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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 6 sales; 969 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Twilio Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of TWLO: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders87013820−37
Shares137.0M17.7M136.2M+16.9M (+14.1%)
Value$19.5B$2.51B$17.1B+$120.4M (+0.7%)

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Twilio Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to TWLO in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC8,081,883$1.02B0.05%
Vanguard Capital Management LLC6,788,984$854.2M0.02%
Vanguard Fiduciary Trust Co943,740$118.7M0.03%
Jericho Capital Asset Management L.P.697,511$87.8M1.30%
Viking Global Investors LPSuperinvestorViking Global Investors450,770$56.7M0.16%
Vanguard Asset Management, Ltd251,553$31.7M0.03%
Duquesne Family Office LLCSuperinvestorDuquesne Family Office181,760$22.9M0.78%
Cooper Creek Partners Management LLC128,322$16.1M0.78%
Vanguard Investments Australia, Ltd.75,796$9.54M0.03%
Portolan Capital Management, LLC74,769$9.41M0.50%
Vanguard Global Advisers, LLC74,247$9.34M0.01%
Chase Investment Counsel Corp67,174$8.45M2.22%
Delta Global Management LP61,232$7.70M0.63%
Renaissance Technologies LLC52,000$6.54M0.01%
Telemark Asset Management, LLC50,000$6.29M0.58%
SEB Asset Management AB39,401$4.96M0.02%
Aware Super Pty Ltd as trustee of Aware Super34,083$4.29M0.06%
Hodges Capital Management Inc.31,800$4.00M0.33%
Royal Fund Management, LLC30,900$3.89M0.37%
Castleark Management LLC26,760$3.37M0.11%
Blackstone Group Inc.24,957$3.14M0.01%
Graham Capital Management, L.P.21,788$2.74M0.09%
BW Gestao de Investimentos Ltda.16,514$2.08M0.09%
Sidoxia Capital Management, LLC13,536$1.70M1.47%
Dark Forest Capital Management LP12,981$1.63M0.15%
Peak Financial Advisors LLC12,272$1.54M0.68%
Squarepoint Ops LLC11,815$1.49M0.00%
Brighton Jones LLC11,642$1.46M0.03%
Landscape Capital Management, L.L.C.11,085$1.39M0.09%
Twin Tree Management, LP9,486$1.19M0.25%
China Universal Asset Management Co., Ltd.9,300$1.17M0.09%
Capstone Investment Advisors, LLC8,999$1.13M0.01%
CIBC Bancorp USA Inc.7,662$964.0K0.00%
Winton Group Ltd7,347$924.4K0.03%
Y-Intercept (Hong Kong) Ltd7,082$891.1K0.02%
Sanders Morris Harris LLC6,477$814.9K0.13%
Park Avenue Securities LLC6,086$766.0K0.01%
Magnetar Financial LLC6,082$765.2K0.01%
Saudi Central Bank5,596$704.1K0.01%
Two Sigma Securities, LLC5,414$681.2K0.08%
Qsemble Capital Management, LP4,515$568.1K0.04%
Northwest & Ethical Investments L.P.3,272$430.4K0.01%
Wellspring Financial Advisors, LLC3,404$428.3K0.03%
Exchange Traded Concepts, LLC3,289$413.8K0.00%
Mount Yale Investment Advisors, LLC3,162$397.8K0.01%
Vestmark Advisory Solutions, Inc.3,128$393.6K0.00%
AE Wealth Management LLC3,071$386.4K0.00%
Catalyst Funds Management Pty Ltd2,785$350.4K0.06%
Spartan Wealth Advisory Services LLC2,686$338.0K0.03%
Westwood Holdings Group Inc.2,661$334.8K0.00%
Resonant Capital Advisors, LLC2,538$319.3K0.02%
Cordatus Wealth Management LLC2,485$312.6K0.07%
Compass Capital Corp1,527$301.3K0.11%
ABS Direct Equity Fund LLC1,500$284.5K0.22%
Altar Rock LLC1,974$248.4K0.29%
Journey Strategic Wealth LLC1,935$243.5K0.01%
Massar Capital Management, LP1,849$232.6K0.05%
Everhart Financial Group, Inc.1,817$228.6K0.02%
First Dallas Securities Inc.1,800$226.5K0.08%
NorthCrest Asset Manangement, LLC1,617$211.8K0.01%
Foundations Investment Advisors, LLC1,605$202.0K0.00%
GeoWealth Management, LLC1,471$185.3K0.01%
Oslo Pensjonsforsikring AS1,313$165.2K0.03%
Migdal Insurance & Financial Holdings Ltd.730$91.8K0.00%
Intentional Wealth Strategies, LLC267$33.6K0.03%
Golden State Equity Partners259$32.6K0.00%
EFG International AG222$27.9K0.00%
Stance Capital LLC200$25.2K0.01%
Innovative Asset Advisors Group, LLC172$21.6K0.01%
LRI Investments, LLC165$20.8K0.00%
RWM Asset Management, LLC144$18.1K0.00%
Strive Financial Group ,LLC134$17.0K0.01%
Owl Creek Wealth Partners LLC105$13.2K0.00%
Glynn Capital Management LLC102$12.8K0.01%
JPL Wealth Management, LLC48$6.04K0.00%
Vanguard National Trust Co37$4.66K0.00%
Evolution Wealth Management Inc.34$4.28K0.00%
Chilton Capital Management LLC33$4.15K0.00%
Whittier Trust Co31$4.08K0.00%
Synergy Investment Management, LLC24$3.02K0.00%
Gill Capital Partners, LLC20$2.52K0.00%
Lloyd Advisory Services, LLC.20$2.52K0.00%
Mather Group, LLC.18$2.20K0.00%
Investors Portfolio Services LLC10$1.93K0.00%
Wall Street Financial Group, Inc.13$1.64K0.00%
Vermillion Wealth Management, Inc.10$1.26K0.00%
First Pacific Financial9$1.13K0.00%
Whipplewood Advisors, LLC6$7550.00%
Curio Wealth, LLC4$5030.00%
Retiremitten Financial LLC2$2520.00%
NBT Bank N A1$1260.00%

Sold out (128)

Institutions that held Twilio Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 128 by value.

Institutions that sold out of TWLO in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Durable Capital Partners LP962,089$136.8M
Jupiter Asset Management Ltd349,304$49.7M
Temasek Holdings (Private) Ltd309,573$44.0M
Blue Grotto Capital, LLC298,483$42.5M
Lord, Abbett & Co. LLC150,000$21.3M
Gilder Gagnon Howe & Co LLC142,844$20.3M
Hood River Capital Management LLC139,174$19.8M
Ninety One UK Ltd123,952$17.6M
Sora Investors LLC116,344$16.5M
Ardmore Road Asset Management LP101,002$14.4M
Zweig-DiMenna Associates LLC93,000$13.2M
Metavasi Capital LP87,574$12.5M
O'Neil Global Advisors, Inc.86,487$12.3M
Two Sigma Advisers, LP71,200$10.1M
Interval Partners, LP67,000$9.53M
Nishkama Capital, LLC64,116$9.12M
Frontier Capital Management Co LLC56,555$8.04M
Beaconlight Capital, LLC46,060$6.55M
Ninety One SA (PTY) Ltd44,119$6.28M
Exane Asset Management34,835$5.82M
Melqart Asset Management (UK) Ltd40,447$5.75M
Sienna Gestion40,103$5.75M
Munich Reinsurance Co Stock Corp in Munich38,541$5.56M
Pinebridge Investments LLC34,700$4.94M
1832 Asset Management L.P.33,573$4.78M
Morgens Waterfall Vintiadis & Co Inc32,500$4.62M
Campbell Capital Management Inc30,933$4.40M
Soltis Investment Advisors LLC30,191$4.29M
Skandinaviska Enskilda Banken AB (publ)29,343$4.17M
Venture Visionary Partners LLC19,071$2.71M
NFJ Investment Group, LLC18,795$2.67M
Kestra Investment Management, LLC18,066$2.57M
XTX Topco Ltd15,834$2.25M
Lighthouse Investment Partners, LLC15,812$2.25M
Kultura Capital Management LP14,700$2.09M
Optimize Financial Inc13,835$1.97M
Generali Asset Management SPA SGR12,838$1.83M
Bouvel Investment Partners, LLC12,107$1.72M
Elo Mutual Pension Insurance Co11,576$1.65M
Schnieders Capital Management, LLC.11,320$1.61M
Archon Capital Management LLC9,800$1.39M
Kentucky Retirement Systems8,877$1.26M
Legal Advantage Investments, Inc.8,000$1.14M
Twin Capital Management Inc7,834$1.11M
Mediolanum International Funds Ltd7,536$1.09M
Dai-Ichi Life Insurance Company, Ltd7,148$1.02M
Woodward Diversified Capital, LLC6,505$925.3K
Rakuten Investment Management, Inc.6,500$919.9K
Range Advisory, LLC6,100$867.7K
Forum Financial Management, LP6,068$863.1K
SummitTX Capital, L.P.5,649$803.5K
Pinnacle Financial Partners, Inc.5,646$803.1K
Capstone Capital Management Ltd5,635$801.5K
Quadrature Capital Ltd5,267$749.2K
Lotus Technology Management, LP4,922$700.1K
Aigen Investment Management, LP4,845$689.2K
Entropy Technologies, LP4,598$654.0K
Baader Bank INC4,773$624.7K
BCJ Capital Management, LLC4,323$614.9K
Citizens Financial Group Inc3,603$512.5K
Trexquant Investment LP3,393$482.6K
GenTrust, LLC3,329$473.5K
Moran Wealth Management, LLC3,280$466.5K
Inceptionr LLC2,981$424.0K
One Wealth Advisors, LLC2,850$405.4K
Aptus Capital Advisors, LLC2,806$399.1K
Fox Run Management, L.L.C.2,618$372.4K
West Tower Group, LLC2,500$355.6K
Interchange Capital Partners, LLC2,468$351.0K
GK Wealth Management LLC2,456$349.3K
Apollon Wealth Management, LLC2,381$338.7K
Marex Group plc2,299$327.0K
Algert Global LLC2,270$322.9K
Quest Partners LLC2,209$314.2K
City National Bank of Florida2,144$305.0K
DRW Securities, LLC1,959$278.6K
Wealthcare Advisory Partners LLC1,942$276.2K
HighPoint Advisor Group LLC1,858$264.3K
Xcel Wealth Management, LLC1,826$259.7K
Financial Guidance Group, Inc.1,826$259.7K
Modern Wealth Management, LLC1,814$258.0K
Oakmont Investment Advisors, Inc.1,776$252.6K
VARCOV Co.1,774$252.3K
Change Path, LLC1,718$244.4K
Keel Point, LLC1,701$241.9K
Wedbush Securities Inc1,693$241.0K
Employees Retirement System of Texas1,631$232.0K
FourThought Financial Partners, LLC1,626$231.3K
Tocqueville Asset Management L.P.1,609$228.9K
Brown Advisory Inc1,589$226.1K
Moneta Group Investment Advisors LLC1,586$225.6K
Terry L. Blaker1,500$213.4K
North Star Asset Management Inc1,500$213.4K
Poinciana Advisors Group, LLC1,476$209.9K
Insigneo Advisory Services, LLC1,464$208.2K
Barton Investment Management1,460$207.7K
MRP Capital Investments, LLC1,300$184.9K
Garner Asset Management Corp785$111.7K
Elyxium Wealth, LLC679$96.6K
SageView Advisory Group, LLC621$88.3K

Not filed for Q1 2026 yet (13)

Institutions that held Twilio Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWLO in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc15,449,586$2.20B
Norges Bank1,925,354$273.9M
Forsta Ap-Fonden77,400$11.0M
Meritage Portfolio Management75,081$10.7M
Brandywine Global Investment Management, LLC58,467$8.32M
Comerica Bank42,472$6.04M
Global Retirement Partners, LLC15,311$2.18M
Militia Capital Partners, LP9,000$1.28M
CIBC World Markets Corp5,324$757.3K
Alpha Cubed Investments, LLC2,004$285.0K
CIBC Private Wealth Group, LLC726$103.3K
Trust Co of Vermont300$42.7K
ORG Partners LLC139$19.8K