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 |
|---|---|---|---|---|---|
| Citigroup Inc | 262,035 | $37.3M | 0.03% | +5,827+2.3% | Added |
| California Public Employees Retirement System | 266,074 | $37.8M | 0.02% | −13,193−4.7% | Reduced |
| Quantinno Capital Management LP | 272,740 | $38.8M | 0.08% | +82,841+43.6% | Added |
| AQR Capital Management LLC | 282,347 | $40.2M | 0.02% | −46,022−14.0% | Reduced |
| Blue Grotto Capital, LLC | 298,483 | $42.5M | 4.36% | −125,878−29.7% | Reduced |
| Envestnet Asset Management Inc | 298,805 | $42.5M | 0.01% | +117,456+64.8% | Added |
| Price T Rowe Associates Inc | 303,401 | $43.2M | 0.00% | +9,377+3.2% | Added |
| Marshall Wace, LLP | 306,873 | $43.6M | 0.04% | +153,551+100.1% | Added |
| Temasek Holdings (Private) Ltd | 309,573 | $44.0M | 0.14% | +309,573 | New |
| Alyeska Investment Group, L.P. | 312,348 | $44.4M | 0.13% | −2,331,511−88.2% | Reduced |
| Truist Financial Corp | 320,597 | $45.6M | 0.06% | +19,916+6.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 332,280 | $47.3M | 0.03% | −13,705−4.0% | Reduced |
| Barclays PLC | 333,829 | $47.5M | 0.02% | +7,187+2.2% | Added |
| Ameriprise Financial Inc | 334,909 | $47.6M | 0.01% | −98,845−22.8% | Reduced |
| Jupiter Asset Management Ltd | 349,304 | $49.7M | 0.40% | −136,803−28.1% | Reduced |
| Wells Fargo & Company | 359,354 | $51.1M | 0.01% | −49,907−12.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 359,525 | $51.1M | 0.28% | −15,681−4.2% | Reduced |
| Retirement Systems of Alabama | 365,412 | $52.0M | 0.17% | −3,550−1.0% | Reduced |
| Fred Alger Management, LLC | 372,481 | $53.0M | 0.21% | −70,511−15.9% | Reduced |
| Canada Pension Plan Investment Board | 386,200 | $54.9M | 0.04% | +228,698+145.2% | Added |
| Man Group plc | 390,713 | $55.6M | 0.11% | −89,993−18.7% | Reduced |
| Pacer Advisors, Inc. | 394,794 | $56.2M | 0.15% | −79,903−16.8% | Reduced |
| American Century Companies Inc | 399,921 | $56.9M | 0.03% | +292,537+272.4% | Added |
| Swiss National Bank | 420,400 | $59.8M | 0.04% | −19,700−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 430,557 | $61.2M | 0.05% | +384,135+827.5% | Added |
| Glenmede Trust Co NA | 486,023 | $69.1M | 0.33% | +486,023 | New |
| Freestone Grove Partners LP | 494,752 | $70.4M | 0.51% | −529,490−51.7% | Reduced |
| Schroder Investment Management Group | 535,236 | $77.1M | 0.06% | −384,959−41.8% | Reduced |
| Rhumbline Advisers | 547,367 | $77.9M | 0.06% | −5,614−1.0% | Reduced |
| Dorsal Capital Management, LLC | 550,000 | $78.2M | 2.75% | +550,000 | New |
| Earnest Partners LLC | 590,981 | $84.1M | 0.36% | +590,981 | New |
| Principal Financial Group Inc | 596,438 | $84.8M | 0.04% | +98,092+19.7% | Added |
| Point72 Asset Management, L.P. | 602,189 | $85.7M | 0.13% | +356,306+144.9% | Added |
| First Trust Advisors LP | 651,580 | $92.7M | 0.07% | −325,565−33.3% | Reduced |
| Captrust Financial Advisors | 674,977 | $96.0M | 0.18% | +29,325+4.5% | Added |
| Atreides Management, LP | 716,946 | $102.0M | 2.16% | −248,817−25.8% | Reduced |
| Voya Investment Management LLC | 721,441 | $102.6M | 0.10% | −33,574−4.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 765,555 | $108.9M | 0.16% | −366,587−32.4% | Reduced |
| No Street GP LP | 772,686 | $109.9M | 7.40% | −61,307−7.4% | Reduced |
| KBC Group NV | 779,534 | $110.9M | 0.25% | −316,923−28.9% | Reduced |
| Deutsche Bank AG | 791,187 | $112.5M | 0.04% | +34,015+4.5% | Added |
| Goldman Sachs Group Inc | 874,642 | $124.4M | 0.02% | +100,753+13.0% | Added |
| Legal & General Group Plc | 943,571 | $134.2M | 0.03% | −66,815−6.6% | Reduced |
| Durable Capital Partners LP | 962,089 | $136.8M | 1.29% | +962,089 | New |
| Amundi | 1,027,033 | $146.1M | 0.04% | +13,810+1.4% | Added |
| Bank of America Corp | 1,039,456 | $147.9M | 0.01% | −214,461−17.1% | Reduced |
| Balyasny Asset Management LLC | 1,051,014 | $149.5M | 0.28% | +946,921+909.7% | Added |
| Bank of New York Mellon Corp | 1,056,819 | $150.3M | 0.03% | −155,617−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,066,242 | $151.7M | 0.02% | −10,790−1.0% | Reduced |
| Nordea Investment Management AB | 1,176,896 | $168.8M | 0.14% | +24,169+2.1% | Added |
| Dimensional Fund Advisors LP | 1,536,672 | $218.6M | 0.05% | −16,369−1.1% | Reduced |
| Slate Path Capital LP | 1,562,600 | $222.3M | 3.00% | +1,107,700+243.5% | Added |
| Arrowstreet Capital, Limited Partnership | 1,589,750 | $226.1M | 0.13% | −816,164−33.9% | Reduced |
| UBS Asset Management Americas Inc | 1,734,425 | $246.7M | 0.05% | +87,999+5.3% | Added |
| FIL Ltd | 1,740,832 | $247.6M | 0.19% | −975,024−35.9% | Reduced |
| Northern Trust Corp | 1,778,918 | $253.0M | 0.03% | +105,579+6.3% | Added |
| SRS Investment Management, LLC | 1,810,278 | $257.5M | 2.71% | +1,810,278 | New |
| Norges Bank | 1,925,354 | $273.9M | 0.03% | +1,925,354 | New |
| Citadel Advisors LLC | 1,940,657 | $276.0M | 0.19% | +1,523,932+365.7% | Added |
| UBS Group AG | 1,956,757 | $278.3M | 0.06% | −942,871−32.5% | Reduced |
| Pictet Asset Management Holding SA | 1,982,340 | $282.0M | 0.27% | −287,345−12.7% | Reduced |
| Morgan Stanley | 2,176,841 | $309.6M | 0.02% | −523,247−19.4% | Reduced |
| Sachem Head Capital Management LP | 2,295,000 | $326.4M | 7.65% | −1,000,000−30.3% | Reduced |
| Geode Capital Management, LLC | 2,746,881 | $389.6M | 0.02% | −23,533−0.8% | Reduced |
| Royal Bank of Canada | 2,944,377 | $418.8M | 0.07% | +110,941+3.9% | Added |
| Invesco Ltd. | 3,151,546 | $448.3M | 0.04% | +1,142,309+56.9% | Added |
| State Street Corp | 5,787,207 | $823.2M | 0.03% | −92,188−1.6% | Reduced |
| JPMorgan Chase & Co | 9,153,934 | $1.30B | 0.09% | −1,784,318−16.3% | Reduced |
| FMR LLC | 10,672,418 | $1.52B | 0.08% | +2,323,461+27.8% | Added |
| Vanguard Group Inc | 15,449,586 | $2.20B | 0.03% | +143,597+0.9% | Added |
| BlackRock, Inc. | 16,423,070 | $2.34B | 0.04% | −418,726−2.5% | Reduced |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −1,970,978−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −591,367−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −512,800−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −159,318−100.0% | Sold out |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −80,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,204−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −44,860−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −24,631−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,325−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,815−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −13,785−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,092−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −9,919−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −8,743−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,821−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,390−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |