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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 64,685 | $13.3M | 0.03% | +6,365+10.9% | Added |
| Mariner, LLC | 64,972 | $13.4M | 0.01% | +55,166+562.6% | Added |
| Susquehanna Fundamental Investments, LLC | 66,226 | $13.7M | 0.26% | +39,559+148.3% | Added |
| Swedbank AB | 66,238 | $13.7M | 0.01% | −500−0.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 66,391 | $13.7M | 0.11% | +5,700+9.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,508 | $13.7M | 0.03% | −101,137−60.3% | Reduced |
| Chase Investment Counsel Corp | 67,621 | $14.0M | 2.94% | +447+0.7% | Added |
| Amalgamated Bank | 68,002 | $14.0M | 0.10% | −914−1.3% | Reduced |
| RJA Asset Management LLC | 68,082 | $14.0M | 4.38% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 69,000 | $14.2M | 1.55% | +21,800+46.2% | Added |
| Oddo BHF Asset Management SAS | 69,689 | $14.4M | 0.67% | +49,702+248.7% | Added |
| Manufacturers Life Insurance Company, The | 70,198 | $14.5M | 0.01% | −7,846−10.1% | Reduced |
| Cerity Partners LLC | 70,535 | $14.6M | 0.02% | −2,566−3.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 73,469 | $15.2M | 0.04% | −2,327−3.1% | Reduced |
| MetLife Investment Management | 73,871 | $15.2M | 0.07% | −1,634−2.2% | Reduced |
| Vanguard Global Advisers, LLC | 74,296 | $15.3M | 0.01% | +49+0.1% | Added |
| Public Employees Retirement System of Ohio | 75,782 | $15.6M | 0.05% | −5,652−6.9% | Reduced |
| Alyeska Investment Group, L.P. | 79,068 | $16.3M | 0.04% | −828,737−91.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,625 | $16.4M | 0.03% | +11,624+16.8% | Added |
| Osterweis Capital Management Inc | 80,590 | $16.6M | 0.78% | +14,660+22.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 80,714 | $16.7M | 0.04% | +19,520+31.9% | Added |
| Meridiem Capital Partners LP | 81,500 | $16.8M | 0.77% | +256+0.3% | Added |
| Hodges Capital Management Inc. | 81,920 | $16.9M | 1.12% | +50,120+157.6% | Added |
| Colony Group, LLC | 82,707 | $17.1M | 0.02% | −16,125−16.3% | Reduced |
| KLP Kapitalforvaltning AS | 83,300 | $17.2M | 0.06% | −6,100−6.8% | Reduced |
| State of Wisconsin Investment Board | 84,102 | $17.4M | 0.04% | +3,415+4.2% | Added |
| New York State Common Retirement Fund | 86,481 | $17.8M | 0.02% | +9,400+12.2% | Added |
| Royal London Asset Management Ltd | 87,898 | $18.1M | 0.03% | −2,986−3.3% | Reduced |
| Illinois Municipal Retirement Fund | 88,284 | $18.2M | 0.21% | −6,461−6.8% | Reduced |
| Two Sigma Investments, LP | 92,269 | $19.0M | 0.01% | +42,757+86.4% | Added |
| Castleark Management LLC | 92,390 | $19.1M | 0.51% | +65,630+245.3% | Added |
| APG Asset Management N.V. | 105,680 | $19.1M | 0.05% | +19,978+23.3% | Added |
| CI Private Wealth, LLC | 94,644 | $19.5M | 0.03% | −10,615−10.1% | Reduced |
| Voloridge Investment Management, LLC | 95,766 | $19.8M | 0.08% | +95,766 | New |
| Storebrand Asset Management AS | 97,279 | $20.1M | 0.05% | −580−0.6% | Reduced |
| Ogborne Capital Management, LLC | 97,500 | $20.1M | 9.18% | +97,500 | New |
| Zacks Investment Management | 97,970 | $20.2M | 0.14% | +1,027+1.1% | Added |
| Cooper Creek Partners Management LLC | 98,430 | $20.3M | 0.85% | −29,892−23.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 100,335 | $20.7M | 0.11% | −66,841−40.0% | Reduced |
| Captrust Financial Advisors | 101,020 | $20.8M | 0.03% | −9,408−8.5% | Reduced |
| Ensign Peak Advisors, Inc | 101,345 | $20.9M | 0.03% | −20,419−16.8% | Reduced |
| Danske Bank A/S | 101,848 | $21.0M | 0.04% | −4,785−4.5% | Reduced |
| Picton Mahoney Asset Management | 102,625 | $21.2M | 0.20% | +14,735+16.8% | Added |
| Jane Street Group, LLC | 103,615 | $21.4M | 0.01% | −397,125−79.3% | Reduced |
| Standard Life Aberdeen plc | 105,216 | $21.7M | 0.03% | −12,936−10.9% | Reduced |
| Benchstone Capital Management LP | 112,252 | $23.2M | 2.89% | +112,252 | New |
| Russell Investments Group, Ltd. | 114,760 | $23.6M | 0.02% | +45,824+66.5% | Added |
| Alliancebernstein L.P. | 188,968 | $23.8M | 0.01% | −12,055−6.0% | Reduced |
| Portolan Capital Management, LLC | 115,397 | $23.8M | 0.89% | +40,628+54.3% | Added |
| New York State Teachers Retirement System | 115,590 | $23.9M | 0.04% | +2,563+2.3% | Added |
| Susquehanna International Group, LLP | 120,058 | $24.8M | 0.02% | +66,549+124.4% | Added |
| Assenagon Asset Management S.A. | 120,582 | $24.9M | 0.03% | +48,742+67.8% | Added |
| Neuberger Berman Group LLC | 121,178 | $25.0M | 0.02% | +86,942+253.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 122,736 | $25.3M | 0.06% | +21,430+21.2% | Added |
| Korea Investment CORP | 123,414 | $25.5M | 0.05% | +38,549+45.4% | Added |
| Canada Pension Plan Investment Board | 124,800 | $25.7M | 0.01% | −399,300−76.2% | Reduced |
| STRS Ohio | 125,389 | $25.9M | 0.10% | +16,007+14.6% | Added |
| Aviva PLC | 126,288 | $26.1M | 0.04% | −4,914−3.7% | Reduced |
| State Board of Administration of Florida Retirement System | 128,292 | $26.5M | 0.04% | −2,180−1.7% | Reduced |
| SG Americas Securities, LLC | 129,706 | $26.8M | 0.02% | +86,074+197.3% | Added |
| Freestone Grove Partners LP | 132,175 | $27.3M | 0.18% | −619,512−82.4% | Reduced |
| King Luther Capital Management Corp | 133,182 | $27.5M | 0.11% | −16,466−11.0% | Reduced |
| J. Safra Sarasin Holding AG | 165,271 | $28.3M | 0.41% | −71,612−30.2% | Reduced |
| Congress Asset Management Co | 138,114 | $28.5M | 0.18% | +138,114 | New |
| Great West Life Assurance Co | 139,163 | $28.7M | 0.05% | +2,789+2.0% | Added |
| Driehaus Capital Management LLC | 141,973 | $29.3M | 0.17% | +141,973 | New |
| Barclays PLC | 147,374 | $30.4M | 0.01% | +7,609+5.4% | Added |
| Boston Partners | 147,629 | $30.5M | 0.03% | +24,802+20.2% | Added |
| Baird Financial Group, Inc. | 158,347 | $32.7M | 0.04% | +3,038+2.0% | Added |
| Vinva Investment Management Ltd | 174,000 | $34.6M | 0.23% | −23,942−12.1% | Reduced |
| Virginia Retirement Systems Et Al | 169,550 | $35.0M | 0.21% | +23,750+16.3% | Added |
| Jupiter Topco LLC | 169,880 | $35.1M | 0.01% | +169,880 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,433 | $35.4M | 0.02% | +9,508+5.9% | Added |
| D. E. Shaw & Co., Inc. | 178,366 | $36.8M | 0.02% | −105,866−37.2% | Reduced |
| Zurich Insurance Group Ltd | 181,126 | $37.4M | 0.26% | +181,126 | New |
| Woodline Partners LP | 188,590 | $38.9M | 0.12% | −87,049−31.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 190,245 | $39.3M | 0.18% | −19,786−9.4% | Reduced |
| HSBC Holdings PLC | 194,577 | $39.8M | 0.02% | +56,028+40.4% | Added |
| Acadian Asset Management LLC | 196,168 | $40.5M | 0.05% | +83,262+73.7% | Added |
| LPL Financial LLC | 200,800 | $41.4M | 0.01% | +56,074+38.7% | Added |
| Shannon River Fund Management LLC | 201,352 | $41.5M | 3.71% | +201,352 | New |
| Point72 Asset Management, L.P. | 212,861 | $43.9M | 0.07% | −739,018−77.6% | Reduced |
| AQR Capital Management LLC | 217,885 | $44.0M | 0.02% | −27,244−11.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 216,859 | $44.7M | 0.06% | +107,348+98.0% | Added |
| Man Group plc | 217,244 | $44.8M | 0.08% | −78,946−26.7% | Reduced |
| California State Teachers Retirement System | 221,577 | $45.7M | 0.04% | −11,147−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 224,926 | $46.4M | 0.02% | −274,580−55.0% | Reduced |
| FIL Ltd | 230,641 | $47.6M | 0.03% | −2,021,715−89.8% | Reduced |
| Retirement Systems of Alabama | 246,675 | $50.9M | 0.15% | −122,647−33.2% | Reduced |
| Capital Fund Management S.A. | 248,952 | $51.4M | 0.37% | +66,834+36.7% | Added |
| Summit Partners Public Asset Management, LLC | 257,911 | $53.2M | 1.38% | +257,911 | New |
| SEI Investments Co | 259,984 | $53.6M | 0.05% | +148,405+133.0% | Added |
| National Pension Service | 261,307 | $53.9M | 0.03% | +240,854+1,177.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 265,315 | $54.7M | 0.07% | −16,846−6.0% | Reduced |
| Wellington Management Group LLP | 272,974 | $56.3M | 0.01% | +174,587+177.4% | Added |
| Pacific Heights Asset Management LLC | 275,000 | $56.7M | 1.80% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 280,671 | $57.9M | 0.04% | +29,118+11.6% | Added |
| Price T Rowe Associates Inc | 289,193 | $59.7M | 0.01% | +89,709+45.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 306,020 | $63.1M | 0.04% | −6,039−1.9% | Reduced |
| California Public Employees Retirement System | 308,105 | $63.6M | 0.04% | +48,032+18.5% | Added |