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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 23,820 | $4.91M | 0.13% | +23,820 | New |
| Eurizon Capital SGR S.p.A. | 24,440 | $5.02M | 0.01% | +2,435+11.1% | Added |
| Mercer Global Advisors Inc | 24,397 | $5.03M | 0.01% | −5,418−18.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,975 | $5.19M | 0.01% | +2,559+10.9% | Added |
| Clayton Partners LLC | 25,232 | $5.21M | 3.42% | −7,397−22.7% | Reduced |
| Altman Advisors, Inc. | 25,863 | $5.34M | 1.92% | −282−1.1% | Reduced |
| Pathstone Holdings, LLC | 25,953 | $5.35M | 0.02% | +2,131+8.9% | Added |
| Parallel Advisors, LLC | 26,571 | $5.48M | 0.08% | −2,170−7.6% | Reduced |
| Osmosis Investment Management UK Ltd | 27,521 | $5.68M | 0.26% | −49,984−64.5% | Reduced |
| Ameritas Investment Partners, Inc. | 27,930 | $5.76M | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 28,060 | $5.79M | 0.05% | −753−2.6% | Reduced |
| MML Investors Services, LLC | 28,875 | $5.96M | 0.01% | +6,296+27.9% | Added |
| Spire Wealth Management | 29,172 | $6.02M | 0.18% | +29,138+85,700.0% | Added |
| Beaconlight Capital, LLC | 29,366 | $6.06M | 2.67% | +29,366 | New |
| Xponance, Inc. | 29,429 | $6.07M | 0.04% | −205−0.7% | Reduced |
| Pinnbrook Capital Management LP | 29,600 | $6.11M | 1.02% | +29,600 | New |
| Franklin Resources Inc | 29,749 | $6.14M | 0.00% | −49,140−62.3% | Reduced |
| Crossmark Global Holdings, Inc. | 29,830 | $6.15M | 0.08% | +20,596+223.0% | Added |
| Intech Investment Management LLC | 30,162 | $6.22M | 0.06% | +26,739+781.2% | Added |
| Prudential Financial Inc | 30,196 | $6.23M | 0.01% | −6,224−17.1% | Reduced |
| TD Asset Management Inc | 30,364 | $6.27M | 0.01% | −185−0.6% | Reduced |
| US Bancorp | 30,384 | $6.27M | 0.01% | +4,103+15.6% | Added |
| Oregon Public Employees Retirement Fund | 31,396 | $6.48M | 0.07% | +259+0.8% | Added |
| New Mexico Educational Retirement Board | 31,400 | $6.48M | 0.16% | 00.0% | Unchanged |
| Loup Funds, LLC | 31,926 | $6.59M | 2.99% | +31,926 | New |
| CAPROCK Group, Inc. | 31,981 | $6.60M | 0.13% | −4,491−12.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 32,000 | $6.60M | 5.03% | +32,000 | New |
| Occam Crest Management LP | 35,500 | $6.68M | 3.69% | −7,500−17.4% | Reduced |
| IFM Investors Pty Ltd | 32,499 | $6.71M | 0.04% | +1,060+3.4% | Added |
| Entropy Technologies, LP | 32,720 | $6.75M | 0.27% | +32,720 | New |
| Swiss Life Asset Management Ltd | 32,728 | $6.75M | 0.03% | +4,528+16.1% | Added |
| Penserra Capital Management LLC | 32,755 | $6.76M | 0.05% | +31,944+3,938.8% | Added |
| John G Ullman & Associates Inc | 33,766 | $6.97M | 0.85% | −600−1.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $7.03M | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 34,141 | $7.04M | 0.08% | +175+0.5% | Added |
| Jones Financial Companies LLLP | 37,212 | $7.13M | 0.00% | +24,893+202.1% | Added |
| Impax Asset Management Group plc | 35,064 | $7.23M | 0.05% | −10,092−22.3% | Reduced |
| Condor Capital Management | 35,079 | $7.24M | 0.54% | −1,026−2.8% | Reduced |
| Krane Funds Advisors LLC | 35,431 | $7.31M | 0.26% | +14,945+73.0% | Added |
| UniSuper Management Pty Ltd | 36,010 | $7.43M | 0.04% | −385−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,335 | $7.50M | 0.04% | −1,652−4.3% | Reduced |
| Panoramic Capital, LLC | 36,483 | $7.53M | 3.24% | −19,206−34.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 36,600 | $7.55M | 0.23% | +36,600 | New |
| Knights of Columbus Asset Advisors LLC | 36,764 | $7.59M | 0.38% | +305+0.8% | Added |
| Hedeker Wealth, LLC | 37,406 | $7.72M | 1.47% | −664−1.7% | Reduced |
| Oak Harvest Investment Services | 37,584 | $7.75M | 0.73% | +1,228+3.4% | Added |
| Thrivent Financial for Lutherans | 39,254 | $8.04M | 0.01% | +883+2.3% | Added |
| 13D Management LLC | 39,000 | $8.05M | 11.28% | −21,755−35.8% | Reduced |
| Graham Capital Management, L.P. | 39,388 | $8.13M | 0.22% | +17,600+80.8% | Added |
| Advisor Group Holdings, Inc. | 39,829 | $8.22M | 0.01% | +21,745+120.2% | Added |
| FORA Capital, LLC | 40,019 | $8.26M | 0.57% | +40,019 | New |
| Y-Intercept (Hong Kong) Ltd | 40,492 | $8.35M | 0.17% | +33,410+471.8% | Added |
| LMR Partners LLP | 40,600 | $8.38M | 0.06% | −109,400−72.9% | Reduced |
| Ieq Capital, LLC | 41,226 | $8.51M | 0.04% | +11,298+37.8% | Added |
| Arizona State Retirement System | 41,269 | $8.52M | 0.04% | +55+0.1% | Added |
| State of Michigan Retirement System | 41,500 | $8.56M | 0.04% | −2,600−5.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 41,678 | $8.60M | 0.06% | −13,400−24.3% | Reduced |
| Yousif Capital Management, LLC | 42,214 | $8.71M | 0.10% | −2,619−5.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 43,040 | $8.83M | 0.04% | −1,800−4.0% | Reduced |
| USS Investment Management Ltd | 42,799 | $8.83M | 0.03% | +42,799 | New |
| SEB Asset Management AB | 43,199 | $8.91M | 0.03% | +3,798+9.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 43,250 | $8.92M | 0.04% | −8,450−16.3% | Reduced |
| Revere Asset Management, Inc | 43,317 | $8.94M | 3.43% | +43,317 | New |
| Stifel Financial Corp | 43,934 | $9.06M | 0.01% | +14,777+50.7% | Added |
| California First Leasing Corp | 44,000 | $9.08M | 1.93% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,223 | $9.12M | 0.01% | +3,477+8.5% | Added |
| Louisiana State Employees Retirement System | 44,400 | $9.16M | 0.14% | +400+0.9% | Added |
| Tredje AP-fonden | 45,991 | $9.49M | 0.04% | −16,059−25.9% | Reduced |
| Handelsbanken Fonder AB | 46,300 | $9.55M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 46,950 | $9.69M | 0.03% | −5,420−10.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 47,092 | $9.72M | 0.01% | +10,381+28.3% | Added |
| Bank of Montreal | 47,482 | $9.80M | 0.00% | −6,616−12.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 47,500 | $9.80M | 0.07% | +1,000+2.2% | Added |
| Nomura Asset Management Co Ltd | 49,345 | $10.2M | 0.02% | −373−0.8% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $10.3M | 0.75% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 50,000 | $10.3M | 0.17% | +50,000 | New |
| Andra AP-fonden | 50,100 | $10.3M | 0.12% | +32,400+183.1% | Added |
| 180 Wealth Advisors, LLC | 50,259 | $10.4M | 1.04% | −3,759−7.0% | Reduced |
| IMC-Chicago, LLC | 50,880 | $10.5M | 0.10% | +42,544+510.4% | Added |
| Nykredit A/S | 50,959 | $10.5M | 0.04% | +50,959 | New |
| Natixis Advisors, L.P. | 50,979 | $10.5M | 0.01% | +26,397+107.4% | Added |
| DnB Asset Management AS | 51,170 | $10.6M | 0.03% | +17,449+51.7% | Added |
| Fifth Third Bancorp | 51,275 | $10.6M | 0.02% | −2,736−5.1% | Reduced |
| Victory Capital Management Inc | 51,666 | $10.7M | 0.01% | −492,153−90.5% | Reduced |
| Horizon Investments, LLC | 54,392 | $11.2M | 0.12% | +32,819+152.1% | Added |
| Stephens Investment Management Group LLC | 56,272 | $11.6M | 0.12% | +56,272 | New |
| Mutual of America Capital Management LLC | 56,312 | $11.6M | 0.11% | −1,789−3.1% | Reduced |
| Mackenzie Financial Corp | 57,012 | $11.8M | 0.01% | +26,650+87.8% | Added |
| Jag Capital Management, LLC | 57,452 | $11.9M | 1.11% | +57,452 | New |
| State of Tennessee, Treasury Department | 58,588 | $12.1M | 0.04% | +425+0.7% | Added |
| Nishkama Capital, LLC | 59,422 | $12.3M | 1.38% | +59,422 | New |
| Panagora Asset Management Inc | 59,506 | $12.3M | 0.04% | +20,917+54.2% | Added |
| G2 Investment Partners Management LLC | 60,004 | $12.4M | 2.26% | +60,004 | New |
| Creative Planning | 60,734 | $12.5M | 0.01% | +4,628+8.2% | Added |
| Level Four Advisory Services, LLC | 61,358 | $12.7M | 0.36% | −2,892−4.5% | Reduced |
| Treasurer of the State of North Carolina | 62,983 | $13.0M | 0.03% | +2,450+4.0% | Added |
| Jain Global LLC | 63,765 | $13.2M | 0.15% | +63,765 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,892 | $13.2M | 0.06% | +11,900+22.9% | Added |
| Millennium Management LLC | 64,265 | $13.3M | 0.01% | −571,387−89.9% | Reduced |
| Achmea Investment Management B.V. | 64,278 | $13.3M | 0.33% | −2,969−4.4% | Reduced |