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 |
|---|---|---|---|---|---|
| Alta Park Capital, LP | 140,467 | $20.0M | 2.40% | +75,086+114.8% | Added |
| Hood River Capital Management LLC | 139,174 | $19.8M | 0.22% | −1,565−1.1% | Reduced |
| Great West Life Assurance Co | 136,820 | $19.5M | 0.03% | −220,883−61.8% | Reduced |
| State Board of Administration of Florida Retirement System | 133,122 | $18.9M | 0.03% | −7,001−5.0% | Reduced |
| J. Safra Sarasin Holding AG | 132,204 | $18.8M | 0.31% | +132,204 | New |
| HSBC Holdings PLC | 127,222 | $18.2M | 0.01% | −25,795−16.9% | Reduced |
| Aviva PLC | 126,725 | $18.0M | 0.03% | +6,006+5.0% | Added |
| Virginia Retirement Systems Et Al | 126,100 | $17.9M | 0.11% | −15,800−11.1% | Reduced |
| Bridgewater Associates, LP | 124,757 | $17.7M | 0.06% | −17,573−12.3% | Reduced |
| Raymond James Financial Inc | 124,230 | $17.7M | 0.01% | −59,169−32.3% | Reduced |
| Ninety One UK Ltd | 123,952 | $17.6M | 0.04% | −1,387,341−91.8% | Reduced |
| PEAK6 LLC | 121,365 | $17.3M | 0.47% | +18,472+18.0% | Added |
| New York State Teachers Retirement System | 116,494 | $16.6M | 0.03% | +11,370+10.8% | Added |
| Sora Investors LLC | 116,344 | $16.5M | 1.43% | +59,201+103.6% | Added |
| Standard Life Aberdeen plc | 115,153 | $16.4M | 0.03% | +1,182+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 114,218 | $16.2M | 0.04% | −27,263−19.3% | Reduced |
| Danske Bank A/S | 112,944 | $16.1M | 0.04% | +4,653+4.3% | Added |
| Wellington Management Group LLP | 112,917 | $16.1M | 0.00% | +59,237+110.4% | Added |
| Illinois Municipal Retirement Fund | 109,457 | $15.6M | 0.20% | −3,534−3.1% | Reduced |
| Woodline Partners LP | 107,325 | $15.3M | 0.06% | +107,325 | New |
| Millennium Management LLC | 106,206 | $15.1M | 0.01% | +44,024+70.8% | Added |
| Toronado Partners, LLC | 104,663 | $14.9M | 14.22% | −71,514−40.6% | Reduced |
| Storebrand Asset Management AS | 102,732 | $14.6M | 0.04% | −45,685−30.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 101,306 | $14.6M | 0.04% | +101,306 | New |
| Ardmore Road Asset Management LP | 101,002 | $14.4M | 1.09% | −148,998−59.6% | Reduced |
| Walleye Capital LLC | 98,607 | $14.0M | 0.08% | +91,473+1,282.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 97,689 | $13.9M | 0.13% | +97,689 | New |
| Zacks Investment Management | 97,362 | $13.8M | 0.11% | +95,100+4,204.2% | Added |
| State of Wisconsin Investment Board | 94,139 | $13.4M | 0.03% | −13,227−12.3% | Reduced |
| Colony Group, LLC | 93,665 | $13.3M | 0.02% | +4,404+4.9% | Added |
| Zweig-DiMenna Associates LLC | 93,000 | $13.2M | 0.94% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 91,246 | $13.0M | 0.03% | −519−0.6% | Reduced |
| KLP Kapitalforvaltning AS | 90,000 | $12.8M | 0.05% | −2,200−2.4% | Reduced |
| Metavasi Capital LP | 87,574 | $12.5M | 5.49% | +28,574+48.4% | Added |
| O'Neil Global Advisors, Inc. | 86,487 | $12.3M | 4.23% | +86,487 | New |
| Manufacturers Life Insurance Company, The | 85,314 | $12.1M | 0.01% | −4,416−4.9% | Reduced |
| Engineers Gate Manager LP | 84,858 | $12.1M | 0.14% | +80,803+1,992.7% | Added |
| Polar Capital Holdings Plc | 83,794 | $11.9M | 0.05% | +83,794 | New |
| Public Employees Retirement System of Ohio | 83,154 | $11.8M | 0.04% | +34,815+72.0% | Added |
| SEI Investments Co | 82,222 | $11.7M | 0.01% | +10,184+14.1% | Added |
| Bank of Montreal | 82,086 | $11.7M | 0.00% | −27,720−25.2% | Reduced |
| STRS Ohio | 81,687 | $11.6M | 0.04% | −57,694−41.4% | Reduced |
| Osmosis Investment Management UK Ltd | 81,117 | $11.5M | 0.29% | +81,117 | New |
| Cerity Partners LLC | 80,745 | $11.5M | 0.02% | −2,549−3.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 78,697 | $11.2M | 0.03% | +15,694+24.9% | Added |
| Forsta Ap-Fonden | 77,400 | $11.0M | 0.07% | −23,900−23.6% | Reduced |
| New York State Common Retirement Fund | 77,081 | $11.0M | 0.01% | +2,300+3.1% | Added |
| APG Asset Management N.V. | 89,096 | $10.8M | 0.03% | −1,316−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 76,389 | $10.8M | 0.02% | −1,107−1.4% | Reduced |
| Meritage Portfolio Management | 75,081 | $10.7M | 0.71% | −1,237−1.6% | Reduced |
| MetLife Investment Management | 75,080 | $10.7M | 0.05% | −4,725−5.9% | Reduced |
| Acadian Asset Management LLC | 75,076 | $10.7M | 0.02% | −106,705−58.7% | Reduced |
| ExodusPoint Capital Management, LP | 74,132 | $10.5M | 0.12% | −29,824−28.7% | Reduced |
| Russell Investments Group, Ltd. | 72,162 | $10.3M | 0.01% | −12,072−14.3% | Reduced |
| Two Sigma Advisers, LP | 71,200 | $10.1M | 0.02% | −12,700−15.1% | Reduced |
| Andra AP-fonden | 70,400 | $10.0M | 0.12% | −24,200−25.6% | Reduced |
| RJA Asset Management LLC | 68,082 | $9.68M | 3.43% | 00.0% | Unchanged |
| Amalgamated Bank | 68,059 | $9.68M | 0.07% | −2,549−3.6% | Reduced |
| Level Four Advisory Services, LLC | 67,855 | $9.65M | 0.32% | +5,142+8.2% | Added |
| Achmea Investment Management B.V. | 67,470 | $9.60M | 0.24% | −4,984−6.9% | Reduced |
| Interval Partners, LP | 67,000 | $9.53M | 0.22% | +67,000 | New |
| Mariner, LLC | 66,797 | $9.50M | 0.01% | +19,653+41.7% | Added |
| Swedbank AB | 66,738 | $9.49M | 0.01% | −800−1.2% | Reduced |
| Circumference Group LLC | 65,000 | $9.25M | 10.31% | −4,000−5.8% | Reduced |
| Nishkama Capital, LLC | 64,116 | $9.12M | 1.23% | +64,116 | New |
| Mutual of America Capital Management LLC | 63,098 | $8.98M | 0.09% | −7,762−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 63,015 | $8.96M | 0.02% | −27,502−30.4% | Reduced |
| Ardsley Advisory Partners LP | 62,500 | $8.89M | 1.13% | +62,500 | New |
| 13D Management LLC | 60,755 | $8.64M | 10.28% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 59,245 | $8.43M | 0.03% | −4,326−6.8% | Reduced |
| Asset Management One Co.,Ltd. | 59,356 | $8.40M | 0.02% | +30+0.1% | Added |
| Brandywine Global Investment Management, LLC | 58,467 | $8.32M | 0.06% | −1,825−3.0% | Reduced |
| Assenagon Asset Management S.A. | 58,024 | $8.25M | 0.01% | +25,141+76.5% | Added |
| Frontier Capital Management Co LLC | 56,555 | $8.04M | 0.09% | −134,295−70.4% | Reduced |
| 180 Wealth Advisors, LLC | 56,123 | $7.98M | 0.91% | −4,204−7.0% | Reduced |
| Vident Advisory, LLC | 56,024 | $7.97M | 0.07% | +10,250+22.4% | Added |
| Osterweis Capital Management Inc | 55,215 | $7.85M | 0.33% | +55,215 | New |
| Mn Services Vermogensbeheer B.V. | 55,078 | $7.83M | 0.05% | +678+1.2% | Added |
| State of New Jersey Common Pension Fund D | 53,573 | $7.62M | 0.03% | −684−1.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 51,532 | $7.33M | 0.04% | +9,308+22.0% | Added |
| SG Americas Securities, LLC | 51,062 | $7.26M | 0.01% | +48,793+2,150.4% | Added |
| Victory Capital Management Inc | 50,883 | $7.24M | 0.00% | −541,202−91.4% | Reduced |
| Impax Asset Management Group plc | 50,494 | $7.18M | 0.04% | −15,142−23.1% | Reduced |
| Carmignac Gestion | 50,000 | $7.11M | 0.10% | +50,000 | New |
| Nomura Asset Management Co Ltd | 49,757 | $7.08M | 0.02% | −38−0.1% | Reduced |
| State of Tennessee, Treasury Department | 58,163 | $7.01M | 0.02% | −2,491−4.1% | Reduced |
| Creative Planning | 48,932 | $6.96M | 0.00% | +2,050+4.4% | Added |
| Cinctive Capital Management LP | 48,699 | $6.93M | 0.40% | +14,098+40.7% | Added |
| Resona Asset Management Co.,Ltd. | 47,111 | $6.70M | 0.03% | +873+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 46,500 | $6.61M | 0.05% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 46,472 | $6.61M | 0.89% | 00.0% | Unchanged |
| Beaconlight Capital, LLC | 46,060 | $6.55M | 3.83% | +22,644+96.7% | Added |
| La Banque Postale Asset Management SA | 45,834 | $6.52M | 0.08% | −2,087−4.4% | Reduced |
| Selective Wealth Management, Inc. | 54,305 | $6.50M | 2.03% | −1,179−2.1% | Reduced |
| Cetera Investment Advisers | 45,222 | $6.43M | 0.01% | +10,462+30.1% | Added |
| Ninety One SA (PTY) Ltd | 44,119 | $6.28M | 0.27% | −2,256−4.9% | Reduced |
| California First Leasing Corp | 44,000 | $6.26M | 2.03% | +7,800+21.5% | Added |
| State of Michigan Retirement System | 43,400 | $6.17M | 0.03% | −2,000−4.4% | Reduced |
| Handelsbanken Fonder AB | 42,700 | $6.07M | 0.02% | +900+2.2% | Added |
| Comerica Bank | 42,472 | $6.04M | 0.02% | −186,522−81.5% | Reduced |