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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 21,689 | $3.02M | 0.00% | +722+3.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,470 | $3.05M | 0.03% | −1,294−5.7% | Reduced |
| Pathstone Holdings, LLC | 22,243 | $3.16M | 0.01% | −211−0.9% | Reduced |
| Staley Capital Advisers Inc | 22,500 | $3.20M | 0.13% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $3.27M | 0.15% | +10,000+76.9% | Added |
| Utah Retirement Systems | 23,334 | $3.32M | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 23,894 | $3.40M | 0.06% | −2,809−10.5% | Reduced |
| Moore Capital Management, LP | 23,963 | $3.41M | 0.07% | +23,963 | New |
| Toronto Dominion Bank | 24,506 | $3.49M | 0.01% | −261−1.1% | Reduced |
| Two Sigma Investments, LP | 24,769 | $3.52M | 0.01% | −50,940−67.3% | Reduced |
| Prudential PLC | 24,918 | $3.54M | 0.03% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 25,000 | $3.56M | 1.86% | +5,000+25.0% | Added |
| Altman Advisors, Inc. | 25,665 | $3.65M | 1.38% | +67+0.3% | Added |
| US Bancorp | 25,764 | $3.66M | 0.00% | +18,931+277.1% | Added |
| Commonwealth Equity Services, LLC | 25,770 | $3.67M | 0.00% | −1,364−5.0% | Reduced |
| Xponance, Inc. | 25,886 | $3.68M | 0.03% | −2,773−9.7% | Reduced |
| British Columbia Investment Management Corp | 27,226 | $3.87M | 0.02% | +5,264+24.0% | Added |
| Ameritas Investment Partners, Inc. | 27,786 | $3.95M | 0.12% | −976−3.4% | Reduced |
| Parallel Advisors, LLC | 28,219 | $4.01M | 0.07% | +44+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,632 | $4.07M | 0.01% | −9,421−24.8% | Reduced |
| JustInvest LLC | 28,805 | $4.10M | 0.04% | +6,391+28.5% | Added |
| Swiss Life Asset Management Ltd | 28,885 | $4.11M | 0.02% | +2,408+9.1% | Added |
| TD Asset Management Inc | 28,952 | $4.12M | 0.00% | +882+3.1% | Added |
| Nisa Investment Advisors, LLC | 28,955 | $4.12M | 0.01% | +364+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 29,343 | $4.17M | 0.02% | +1,179+4.2% | Added |
| Northwestern Mutual Wealth Management Co | 29,937 | $4.26M | 0.00% | +3,591+13.6% | Added |
| Soltis Investment Advisors LLC | 30,191 | $4.29M | 0.28% | −10,026−24.9% | Reduced |
| Oregon Public Employees Retirement Fund | 30,300 | $4.31M | 0.05% | −600−1.9% | Reduced |
| Campbell Capital Management Inc | 30,933 | $4.40M | 1.49% | −5,192−14.4% | Reduced |
| Prudential Financial Inc | 31,225 | $4.44M | 0.01% | −7,493−19.4% | Reduced |
| New Mexico Educational Retirement Board | 31,400 | $4.47M | 0.13% | 00.0% | Unchanged |
| Korea Investment CORP | 31,465 | $4.48M | 0.01% | −54,853−63.5% | Reduced |
| Readystate Asset Management LP | 31,527 | $4.48M | 0.20% | −128,678−80.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 31,533 | $4.49M | 0.04% | +4,000+14.5% | Added |
| Ieq Capital, LLC | 31,882 | $4.53M | 0.01% | −17,778−35.8% | Reduced |
| Mackenzie Financial Corp | 31,748 | $4.57M | 0.01% | +8,603+37.2% | Added |
| Clayton Partners LLC | 32,468 | $4.62M | 3.34% | −348−1.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 32,500 | $4.62M | 3.39% | +32,500 | New |
| DnB Asset Management AS | 33,046 | $4.70M | 0.02% | −25,027−43.1% | Reduced |
| CAPROCK Group, Inc. | 33,387 | $4.75M | 0.10% | −4,349−11.5% | Reduced |
| IMC-Chicago, LLC | 33,542 | $4.77M | 0.08% | −20,055−37.4% | Reduced |
| 1832 Asset Management L.P. | 33,573 | $4.78M | 0.01% | +12,335+58.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,922 | $4.83M | 0.06% | −278−0.8% | Reduced |
| Walleye Trading LLC | 33,972 | $4.83M | 0.08% | +32,472+2,164.8% | Added |
| IFM Investors Pty Ltd | 34,333 | $4.88M | 0.04% | −1,193−3.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,592 | $4.92M | 0.04% | −1,500−4.2% | Reduced |
| Pinebridge Investments LLC | 34,700 | $4.94M | 0.04% | +34,700 | New |
| Knights of Columbus Asset Advisors LLC | 35,140 | $5.00M | 0.28% | −142−0.4% | Reduced |
| Stifel Financial Corp | 35,437 | $5.04M | 0.00% | −3,718−9.5% | Reduced |
| Neuberger Berman Group LLC | 36,140 | $5.14M | 0.00% | −925,049−96.2% | Reduced |
| UniSuper Management Pty Ltd | 36,395 | $5.18M | 0.03% | −31,499−46.4% | Reduced |
| Condor Capital Management | 36,727 | $5.22M | 0.42% | −1,201−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,940 | $5.40M | 0.03% | −1,438−3.7% | Reduced |
| Occam Crest Management LP | 38,000 | $5.41M | 3.88% | +6,000+18.8% | Added |
| MML Investors Services, LLC | 38,390 | $5.46M | 0.01% | +28,250+278.6% | Added |
| CIBC World Markets Inc. | 38,859 | $5.53M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 38,976 | $5.54M | 0.01% | −1,110−2.8% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 38,541 | $5.56M | 0.14% | +6,807+21.5% | Added |
| Contango Wealth Management LLC | 39,500 | $5.62M | 6.28% | +39,500 | New |
| Oak Harvest Investment Services | 39,514 | $5.62M | 0.61% | +3,647+10.2% | Added |
| Yousif Capital Management, LLC | 47,077 | $5.64M | 0.06% | −1,397−2.9% | Reduced |
| Sienna Gestion | 40,103 | $5.75M | 0.35% | 00.0% | Unchanged |
| Melqart Asset Management (UK) Ltd | 40,447 | $5.75M | 0.58% | +40,447 | New |
| Farmers Trust Co | 40,485 | $5.76M | 0.94% | −4,377−9.8% | Reduced |
| Toroso Investments, LLC | 40,682 | $5.79M | 0.02% | +29,644+268.6% | Added |
| Panoramic Capital, LLC | 40,689 | $5.79M | 3.31% | +13,478+49.5% | Added |
| Exane Asset Management | 34,835 | $5.82M | 1.22% | +34,835 | New |
| Federation des caisses Desjardins du Quebec | 41,978 | $5.97M | 0.02% | −2,843−6.3% | Reduced |
| Louisiana State Employees Retirement System | 42,000 | $5.97M | 0.10% | −700−1.6% | Reduced |
| Arizona State Retirement System | 42,056 | $5.98M | 0.03% | −3,030−6.7% | Reduced |
| Hedeker Wealth, LLC | 42,345 | $6.02M | 1.26% | −3,668−8.0% | Reduced |
| Comerica Bank | 42,472 | $6.04M | 0.02% | −186,522−81.5% | Reduced |
| Handelsbanken Fonder AB | 42,700 | $6.07M | 0.02% | +900+2.2% | Added |
| State of Michigan Retirement System | 43,400 | $6.17M | 0.03% | −2,000−4.4% | Reduced |
| California First Leasing Corp | 44,000 | $6.26M | 2.03% | +7,800+21.5% | Added |
| Ninety One SA (PTY) Ltd | 44,119 | $6.28M | 0.27% | −2,256−4.9% | Reduced |
| Cetera Investment Advisers | 45,222 | $6.43M | 0.01% | +10,462+30.1% | Added |
| Selective Wealth Management, Inc. | 54,305 | $6.50M | 2.03% | −1,179−2.1% | Reduced |
| La Banque Postale Asset Management SA | 45,834 | $6.52M | 0.08% | −2,087−4.4% | Reduced |
| Beaconlight Capital, LLC | 46,060 | $6.55M | 3.83% | +22,644+96.7% | Added |
| Capital Advantage, Inc. | 46,472 | $6.61M | 0.89% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 46,500 | $6.61M | 0.05% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 47,111 | $6.70M | 0.03% | +873+1.9% | Added |
| Cinctive Capital Management LP | 48,699 | $6.93M | 0.40% | +14,098+40.7% | Added |
| Creative Planning | 48,932 | $6.96M | 0.00% | +2,050+4.4% | Added |
| State of Tennessee, Treasury Department | 58,163 | $7.01M | 0.02% | −2,491−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 49,757 | $7.08M | 0.02% | −38−0.1% | Reduced |
| Carmignac Gestion | 50,000 | $7.11M | 0.10% | +50,000 | New |
| Impax Asset Management Group plc | 50,494 | $7.18M | 0.04% | −15,142−23.1% | Reduced |
| Victory Capital Management Inc | 50,883 | $7.24M | 0.00% | −541,202−91.4% | Reduced |
| SG Americas Securities, LLC | 51,062 | $7.26M | 0.01% | +48,793+2,150.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 51,532 | $7.33M | 0.04% | +9,308+22.0% | Added |
| State of New Jersey Common Pension Fund D | 53,573 | $7.62M | 0.03% | −684−1.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 55,078 | $7.83M | 0.05% | +678+1.2% | Added |
| Osterweis Capital Management Inc | 55,215 | $7.85M | 0.33% | +55,215 | New |
| Vident Advisory, LLC | 56,024 | $7.97M | 0.07% | +10,250+22.4% | Added |
| 180 Wealth Advisors, LLC | 56,123 | $7.98M | 0.91% | −4,204−7.0% | Reduced |
| Frontier Capital Management Co LLC | 56,555 | $8.04M | 0.09% | −134,295−70.4% | Reduced |
| Assenagon Asset Management S.A. | 58,024 | $8.25M | 0.01% | +25,141+76.5% | Added |
| Brandywine Global Investment Management, LLC | 58,467 | $8.32M | 0.06% | −1,825−3.0% | Reduced |