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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 59,356 | $8.40M | 0.02% | +30+0.1% | Added |
| Treasurer of the State of North Carolina | 59,245 | $8.43M | 0.03% | −4,326−6.8% | Reduced |
| 13D Management LLC | 60,755 | $8.64M | 10.28% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 62,500 | $8.89M | 1.13% | +62,500 | New |
| Mirae Asset Global Investments Co., Ltd. | 63,015 | $8.96M | 0.02% | −27,502−30.4% | Reduced |
| Mutual of America Capital Management LLC | 63,098 | $8.98M | 0.09% | −7,762−11.0% | Reduced |
| Nishkama Capital, LLC | 64,116 | $9.12M | 1.23% | +64,116 | New |
| Circumference Group LLC | 65,000 | $9.25M | 10.31% | −4,000−5.8% | Reduced |
| Swedbank AB | 66,738 | $9.49M | 0.01% | −800−1.2% | Reduced |
| Mariner, LLC | 66,797 | $9.50M | 0.01% | +19,653+41.7% | Added |
| Interval Partners, LP | 67,000 | $9.53M | 0.22% | +67,000 | New |
| Achmea Investment Management B.V. | 67,470 | $9.60M | 0.24% | −4,984−6.9% | Reduced |
| Level Four Advisory Services, LLC | 67,855 | $9.65M | 0.32% | +5,142+8.2% | Added |
| Amalgamated Bank | 68,059 | $9.68M | 0.07% | −2,549−3.6% | Reduced |
| RJA Asset Management LLC | 68,082 | $9.68M | 3.43% | 00.0% | Unchanged |
| Andra AP-fonden | 70,400 | $10.0M | 0.12% | −24,200−25.6% | Reduced |
| Two Sigma Advisers, LP | 71,200 | $10.1M | 0.02% | −12,700−15.1% | Reduced |
| Russell Investments Group, Ltd. | 72,162 | $10.3M | 0.01% | −12,072−14.3% | Reduced |
| ExodusPoint Capital Management, LP | 74,132 | $10.5M | 0.12% | −29,824−28.7% | Reduced |
| Acadian Asset Management LLC | 75,076 | $10.7M | 0.02% | −106,705−58.7% | Reduced |
| MetLife Investment Management | 75,080 | $10.7M | 0.05% | −4,725−5.9% | Reduced |
| Meritage Portfolio Management | 75,081 | $10.7M | 0.71% | −1,237−1.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,389 | $10.8M | 0.02% | −1,107−1.4% | Reduced |
| APG Asset Management N.V. | 89,096 | $10.8M | 0.03% | −1,316−1.5% | Reduced |
| New York State Common Retirement Fund | 77,081 | $11.0M | 0.01% | +2,300+3.1% | Added |
| Forsta Ap-Fonden | 77,400 | $11.0M | 0.07% | −23,900−23.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 78,697 | $11.2M | 0.03% | +15,694+24.9% | Added |
| Cerity Partners LLC | 80,745 | $11.5M | 0.02% | −2,549−3.1% | Reduced |
| Osmosis Investment Management UK Ltd | 81,117 | $11.5M | 0.29% | +81,117 | New |
| STRS Ohio | 81,687 | $11.6M | 0.04% | −57,694−41.4% | Reduced |
| Bank of Montreal | 82,086 | $11.7M | 0.00% | −27,720−25.2% | Reduced |
| SEI Investments Co | 82,222 | $11.7M | 0.01% | +10,184+14.1% | Added |
| Public Employees Retirement System of Ohio | 83,154 | $11.8M | 0.04% | +34,815+72.0% | Added |
| Polar Capital Holdings Plc | 83,794 | $11.9M | 0.05% | +83,794 | New |
| Engineers Gate Manager LP | 84,858 | $12.1M | 0.14% | +80,803+1,992.7% | Added |
| Manufacturers Life Insurance Company, The | 85,314 | $12.1M | 0.01% | −4,416−4.9% | Reduced |
| O'Neil Global Advisors, Inc. | 86,487 | $12.3M | 4.23% | +86,487 | New |
| Metavasi Capital LP | 87,574 | $12.5M | 5.49% | +28,574+48.4% | Added |
| KLP Kapitalforvaltning AS | 90,000 | $12.8M | 0.05% | −2,200−2.4% | Reduced |
| Royal London Asset Management Ltd | 91,246 | $13.0M | 0.03% | −519−0.6% | Reduced |
| Zweig-DiMenna Associates LLC | 93,000 | $13.2M | 0.94% | 00.0% | Unchanged |
| Colony Group, LLC | 93,665 | $13.3M | 0.02% | +4,404+4.9% | Added |
| State of Wisconsin Investment Board | 94,139 | $13.4M | 0.03% | −13,227−12.3% | Reduced |
| Zacks Investment Management | 97,362 | $13.8M | 0.11% | +95,100+4,204.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 97,689 | $13.9M | 0.13% | +97,689 | New |
| Walleye Capital LLC | 98,607 | $14.0M | 0.08% | +91,473+1,282.2% | Added |
| Ardmore Road Asset Management LP | 101,002 | $14.4M | 1.09% | −148,998−59.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 101,306 | $14.6M | 0.04% | +101,306 | New |
| Storebrand Asset Management AS | 102,732 | $14.6M | 0.04% | −45,685−30.8% | Reduced |
| Toronado Partners, LLC | 104,663 | $14.9M | 14.22% | −71,514−40.6% | Reduced |
| Millennium Management LLC | 106,206 | $15.1M | 0.01% | +44,024+70.8% | Added |
| Woodline Partners LP | 107,325 | $15.3M | 0.06% | +107,325 | New |
| Illinois Municipal Retirement Fund | 109,457 | $15.6M | 0.20% | −3,534−3.1% | Reduced |
| Wellington Management Group LLP | 112,917 | $16.1M | 0.00% | +59,237+110.4% | Added |
| Danske Bank A/S | 112,944 | $16.1M | 0.04% | +4,653+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,218 | $16.2M | 0.04% | −27,263−19.3% | Reduced |
| Standard Life Aberdeen plc | 115,153 | $16.4M | 0.03% | +1,182+1.0% | Added |
| Sora Investors LLC | 116,344 | $16.5M | 1.43% | +59,201+103.6% | Added |
| New York State Teachers Retirement System | 116,494 | $16.6M | 0.03% | +11,370+10.8% | Added |
| PEAK6 LLC | 121,365 | $17.3M | 0.47% | +18,472+18.0% | Added |
| Ninety One UK Ltd | 123,952 | $17.6M | 0.04% | −1,387,341−91.8% | Reduced |
| Raymond James Financial Inc | 124,230 | $17.7M | 0.01% | −59,169−32.3% | Reduced |
| Bridgewater Associates, LP | 124,757 | $17.7M | 0.06% | −17,573−12.3% | Reduced |
| Virginia Retirement Systems Et Al | 126,100 | $17.9M | 0.11% | −15,800−11.1% | Reduced |
| Aviva PLC | 126,725 | $18.0M | 0.03% | +6,006+5.0% | Added |
| HSBC Holdings PLC | 127,222 | $18.2M | 0.01% | −25,795−16.9% | Reduced |
| J. Safra Sarasin Holding AG | 132,204 | $18.8M | 0.31% | +132,204 | New |
| State Board of Administration of Florida Retirement System | 133,122 | $18.9M | 0.03% | −7,001−5.0% | Reduced |
| Great West Life Assurance Co | 136,820 | $19.5M | 0.03% | −220,883−61.8% | Reduced |
| Hood River Capital Management LLC | 139,174 | $19.8M | 0.22% | −1,565−1.1% | Reduced |
| Alta Park Capital, LP | 140,467 | $20.0M | 2.40% | +75,086+114.8% | Added |
| Parallax Volatility Advisers, L.P. | 140,919 | $20.0M | 0.62% | −14,630−9.4% | Reduced |
| Ensign Peak Advisors, Inc | 141,563 | $20.1M | 0.04% | −36,193−20.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 142,844 | $20.3M | 0.21% | −8,795−5.8% | Reduced |
| Boston Partners | 147,738 | $21.0M | 0.02% | −11,988−7.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152,336 | $21.1M | 0.01% | +16,338+12.0% | Added |
| Lord, Abbett & Co. LLC | 150,000 | $21.3M | 0.07% | +150,000 | New |
| BNP Paribas Arbitrage, SA | 157,514 | $22.4M | 0.01% | −213,806−57.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 160,041 | $22.8M | 0.04% | +54,453+51.6% | Added |
| King Luther Capital Management Corp | 160,730 | $22.9M | 0.09% | −3,386−2.1% | Reduced |
| Meridiem Capital Partners LP | 162,812 | $23.2M | 1.45% | +162,812 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 166,554 | $23.7M | 0.03% | +89,697+116.7% | Added |
| Susquehanna International Group, LLP | 171,889 | $24.4M | 0.03% | +62,856+57.6% | Added |
| LPL Financial LLC | 178,184 | $25.3M | 0.01% | +4,338+2.5% | Added |
| Vinva Investment Management Ltd | 187,170 | $27.2M | 0.34% | +91,510+95.7% | Added |
| Alliancebernstein L.P. | 200,644 | $28.5M | 0.01% | +5,920+3.0% | Added |
| Panagora Asset Management Inc | 205,786 | $29.3M | 0.10% | +134,006+186.7% | Added |
| Pacific Heights Asset Management LLC | 210,000 | $29.9M | 1.12% | +10,000+5.0% | Added |
| LMR Partners LLP | 225,000 | $32.0M | 0.31% | +25,000+12.5% | Added |
| Schonfeld Strategic Advisors LLC | 226,033 | $32.2M | 0.16% | +226,033 | New |
| Nuveen, LLC | 226,735 | $32.3M | 0.01% | −99,217−30.4% | Reduced |
| Nomura Asset Management International Inc. | 233,246 | $33.2M | 0.05% | +233,246 | New |
| Blair William & Co | 235,993 | $33.6M | 0.09% | +36,425+18.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 240,389 | $34.2M | 0.05% | −2,488−1.0% | Reduced |
| California State Teachers Retirement System | 240,894 | $34.3M | 0.03% | −2,928−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 254,771 | $35.3M | 0.06% | −19,662−7.2% | Reduced |
| Capital Fund Management S.A. | 249,600 | $35.5M | 0.34% | −68,256−21.5% | Reduced |
| Alkeon Capital Management LLC | 250,000 | $35.6M | 0.16% | +250,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 257,698 | $36.7M | 0.10% | −115,446−30.9% | Reduced |
| Baird Financial Group, Inc. | 259,911 | $37.0M | 0.06% | −55,433−17.6% | Reduced |