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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 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.

Institutional holdersQ4 2025: 871 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 heldQ4 2025: $19.5B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q3 2025.

Institutions holding TWLO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Brinker Capital Investments, LLC2,288$325.4K0.00%+45+2.0%Added
TCW Group Inc2,295$326.4K0.00%+2,295New
Affinity Investment Advisors, LLC2,298$326.9K0.22%−7,839−77.3%Reduced
Marex Group plc2,299$327.0K0.00%−1,745−43.2%Reduced
Palumbo Wealth Management LLC2,301$327.3K0.08%+168+7.9%Added
LVW Advisors, LLC2,312$328.9K0.03%−76−3.2%Reduced
D.A. Davidson & Co.2,327$331.0K0.00%+22+1.0%Added
Cordoba Advisory Partners LLC2,332$331.7K0.08%+2,332New
SkyOak Wealth, LLC2,336$332.3K0.06%+3+0.1%Added
Cladis Investment Advisory, LLC2,350$334.3K0.18%00.0%Unchanged
Brandywine Managers, LLC2,357$335.3K0.17%00.0%Unchanged
Institute for Wealth Management, LLC.2,377$338.1K0.04%−165−6.5%Reduced
Apollon Wealth Management, LLC2,381$338.7K0.01%+2,381New
Clear Creek Financial Management, LLC2,395$340.7K0.03%+2,395New
Umb Bank N A2,399$341.2K0.00%+288+13.6%Added
Concurrent Investment Advisors, LLC2,447$348.0K0.00%+2,447New
GK Wealth Management LLC2,456$349.3K0.26%−502−17.0%Reduced
Mirabella Financial Services LLP2,466$350.8K0.03%+2,466New
Interchange Capital Partners, LLC2,468$351.0K0.07%+425+20.8%Added
West Tower Group, LLC2,500$355.6K0.82%+2,500New
V-Square Quantitative Management LLC2,519$358.3K0.04%+2,519New
Silver Lake Advisory, LLC2,525$359.2K0.14%+225+9.8%Added
Rafferty Asset Management, LLC2,548$362.4K0.00%−103−3.9%Reduced
Hirtle Callaghan & Co LLC2,594$369.0K0.01%+2,594New
GAMMA Investing LLC2,608$371.0K0.02%+1,075+70.1%Added
Fox Run Management, L.L.C.2,618$372.4K0.06%+2,618New
Versant Capital Management, Inc2,641$375.7K0.05%+360+15.8%Added
Motley Fool Asset Management LLC2,675$380.5K0.01%+176+7.0%Added
Chevy Chase Trust Holdings, Inc.2,695$383.3K0.00%+10+0.4%Added
Intech Investment Management LLC2,713$385.9K0.00%−2,457−47.5%Reduced
Elevated Financial Group LLC2,755$391.9K0.14%+2,755New
Affinity Capital Advisors, LLC2,760$392.6K0.05%+169+6.5%Added
IFP Advisors, Inc2,762$392.9K0.01%+337+13.9%Added
Kingsview Wealth Management, LLC2,784$396.0K0.01%+495+21.6%Added
Perigon Wealth Management, LLC2,791$397.0K0.01%−216−7.2%Reduced
J.W. Cole Advisors, Inc.3,186$399.1K0.01%+36+1.1%Added
Aptus Capital Advisors, LLC2,806$399.1K0.00%−18−0.6%Reduced
Wedmont Private Capital2,828$404.1K0.01%+197+7.5%Added
Integral Investment Advisors, Inc.2,843$404.4K0.10%00.0%Unchanged
One Wealth Advisors, LLC2,850$405.4K0.05%−950−25.0%Reduced
Rehmann Capital Advisory Group2,921$417.0K0.02%+2,921New
Kovack Advisors, Inc.2,964$421.5K0.02%+2,964New
Vestcor Inc2,966$422.0K0.01%00.0%Unchanged
Inceptionr LLC2,981$424.0K0.12%+2,981New
Bessemer Group Inc2,988$425.0K0.00%+228+8.3%Added
Register Financial Advisors LLC3,000$426.7K0.17%00.0%Unchanged
Venturi Wealth Management, LLC3,010$428.1K0.02%+668+28.5%Added
Prelude Capital Management, LLC3,042$432.7K0.03%−209−6.4%Reduced
Polen Capital Management LLC3,056$434.7K0.00%+45+1.5%Added
AlphaCore Capital LLC3,078$437.8K0.01%+1,738+129.7%Added
Vise Technologies, Inc.3,081$438.2K0.01%+307+11.1%Added
Krilogy Financial LLC3,301$442.2K0.02%−66−2.0%Reduced
Resources Investment Advisors, LLC.3,125$444.5K0.00%+42+1.4%Added
G2 Capital Management, LLC3,200$455.2K0.11%−100−3.0%Reduced
Signaturefd, LLC3,206$456.0K0.01%+146+4.8%Added
Harbour Investments, Inc.3,222$458.3K0.01%+1,156+56.0%Added
Capital Investment Advisory Services, LLC3,236$460.3K0.03%−25−0.8%Reduced
Cedar Wealth Management, LLC3,260$463.7K0.14%−67−2.0%Reduced
Moran Wealth Management, LLC3,280$466.5K0.01%−1,630−33.2%Reduced
Twin Peaks Wealth Advisors, LLC3,997$467.6K0.14%−3−0.1%Reduced
Ofi Invest Asset Management3,328$473.4K0.01%+2,284+218.8%Added
GenTrust, LLC3,329$473.5K0.02%+306+10.1%Added
Camden Capital, LLC3,381$481.0K0.03%+215+6.8%Added
Profund Advisors LLC3,386$481.6K0.01%−200−5.6%Reduced
Everence Capital Management Inc3,392$482.0K0.03%00.0%Unchanged
Trexquant Investment LP3,393$482.6K0.00%−54,017−94.1%Reduced
BBR Partners, LLC3,420$486.5K0.03%−55−1.6%Reduced
Wisconsin Wealth Advisors, LLC3,510$499.3K0.49%−9−0.3%Reduced
Penserra Capital Management LLC3,571$506.0K0.01%+3,571New
Citizens Financial Group Inc3,603$512.5K0.01%−15−0.4%Reduced
Kera Capital Partners, Inc.4,273$514.7K0.06%+4,273New
Fulton Bank, N.A.3,631$516.5K0.02%+1,596+78.4%Added
Fifth Third Wealth Advisors LLC3,665$521.3K0.02%+2+0.1%Added
Kentucky Retirement Systems Insurance Trust Fund3,721$529.3K0.03%00.0%Unchanged
Wahed Invest LLC3,723$529.6K0.07%−145−3.7%Reduced
Chicago Partners Investment Group LLC4,180$536.3K0.01%+442+11.8%Added
United Advisor Group, LLC3,788$538.8K0.07%−550−12.7%Reduced
Inscription Capital, LLC3,825$544.1K0.06%+206+5.7%Added
Meiji Yasuda Asset Management Co Ltd.3,853$548.1K0.03%−63−1.6%Reduced
Probity Advisors, Inc.3,856$548.5K0.09%−308−7.4%Reduced
Cullen/Frost Bankers, Inc.3,870$550.5K0.01%+321+9.0%Added
Atria Investments LLC3,905$555.4K0.01%−4,070−51.0%Reduced
MAI Capital Management3,908$555.8K0.00%+73+1.9%Added
Syon Capital LLC3,917$557.2K0.03%+1,751+80.8%Added
Envestnet Portfolio Solutions, Inc.3,917$557.2K0.00%+3,917New
Uniting Wealth Partners, LLC4,000$569.0K0.17%00.0%Unchanged
Callan Family Office, LLC4,099$583.0K0.01%+450+12.3%Added
Evolve Private Wealth, LLC4,127$587.0K0.03%+4,127New
Independent Financial Group, LLC4,206$598.3K0.01%+4,206New
GraniteShares Advisors LLC4,244$603.7K0.37%−307−6.7%Reduced
Cary Street Partners Financial LLC4,275$608.1K0.02%00.0%Unchanged
Green Alpha Advisors, LLC4,289$610.1K0.56%−174−3.9%Reduced
Leonteq Securities AG4,295$610.9K0.03%−37,738−89.8%Reduced
BCJ Capital Management, LLC4,323$614.9K0.04%+4,323New
Ostrum Asset Management4,350$618.7K0.03%−1,443−24.9%Reduced
Baader Bank INC4,773$624.7K0.05%+4,773New
Cambria Investment Management, L.P.4,408$627.0K0.04%+739+20.1%Added
DC Investments Management, LLC4,425$629.4K0.28%00.0%Unchanged
Savant Capital, LLC4,531$644.5K0.00%+1,073+31.0%Added
GLOBALT Investments LLC4,534$644.9K0.02%−375−7.6%Reduced