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 |
|---|---|---|---|---|---|
| UBS Group AG | 1,343,812 | $169.1M | 0.03% | −612,945−31.3% | Reduced |
| UBS Asset Management Americas Inc | 1,473,775 | $185.4M | 0.04% | −260,650−15.0% | Reduced |
| Dimensional Fund Advisors LP | 1,494,052 | $187.9M | 0.04% | −42,620−2.8% | Reduced |
| Invesco Ltd. | 1,549,454 | $195.0M | 0.02% | −1,602,092−50.8% | Reduced |
| Northern Trust Corp | 1,799,933 | $226.5M | 0.03% | +21,015+1.2% | Added |
| Alkeon Capital Management LLC | 1,840,000 | $231.5M | 1.05% | +1,590,000+636.0% | Added |
| Morgan Stanley | 1,865,101 | $234.7M | 0.01% | −311,740−14.3% | Reduced |
| Citadel Advisors LLC | 1,930,352 | $242.9M | 0.17% | −10,305−0.5% | Reduced |
| SRS Investment Management, LLC | 2,064,408 | $259.7M | 2.74% | +254,130+14.0% | Added |
| FIL Ltd | 2,252,356 | $283.4M | 0.22% | +511,524+29.4% | Added |
| Sachem Head Capital Management LP | 2,295,000 | $288.8M | 6.96% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,331,471 | $293.2M | 0.31% | +349,131+17.6% | Added |
| Geode Capital Management, LLC | 2,832,054 | $355.4M | 0.02% | +85,173+3.1% | Added |
| Royal Bank of Canada | 3,261,235 | $410.3M | 0.08% | +316,858+10.8% | Added |
| State Street Corp | 5,855,438 | $736.7M | 0.03% | +68,231+1.2% | Added |
| Vanguard Capital Management LLC | 6,788,984 | $854.2M | 0.02% | +6,788,984 | New |
| Vanguard Portfolio Management LLC | 8,081,883 | $1.02B | 0.05% | +8,081,883 | New |
| JPMorgan Chase & Co | 9,373,200 | $1.13B | 0.08% | +219,266+2.4% | Added |
| FMR LLC | 11,541,090 | $1.45B | 0.08% | +868,672+8.1% | Added |
| BlackRock, Inc. | 16,606,154 | $2.09B | 0.04% | +183,084+1.1% | Added |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −962,089−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −349,304−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −309,573−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −298,483−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −142,844−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −139,174−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −123,952−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −116,344−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −101,002−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −93,000−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −87,574−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −86,487−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −67,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −64,116−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −56,555−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −46,060−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −44,119−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −34,835−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −40,447−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −40,103−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −38,541−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −33,573−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −30,933−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −30,191−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −29,343−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −19,071−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −18,795−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −18,066−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,834−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,812−100.0% | Sold out |
| Kultura Capital Management LP | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −13,835−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −12,838−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| Schnieders Capital Management, LLC. | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Archon Capital Management LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −8,877−100.0% | Sold out |
| Legal Advantage Investments, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −7,536−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −7,148−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −6,505−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Range Advisory, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Capstone Capital Management Ltd | 0 | $0 | 0.00% | −5,635−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,267−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −4,922−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,845−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −4,773−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| City National Bank of Florida | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |