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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 105,259 | $13.2M | 0.02% | +86,165+451.3% | Added |
| Danske Bank A/S | 106,633 | $13.4M | 0.03% | −6,311−5.6% | Reduced |
| STRS Ohio | 109,382 | $13.8M | 0.05% | +27,695+33.9% | Added |
| Caisse de Depot Et Placement du Quebec | 109,511 | $13.8M | 0.02% | −50,530−31.6% | Reduced |
| Captrust Financial Advisors | 110,428 | $13.9M | 0.02% | −564,549−83.6% | Reduced |
| SEI Investments Co | 111,579 | $14.0M | 0.01% | +29,357+35.7% | Added |
| Raymond James Financial Inc | 111,613 | $14.0M | 0.00% | −12,617−10.2% | Reduced |
| Acadian Asset Management LLC | 112,906 | $14.2M | 0.02% | +37,830+50.4% | Added |
| New York State Teachers Retirement System | 113,027 | $14.2M | 0.03% | −3,467−3.0% | Reduced |
| Empowered Funds, LLC | 115,352 | $14.5M | 0.09% | +103,448+869.0% | Added |
| Alta Park Capital, LP | 118,027 | $14.9M | 2.39% | −22,440−16.0% | Reduced |
| Standard Life Aberdeen plc | 118,152 | $14.9M | 0.02% | +2,999+2.6% | Added |
| Ensign Peak Advisors, Inc | 121,764 | $15.3M | 0.03% | −19,799−14.0% | Reduced |
| Boston Partners | 122,827 | $15.5M | 0.02% | −24,911−16.9% | Reduced |
| Cooper Creek Partners Management LLC | 128,322 | $16.1M | 0.78% | +128,322 | New |
| State Board of Administration of Florida Retirement System | 130,472 | $16.4M | 0.03% | −2,650−2.0% | Reduced |
| Aviva PLC | 131,202 | $16.5M | 0.03% | +4,477+3.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 134,398 | $16.9M | 0.02% | −32,156−19.3% | Reduced |
| Great West Life Assurance Co | 136,374 | $17.2M | 0.03% | −446−0.3% | Reduced |
| HSBC Holdings PLC | 138,549 | $17.4M | 0.01% | +11,327+8.9% | Added |
| Barclays PLC | 139,765 | $17.6M | 0.01% | −194,064−58.1% | Reduced |
| LPL Financial LLC | 144,726 | $18.2M | 0.00% | −33,458−18.8% | Reduced |
| Virginia Retirement Systems Et Al | 145,800 | $18.3M | 0.14% | +19,700+15.6% | Added |
| Natixis | 148,765 | $18.7M | 0.07% | +143,026+2,492.2% | Added |
| King Luther Capital Management Corp | 149,648 | $18.8M | 0.08% | −11,082−6.9% | Reduced |
| LMR Partners LLP | 150,000 | $18.9M | 0.17% | −75,000−33.3% | Reduced |
| Baird Financial Group, Inc. | 155,309 | $19.5M | 0.03% | −104,602−40.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161,925 | $20.4M | 0.01% | +9,589+6.3% | Added |
| Schonfeld Strategic Advisors LLC | 167,176 | $21.0M | 0.17% | −58,857−26.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 167,645 | $21.1M | 0.05% | +53,427+46.8% | Added |
| ExodusPoint Capital Management, LP | 176,258 | $22.2M | 0.22% | +102,126+137.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 181,760 | $22.9M | 0.78% | +181,760 | New |
| Capital Fund Management S.A. | 182,118 | $22.9M | 0.21% | −67,482−27.0% | Reduced |
| Polar Capital Holdings Plc | 185,233 | $23.3M | 0.10% | +101,439+121.1% | Added |
| Fred Alger Management, LLC | 190,741 | $24.0M | 0.11% | −181,740−48.8% | Reduced |
| Vinva Investment Management Ltd | 197,942 | $24.0M | 0.30% | +10,772+5.8% | Added |
| Engineers Gate Manager LP | 196,838 | $24.8M | 0.31% | +111,980+132.0% | Added |
| Price T Rowe Associates Inc | 199,484 | $25.1M | 0.00% | −103,917−34.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 210,031 | $26.4M | 0.13% | −149,494−41.6% | Reduced |
| Alliancebernstein L.P. | 201,023 | $28.6M | 0.01% | +379+0.2% | Added |
| Blair William & Co | 228,695 | $28.8M | 0.08% | −7,298−3.1% | Reduced |
| California State Teachers Retirement System | 232,724 | $29.3M | 0.03% | −8,170−3.4% | Reduced |
| J. Safra Sarasin Holding AG | 236,883 | $29.8M | 0.51% | +104,679+79.2% | Added |
| AQR Capital Management LLC | 245,129 | $30.3M | 0.01% | −37,218−13.2% | Reduced |
| Nomura Asset Management International Inc. | 244,255 | $30.7M | 0.05% | +11,009+4.7% | Added |
| Vanguard Asset Management, Ltd | 251,553 | $31.7M | 0.03% | +251,553 | New |
| California Public Employees Retirement System | 260,073 | $32.7M | 0.02% | −6,001−2.3% | Reduced |
| Pacific Heights Asset Management LLC | 275,000 | $34.6M | 1.16% | +65,000+31.0% | Added |
| Woodline Partners LP | 275,639 | $34.7M | 0.13% | +168,314+156.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 282,161 | $35.5M | 0.05% | +41,772+17.4% | Added |
| D. E. Shaw & Co., Inc. | 284,232 | $35.8M | 0.03% | −146,325−34.0% | Reduced |
| Man Group plc | 296,190 | $37.3M | 0.08% | −94,523−24.2% | Reduced |
| Envestnet Asset Management Inc | 308,650 | $38.8M | 0.01% | +9,845+3.3% | Added |
| Wells Fargo & Company | 310,166 | $39.0M | 0.01% | −49,188−13.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 312,059 | $39.3M | 0.03% | −20,221−6.1% | Reduced |
| Ameriprise Financial Inc | 315,576 | $39.7M | 0.01% | −19,333−5.8% | Reduced |
| Citigroup Inc | 321,447 | $40.4M | 0.03% | +59,412+22.7% | Added |
| Nuveen, LLC | 326,785 | $41.1M | 0.01% | +100,050+44.1% | Added |
| Retirement Systems of Alabama | 369,322 | $46.5M | 0.16% | +3,910+1.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 436,124 | $54.9M | 0.13% | +178,426+69.2% | Added |
| Swiss National Bank | 445,000 | $56.0M | 0.03% | +24,600+5.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 450,770 | $56.7M | 0.16% | +450,770 | New |
| Schroder Investment Management Group | 469,056 | $56.7M | 0.05% | −66,180−12.4% | Reduced |
| Truist Financial Corp | 455,275 | $57.3M | 0.08% | +134,678+42.0% | Added |
| Glenmede Trust Co NA | 481,264 | $60.6M | 0.30% | −4,759−1.0% | Reduced |
| Pacer Advisors, Inc. | 492,209 | $61.9M | 0.18% | +97,415+24.7% | Added |
| BNP Paribas Arbitrage, SA | 499,506 | $62.8M | 0.04% | +341,992+217.1% | Added |
| Jane Street Group, LLC | 500,740 | $63.0M | 0.07% | +487,723+3,746.8% | Added |
| Allspring Global Investments Holdings, LLC | 483,611 | $63.1M | 0.11% | +228,840+89.8% | Added |
| Canada Pension Plan Investment Board | 524,100 | $65.9M | 0.04% | +137,900+35.7% | Added |
| Victory Capital Management Inc | 543,819 | $68.4M | 0.04% | +492,936+968.8% | Added |
| Rhumbline Advisers | 547,513 | $68.9M | 0.06% | +1460.0% | Added |
| American Century Companies Inc | 562,606 | $70.8M | 0.04% | +162,685+40.7% | Added |
| Earnest Partners LLC | 576,569 | $72.5M | 0.30% | −14,412−2.4% | Reduced |
| Marshall Wace, LLP | 579,859 | $73.0M | 0.08% | +272,986+89.0% | Added |
| Arrowstreet Capital, Limited Partnership | 591,653 | $74.4M | 0.04% | −998,097−62.8% | Reduced |
| Principal Financial Group Inc | 614,114 | $77.3M | 0.04% | +17,676+3.0% | Added |
| Millennium Management LLC | 635,652 | $80.0M | 0.06% | +529,446+498.5% | Added |
| Quantinno Capital Management LP | 648,882 | $81.6M | 0.14% | +376,142+137.9% | Added |
| Jericho Capital Asset Management L.P. | 697,511 | $87.8M | 1.30% | +697,511 | New |
| Dorsal Capital Management, LLC | 700,000 | $88.1M | 3.50% | +150,000+27.3% | Added |
| No Street GP LP | 718,993 | $90.5M | 6.04% | −53,693−6.9% | Reduced |
| First Trust Advisors LP | 721,734 | $90.8M | 0.06% | +70,154+10.8% | Added |
| Slate Path Capital LP | 742,810 | $93.5M | 1.39% | −819,790−52.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 743,580 | $93.6M | 0.13% | −21,975−2.9% | Reduced |
| Freestone Grove Partners LP | 751,687 | $94.6M | 0.69% | +256,935+51.9% | Added |
| Deutsche Bank AG | 755,405 | $95.0M | 0.03% | −35,782−4.5% | Reduced |
| KBC Group NV | 790,548 | $99.5M | 0.25% | +11,014+1.4% | Added |
| Goldman Sachs Group Inc | 889,582 | $111.9M | 0.01% | +14,940+1.7% | Added |
| Amundi | 891,037 | $112.1M | 0.03% | −135,996−13.2% | Reduced |
| Alyeska Investment Group, L.P. | 907,805 | $114.2M | 0.32% | +595,457+190.6% | Added |
| Atreides Management, LP | 921,602 | $116.0M | 2.82% | +204,656+28.5% | Added |
| Legal & General Group Plc | 924,775 | $116.4M | 0.03% | −18,796−2.0% | Reduced |
| Vanguard Fiduciary Trust Co | 943,740 | $118.7M | 0.03% | +943,740 | New |
| Point72 Asset Management, L.P. | 951,879 | $119.8M | 0.21% | +349,690+58.1% | Added |
| Bank of America Corp | 975,545 | $122.7M | 0.01% | −63,911−6.1% | Reduced |
| Bank of New York Mellon Corp | 1,016,897 | $127.9M | 0.02% | −39,922−3.8% | Reduced |
| Balyasny Asset Management LLC | 1,103,774 | $138.9M | 0.27% | +52,760+5.0% | Added |
| Charles Schwab Investment Management Inc | 1,138,068 | $143.2M | 0.02% | +71,826+6.7% | Added |
| Nordea Investment Management AB | 1,186,745 | $145.0M | 0.14% | +9,849+0.8% | Added |