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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 31,800 | $4.00M | 0.33% | +31,800 | New |
| DekaBank Deutsche Girozentrale | 32,970 | $4.06M | 0.01% | 00.0% | Unchanged |
| Clayton Partners LLC | 32,629 | $4.11M | 2.98% | +161+0.5% | Added |
| DnB Asset Management AS | 33,721 | $4.24M | 0.02% | +675+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 33,966 | $4.27M | 0.06% | +44+0.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $4.29M | 0.06% | +34,083 | New |
| Neuberger Berman Group LLC | 34,236 | $4.31M | 0.00% | −1,904−5.3% | Reduced |
| John G Ullman & Associates Inc | 34,366 | $4.32M | 0.57% | +15,150+78.8% | Added |
| Condor Capital Management | 36,105 | $4.54M | 0.38% | −622−1.7% | Reduced |
| Oak Harvest Investment Services | 36,356 | $4.57M | 0.48% | −3,158−8.0% | Reduced |
| UniSuper Management Pty Ltd | 36,395 | $4.58M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 36,420 | $4.58M | 0.01% | +5,195+16.6% | Added |
| Knights of Columbus Asset Advisors LLC | 36,459 | $4.59M | 0.26% | +1,319+3.8% | Added |
| CAPROCK Group, Inc. | 36,472 | $4.59M | 0.11% | +3,085+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 36,711 | $4.62M | 0.00% | +6,774+22.6% | Added |
| Toronado Partners, LLC | 36,999 | $4.66M | 8.78% | −67,664−64.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,987 | $4.78M | 0.02% | +47+0.1% | Added |
| Hedeker Wealth, LLC | 38,070 | $4.79M | 1.01% | −4,275−10.1% | Reduced |
| Thrivent Financial for Lutherans | 38,371 | $4.81M | 0.01% | −605−1.6% | Reduced |
| Panagora Asset Management Inc | 38,589 | $4.86M | 0.02% | −167,197−81.2% | Reduced |
| SEB Asset Management AB | 39,401 | $4.96M | 0.02% | +39,401 | New |
| Contango Wealth Management LLC | 39,500 | $4.97M | 5.81% | 00.0% | Unchanged |
| Readystate Asset Management LP | 39,883 | $5.02M | 0.29% | +8,356+26.5% | Added |
| Cetera Investment Advisers | 40,746 | $5.13M | 0.01% | −4,476−9.9% | Reduced |
| Arizona State Retirement System | 41,214 | $5.19M | 0.03% | −842−2.0% | Reduced |
| Occam Crest Management LP | 43,000 | $5.41M | 3.42% | +5,000+13.2% | Added |
| Walleye Capital LLC | 43,392 | $5.46M | 0.03% | −55,215−56.0% | Reduced |
| SG Americas Securities, LLC | 43,632 | $5.49M | 0.01% | −7,430−14.6% | Reduced |
| California First Leasing Corp | 44,000 | $5.54M | 1.77% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 44,000 | $5.54M | 0.10% | +2,000+4.8% | Added |
| State of Michigan Retirement System | 44,100 | $5.55M | 0.03% | +700+1.6% | Added |
| Resona Asset Management Co.,Ltd. | 44,840 | $5.61M | 0.03% | −2,271−4.8% | Reduced |
| Yousif Capital Management, LLC | 44,833 | $5.64M | 0.07% | −2,244−4.8% | Reduced |
| Impax Asset Management Group plc | 45,156 | $5.68M | 0.04% | −5,338−10.6% | Reduced |
| Handelsbanken Fonder AB | 46,300 | $5.83M | 0.02% | +3,600+8.4% | Added |
| Capital Advantage, Inc. | 46,472 | $5.85M | 0.76% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 46,500 | $5.85M | 0.05% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 47,200 | $5.94M | 0.90% | −15,300−24.5% | Reduced |
| Two Sigma Investments, LP | 49,512 | $6.23M | 0.01% | +24,743+99.9% | Added |
| Nomura Asset Management Co Ltd | 49,718 | $6.26M | 0.02% | −39−0.1% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $6.29M | 0.58% | +50,000 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 51,700 | $6.50M | 0.03% | +168+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,992 | $6.54M | 0.04% | +17,400+50.3% | Added |
| Renaissance Technologies LLC | 52,000 | $6.54M | 0.01% | +52,000 | New |
| State of New Jersey Common Pension Fund D | 52,370 | $6.59M | 0.03% | −1,203−2.2% | Reduced |
| Susquehanna International Group, LLP | 53,509 | $6.73M | 0.01% | −118,380−68.9% | Reduced |
| Fifth Third Bancorp | 54,011 | $6.80M | 0.01% | +39,987+285.1% | Added |
| 180 Wealth Advisors, LLC | 54,018 | $6.80M | 0.77% | −2,105−3.8% | Reduced |
| Bank of Montreal | 54,098 | $6.81M | 0.00% | −27,988−34.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 54,161 | $6.81M | 0.02% | −8,854−14.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 55,078 | $6.93M | 0.05% | 00.0% | Unchanged |
| Panoramic Capital, LLC | 55,689 | $7.01M | 4.92% | +15,000+36.9% | Added |
| Creative Planning | 56,106 | $7.06M | 0.00% | +7,174+14.7% | Added |
| Selective Wealth Management, Inc. | 51,691 | $7.28M | 2.16% | −2,614−4.8% | Reduced |
| Mutual of America Capital Management LLC | 58,101 | $7.31M | 0.08% | −4,997−7.9% | Reduced |
| State of Tennessee, Treasury Department | 58,163 | $7.32M | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 58,320 | $7.34M | 0.02% | −1,036−1.7% | Reduced |
| Treasurer of the State of North Carolina | 60,533 | $7.62M | 0.02% | +1,288+2.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 60,691 | $7.64M | 0.07% | −36,998−37.9% | Reduced |
| 13D Management LLC | 60,755 | $7.64M | 11.85% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 61,194 | $7.70M | 0.02% | −17,503−22.2% | Reduced |
| Delta Global Management LP | 61,232 | $7.70M | 0.63% | +61,232 | New |
| Tredje AP-fonden | 62,050 | $7.81M | 0.04% | +43,113+227.7% | Added |
| Level Four Advisory Services, LLC | 64,250 | $8.08M | 0.27% | −3,605−5.3% | Reduced |
| Cinctive Capital Management LP | 64,999 | $8.18M | 0.54% | +16,300+33.5% | Added |
| Osterweis Capital Management Inc | 65,930 | $8.30M | 0.43% | +10,715+19.4% | Added |
| Swedbank AB | 66,738 | $8.40M | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 67,174 | $8.45M | 2.22% | +67,174 | New |
| Achmea Investment Management B.V. | 67,247 | $8.46M | 0.22% | −223−0.3% | Reduced |
| RJA Asset Management LLC | 68,082 | $8.57M | 3.15% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 69,001 | $8.58M | 0.01% | −7,388−9.7% | Reduced |
| Russell Investments Group, Ltd. | 68,936 | $8.61M | 0.01% | −3,226−4.5% | Reduced |
| Amalgamated Bank | 68,916 | $8.67M | 0.07% | +857+1.3% | Added |
| Assenagon Asset Management S.A. | 71,840 | $9.04M | 0.01% | +13,816+23.8% | Added |
| Cerity Partners LLC | 73,101 | $9.20M | 0.01% | −7,644−9.5% | Reduced |
| Vanguard Global Advisers, LLC | 74,247 | $9.34M | 0.01% | +74,247 | New |
| APG Asset Management N.V. | 85,702 | $9.36M | 0.03% | −3,394−3.8% | Reduced |
| Portolan Capital Management, LLC | 74,769 | $9.41M | 0.50% | +74,769 | New |
| MetLife Investment Management | 75,505 | $9.50M | 0.05% | +425+0.6% | Added |
| Vanguard Investments Australia, Ltd. | 75,796 | $9.54M | 0.03% | +75,796 | New |
| New York State Common Retirement Fund | 77,081 | $9.70M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 78,889 | $9.73M | 0.00% | +58,791+292.5% | Added |
| Osmosis Investment Management UK Ltd | 77,505 | $9.75M | 0.26% | −3,612−4.5% | Reduced |
| PEAK6 LLC | 77,942 | $9.81M | 0.28% | −43,423−35.8% | Reduced |
| Manufacturers Life Insurance Company, The | 78,044 | $9.82M | 0.01% | −7,270−8.5% | Reduced |
| State of Wisconsin Investment Board | 80,687 | $10.2M | 0.02% | −13,452−14.3% | Reduced |
| Meridiem Capital Partners LP | 81,244 | $10.2M | 0.67% | −81,568−50.1% | Reduced |
| Public Employees Retirement System of Ohio | 81,434 | $10.2M | 0.03% | −1,720−2.1% | Reduced |
| Korea Investment CORP | 84,865 | $10.7M | 0.02% | +53,400+169.7% | Added |
| Picton Mahoney Asset Management | 87,890 | $11.1M | 0.12% | +87,871+462,478.9% | Added |
| KLP Kapitalforvaltning AS | 89,400 | $11.2M | 0.04% | −600−0.7% | Reduced |
| Royal London Asset Management Ltd | 90,884 | $11.4M | 0.02% | −362−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 94,745 | $11.9M | 0.15% | −14,712−13.4% | Reduced |
| Voya Investment Management LLC | 96,439 | $12.1M | 0.01% | −625,002−86.6% | Reduced |
| Zacks Investment Management | 96,943 | $12.2M | 0.10% | −419−0.4% | Reduced |
| Bridgewater Associates, LP | 97,545 | $12.3M | 0.05% | −27,212−21.8% | Reduced |
| Storebrand Asset Management AS | 97,859 | $12.3M | 0.04% | −4,873−4.7% | Reduced |
| Wellington Management Group LLP | 98,387 | $12.4M | 0.00% | −14,530−12.9% | Reduced |
| Colony Group, LLC | 98,832 | $12.6M | 0.01% | +5,167+5.5% | Added |
| PFA Pension, Forsikringsaktieselskab | 101,306 | $12.7M | 0.04% | 00.0% | Unchanged |