2.75%
Glenmede Trust Co NA486,023$69.1M0.33%
Temasek Holdings (Private) Ltd309,573$44.0M0.14%
Alkeon Capital Management LLC250,000$35.6M0.16%
Nomura Asset Management International Inc.233,246$33.2M0.05%
Schonfeld Strategic Advisors LLC226,033$32.2M0.16%
Meridiem Capital Partners LP162,812$23.2M1.45%
Lord, Abbett & Co. LLC150,000$21.3M0.07%
J. Safra Sarasin Holding AG132,204$18.8M0.31%
Woodline Partners LP107,325$15.3M0.06%
PFA Pension, Forsikringsaktieselskab101,306$14.6M0.04%
PensionDanmark Pensionsforsikringsaktieselskab97,689$13.9M0.13%
O'Neil Global Advisors, Inc.86,487$12.3M4.23%
Polar Capital Holdings Plc83,794$11.9M0.05%
Osmosis Investment Management UK Ltd81,117$11.5M0.29%
Interval Partners, LP67,000$9.53M0.22%
Nishkama Capital, LLC64,116$9.12M1.23%
Ardsley Advisory Partners LP62,500$8.89M1.13%
Osterweis Capital Management Inc55,215$7.85M0.33%
Carmignac Gestion50,000$7.11M0.10%
Exane Asset Management34,835$5.82M1.22%
Melqart Asset Management (UK) Ltd40,447$5.75M0.58%
Contango Wealth Management LLC39,500$5.62M6.28%
Pinebridge Investments LLC34,700$4.94M0.04%
Morgens Waterfall Vintiadis & Co Inc32,500$4.62M3.39%
Moore Capital Management, LP23,963$3.41M0.07%
Regions Financial Corp19,605$2.79M0.02%
Eurizon Capital SGR S.p.A.19,241$2.74M0.01%
Aurora Investment Counsel19,184$2.73M1.43%
Venture Visionary Partners LLC19,071$2.71M0.09%
Tredje AP-fonden18,937$2.69M0.02%
Lighthouse Investment Partners, LLC15,812$2.25M0.07%
Kultura Capital Management LP14,700$2.09M1.52%
North Dakota State Investment Board14,071$2.00M0.07%
NorthRock Partners, LLC12,356$1.76M0.03%
Schnieders Capital Management, LLC.11,320$1.61M0.25%
Sunstone Asset Management, L.P.10,515$1.50M1.47%
Militia Capital Partners, LP9,000$1.28M0.48%
Arta Finance Wealth Management LLC8,455$1.20M0.61%
Anchyra Partners LLC7,916$1.13M0.35%
Skopos Labs, Inc.6,753$955.6K0.04%
Laird Norton Trust Company, LLC6,365$905.4K0.02%
Jefferies Financial Group Inc.6,290$894.7K0.01%
Range Advisory, LLC6,100$867.7K0.22%
Natixis5,739$816.3K0.00%
SummitTX Capital, L.P.5,649$803.5K0.02%
Pinnacle Financial Partners, Inc.5,646$803.1K0.01%
Capstone Capital Management Ltd5,635$801.5K0.77%
CIBC World Markets Corp5,324$757.3K0.00%
Quadrature Capital Ltd5,267$749.2K0.01%
Lotus Technology Management, LP4,922$700.1K0.39%
Aigen Investment Management, LP4,845$689.2K0.16%
Avanza Fonder AB4,637$659.6K0.02%
Entropy Technologies, LP4,598$654.0K0.04%
Baader Bank INC4,773$624.7K0.05%
BCJ Capital Management, LLC4,323$614.9K0.04%
Independent Financial Group, LLC4,206$598.3K0.01%
Evolve Private Wealth, LLC4,127$587.0K0.03%
Envestnet Portfolio Solutions, Inc.3,917$557.2K0.00%
Kera Capital Partners, Inc.4,273$514.7K0.06%
Penserra Capital Management LLC3,571$506.0K0.01%
Inceptionr LLC2,981$424.0K0.12%
Kovack Advisors, Inc.2,964$421.5K0.02%
Rehmann Capital Advisory Group2,921$417.0K0.02%
Elevated Financial Group LLC2,755$391.9K0.14%
Fox Run Management, L.L.C.2,618$372.4K0.06%
Hirtle Callaghan & Co LLC2,594$369.0K0.01%
V-Square Quantitative Management LLC2,519$358.3K0.04%
West Tower Group, LLC2,500$355.6K0.82%
Mirabella Financial Services LLP2,466$350.8K0.03%
Concurrent Investment Advisors, LLC2,447$348.0K0.00%
Clear Creek Financial Management, LLC2,395$340.7K0.03%
Apollon Wealth Management, LLC2,381$338.7K0.01%
Cordoba Advisory Partners LLC2,332$331.7K0.08%
TCW Group Inc2,295$326.4K0.00%
Algert Global LLC2,270$322.9K0.01%
Xxi Wealth, LLC2,168$308.4K0.19%
Hennion & Walsh Asset Management, Inc.2,165$307.9K0.01%
Beese Fulmer Investment Management, Inc.2,154$306.4K0.02%
Mindset Wealth Management, LLC2,135$303.7K0.08%
Optas, LLC2,131$303.1K0.05%
Pitcairn Wealth Advisors LLC2,024$287.9K0.03%
Jump Financial, LLC1,996$283.9K0.00%
DRW Securities, LLC1,959$278.6K0.02%
Wealthcare Advisory Partners LLC1,942$276.2K0.01%
EP Wealth Advisors, LLC1,936$275.4K0.00%
Bay Rivers Group1,908$271.4K0.11%
Founders Financial Alliance, LLC1,906$271.1K0.05%
Financial Advisory Service, Inc.1,896$269.7K0.02%
Sagespring Wealth Partners, LLC1,892$269.1K0.00%
Kingswood Wealth Advisors, LLC1,876$266.8K0.01%
Warren Averett Asset Management, LLC1,866$265.4K0.00%
SP Asset Management LLC1,865$265.3K0.02%
HighPoint Advisor Group LLC1,858$264.3K0.01%
VestGen Advisors, LLC1,854$263.7K0.01%
Ballentine Partners, LLC1,850$263.1K0.00%

Sold out (77)

Institutions that held Twilio Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of TWLO in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Jericho Capital Asset Management L.P.1,970,978$197.3M
Westfield Capital Management Co LP591,367$59.2M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office512,800$51.3M
Telemark Asset Management, LLC200,000$20.0M
Tairen Capital Ltd159,318$15.9M
Flight Deck Capital, LP80,300$8.04M
Y-Intercept (Hong Kong) Ltd56,204$5.63M
Qsemble Capital Management, LP44,860$4.49M
Hussman Strategic Advisors, Inc.31,500$3.15M
Oak Thistle LLC24,631$2.47M
Fluent Financial, LLC15,414$1.54M
Virtu Financial LLC15,325$1.53M
Winton Group Ltd14,815$1.48M
Polianta Ltd14,200$1.42M
Pitcairn Co13,785$1.38M
Hel Ved Capital Management Ltd13,350$1.34M
Capstone Investment Advisors, LLC13,092$1.31M
Brighton Jones LLC9,919$992.8K
Connective Capital Management, LLC8,743$875.1K
Edgestream Partners, L.P.7,821$782.8K
Sanders Morris Harris LLC6,477$648.3K
Weiss Asset Management LP5,855$586.0K
AIA Group Ltd5,359$536.4K
Limestone Investment Advisors LP4,930$493.4K
APG Asset Management US Inc.4,803$493.3K
Greenwood Capital Associates LLC4,680$468.4K
Boothbay Fund Management, LLC4,591$459.5K
111 Capital4,390$439.4K
Freestone Capital Holdings, LLC4,338$434.2K
Sherbrooke Park Advisers LLC4,163$416.7K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,871$387.4K
Bridgefront Capital, LLC3,689$369.2K
Nomura Holdings Inc3,536$353.9K
GTS Securities LLC3,267$327.0K
Lyell Wealth Management, LP3,203$320.6K
Two Sigma Securities, LLC2,962$296.5K
Requisite Capital Management, LLC2,886$288.9K
Kovitz Investment Group Partners, LLC2,852$285.4K
IFG Advisory, LLC2,822$282.5K
Sender Co & Partners, Inc.2,786$278.9K
Axq Capital, LP2,654$265.6K
Aspiring Ventures, LLC2,400$240.2K
Colonial River Wealth Management, LLC2,367$236.9K
Axxcess Wealth Management, LLC2,367$236.9K
Simplicity Wealth,LLC2,137$213.9K
Quarry LP1,911$191.3K
Ci Investments Inc.863$86.0K
Aventura Private Wealth, LLC500$50.0K
Itau Unibanco Holding S.A.451$45.1K
N.E.W. Advisory Services LLC426$42.6K
Cloud Capital Management, LLC425$42.0K
TruNorth Capital Management, LLC300$30.0K
Wealthspire Advisors, LLC288$28.8K
Sofos Investments, Inc.283$28.3K
Hilltop National Bank267$26.7K
Optiver Holding B.V.230$23.0K
LRI Investments, LLC151$15.1K
Altshuler Shaham Ltd100$10.0K
Inlight Wealth Management, LLC95$9.51K
Activest Wealth Management91$9.11K
Ameritas Advisory Services, LLC50$5.00K
Pin Oak Investment Advisors Inc40$4.00K
Wall Street Access Asset Management, LLC36$3.60K
Pension & Wealth Management Advisors, Inc.20$2.00K
JPL Wealth Management, LLC19$1.90K
Strive Asset Management, LLC19$1.90K
MJT & Associates Financial Advisory Group, Inc.17$1.70K
Bartlett & Co. Wealth Management LLC15$1.50K
West Branch Capital LLC10$1.16K
Mather Group, LLC.12$1.15K
Johnson Financial Group, Inc.10$1.00K
Rise Advisors, LLC10$1.00K
Cape Investment Advisory, Inc.10$1.00K
Tortoise Investment Management, LLC6$601
Frazier Financial Advisors, LLC5$501
GPS Wealth Strategies Group, LLC1$100
Keener Financial Planning LLC1$0

Not filed for Q4 2025 yet (18)

Institutions that held Twilio Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWLO in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Glenmede Investment Management, LP548,485$54.9M
Aware Super Pty Ltd as trustee of Aware Super202,505$20.3M
AXA Investment Managers S.A.66,733$6.68M
Wolverine Trading, LLC15,192$1.58M
Palo Alto Wealth Advisors, LLC10,756$1.41M
Pinebridge Investments, L.P.13,250$1.33M
Moloney Securities Asset Management, LLC6,879$688.5K
Synovus Financial Corp5,713$571.8K
CIBC Bancorp USA Inc.5,474$547.9K
Wetherby Asset Management Inc3,431$343.4K
Shell Asset Management Co1,841$184.0K
Point72 Europe (London) LLP1,005$100.6K
Optimum Investment Advisors585$58.6K
Hemington Wealth Management256$25.0K
Lowe Wealth Advisors, LLC46$4.60K
FSA Wealth Management LLC19$1.90K
Binnacle Investments Inc16$1.60K
Guerra Advisors Inc0$8