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 |
|---|---|---|---|---|---|
| Hedeker Wealth, LLC | 42,345 | $6.02M | 1.26% | −3,668−8.0% | Reduced |
| Arizona State Retirement System | 42,056 | $5.98M | 0.03% | −3,030−6.7% | Reduced |
| Louisiana State Employees Retirement System | 42,000 | $5.97M | 0.10% | −700−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 41,978 | $5.97M | 0.02% | −2,843−6.3% | Reduced |
| Exane Asset Management | 34,835 | $5.82M | 1.22% | +34,835 | New |
| Panoramic Capital, LLC | 40,689 | $5.79M | 3.31% | +13,478+49.5% | Added |
| Toroso Investments, LLC | 40,682 | $5.79M | 0.02% | +29,644+268.6% | Added |
| Farmers Trust Co | 40,485 | $5.76M | 0.94% | −4,377−9.8% | Reduced |
| Melqart Asset Management (UK) Ltd | 40,447 | $5.75M | 0.58% | +40,447 | New |
| Sienna Gestion | 40,103 | $5.75M | 0.35% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 47,077 | $5.64M | 0.06% | −1,397−2.9% | Reduced |
| Oak Harvest Investment Services | 39,514 | $5.62M | 0.61% | +3,647+10.2% | Added |
| Contango Wealth Management LLC | 39,500 | $5.62M | 6.28% | +39,500 | New |
| Munich Reinsurance Co Stock Corp in Munich | 38,541 | $5.56M | 0.14% | +6,807+21.5% | Added |
| Thrivent Financial for Lutherans | 38,976 | $5.54M | 0.01% | −1,110−2.8% | Reduced |
| CIBC World Markets Inc. | 38,859 | $5.53M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 38,390 | $5.46M | 0.01% | +28,250+278.6% | Added |
| Occam Crest Management LP | 38,000 | $5.41M | 3.88% | +6,000+18.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,940 | $5.40M | 0.03% | −1,438−3.7% | Reduced |
| Condor Capital Management | 36,727 | $5.22M | 0.42% | −1,201−3.2% | Reduced |
| UniSuper Management Pty Ltd | 36,395 | $5.18M | 0.03% | −31,499−46.4% | Reduced |
| Neuberger Berman Group LLC | 36,140 | $5.14M | 0.00% | −925,049−96.2% | Reduced |
| Stifel Financial Corp | 35,437 | $5.04M | 0.00% | −3,718−9.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 35,140 | $5.00M | 0.28% | −142−0.4% | Reduced |
| Pinebridge Investments LLC | 34,700 | $4.94M | 0.04% | +34,700 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,592 | $4.92M | 0.04% | −1,500−4.2% | Reduced |
| IFM Investors Pty Ltd | 34,333 | $4.88M | 0.04% | −1,193−3.4% | Reduced |
| Walleye Trading LLC | 33,972 | $4.83M | 0.08% | +32,472+2,164.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,922 | $4.83M | 0.06% | −278−0.8% | Reduced |
| 1832 Asset Management L.P. | 33,573 | $4.78M | 0.01% | +12,335+58.1% | Added |
| IMC-Chicago, LLC | 33,542 | $4.77M | 0.08% | −20,055−37.4% | Reduced |
| CAPROCK Group, Inc. | 33,387 | $4.75M | 0.10% | −4,349−11.5% | Reduced |
| DnB Asset Management AS | 33,046 | $4.70M | 0.02% | −25,027−43.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 32,500 | $4.62M | 3.39% | +32,500 | New |
| Clayton Partners LLC | 32,468 | $4.62M | 3.34% | −348−1.1% | Reduced |
| Mackenzie Financial Corp | 31,748 | $4.57M | 0.01% | +8,603+37.2% | Added |
| Ieq Capital, LLC | 31,882 | $4.53M | 0.01% | −17,778−35.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 31,533 | $4.49M | 0.04% | +4,000+14.5% | Added |
| Readystate Asset Management LP | 31,527 | $4.48M | 0.20% | −128,678−80.3% | Reduced |
| Korea Investment CORP | 31,465 | $4.48M | 0.01% | −54,853−63.5% | Reduced |
| New Mexico Educational Retirement Board | 31,400 | $4.47M | 0.13% | 00.0% | Unchanged |
| Prudential Financial Inc | 31,225 | $4.44M | 0.01% | −7,493−19.4% | Reduced |
| Campbell Capital Management Inc | 30,933 | $4.40M | 1.49% | −5,192−14.4% | Reduced |
| Oregon Public Employees Retirement Fund | 30,300 | $4.31M | 0.05% | −600−1.9% | Reduced |
| Soltis Investment Advisors LLC | 30,191 | $4.29M | 0.28% | −10,026−24.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,937 | $4.26M | 0.00% | +3,591+13.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 29,343 | $4.17M | 0.02% | +1,179+4.2% | Added |
| Nisa Investment Advisors, LLC | 28,955 | $4.12M | 0.01% | +364+1.3% | Added |
| TD Asset Management Inc | 28,952 | $4.12M | 0.00% | +882+3.1% | Added |
| Swiss Life Asset Management Ltd | 28,885 | $4.11M | 0.02% | +2,408+9.1% | Added |
| JustInvest LLC | 28,805 | $4.10M | 0.04% | +6,391+28.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,632 | $4.07M | 0.01% | −9,421−24.8% | Reduced |
| Parallel Advisors, LLC | 28,219 | $4.01M | 0.07% | +44+0.2% | Added |
| Ameritas Investment Partners, Inc. | 27,786 | $3.95M | 0.12% | −976−3.4% | Reduced |
| British Columbia Investment Management Corp | 27,226 | $3.87M | 0.02% | +5,264+24.0% | Added |
| Xponance, Inc. | 25,886 | $3.68M | 0.03% | −2,773−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 25,770 | $3.67M | 0.00% | −1,364−5.0% | Reduced |
| US Bancorp | 25,764 | $3.66M | 0.00% | +18,931+277.1% | Added |
| Altman Advisors, Inc. | 25,665 | $3.65M | 1.38% | +67+0.3% | Added |
| Sphera Management Technology Funds Ltd | 25,000 | $3.56M | 1.86% | +5,000+25.0% | Added |
| Prudential PLC | 24,918 | $3.54M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,769 | $3.52M | 0.01% | −50,940−67.3% | Reduced |
| Toronto Dominion Bank | 24,506 | $3.49M | 0.01% | −261−1.1% | Reduced |
| Moore Capital Management, LP | 23,963 | $3.41M | 0.07% | +23,963 | New |
| Ritholtz Wealth Management | 23,894 | $3.40M | 0.06% | −2,809−10.5% | Reduced |
| Utah Retirement Systems | 23,334 | $3.32M | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $3.27M | 0.15% | +10,000+76.9% | Added |
| Staley Capital Advisers Inc | 22,500 | $3.20M | 0.13% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,243 | $3.16M | 0.01% | −211−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,470 | $3.05M | 0.03% | −1,294−5.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,689 | $3.02M | 0.00% | +722+3.4% | Added |
| LSV Asset Management | 21,035 | $2.99M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 20,098 | $2.86M | 0.00% | +664+3.4% | Added |
| Natixis Advisors, L.P. | 19,760 | $2.81M | 0.00% | +5,130+35.1% | Added |
| Truvestments Capital LLC | 19,667 | $2.80M | 0.51% | +2,116+12.1% | Added |
| Regions Financial Corp | 19,605 | $2.79M | 0.02% | +19,605 | New |
| Nissay Asset Management Corp | 19,530 | $2.78M | 0.01% | +229+1.2% | Added |
| We Are One Seven, LLC | 19,513 | $2.78M | 0.06% | −44−0.2% | Reduced |
| Gateway Investment Advisers LLC | 19,351 | $2.75M | 0.03% | +2,891+17.6% | Added |
| Eurizon Capital SGR S.p.A. | 19,241 | $2.74M | 0.01% | +19,241 | New |
| John G Ullman & Associates Inc | 19,216 | $2.73M | 0.36% | −525−2.7% | Reduced |
| Aurora Investment Counsel | 19,184 | $2.73M | 1.43% | +19,184 | New |
| CI Private Wealth, LLC | 19,094 | $2.72M | 0.00% | +4,424+30.2% | Added |
| Venture Visionary Partners LLC | 19,071 | $2.71M | 0.09% | +19,071 | New |
| Investment Management Corp of Ontario | 19,038 | $2.71M | 0.04% | +3,304+21.0% | Added |
| Oddo BHF Asset Management SAS | 18,969 | $2.70M | 0.10% | +4,244+28.8% | Added |
| Tredje AP-fonden | 18,937 | $2.69M | 0.02% | +18,937 | New |
| NFJ Investment Group, LLC | 18,795 | $2.67M | 0.10% | −3,736−16.6% | Reduced |
| RSM US Wealth Management LLC | 18,529 | $2.67M | 0.03% | +732+4.1% | Added |
| National Pension Service | 18,545 | $2.64M | 0.00% | +12,025+184.4% | Added |
| Janus Henderson Group PLC | 18,485 | $2.63M | 0.00% | +6,803+58.2% | Added |
| GM Advisory Group, Inc. | 18,383 | $2.61M | 0.10% | −5,478−23.0% | Reduced |
| Ethic Inc. | 18,266 | $2.60M | 0.04% | −2,835−13.4% | Reduced |
| Kestra Investment Management, LLC | 18,066 | $2.57M | 0.06% | +951+5.6% | Added |
| Kestra Advisory Services, LLC | 17,955 | $2.55M | 0.01% | +2,328+14.9% | Added |
| Harvest Fund Management Co., Ltd | 21,513 | $2.43M | 0.09% | +3,090+16.8% | Added |
| OP Asset Management Ltd | 17,053 | $2.43M | 0.03% | +1,446+9.3% | Added |
| Advisor Group Holdings, Inc. | 16,791 | $2.39M | 0.00% | −3,575−17.6% | Reduced |
| HighTower Advisors, LLC | 16,608 | $2.36M | 0.00% | +651+4.1% | Added |
| Candriam Luxembourg S.C.A. | 16,533 | $2.35M | 0.01% | −164,254−90.9% | Reduced |