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 |
|---|---|---|---|---|---|
| CWM, LLC | 16,049 | $2.28M | 0.01% | +57+0.4% | Added |
| Janney Montgomery Scott LLC | 16,002 | $2.28M | 0.01% | +4,319+37.0% | Added |
| XTX Topco Ltd | 15,834 | $2.25M | 0.06% | −28,990−64.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,828 | $2.25M | 0.02% | −1,745−9.9% | Reduced |
| Lighthouse Investment Partners, LLC | 15,812 | $2.25M | 0.07% | +15,812 | New |
| Edmond de Rothschild Holding S.A. | 15,671 | $2.23M | 0.03% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 15,493 | $2.20M | 0.19% | −423−2.7% | Reduced |
| DekaBank Deutsche Girozentrale | 32,970 | $2.20M | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,311 | $2.18M | 0.04% | +4,060+36.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $2.17M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,228 | $2.17M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,980 | $2.13M | 0.02% | −1,430−8.7% | Reduced |
| Kultura Capital Management LP | 14,700 | $2.09M | 1.52% | +14,700 | New |
| Bridgeway Capital Management, LLC | 14,600 | $2.08M | 0.04% | −100−0.7% | Reduced |
| Macquarie Group Ltd | 14,527 | $2.07M | 0.01% | −186,520−92.8% | Reduced |
| Beacon Pointe Advisors, LLC | 14,447 | $2.06M | 0.01% | +59+0.4% | Added |
| Credit Agricole S A | 14,382 | $2.05M | 0.01% | −1,637−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 14,320 | $2.04M | 0.00% | +1,185+9.0% | Added |
| Carret Asset Management, LLC | 14,260 | $2.03M | 0.19% | +2,520+21.5% | Added |
| North Dakota State Investment Board | 14,071 | $2.00M | 0.07% | +14,071 | New |
| Vontobel Holding Ltd. | 14,054 | $2.00M | 0.01% | −3,939−21.9% | Reduced |
| Fifth Third Bancorp | 14,024 | $1.99M | 0.01% | +10,834+339.6% | Added |
| South Dakota Investment Council | 13,843 | $1.97M | 0.04% | +7,143+106.6% | Added |
| Optimize Financial Inc | 13,835 | $1.97M | 0.99% | +196+1.4% | Added |
| Caxton Associates LLP | 13,734 | $1.95M | 0.04% | +782+6.0% | Added |
| New York Life Investment Management LLC | 13,649 | $1.94M | 0.02% | −1,227−8.2% | Reduced |
| Centaurus Financial, Inc. | 13,576 | $1.93M | 0.09% | −11−0.1% | Reduced |
| Mercer Global Advisors Inc | 13,448 | $1.91M | 0.00% | +4,678+53.3% | Added |
| Susquehanna Fundamental Investments, LLC | 13,397 | $1.91M | 0.06% | −58,922−81.5% | Reduced |
| Rockefeller Capital Management L.P. | 13,273 | $1.89M | 0.00% | +1,507+12.8% | Added |
| Federated Hermes, Inc. | 13,266 | $1.89M | 0.00% | −57,028−81.1% | Reduced |
| Jane Street Group, LLC | 13,017 | $1.85M | 0.00% | −174,200−93.0% | Reduced |
| Board of the Pension Protection Fund | 13,000 | $1.85M | 1.76% | +300+2.4% | Added |
| Daiwa Securities Group Inc. | 12,953 | $1.84M | 0.01% | +200+1.6% | Added |
| Generali Asset Management SPA SGR | 12,838 | $1.83M | 0.04% | −2,649−17.1% | Reduced |
| Krane Funds Advisors LLC | 12,407 | $1.76M | 0.06% | +114+0.9% | Added |
| NorthRock Partners, LLC | 12,356 | $1.76M | 0.03% | +12,356 | New |
| SBI Securities Co., Ltd. | 12,252 | $1.74M | 0.04% | +1,914+18.5% | Added |
| CWA Asset Management Group, LLC | 12,183 | $1.73M | 0.06% | −46,589−79.3% | Reduced |
| Bouvel Investment Partners, LLC | 12,107 | $1.72M | 0.50% | +354+3.0% | Added |
| Lido Advisors, LLC | 17,106 | $1.71M | 0.01% | +44+0.3% | Added |
| Circle Wealth Management, LLC | 12,019 | $1.71M | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11,970 | $1.70M | 0.04% | +1,562+15.0% | Added |
| Allstate Corp | 11,918 | $1.70M | 0.02% | +5,936+99.2% | Added |
| Empowered Funds, LLC | 11,904 | $1.69M | 0.03% | −63,775−84.3% | Reduced |
| Miracle Mile Advisors, LLC | 11,868 | $1.69M | 0.02% | +151+1.3% | Added |
| Shelton Wealth Management, LLC | 11,691 | $1.66M | 0.73% | +824+7.6% | Added |
| Elo Mutual Pension Insurance Co | 11,576 | $1.65M | 0.03% | −13,525−53.9% | Reduced |
| Summit Trail Advisors, LLC | 11,567 | $1.65M | 0.03% | −565−4.7% | Reduced |
| Bank of Nova Scotia | 11,472 | $1.63M | 0.00% | +1,109+10.7% | Added |
| State of Wyoming | 11,431 | $1.63M | 0.18% | +2,889+33.8% | Added |
| Schnieders Capital Management, LLC. | 11,320 | $1.61M | 0.25% | +11,320 | New |
| Susquehanna Portfolio Strategies, LLC | 11,191 | $1.59M | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,141 | $1.58M | 0.09% | +277+2.5% | Added |
| Securian Asset Management, Inc | 11,049 | $1.57M | 0.06% | −442−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 10,734 | $1.53M | 0.02% | −1,221−10.2% | Reduced |
| Formula Growth Ltd | 10,688 | $1.52M | 0.59% | −14,312−57.2% | Reduced |
| Tobam | 10,517 | $1.50M | 0.37% | +3,898+58.9% | Added |
| Sunstone Asset Management, L.P. | 10,515 | $1.50M | 1.47% | +10,515 | New |
| RMR Wealth Builders | 10,417 | $1.48M | 0.12% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,180 | $1.45M | 0.09% | −532−5.0% | Reduced |
| Sanctuary Advisors, LLC | 9,995 | $1.42M | 0.01% | −3,444−25.6% | Reduced |
| Abn Amro Investment Solutions | 9,965 | $1.42M | 0.02% | +7,612+323.5% | Added |
| Quadrant Capital Group LLC | 9,936 | $1.41M | 0.04% | +8,861+824.3% | Added |
| Archon Capital Management LLC | 9,800 | $1.39M | 0.79% | −46,500−82.6% | Reduced |
| Allianz Asset Management GmbH | 9,701 | $1.38M | 0.00% | −29,885−75.5% | Reduced |
| Wincap Financial LLC | 9,609 | $1.37M | 0.94% | +3,925+69.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,370 | $1.34M | 0.01% | +1,347+16.8% | Added |
| TLWM | 9,415 | $1.34M | 0.25% | −29−0.3% | Reduced |
| Azzad Asset Management Inc | 9,270 | $1.32M | 0.13% | −6,613−41.6% | Reduced |
| Generali Investments, Management Co LLC | 9,067 | $1.29M | 0.26% | +2,254+33.1% | Added |
| Catalytic Wealth RIA, LLC | 9,048 | $1.29M | 0.05% | −3,025−25.1% | Reduced |
| Militia Capital Partners, LP | 9,000 | $1.28M | 0.48% | +9,000 | New |
| Kentucky Retirement Systems | 8,877 | $1.26M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,873 | $1.26M | 0.00% | +4,271+92.8% | Added |
| Verition Fund Management LLC | 8,757 | $1.25M | 0.01% | −44,755−83.6% | Reduced |
| Guggenheim Capital LLC | 8,742 | $1.24M | 0.01% | −3,065−26.0% | Reduced |
| Nations Financial Group Inc, | 8,561 | $1.22M | 0.06% | −1,072−11.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,549 | $1.22M | 0.19% | −228−2.6% | Reduced |
| Plato Investment Management Ltd | 8,436 | $1.21M | 0.08% | −1,666−16.5% | Reduced |
| Arta Finance Wealth Management LLC | 8,455 | $1.20M | 0.61% | +8,455 | New |
| Commerce Bank | 8,210 | $1.17M | 0.01% | −18,245−69.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,192 | $1.17M | 0.02% | +491+6.4% | Added |
| Legal Advantage Investments, Inc. | 8,000 | $1.14M | 0.53% | 00.0% | Unchanged |
| Anchyra Partners LLC | 7,916 | $1.13M | 0.35% | +7,916 | New |
| Jasper Ridge Partners, L.P. | 7,904 | $1.12M | 0.02% | −151−1.9% | Reduced |
| Wealthfront Advisers LLC | 7,870 | $1.12M | 0.00% | −556−6.6% | Reduced |
| Atomi Financial Group, Inc. | 7,861 | $1.12M | 0.03% | +716+10.0% | Added |
| Twin Capital Management Inc | 7,834 | $1.11M | 0.14% | −5−0.1% | Reduced |
| Meridian Wealth Management, LLC | 7,808 | $1.11M | 0.04% | −862−9.9% | Reduced |
| M&T Bank Corp | 7,786 | $1.11M | 0.00% | +2,027+35.2% | Added |
| CIBC Asset Management Inc | 7,714 | $1.10M | 0.00% | +216+2.9% | Added |
| Mediolanum International Funds Ltd | 7,536 | $1.09M | 0.01% | −8,704−53.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,524 | $1.07M | 0.02% | −112−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 7,495 | $1.07M | 0.01% | +4,223+129.1% | Added |
| Sage Rhino Capital LLC | 7,464 | $1.06M | 0.20% | −112−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 7,293 | $1.04M | 0.03% | +200+2.8% | Added |
| Aaron Wealth Advisors | 7,212 | $1.03M | 0.06% | +543+8.1% | Added |
| Brevan Howard Capital Management LP | 7,192 | $1.02M | 0.02% | +4,197+140.1% | Added |
| ASR Vermogensbeheer N.V. | 7,182 | $1.02M | 0.01% | −65−0.9% | Reduced |