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 7 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Twilio Inc as of Mar 31, 2026. 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
- 820
- −38 vs. Q4 2025
- Shares held
- 136.2M
- +16.8M (+14.1%) vs. Q4 2025
- Total value
- $17.1B
- +$120.1M (+0.7%) vs. Q4 2025
- New holders
- 91
- 327 more added
- Sold out
- 129
- 268 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,606,154 | $2.09B | 0.04% | +183,084+1.1% | Added |
| FMR LLC | 11,541,090 | $1.45B | 0.08% | +868,672+8.1% | Added |
| JPMorgan Chase & Co | 9,373,200 | $1.13B | 0.08% | +219,266+2.4% | Added |
| Vanguard Portfolio Management LLC | 8,081,883 | $1.02B | 0.05% | +8,081,883 | New |
| Vanguard Capital Management LLC | 6,788,984 | $854.2M | 0.02% | +6,788,984 | New |
| State Street Corp | 5,855,438 | $736.7M | 0.03% | +68,231+1.2% | Added |
| Royal Bank of Canada | 3,261,235 | $410.3M | 0.08% | +316,858+10.8% | Added |
| Geode Capital Management, LLC | 2,832,054 | $355.4M | 0.02% | +85,173+3.1% | Added |
| Pictet Asset Management Holding SA | 2,331,471 | $293.2M | 0.31% | +349,131+17.6% | Added |
| Sachem Head Capital Management LP | 2,295,000 | $288.8M | 6.96% | 00.0% | Unchanged |
| FIL Ltd | 2,252,356 | $283.4M | 0.22% | +511,524+29.4% | Added |
| SRS Investment Management, LLC | 2,064,408 | $259.7M | 2.74% | +254,130+14.0% | Added |
| Citadel Advisors LLC | 1,930,352 | $242.9M | 0.17% | −10,305−0.5% | Reduced |
| Morgan Stanley | 1,865,101 | $234.7M | 0.01% | −311,740−14.3% | Reduced |
| Alkeon Capital Management LLC | 1,840,000 | $231.5M | 1.05% | +1,590,000+636.0% | Added |
| Northern Trust Corp | 1,799,933 | $226.5M | 0.03% | +21,015+1.2% | Added |
| Invesco Ltd. | 1,549,454 | $195.0M | 0.02% | −1,602,092−50.8% | Reduced |
| Dimensional Fund Advisors LP | 1,494,052 | $187.9M | 0.04% | −42,620−2.8% | Reduced |
| UBS Asset Management Americas Inc | 1,473,775 | $185.4M | 0.04% | −260,650−15.0% | Reduced |
| UBS Group AG | 1,343,812 | $169.1M | 0.03% | −612,945−31.3% | Reduced |
| Nordea Investment Management AB | 1,186,745 | $145.0M | 0.14% | +9,849+0.8% | Added |
| Charles Schwab Investment Management Inc | 1,138,068 | $143.2M | 0.02% | +71,826+6.7% | Added |
| Balyasny Asset Management LLC | 1,103,774 | $138.9M | 0.27% | +52,760+5.0% | Added |
| Bank of New York Mellon Corp | 1,016,897 | $127.9M | 0.02% | −39,922−3.8% | Reduced |
| Bank of America Corp | 975,545 | $122.7M | 0.01% | −63,911−6.1% | Reduced |
| Point72 Asset Management, L.P. | 951,879 | $119.8M | 0.21% | +349,690+58.1% | Added |
| Vanguard Fiduciary Trust Co | 943,740 | $118.7M | 0.03% | +943,740 | New |
| Legal & General Group Plc | 924,775 | $116.4M | 0.03% | −18,796−2.0% | Reduced |
| Atreides Management, LP | 921,602 | $116.0M | 2.82% | +204,656+28.5% | Added |
| Alyeska Investment Group, L.P. | 907,805 | $114.2M | 0.32% | +595,457+190.6% | Added |
| Amundi | 891,037 | $112.1M | 0.03% | −135,996−13.2% | Reduced |
| Goldman Sachs Group Inc | 889,582 | $111.9M | 0.01% | +14,940+1.7% | Added |
| KBC Group NV | 790,548 | $99.5M | 0.25% | +11,014+1.4% | Added |
| Deutsche Bank AG | 755,405 | $95.0M | 0.03% | −35,782−4.5% | Reduced |
| Freestone Grove Partners LP | 751,687 | $94.6M | 0.69% | +256,935+51.9% | Added |
| Robeco Institutional Asset Management B.V. | 743,580 | $93.6M | 0.13% | −21,975−2.9% | Reduced |
| Slate Path Capital LP | 742,810 | $93.5M | 1.39% | −819,790−52.5% | Reduced |
| First Trust Advisors LP | 721,734 | $90.8M | 0.06% | +70,154+10.8% | Added |
| No Street GP LP | 718,993 | $90.5M | 6.04% | −53,693−6.9% | Reduced |
| Dorsal Capital Management, LLC | 700,000 | $88.1M | 3.50% | +150,000+27.3% | Added |
| Jericho Capital Asset Management L.P. | 697,511 | $87.8M | 1.30% | +697,511 | New |
| Quantinno Capital Management LP | 648,882 | $81.6M | 0.14% | +376,142+137.9% | Added |
| Millennium Management LLC | 635,652 | $80.0M | 0.06% | +529,446+498.5% | Added |
| Principal Financial Group Inc | 614,114 | $77.3M | 0.04% | +17,676+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 591,653 | $74.4M | 0.04% | −998,097−62.8% | Reduced |
| Marshall Wace, LLP | 579,859 | $73.0M | 0.08% | +272,986+89.0% | Added |
| Earnest Partners LLC | 576,569 | $72.5M | 0.30% | −14,412−2.4% | Reduced |
| American Century Companies Inc | 562,606 | $70.8M | 0.04% | +162,685+40.7% | Added |
| Rhumbline Advisers | 547,513 | $68.9M | 0.06% | +1460.0% | Added |
| Victory Capital Management Inc | 543,819 | $68.4M | 0.04% | +492,936+968.8% | Added |
| Canada Pension Plan Investment Board | 524,100 | $65.9M | 0.04% | +137,900+35.7% | Added |
| Allspring Global Investments Holdings, LLC | 483,611 | $63.1M | 0.11% | +228,840+89.8% | Added |
| Jane Street Group, LLC | 500,740 | $63.0M | 0.07% | +487,723+3,746.8% | Added |
| BNP Paribas Arbitrage, SA | 499,506 | $62.8M | 0.04% | +341,992+217.1% | Added |
| Pacer Advisors, Inc. | 492,209 | $61.9M | 0.18% | +97,415+24.7% | Added |
| Glenmede Trust Co NA | 481,264 | $60.6M | 0.30% | −4,759−1.0% | Reduced |
| Truist Financial Corp | 455,275 | $57.3M | 0.08% | +134,678+42.0% | Added |
| Schroder Investment Management Group | 469,056 | $56.7M | 0.05% | −66,180−12.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 450,770 | $56.7M | 0.16% | +450,770 | New |
| Swiss National Bank | 445,000 | $56.0M | 0.03% | +24,600+5.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 436,124 | $54.9M | 0.13% | +178,426+69.2% | Added |
| Retirement Systems of Alabama | 369,322 | $46.5M | 0.16% | +3,910+1.1% | Added |
| Nuveen, LLC | 326,785 | $41.1M | 0.01% | +100,050+44.1% | Added |
| Citigroup Inc | 321,447 | $40.4M | 0.03% | +59,412+22.7% | Added |
| Ameriprise Financial Inc | 315,576 | $39.7M | 0.01% | −19,333−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 312,059 | $39.3M | 0.03% | −20,221−6.1% | Reduced |
| Wells Fargo & Company | 310,166 | $39.0M | 0.01% | −49,188−13.7% | Reduced |
| Envestnet Asset Management Inc | 308,650 | $38.8M | 0.01% | +9,845+3.3% | Added |
| Man Group plc | 296,190 | $37.3M | 0.08% | −94,523−24.2% | Reduced |
| D. E. Shaw & Co., Inc. | 284,232 | $35.8M | 0.03% | −146,325−34.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 282,161 | $35.5M | 0.05% | +41,772+17.4% | Added |
| Woodline Partners LP | 275,639 | $34.7M | 0.13% | +168,314+156.8% | Added |
| Pacific Heights Asset Management LLC | 275,000 | $34.6M | 1.16% | +65,000+31.0% | Added |
| California Public Employees Retirement System | 260,073 | $32.7M | 0.02% | −6,001−2.3% | Reduced |
| Vanguard Asset Management, Ltd | 251,553 | $31.7M | 0.03% | +251,553 | New |
| Nomura Asset Management International Inc. | 244,255 | $30.7M | 0.05% | +11,009+4.7% | Added |
| AQR Capital Management LLC | 245,129 | $30.3M | 0.01% | −37,218−13.2% | Reduced |
| J. Safra Sarasin Holding AG | 236,883 | $29.8M | 0.51% | +104,679+79.2% | Added |
| California State Teachers Retirement System | 232,724 | $29.3M | 0.03% | −8,170−3.4% | Reduced |
| Blair William & Co | 228,695 | $28.8M | 0.08% | −7,298−3.1% | Reduced |
| Alliancebernstein L.P. | 201,023 | $28.6M | 0.01% | +379+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 210,031 | $26.4M | 0.13% | −149,494−41.6% | Reduced |
| Price T Rowe Associates Inc | 199,484 | $25.1M | 0.00% | −103,917−34.3% | Reduced |
| Engineers Gate Manager LP | 196,838 | $24.8M | 0.31% | +111,980+132.0% | Added |
| Vinva Investment Management Ltd | 197,942 | $24.0M | 0.30% | +10,772+5.8% | Added |
| Fred Alger Management, LLC | 190,741 | $24.0M | 0.11% | −181,740−48.8% | Reduced |
| Polar Capital Holdings Plc | 185,233 | $23.3M | 0.10% | +101,439+121.1% | Added |
| Capital Fund Management S.A. | 182,118 | $22.9M | 0.21% | −67,482−27.0% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 181,760 | $22.9M | 0.78% | +181,760 | New |
| ExodusPoint Capital Management, LP | 176,258 | $22.2M | 0.22% | +102,126+137.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 167,645 | $21.1M | 0.05% | +53,427+46.8% | Added |
| Schonfeld Strategic Advisors LLC | 167,176 | $21.0M | 0.17% | −58,857−26.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161,925 | $20.4M | 0.01% | +9,589+6.3% | Added |
| Baird Financial Group, Inc. | 155,309 | $19.5M | 0.03% | −104,602−40.2% | Reduced |
| LMR Partners LLP | 150,000 | $18.9M | 0.17% | −75,000−33.3% | Reduced |
| King Luther Capital Management Corp | 149,648 | $18.8M | 0.08% | −11,082−6.9% | Reduced |
| Natixis | 148,765 | $18.7M | 0.07% | +143,026+2,492.2% | Added |
| Virginia Retirement Systems Et Al | 145,800 | $18.3M | 0.14% | +19,700+15.6% | Added |
| LPL Financial LLC | 144,726 | $18.2M | 0.00% | −33,458−18.8% | Reduced |
| Barclays PLC | 139,765 | $17.6M | 0.01% | −194,064−58.1% | Reduced |