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, 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 |
|---|---|---|---|---|---|
| Generali Investments, Management Co LLC | 9,067 | $1.29M | 0.26% | +2,254+33.1% | Added |
| Azzad Asset Management Inc | 9,270 | $1.32M | 0.13% | −6,613−41.6% | Reduced |
| TLWM | 9,415 | $1.34M | 0.25% | −29−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,370 | $1.34M | 0.01% | +1,347+16.8% | Added |
| Wincap Financial LLC | 9,609 | $1.37M | 0.94% | +3,925+69.1% | Added |
| Allianz Asset Management GmbH | 9,701 | $1.38M | 0.00% | −29,885−75.5% | Reduced |
| Archon Capital Management LLC | 9,800 | $1.39M | 0.79% | −46,500−82.6% | Reduced |
| Quadrant Capital Group LLC | 9,936 | $1.41M | 0.04% | +8,861+824.3% | Added |
| Abn Amro Investment Solutions | 9,965 | $1.42M | 0.02% | +7,612+323.5% | Added |
| Sanctuary Advisors, LLC | 9,995 | $1.42M | 0.01% | −3,444−25.6% | Reduced |
| Thoroughbred Financial Services, LLC | 10,180 | $1.45M | 0.09% | −532−5.0% | Reduced |
| RMR Wealth Builders | 10,417 | $1.48M | 0.12% | 00.0% | Unchanged |
| Sunstone Asset Management, L.P. | 10,515 | $1.50M | 1.47% | +10,515 | New |
| Tobam | 10,517 | $1.50M | 0.37% | +3,898+58.9% | Added |
| Formula Growth Ltd | 10,688 | $1.52M | 0.59% | −14,312−57.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,734 | $1.53M | 0.02% | −1,221−10.2% | Reduced |
| Securian Asset Management, Inc | 11,049 | $1.57M | 0.06% | −442−3.8% | Reduced |
| Verdence Capital Advisors LLC | 11,141 | $1.58M | 0.09% | +277+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 11,191 | $1.59M | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 11,320 | $1.61M | 0.25% | +11,320 | New |
| State of Wyoming | 11,431 | $1.63M | 0.18% | +2,889+33.8% | Added |
| Bank of Nova Scotia | 11,472 | $1.63M | 0.00% | +1,109+10.7% | Added |
| Summit Trail Advisors, LLC | 11,567 | $1.65M | 0.03% | −565−4.7% | Reduced |
| Elo Mutual Pension Insurance Co | 11,576 | $1.65M | 0.03% | −13,525−53.9% | Reduced |
| Shelton Wealth Management, LLC | 11,691 | $1.66M | 0.73% | +824+7.6% | Added |
| Miracle Mile Advisors, LLC | 11,868 | $1.69M | 0.02% | +151+1.3% | Added |
| Empowered Funds, LLC | 11,904 | $1.69M | 0.03% | −63,775−84.3% | Reduced |
| Allstate Corp | 11,918 | $1.70M | 0.02% | +5,936+99.2% | Added |
| Baker Avenue Asset Management, LP | 11,970 | $1.70M | 0.04% | +1,562+15.0% | Added |
| Circle Wealth Management, LLC | 12,019 | $1.71M | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 17,106 | $1.71M | 0.01% | +44+0.3% | Added |
| Bouvel Investment Partners, LLC | 12,107 | $1.72M | 0.50% | +354+3.0% | Added |
| CWA Asset Management Group, LLC | 12,183 | $1.73M | 0.06% | −46,589−79.3% | Reduced |
| SBI Securities Co., Ltd. | 12,252 | $1.74M | 0.04% | +1,914+18.5% | Added |
| NorthRock Partners, LLC | 12,356 | $1.76M | 0.03% | +12,356 | New |
| Krane Funds Advisors LLC | 12,407 | $1.76M | 0.06% | +114+0.9% | Added |
| Generali Asset Management SPA SGR | 12,838 | $1.83M | 0.04% | −2,649−17.1% | Reduced |
| Daiwa Securities Group Inc. | 12,953 | $1.84M | 0.01% | +200+1.6% | Added |
| Board of the Pension Protection Fund | 13,000 | $1.85M | 1.76% | +300+2.4% | Added |
| Jane Street Group, LLC | 13,017 | $1.85M | 0.00% | −174,200−93.0% | Reduced |
| Federated Hermes, Inc. | 13,266 | $1.89M | 0.00% | −57,028−81.1% | Reduced |
| Rockefeller Capital Management L.P. | 13,273 | $1.89M | 0.00% | +1,507+12.8% | Added |
| Susquehanna Fundamental Investments, LLC | 13,397 | $1.91M | 0.06% | −58,922−81.5% | Reduced |
| Mercer Global Advisors Inc | 13,448 | $1.91M | 0.00% | +4,678+53.3% | Added |
| Centaurus Financial, Inc. | 13,576 | $1.93M | 0.09% | −11−0.1% | Reduced |
| New York Life Investment Management LLC | 13,649 | $1.94M | 0.02% | −1,227−8.2% | Reduced |
| Caxton Associates LLP | 13,734 | $1.95M | 0.04% | +782+6.0% | Added |
| Optimize Financial Inc | 13,835 | $1.97M | 0.99% | +196+1.4% | Added |
| South Dakota Investment Council | 13,843 | $1.97M | 0.04% | +7,143+106.6% | Added |
| Fifth Third Bancorp | 14,024 | $1.99M | 0.01% | +10,834+339.6% | Added |
| Vontobel Holding Ltd. | 14,054 | $2.00M | 0.01% | −3,939−21.9% | Reduced |
| North Dakota State Investment Board | 14,071 | $2.00M | 0.07% | +14,071 | New |
| Carret Asset Management, LLC | 14,260 | $2.03M | 0.19% | +2,520+21.5% | Added |
| The PNC Financial Services Group, Inc. | 14,320 | $2.04M | 0.00% | +1,185+9.0% | Added |
| Credit Agricole S A | 14,382 | $2.05M | 0.01% | −1,637−10.2% | Reduced |
| Beacon Pointe Advisors, LLC | 14,447 | $2.06M | 0.01% | +59+0.4% | Added |
| Macquarie Group Ltd | 14,527 | $2.07M | 0.01% | −186,520−92.8% | Reduced |
| Bridgeway Capital Management, LLC | 14,600 | $2.08M | 0.04% | −100−0.7% | Reduced |
| Kultura Capital Management LP | 14,700 | $2.09M | 1.52% | +14,700 | New |
| State of Alaska, Department of Revenue | 14,980 | $2.13M | 0.02% | −1,430−8.7% | Reduced |
| Public Employees Retirement Association of Colorado | 15,228 | $2.17M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $2.17M | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,311 | $2.18M | 0.04% | +4,060+36.1% | Added |
| DekaBank Deutsche Girozentrale | 32,970 | $2.20M | 0.00% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 15,493 | $2.20M | 0.19% | −423−2.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,671 | $2.23M | 0.03% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 15,812 | $2.25M | 0.07% | +15,812 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 15,828 | $2.25M | 0.02% | −1,745−9.9% | Reduced |
| XTX Topco Ltd | 15,834 | $2.25M | 0.06% | −28,990−64.7% | Reduced |
| Janney Montgomery Scott LLC | 16,002 | $2.28M | 0.01% | +4,319+37.0% | Added |
| CWM, LLC | 16,049 | $2.28M | 0.01% | +57+0.4% | Added |
| Candriam Luxembourg S.C.A. | 16,533 | $2.35M | 0.01% | −164,254−90.9% | Reduced |
| HighTower Advisors, LLC | 16,608 | $2.36M | 0.00% | +651+4.1% | Added |
| Advisor Group Holdings, Inc. | 16,791 | $2.39M | 0.00% | −3,575−17.6% | Reduced |
| OP Asset Management Ltd | 17,053 | $2.43M | 0.03% | +1,446+9.3% | Added |
| Harvest Fund Management Co., Ltd | 21,513 | $2.43M | 0.09% | +3,090+16.8% | Added |
| Kestra Advisory Services, LLC | 17,955 | $2.55M | 0.01% | +2,328+14.9% | Added |
| Kestra Investment Management, LLC | 18,066 | $2.57M | 0.06% | +951+5.6% | Added |
| Ethic Inc. | 18,266 | $2.60M | 0.04% | −2,835−13.4% | Reduced |
| GM Advisory Group, Inc. | 18,383 | $2.61M | 0.10% | −5,478−23.0% | Reduced |
| Janus Henderson Group PLC | 18,485 | $2.63M | 0.00% | +6,803+58.2% | Added |
| National Pension Service | 18,545 | $2.64M | 0.00% | +12,025+184.4% | Added |
| RSM US Wealth Management LLC | 18,529 | $2.67M | 0.03% | +732+4.1% | Added |
| NFJ Investment Group, LLC | 18,795 | $2.67M | 0.10% | −3,736−16.6% | Reduced |
| Tredje AP-fonden | 18,937 | $2.69M | 0.02% | +18,937 | New |
| Oddo BHF Asset Management SAS | 18,969 | $2.70M | 0.10% | +4,244+28.8% | Added |
| Investment Management Corp of Ontario | 19,038 | $2.71M | 0.04% | +3,304+21.0% | Added |
| Venture Visionary Partners LLC | 19,071 | $2.71M | 0.09% | +19,071 | New |
| CI Private Wealth, LLC | 19,094 | $2.72M | 0.00% | +4,424+30.2% | Added |
| Aurora Investment Counsel | 19,184 | $2.73M | 1.43% | +19,184 | New |
| John G Ullman & Associates Inc | 19,216 | $2.73M | 0.36% | −525−2.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 19,241 | $2.74M | 0.01% | +19,241 | New |
| Gateway Investment Advisers LLC | 19,351 | $2.75M | 0.03% | +2,891+17.6% | Added |
| We Are One Seven, LLC | 19,513 | $2.78M | 0.06% | −44−0.2% | Reduced |
| Nissay Asset Management Corp | 19,530 | $2.78M | 0.01% | +229+1.2% | Added |
| Regions Financial Corp | 19,605 | $2.79M | 0.02% | +19,605 | New |
| Truvestments Capital LLC | 19,667 | $2.80M | 0.51% | +2,116+12.1% | Added |
| Natixis Advisors, L.P. | 19,760 | $2.81M | 0.00% | +5,130+35.1% | Added |
| Franklin Resources Inc | 20,098 | $2.86M | 0.00% | +664+3.4% | Added |
| LSV Asset Management | 21,035 | $2.99M | 0.01% | 00.0% | Unchanged |