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, 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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 12,071 | $1.52M | 0.02% | +52+0.4% | Added |
| HighTower Advisors, LLC | 12,093 | $1.52M | 0.00% | −4,515−27.2% | Reduced |
| Sanctuary Advisors, LLC | 12,110 | $1.52M | 0.01% | +2,115+21.2% | Added |
| Peak Financial Advisors LLC | 12,272 | $1.54M | 0.68% | +12,272 | New |
| Federated Hermes, Inc. | 12,543 | $1.58M | 0.00% | −723−5.5% | Reduced |
| North Dakota State Investment Board | 12,738 | $1.60M | 0.07% | −1,333−9.5% | Reduced |
| Dark Forest Capital Management LP | 12,981 | $1.63M | 0.15% | +12,981 | New |
| Skopos Labs, Inc. | 13,166 | $1.66M | 0.05% | +6,413+95.0% | Added |
| Daiwa Securities Group Inc. | 13,453 | $1.69M | 0.00% | +500+3.9% | Added |
| Sidoxia Capital Management, LLC | 13,536 | $1.70M | 1.47% | +13,536 | New |
| Centaurus Financial, Inc. | 13,576 | $1.71M | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 13,843 | $1.74M | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 14,260 | $1.79M | 0.18% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,544 | $1.83M | 0.01% | +97+0.7% | Added |
| CWM, LLC | 14,584 | $1.83M | 0.00% | −1,465−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 14,600 | $1.84M | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,765 | $1.86M | 0.02% | −215−1.4% | Reduced |
| Kinneret Advisory, LLC | 14,835 | $1.87M | 0.18% | −658−4.2% | Reduced |
| Janus Henderson Group PLC | 14,977 | $1.88M | 0.00% | −3,508−19.0% | Reduced |
| Public Employees Retirement Association of Colorado | 15,228 | $1.92M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $1.92M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,495 | $1.95M | 0.00% | +1,175+8.2% | Added |
| Credit Agricole S A | 15,523 | $1.95M | 0.01% | +1,141+7.9% | Added |
| Edmond de Rothschild Holding S.A. | 15,671 | $1.97M | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 15,800 | $1.99M | 1.83% | +2,800+21.5% | Added |
| Lido Advisors, LLC | 15,863 | $2.00M | 0.01% | −1,243−7.3% | Reduced |
| Macquarie Group Ltd | 15,931 | $2.00M | 0.01% | +1,404+9.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,071 | $2.02M | 0.02% | +243+1.5% | Added |
| Baker Avenue Asset Management, LP | 16,126 | $2.03M | 0.05% | +4,156+34.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,370 | $2.06M | 0.01% | −12,262−42.8% | Reduced |
| BW Gestao de Investimentos Ltda. | 16,514 | $2.08M | 0.09% | +16,514 | New |
| Candriam Luxembourg S.C.A. | 16,533 | $2.08M | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 16,618 | $2.09M | 0.02% | −2,733−14.1% | Reduced |
| Guggenheim Capital LLC | 16,707 | $2.10M | 0.02% | +7,965+91.1% | Added |
| Gotham Asset Management, LLC | 16,767 | $2.11M | 0.01% | +7,894+89.0% | Added |
| Janney Montgomery Scott LLC | 17,058 | $2.15M | 0.01% | +1,056+6.6% | Added |
| Nisa Investment Advisors, LLC | 17,097 | $2.15M | 0.01% | −11,858−41.0% | Reduced |
| Allianz Asset Management GmbH | 17,195 | $2.16M | 0.00% | +7,494+77.2% | Added |
| Andra AP-fonden | 17,700 | $2.23M | 0.03% | −52,700−74.9% | Reduced |
| New York Life Investment Management LLC | 17,845 | $2.25M | 0.02% | +4,196+30.7% | Added |
| Vontobel Holding Ltd. | 17,880 | $2.25M | 0.01% | +3,826+27.2% | Added |
| Advisor Group Holdings, Inc. | 18,084 | $2.28M | 0.00% | +1,293+7.7% | Added |
| Kestra Advisory Services, LLC | 18,269 | $2.30M | 0.01% | +314+1.7% | Added |
| Ethic Inc. | 18,445 | $2.32M | 0.04% | +179+1.0% | Added |
| Aurora Investment Counsel | 18,629 | $2.34M | 1.30% | −555−2.9% | Reduced |
| Brevan Howard Capital Management LP | 18,648 | $2.35M | 0.02% | +11,456+159.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 18,822 | $2.37M | 0.02% | −12,711−40.3% | Reduced |
| Vident Advisory, LLC | 18,858 | $2.37M | 0.02% | −37,166−66.3% | Reduced |
| Verition Fund Management LLC | 19,175 | $2.41M | 0.02% | +10,418+119.0% | Added |
| LSV Asset Management | 19,440 | $2.45M | 0.01% | −1,595−7.6% | Reduced |
| Nissay Asset Management Corp | 19,531 | $2.46M | 0.01% | +10.0% | Added |
| Regions Financial Corp | 19,558 | $2.46M | 0.02% | −47−0.2% | Reduced |
| Prudential PLC | 19,581 | $2.46M | 0.02% | −5,337−21.4% | Reduced |
| Ritholtz Wealth Management | 19,666 | $2.47M | 0.04% | −4,228−17.7% | Reduced |
| Oddo BHF Asset Management SAS | 19,987 | $2.51M | 0.10% | +1,018+5.4% | Added |
| Catalytic Wealth RIA, LLC | 19,989 | $2.52M | 0.10% | +10,941+120.9% | Added |
| Carmignac Gestion | 20,000 | $2.52M | 0.04% | −30,000−60.0% | Reduced |
| RSM US Wealth Management LLC | 20,007 | $2.52M | 0.03% | +1,478+8.0% | Added |
| Toronto Dominion Bank | 20,174 | $2.54M | 0.00% | −4,332−17.7% | Reduced |
| National Pension Service | 20,453 | $2.57M | 0.00% | +1,908+10.3% | Added |
| Truvestments Capital LLC | 20,656 | $2.60M | 0.47% | +989+5.0% | Added |
| We Are One Seven, LLC | 20,843 | $2.62M | 0.05% | +1,330+6.8% | Added |
| British Columbia Investment Management Corp | 20,898 | $2.63M | 0.02% | −6,328−23.2% | Reduced |
| Allstate Corp | 21,111 | $2.66M | 0.03% | +9,193+77.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,566 | $2.71M | 0.02% | +96+0.4% | Added |
| Horizon Investments, LLC | 21,573 | $2.71M | 0.03% | +21,570+719,000.0% | Added |
| Krane Funds Advisors LLC | 20,486 | $2.74M | 0.11% | +8,079+65.1% | Added |
| Graham Capital Management, L.P. | 21,788 | $2.74M | 0.09% | +21,788 | New |
| Eurizon Capital SGR S.p.A. | 22,005 | $2.75M | 0.01% | +2,764+14.4% | Added |
| Commonwealth Equity Services, LLC | 21,889 | $2.75M | 0.00% | −3,881−15.1% | Reduced |
| Walleye Trading LLC | 21,896 | $2.75M | 0.06% | −12,076−35.5% | Reduced |
| Summit Trail Advisors, LLC | 22,551 | $2.84M | 0.04% | +10,984+95.0% | Added |
| MML Investors Services, LLC | 22,579 | $2.84M | 0.01% | −15,811−41.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,416 | $2.85M | 0.01% | +1,727+8.0% | Added |
| Utah Retirement Systems | 22,953 | $2.89M | 0.03% | −381−1.6% | Reduced |
| Moore Capital Management, LP | 23,428 | $2.95M | 0.11% | −535−2.2% | Reduced |
| Pathstone Holdings, LLC | 23,822 | $3.00M | 0.01% | +1,579+7.1% | Added |
| Natixis Advisors, L.P. | 24,582 | $3.09M | 0.00% | +4,822+24.4% | Added |
| Blackstone Group Inc. | 24,957 | $3.14M | 0.01% | +24,957 | New |
| Circumference Group LLC | 25,000 | $3.15M | 7.05% | −40,000−61.5% | Reduced |
| Sphera Management Technology Funds Ltd | 25,000 | $3.15M | 1.78% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 26,145 | $3.29M | 1.36% | +480+1.9% | Added |
| US Bancorp | 26,281 | $3.31M | 0.00% | +517+2.0% | Added |
| Susquehanna Fundamental Investments, LLC | 26,667 | $3.36M | 0.13% | +13,270+99.1% | Added |
| Castleark Management LLC | 26,760 | $3.37M | 0.11% | +26,760 | New |
| OP Asset Management Ltd | 26,976 | $3.39M | 0.03% | +9,923+58.2% | Added |
| Ameritas Investment Partners, Inc. | 27,930 | $3.51M | 0.11% | +144+0.5% | Added |
| Swiss Life Asset Management Ltd | 28,200 | $3.55M | 0.02% | −685−2.4% | Reduced |
| Parallel Advisors, LLC | 28,741 | $3.62M | 0.07% | +522+1.8% | Added |
| JustInvest LLC | 28,813 | $3.63M | 0.04% | +80.0% | Added |
| Stifel Financial Corp | 29,157 | $3.67M | 0.00% | −6,280−17.7% | Reduced |
| Xponance, Inc. | 29,634 | $3.73M | 0.03% | +3,748+14.5% | Added |
| Mercer Global Advisors Inc | 29,815 | $3.75M | 0.01% | +16,367+121.7% | Added |
| Ieq Capital, LLC | 29,928 | $3.77M | 0.02% | −1,954−6.1% | Reduced |
| Mackenzie Financial Corp | 30,362 | $3.82M | 0.00% | −1,386−4.4% | Reduced |
| TD Asset Management Inc | 30,549 | $3.84M | 0.00% | +1,597+5.5% | Added |
| Royal Fund Management, LLC | 30,900 | $3.89M | 0.37% | +30,900 | New |
| Oregon Public Employees Retirement Fund | 31,137 | $3.92M | 0.05% | +837+2.8% | Added |
| New Mexico Educational Retirement Board | 31,400 | $3.95M | 0.12% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 31,439 | $3.96M | 0.03% | −2,894−8.4% | Reduced |