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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 7 sales; 970 institutions reported holding it in 13F filings for Q2 2026, worth $28.5B in total; no superinvestor holds it.

Q2 2026 vs. Q1 2026

How the institutions holding Twilio Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of TWLO: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders82012969+161
Shares136.2M94.6K138.7M+2.65M (+1.9%)
Value$17.1B$11.9M$28.5B+$11.4B (+66.9%)

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (228)

Institutions that held Twilio Inc at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 228 by value.

Institutions new to TWLO in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank1,935,539$399.4M0.04%
Durable Capital Partners LP1,846,153$380.9M3.70%
Capital World Investors1,786,989$368.7M0.04%
Qube Research & Technologies Ltd854,257$176.3M0.20%
Whale Rock Capital Management LLC821,768$169.6M1.36%
Lord, Abbett & Co. LLC560,573$115.7M0.33%
1832 Asset Management L.P.555,500$114.6M0.14%
Artisan Partners Limited Partnership413,729$85.4M0.14%
Artemis Investment Management LLP370,066$76.4M0.68%
Summit Partners Public Asset Management, LLC257,911$53.2M1.38%
Shannon River Fund Management LLC201,352$41.5M3.71%
Zurich Insurance Group Ltd181,126$37.4M0.26%
Jupiter Topco LLC169,880$35.1M0.01%
Driehaus Capital Management LLC141,973$29.3M0.17%
Congress Asset Management Co138,114$28.5M0.18%
Benchstone Capital Management LP112,252$23.2M2.89%
Ogborne Capital Management, LLC97,500$20.1M9.18%
Voloridge Investment Management, LLC95,766$19.8M0.08%
Jain Global LLC63,765$13.2M0.15%
G2 Investment Partners Management LLC60,004$12.4M2.26%
Nishkama Capital, LLC59,422$12.3M1.38%
Jag Capital Management, LLC57,452$11.9M1.11%
Stephens Investment Management Group LLC56,272$11.6M0.12%
Nykredit A/S50,959$10.5M0.04%
Davidson Kempner Capital Management LP50,000$10.3M0.17%
Revere Asset Management, Inc43,317$8.94M3.43%
USS Investment Management Ltd42,799$8.83M0.03%
FORA Capital, LLC40,019$8.26M0.57%
Adams Diversified Equity Fund, Inc.36,600$7.55M0.23%
Entropy Technologies, LP32,720$6.75M0.27%
Morgens Waterfall Vintiadis & Co Inc32,000$6.60M5.03%
Loup Funds, LLC31,926$6.59M2.99%
Pinnbrook Capital Management LP29,600$6.11M1.02%
Beaconlight Capital, LLC29,366$6.06M2.67%
Simplex Trading, LLC23,820$4.91M0.13%
Pinebridge Investments LLC19,774$4.08M0.03%
XTX Topco Ltd18,224$3.76M0.05%
Argent Capital Management LLC16,333$3.37M0.11%
Boothbay Fund Management, LLC14,018$2.89M0.06%
Elo Mutual Pension Insurance Co13,861$2.86M0.04%
Ashford Capital Management Inc13,095$2.70M0.29%
Polymer Capital Management (HK) LTD13,000$2.68M0.27%
Dockside LLC12,550$2.59M0.61%
Calamos Advisors LLC10,567$2.18M0.01%
Financiere des Professionnels - Fonds d,investissement inc.9,800$2.02M0.11%
Brown Advisory Inc9,157$1.89M0.00%
Kentucky Retirement Systems8,926$1.84M0.05%
Tudor Investment Corp Et Al7,893$1.63M0.01%
Oppenheimer Asset Management Inc.7,465$1.54M0.02%
Mediolanum International Funds Ltd7,292$1.45M0.01%
ION Fund Management Ltd7,000$1.44M0.17%
AG2R la Mondiale Gestion D'Actifs6,955$1.44M0.05%
FirstWave Capital Management LLC6,025$1.24M0.55%
Fairvoy Private Wealth, LLC5,968$1.23M0.25%
Atom Investors LP5,549$1.14M0.10%
Seldon Capital LP5,229$1.08M0.34%
Wealthspire Advisors, LLC4,745$979.0K0.01%
Bank of Hawaii4,348$897.1K0.04%
Q Fund Management (Hong Kong) Ltd4,160$858.3K0.78%
Havemeyer Place LP4,108$847.6K0.08%
Milford Funds Ltd4,100$846.0K0.01%
Citizens Financial Group Inc4,040$833.5K0.01%
BCJ Capital Management, LLC3,873$799.1K0.04%
Marex Group plc3,810$786.1K0.01%
WBI Investments3,583$739.3K0.18%
FNY Investment Advisers, LLC3,500$722.0K0.26%
Csenge Advisory Group3,455$712.8K0.03%
Great Lakes Advisors, LLC3,399$701.3K0.01%
Global Retirement Partners, LLC3,285$677.8K0.01%
Fieldview Capital Management, LLC3,159$651.8K0.19%
Sora Investors LLC3,069$633.2K0.05%
Laurion Capital Management LP2,918$602.1K0.04%
Insigneo Advisory Services, LLC2,716$560.4K0.02%
WESPAC Advisors, LLC2,670$550.9K0.27%
Keybank National Association2,655$547.8K0.00%
Interchange Capital Partners, LLC2,597$535.8K0.10%
Founders Grove Wealth Partners, LLC2,421$499.5K0.10%
Valeo Financial Advisors, LLC2,382$491.5K0.01%
Norden Group LLC2,336$482.0K0.04%
Headlands Technologies LLC2,312$477.0K0.05%
Banco Santander, S.A.2,288$472.1K0.00%
Frank, Rimerman Advisors LLC2,277$469.8K0.03%
Lotus Technology Management, LP2,271$468.6K0.58%
Americana Partners, LLC2,236$461.4K0.01%
Proficio Capital Partners LLC2,175$448.8K0.02%
Generali Asset Management SPA SGR2,166$446.9K0.01%
Frec Markets, Inc.2,135$440.5K0.04%
Evelyn Partners Group Ltd2,000$412.7K0.01%
Loomis Sayles & Co L P1,902$392.4K0.00%
Resolute Partners Group1,897$391.4K0.09%
Revolve Wealth Partners, LLC1,848$381.3K0.04%
Employees Retirement System of Texas1,729$357.0K0.00%
Accurate Wealth Management, LLC1,636$351.3K0.03%
Miller Financial Services LLC1,691$348.9K0.28%
NewEdge Wealth, LLC1,689$348.6K0.00%
Leelyn Smith, LLC1,673$345.2K0.04%
Snowden Capital Advisors LLC1,658$342.1K0.01%
TABR Capital Management, LLC1,652$340.9K0.29%
Seelaus Asset Management LLC1,643$339.0K0.24%
Brookstone Capital Management1,636$337.5K0.00%

Sold out (67)

Institutions that held Twilio Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of TWLO in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Slate Path Capital LP742,810$93.5M
Viking Global Investors LPSuperinvestorViking Global Investors450,770$56.7M
Engineers Gate Manager LP196,838$24.8M
Duquesne Family Office LLCSuperinvestorDuquesne Family Office181,760$22.9M
ExodusPoint Capital Management, LP176,258$22.2M
Alta Park Capital, LP118,027$14.9M
Bridgewater Associates, LP97,545$12.3M
Cinctive Capital Management LP64,999$8.18M
Renaissance Technologies LLC52,000$6.54M
Capital Advantage, Inc.46,472$5.85M
Blackstone Group Inc.24,957$3.14M
Carmignac Gestion20,000$2.52M
Aurora Investment Counsel18,629$2.34M
Peak Financial Advisors LLC12,272$1.54M
Squarepoint Ops LLC11,815$1.49M
Lecap Asset Management Ltd11,467$1.44M
Landscape Capital Management, L.L.C.11,085$1.39M
CIBC World Markets Inc.11,061$1.39M
Twin Tree Management, LP9,486$1.19M
Winton Group Ltd7,347$924.4K
Sanders Morris Harris LLC6,477$814.9K
Magnetar Financial LLC6,082$765.2K
Two Sigma Securities, LLC5,414$681.2K
Banco Bilbao Vizcaya Argentaria, S.A.5,324$651.9K
Qsemble Capital Management, LP4,515$568.1K
Alphadyne Asset Management LP3,582$450.7K
Cedar Wealth Management, LLC3,260$410.2K
Beese Fulmer Investment Management, Inc.3,059$384.9K
Silver Lake Advisory, LLC2,725$342.9K
Jump Financial, LLC2,463$309.9K
Pitcairn Wealth Advisors LLC2,129$302.8K
D.A. Davidson & Co.2,353$296.1K
Teacher Retirement System of Texas2,268$285.4K
ABS Direct Equity Fund LLC1,500$284.5K
Mirabella Financial Services LLP2,075$261.1K
Mindset Wealth Management, LLC2,045$257.3K
Capital Performance Advisors LLP2,021$254.3K
Uniting Wealth Partners, LLC2,000$251.6K
DV Trading LLC1,876$236.0K
Massar Capital Management, LP1,849$232.6K
Dara Capital US, Inc.1,749$220.1K
Element Pointe Advisors, LLC1,655$208.3K
Steward Partners Investment Advisory, LLC827$104.1K
Migdal Insurance & Financial Holdings Ltd.730$91.8K
HHM Wealth Advisors, LLC600$75.5K
Root Financial Partners, LLC559$70.3K
Intentional Wealth Strategies, LLC267$33.6K
Golden State Equity Partners259$32.6K
Stance Capital LLC200$25.2K
Allianz SE173$21.8K
Innovative Asset Advisors Group, LLC172$21.6K
RWM Asset Management, LLC144$18.1K
Aster Capital Management (DIFC) Ltd156$15.3K
Sound Income Strategies, LLC75$9.79K
Sachetta, LLC48$6.04K
Chilton Capital Management LLC33$4.15K
Whittier Trust Co31$4.08K
Lloyd Advisory Services, LLC.20$2.52K
Wall Street Financial Group, Inc.13$1.64K
Vermillion Wealth Management, Inc.10$1.26K
First Pacific Financial9$1.13K
Maseco LLP9$1.13K
Financial Perspectives, Inc8$1.01K
Whipplewood Advisors, LLC6$755
Curio Wealth, LLC4$503
Toth Financial Advisory Corp2$252
Retiremitten Financial LLC2$252

Not filed for Q2 2026 yet (12)

Institutions that held Twilio Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TWLO in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Contango Wealth Management LLC39,500$4.97M
Janus Henderson Group PLC14,977$1.88M
CWM, LLC14,584$1.83M
Skopos Labs, Inc.13,166$1.66M
GM Advisory Group, Inc.4,365$549.2K
Farmers Trust Co2,158$271.5K
Evelyn Partners Investment Management LLP2,000$251.6K
Journey Strategic Wealth LLC1,935$243.5K
Sandbox Financial Partners, LLC1,612$202.8K
Sunbelt Securities, Inc.215$27.1K
Sapience Investments, LLC88$11.1K
Anfield Capital Management, LLC3$377