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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 38,589 | $4.86M | 0.02% | −167,197−81.2% | Reduced |
| Thrivent Financial for Lutherans | 38,371 | $4.81M | 0.01% | −605−1.6% | Reduced |
| Hedeker Wealth, LLC | 38,070 | $4.79M | 1.01% | −4,275−10.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,987 | $4.78M | 0.02% | +47+0.1% | Added |
| Toronado Partners, LLC | 36,999 | $4.66M | 8.78% | −67,664−64.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,711 | $4.62M | 0.00% | +6,774+22.6% | Added |
| CAPROCK Group, Inc. | 36,472 | $4.59M | 0.11% | +3,085+9.2% | Added |
| Knights of Columbus Asset Advisors LLC | 36,459 | $4.59M | 0.26% | +1,319+3.8% | Added |
| Prudential Financial Inc | 36,420 | $4.58M | 0.01% | +5,195+16.6% | Added |
| UniSuper Management Pty Ltd | 36,395 | $4.58M | 0.03% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 36,356 | $4.57M | 0.48% | −3,158−8.0% | Reduced |
| Condor Capital Management | 36,105 | $4.54M | 0.38% | −622−1.7% | Reduced |
| John G Ullman & Associates Inc | 34,366 | $4.32M | 0.57% | +15,150+78.8% | Added |
| Neuberger Berman Group LLC | 34,236 | $4.31M | 0.00% | −1,904−5.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $4.29M | 0.06% | +34,083 | New |
| Northwestern Mutual Investment Management Company, LLC | 33,966 | $4.27M | 0.06% | +44+0.1% | Added |
| DnB Asset Management AS | 33,721 | $4.24M | 0.02% | +675+2.0% | Added |
| Clayton Partners LLC | 32,629 | $4.11M | 2.98% | +161+0.5% | Added |
| DekaBank Deutsche Girozentrale | 32,970 | $4.06M | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 31,800 | $4.00M | 0.33% | +31,800 | New |
| IFM Investors Pty Ltd | 31,439 | $3.96M | 0.03% | −2,894−8.4% | Reduced |
| New Mexico Educational Retirement Board | 31,400 | $3.95M | 0.12% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 31,137 | $3.92M | 0.05% | +837+2.8% | Added |
| Royal Fund Management, LLC | 30,900 | $3.89M | 0.37% | +30,900 | New |
| TD Asset Management Inc | 30,549 | $3.84M | 0.00% | +1,597+5.5% | Added |
| Mackenzie Financial Corp | 30,362 | $3.82M | 0.00% | −1,386−4.4% | Reduced |
| Ieq Capital, LLC | 29,928 | $3.77M | 0.02% | −1,954−6.1% | Reduced |
| Mercer Global Advisors Inc | 29,815 | $3.75M | 0.01% | +16,367+121.7% | Added |
| Xponance, Inc. | 29,634 | $3.73M | 0.03% | +3,748+14.5% | Added |
| Stifel Financial Corp | 29,157 | $3.67M | 0.00% | −6,280−17.7% | Reduced |
| JustInvest LLC | 28,813 | $3.63M | 0.04% | +80.0% | Added |
| Parallel Advisors, LLC | 28,741 | $3.62M | 0.07% | +522+1.8% | Added |
| Swiss Life Asset Management Ltd | 28,200 | $3.55M | 0.02% | −685−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 27,930 | $3.51M | 0.11% | +144+0.5% | Added |
| OP Asset Management Ltd | 26,976 | $3.39M | 0.03% | +9,923+58.2% | Added |
| Castleark Management LLC | 26,760 | $3.37M | 0.11% | +26,760 | New |
| Susquehanna Fundamental Investments, LLC | 26,667 | $3.36M | 0.13% | +13,270+99.1% | Added |
| US Bancorp | 26,281 | $3.31M | 0.00% | +517+2.0% | Added |
| Altman Advisors, Inc. | 26,145 | $3.29M | 1.36% | +480+1.9% | Added |
| 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 |
| Blackstone Group Inc. | 24,957 | $3.14M | 0.01% | +24,957 | New |
| Natixis Advisors, L.P. | 24,582 | $3.09M | 0.00% | +4,822+24.4% | Added |
| Pathstone Holdings, LLC | 23,822 | $3.00M | 0.01% | +1,579+7.1% | Added |
| Moore Capital Management, LP | 23,428 | $2.95M | 0.11% | −535−2.2% | Reduced |
| Utah Retirement Systems | 22,953 | $2.89M | 0.03% | −381−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,416 | $2.85M | 0.01% | +1,727+8.0% | Added |
| MML Investors Services, LLC | 22,579 | $2.84M | 0.01% | −15,811−41.2% | Reduced |
| Summit Trail Advisors, LLC | 22,551 | $2.84M | 0.04% | +10,984+95.0% | Added |
| Walleye Trading LLC | 21,896 | $2.75M | 0.06% | −12,076−35.5% | Reduced |
| Commonwealth Equity Services, LLC | 21,889 | $2.75M | 0.00% | −3,881−15.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 22,005 | $2.75M | 0.01% | +2,764+14.4% | Added |
| Graham Capital Management, L.P. | 21,788 | $2.74M | 0.09% | +21,788 | New |
| Krane Funds Advisors LLC | 20,486 | $2.74M | 0.11% | +8,079+65.1% | Added |
| Horizon Investments, LLC | 21,573 | $2.71M | 0.03% | +21,570+719,000.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,566 | $2.71M | 0.02% | +96+0.4% | Added |
| Allstate Corp | 21,111 | $2.66M | 0.03% | +9,193+77.1% | Added |
| British Columbia Investment Management Corp | 20,898 | $2.63M | 0.02% | −6,328−23.2% | Reduced |
| We Are One Seven, LLC | 20,843 | $2.62M | 0.05% | +1,330+6.8% | Added |
| Truvestments Capital LLC | 20,656 | $2.60M | 0.47% | +989+5.0% | Added |
| National Pension Service | 20,453 | $2.57M | 0.00% | +1,908+10.3% | Added |
| Toronto Dominion Bank | 20,174 | $2.54M | 0.00% | −4,332−17.7% | Reduced |
| RSM US Wealth Management LLC | 20,007 | $2.52M | 0.03% | +1,478+8.0% | Added |
| Carmignac Gestion | 20,000 | $2.52M | 0.04% | −30,000−60.0% | Reduced |
| Catalytic Wealth RIA, LLC | 19,989 | $2.52M | 0.10% | +10,941+120.9% | Added |
| Oddo BHF Asset Management SAS | 19,987 | $2.51M | 0.10% | +1,018+5.4% | Added |
| Ritholtz Wealth Management | 19,666 | $2.47M | 0.04% | −4,228−17.7% | Reduced |
| Prudential PLC | 19,581 | $2.46M | 0.02% | −5,337−21.4% | Reduced |
| Regions Financial Corp | 19,558 | $2.46M | 0.02% | −47−0.2% | Reduced |
| Nissay Asset Management Corp | 19,531 | $2.46M | 0.01% | +10.0% | Added |
| LSV Asset Management | 19,440 | $2.45M | 0.01% | −1,595−7.6% | Reduced |
| Verition Fund Management LLC | 19,175 | $2.41M | 0.02% | +10,418+119.0% | Added |
| Vident Advisory, LLC | 18,858 | $2.37M | 0.02% | −37,166−66.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 18,822 | $2.37M | 0.02% | −12,711−40.3% | Reduced |
| Brevan Howard Capital Management LP | 18,648 | $2.35M | 0.02% | +11,456+159.3% | Added |
| Aurora Investment Counsel | 18,629 | $2.34M | 1.30% | −555−2.9% | Reduced |
| Ethic Inc. | 18,445 | $2.32M | 0.04% | +179+1.0% | Added |
| Kestra Advisory Services, LLC | 18,269 | $2.30M | 0.01% | +314+1.7% | Added |
| Advisor Group Holdings, Inc. | 18,084 | $2.28M | 0.00% | +1,293+7.7% | Added |
| Vontobel Holding Ltd. | 17,880 | $2.25M | 0.01% | +3,826+27.2% | Added |
| New York Life Investment Management LLC | 17,845 | $2.25M | 0.02% | +4,196+30.7% | Added |
| Andra AP-fonden | 17,700 | $2.23M | 0.03% | −52,700−74.9% | Reduced |
| Allianz Asset Management GmbH | 17,195 | $2.16M | 0.00% | +7,494+77.2% | Added |
| Nisa Investment Advisors, LLC | 17,097 | $2.15M | 0.01% | −11,858−41.0% | Reduced |
| Janney Montgomery Scott LLC | 17,058 | $2.15M | 0.01% | +1,056+6.6% | Added |
| Gotham Asset Management, LLC | 16,767 | $2.11M | 0.01% | +7,894+89.0% | Added |
| Guggenheim Capital LLC | 16,707 | $2.10M | 0.02% | +7,965+91.1% | Added |
| Gateway Investment Advisers LLC | 16,618 | $2.09M | 0.02% | −2,733−14.1% | Reduced |
| Candriam Luxembourg S.C.A. | 16,533 | $2.08M | 0.01% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 16,514 | $2.08M | 0.09% | +16,514 | New |
| Cambridge Investment Research Advisors, Inc. | 16,370 | $2.06M | 0.01% | −12,262−42.8% | Reduced |
| Baker Avenue Asset Management, LP | 16,126 | $2.03M | 0.05% | +4,156+34.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 16,071 | $2.02M | 0.02% | +243+1.5% | Added |
| Macquarie Group Ltd | 15,931 | $2.00M | 0.01% | +1,404+9.7% | Added |
| Lido Advisors, LLC | 15,863 | $2.00M | 0.01% | −1,243−7.3% | Reduced |
| Board of the Pension Protection Fund | 15,800 | $1.99M | 1.83% | +2,800+21.5% | Added |
| Edmond de Rothschild Holding S.A. | 15,671 | $1.97M | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 15,523 | $1.95M | 0.01% | +1,141+7.9% | Added |
| The PNC Financial Services Group, Inc. | 15,495 | $1.95M | 0.00% | +1,175+8.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,258 | $1.92M | 0.02% | 00.0% | Unchanged |