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.
13F holders, Q2 2026
Institutional positions in Twilio Inc as of Jun 30, 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
- 970
- +162 vs. Q1 2026
- Shares held
- 138.7M
- +2.65M (+1.9%) vs. Q1 2026
- Total value
- $28.5B
- +$11.4B (+66.9%) vs. Q1 2026
- New holders
- 229
- 318 more added
- Sold out
- 67
- 314 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Twilio Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 320,749 | $66.2M | 0.13% | −115,375−26.5% | Reduced |
| Los Angeles Capital Management LLC | 346,348 | $71.5M | 0.26% | +345,673+51,210.8% | Added |
| Glenmede Trust Co NA | 364,904 | $75.3M | 0.33% | −116,360−24.2% | Reduced |
| Artemis Investment Management LLP | 370,066 | $76.4M | 0.68% | +370,066 | New |
| Blair William & Co | 376,430 | $77.7M | 0.20% | +147,735+64.6% | Added |
| Envestnet Asset Management Inc | 379,034 | $78.2M | 0.02% | +70,384+22.8% | Added |
| Schroder Investment Management Group | 412,562 | $82.0M | 0.06% | −56,494−12.0% | Reduced |
| Raymond James Financial Inc | 399,861 | $82.5M | 0.02% | +288,248+258.3% | Added |
| Dorsal Capital Management, LLC | 400,000 | $82.5M | 2.97% | −300,000−42.9% | Reduced |
| Swiss National Bank | 406,000 | $83.8M | 0.04% | −39,000−8.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 411,880 | $84.9M | 0.09% | +277,482+206.5% | Added |
| Artisan Partners Limited Partnership | 413,729 | $85.4M | 0.14% | +413,729 | New |
| Nuveen, LLC | 433,384 | $89.4M | 0.02% | +106,599+32.6% | Added |
| Citigroup Inc | 434,158 | $89.6M | 0.04% | +112,711+35.1% | Added |
| American Century Companies Inc | 442,943 | $91.4M | 0.04% | −119,663−21.3% | Reduced |
| KBC Group NV | 458,442 | $94.6M | 0.20% | −332,106−42.0% | Reduced |
| Rhumbline Advisers | 458,850 | $94.7M | 0.07% | −88,663−16.2% | Reduced |
| Ameriprise Financial Inc | 469,698 | $96.9M | 0.02% | +154,122+48.8% | Added |
| Invesco Ltd. | 487,706 | $100.6M | 0.01% | −1,061,748−68.5% | Reduced |
| Wells Fargo & Company | 492,806 | $101.7M | 0.02% | +182,640+58.9% | Added |
| Truist Financial Corp | 505,050 | $104.2M | 0.12% | +49,775+10.9% | Added |
| Robeco Institutional Asset Management B.V. | 506,007 | $104.4M | 0.13% | −237,573−31.9% | Reduced |
| No Street GP LP | 510,000 | $105.2M | 6.32% | −208,993−29.1% | Reduced |
| Nomura Asset Management International Inc. | 529,299 | $109.2M | 0.16% | +285,044+116.7% | Added |
| 1832 Asset Management L.P. | 555,500 | $114.6M | 0.14% | +555,500 | New |
| Lord, Abbett & Co. LLC | 560,573 | $115.7M | 0.33% | +560,573 | New |
| Voya Investment Management LLC | 560,646 | $115.7M | 0.10% | +464,207+481.3% | Added |
| Earnest Partners LLC | 565,451 | $116.7M | 0.42% | −11,118−1.9% | Reduced |
| First Trust Advisors LP | 587,288 | $121.2M | 0.07% | −134,446−18.6% | Reduced |
| Sachem Head Capital Management LP | 620,000 | $127.9M | 2.65% | −1,675,000−73.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 657,891 | $135.7M | 0.06% | +66,238+11.2% | Added |
| Quantinno Capital Management LP | 677,699 | $139.8M | 0.17% | +28,817+4.4% | Added |
| Atreides Management, LP | 720,338 | $148.6M | 1.33% | −201,264−21.8% | Reduced |
| Principal Financial Group Inc | 755,410 | $155.9M | 0.08% | +141,296+23.0% | Added |
| Balyasny Asset Management LLC | 755,608 | $155.9M | 0.29% | −348,166−31.5% | Reduced |
| Whale Rock Capital Management LLC | 821,768 | $169.6M | 1.36% | +821,768 | New |
| Fred Alger Management, LLC | 830,937 | $171.4M | 0.57% | +640,196+335.6% | Added |
| Deutsche Bank AG | 835,472 | $172.4M | 0.05% | +80,067+10.6% | Added |
| Allspring Global Investments Holdings, LLC | 824,034 | $172.5M | 0.26% | +340,423+70.4% | Added |
| Qube Research & Technologies Ltd | 854,257 | $176.3M | 0.20% | +854,257 | New |
| UBS Group AG | 872,878 | $180.1M | 0.03% | −470,934−35.0% | Reduced |
| Legal & General Group Plc | 896,825 | $185.0M | 0.04% | −27,950−3.0% | Reduced |
| Vanguard Fiduciary Trust Co | 963,319 | $198.8M | 0.04% | +19,579+2.1% | Added |
| Bank of New York Mellon Corp | 964,969 | $199.1M | 0.03% | −51,928−5.1% | Reduced |
| Bank of America Corp | 1,016,809 | $209.8M | 0.01% | +41,264+4.2% | Added |
| SRS Investment Management, LLC | 1,075,683 | $221.9M | 2.08% | −988,725−47.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,127,328 | $232.6M | 0.03% | −10,740−0.9% | Reduced |
| Amundi | 1,150,794 | $237.4M | 0.06% | +259,757+29.2% | Added |
| Goldman Sachs Group Inc | 1,160,241 | $239.4M | 0.03% | +270,659+30.4% | Added |
| Polar Capital Holdings Plc | 1,204,982 | $248.6M | 0.70% | +1,019,749+550.5% | Added |
| Nordea Investment Management AB | 1,271,006 | $253.2M | 0.21% | +84,261+7.1% | Added |
| Dimensional Fund Advisors LP | 1,435,153 | $296.0M | 0.05% | −58,899−3.9% | Reduced |
| UBS Asset Management Americas Inc | 1,575,474 | $325.1M | 0.06% | +101,699+6.9% | Added |
| Northern Trust Corp | 1,698,992 | $350.6M | 0.04% | −100,941−5.6% | Reduced |
| Morgan Stanley | 1,732,134 | $357.4M | 0.02% | −132,967−7.1% | Reduced |
| Capital World Investors | 1,786,989 | $368.7M | 0.04% | +1,786,989 | New |
| Durable Capital Partners LP | 1,846,153 | $380.9M | 3.70% | +1,846,153 | New |
| Norges Bank | 1,935,539 | $399.4M | 0.04% | +1,935,539 | New |
| Jericho Capital Asset Management L.P. | 2,192,455 | $452.4M | 3.74% | +1,494,944+214.3% | Added |
| Pictet Asset Management Holding SA | 2,247,629 | $463.6M | 0.44% | −83,842−3.6% | Reduced |
| Royal Bank of Canada | 2,250,229 | $464.3M | 0.08% | −1,011,006−31.0% | Reduced |
| Alkeon Capital Management LLC | 2,335,700 | $481.9M | 1.86% | +495,700+26.9% | Added |
| Geode Capital Management, LLC | 2,875,569 | $591.7M | 0.03% | +43,515+1.5% | Added |
| State Street Corp | 5,998,587 | $1.24B | 0.04% | +143,149+2.4% | Added |
| Vanguard Capital Management LLC | 6,849,553 | $1.41B | 0.03% | +60,569+0.9% | Added |
| Vanguard Portfolio Management LLC | 7,643,548 | $1.58B | 0.07% | −438,335−5.4% | Reduced |
| FMR LLC | 11,273,330 | $2.33B | 0.10% | −267,760−2.3% | Reduced |
| JPMorgan Chase & Co | 12,224,027 | $2.43B | 0.14% | +2,850,827+30.4% | Added |
| BlackRock, Inc. | 16,630,023 | $3.43B | 0.05% | +23,869+0.1% | Added |
| ABS Investment Management LLC | 206 | – | – | +206 | New |
| Slate Path Capital LP | 0 | $0 | 0.00% | −742,810−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −450,770−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −196,838−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −181,760−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −176,258−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −118,027−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −97,545−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −64,999−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −46,472−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −24,957−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −18,629−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −12,272−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,815−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,467−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,061−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,486−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,347−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,414−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,515−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |