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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 158,347 | $32.7M | 0.04% | +3,038+2.0% | Added |
| Boston Partners | 147,629 | $30.5M | 0.03% | +24,802+20.2% | Added |
| Barclays PLC | 147,374 | $30.4M | 0.01% | +7,609+5.4% | Added |
| Driehaus Capital Management LLC | 141,973 | $29.3M | 0.17% | +141,973 | New |
| Great West Life Assurance Co | 139,163 | $28.7M | 0.05% | +2,789+2.0% | Added |
| Congress Asset Management Co | 138,114 | $28.5M | 0.18% | +138,114 | New |
| J. Safra Sarasin Holding AG | 165,271 | $28.3M | 0.41% | −71,612−30.2% | Reduced |
| King Luther Capital Management Corp | 133,182 | $27.5M | 0.11% | −16,466−11.0% | Reduced |
| Freestone Grove Partners LP | 132,175 | $27.3M | 0.18% | −619,512−82.4% | Reduced |
| SG Americas Securities, LLC | 129,706 | $26.8M | 0.02% | +86,074+197.3% | Added |
| State Board of Administration of Florida Retirement System | 128,292 | $26.5M | 0.04% | −2,180−1.7% | Reduced |
| Aviva PLC | 126,288 | $26.1M | 0.04% | −4,914−3.7% | Reduced |
| STRS Ohio | 125,389 | $25.9M | 0.10% | +16,007+14.6% | Added |
| Canada Pension Plan Investment Board | 124,800 | $25.7M | 0.01% | −399,300−76.2% | Reduced |
| Korea Investment CORP | 123,414 | $25.5M | 0.05% | +38,549+45.4% | Added |
| PFA Pension, Forsikringsaktieselskab | 122,736 | $25.3M | 0.06% | +21,430+21.2% | Added |
| Neuberger Berman Group LLC | 121,178 | $25.0M | 0.02% | +86,942+253.9% | Added |
| Assenagon Asset Management S.A. | 120,582 | $24.9M | 0.03% | +48,742+67.8% | Added |
| Susquehanna International Group, LLP | 120,058 | $24.8M | 0.02% | +66,549+124.4% | Added |
| New York State Teachers Retirement System | 115,590 | $23.9M | 0.04% | +2,563+2.3% | Added |
| Portolan Capital Management, LLC | 115,397 | $23.8M | 0.89% | +40,628+54.3% | Added |
| Alliancebernstein L.P. | 188,968 | $23.8M | 0.01% | −12,055−6.0% | Reduced |
| Russell Investments Group, Ltd. | 114,760 | $23.6M | 0.02% | +45,824+66.5% | Added |
| Benchstone Capital Management LP | 112,252 | $23.2M | 2.89% | +112,252 | New |
| Standard Life Aberdeen plc | 105,216 | $21.7M | 0.03% | −12,936−10.9% | Reduced |
| Jane Street Group, LLC | 103,615 | $21.4M | 0.01% | −397,125−79.3% | Reduced |
| Picton Mahoney Asset Management | 102,625 | $21.2M | 0.20% | +14,735+16.8% | Added |
| Danske Bank A/S | 101,848 | $21.0M | 0.04% | −4,785−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 101,345 | $20.9M | 0.03% | −20,419−16.8% | Reduced |
| Captrust Financial Advisors | 101,020 | $20.8M | 0.03% | −9,408−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 100,335 | $20.7M | 0.11% | −66,841−40.0% | Reduced |
| Cooper Creek Partners Management LLC | 98,430 | $20.3M | 0.85% | −29,892−23.3% | Reduced |
| Zacks Investment Management | 97,970 | $20.2M | 0.14% | +1,027+1.1% | Added |
| Ogborne Capital Management, LLC | 97,500 | $20.1M | 9.18% | +97,500 | New |
| Storebrand Asset Management AS | 97,279 | $20.1M | 0.05% | −580−0.6% | Reduced |
| Voloridge Investment Management, LLC | 95,766 | $19.8M | 0.08% | +95,766 | New |
| CI Private Wealth, LLC | 94,644 | $19.5M | 0.03% | −10,615−10.1% | Reduced |
| APG Asset Management N.V. | 105,680 | $19.1M | 0.05% | +19,978+23.3% | Added |
| Castleark Management LLC | 92,390 | $19.1M | 0.51% | +65,630+245.3% | Added |
| Two Sigma Investments, LP | 92,269 | $19.0M | 0.01% | +42,757+86.4% | Added |
| Illinois Municipal Retirement Fund | 88,284 | $18.2M | 0.21% | −6,461−6.8% | Reduced |
| Royal London Asset Management Ltd | 87,898 | $18.1M | 0.03% | −2,986−3.3% | Reduced |
| New York State Common Retirement Fund | 86,481 | $17.8M | 0.02% | +9,400+12.2% | Added |
| State of Wisconsin Investment Board | 84,102 | $17.4M | 0.04% | +3,415+4.2% | Added |
| KLP Kapitalforvaltning AS | 83,300 | $17.2M | 0.06% | −6,100−6.8% | Reduced |
| Colony Group, LLC | 82,707 | $17.1M | 0.02% | −16,125−16.3% | Reduced |
| Hodges Capital Management Inc. | 81,920 | $16.9M | 1.12% | +50,120+157.6% | Added |
| Meridiem Capital Partners LP | 81,500 | $16.8M | 0.77% | +256+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 80,714 | $16.7M | 0.04% | +19,520+31.9% | Added |
| Osterweis Capital Management Inc | 80,590 | $16.6M | 0.78% | +14,660+22.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 80,625 | $16.4M | 0.03% | +11,624+16.8% | Added |
| Alyeska Investment Group, L.P. | 79,068 | $16.3M | 0.04% | −828,737−91.3% | Reduced |
| Public Employees Retirement System of Ohio | 75,782 | $15.6M | 0.05% | −5,652−6.9% | Reduced |
| Vanguard Global Advisers, LLC | 74,296 | $15.3M | 0.01% | +49+0.1% | Added |
| MetLife Investment Management | 73,871 | $15.2M | 0.07% | −1,634−2.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 73,469 | $15.2M | 0.04% | −2,327−3.1% | Reduced |
| Cerity Partners LLC | 70,535 | $14.6M | 0.02% | −2,566−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 70,198 | $14.5M | 0.01% | −7,846−10.1% | Reduced |
| Oddo BHF Asset Management SAS | 69,689 | $14.4M | 0.67% | +49,702+248.7% | Added |
| Ardsley Advisory Partners LP | 69,000 | $14.2M | 1.55% | +21,800+46.2% | Added |
| RJA Asset Management LLC | 68,082 | $14.0M | 4.38% | 00.0% | Unchanged |
| Amalgamated Bank | 68,002 | $14.0M | 0.10% | −914−1.3% | Reduced |
| Chase Investment Counsel Corp | 67,621 | $14.0M | 2.94% | +447+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,508 | $13.7M | 0.03% | −101,137−60.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 66,391 | $13.7M | 0.11% | +5,700+9.4% | Added |
| Swedbank AB | 66,238 | $13.7M | 0.01% | −500−0.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 66,226 | $13.7M | 0.26% | +39,559+148.3% | Added |
| Mariner, LLC | 64,972 | $13.4M | 0.01% | +55,166+562.6% | Added |
| Asset Management One Co.,Ltd. | 64,685 | $13.3M | 0.03% | +6,365+10.9% | Added |
| Achmea Investment Management B.V. | 64,278 | $13.3M | 0.33% | −2,969−4.4% | Reduced |
| Millennium Management LLC | 64,265 | $13.3M | 0.01% | −571,387−89.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,892 | $13.2M | 0.06% | +11,900+22.9% | Added |
| Jain Global LLC | 63,765 | $13.2M | 0.15% | +63,765 | New |
| Treasurer of the State of North Carolina | 62,983 | $13.0M | 0.03% | +2,450+4.0% | Added |
| Level Four Advisory Services, LLC | 61,358 | $12.7M | 0.36% | −2,892−4.5% | Reduced |
| Creative Planning | 60,734 | $12.5M | 0.01% | +4,628+8.2% | Added |
| G2 Investment Partners Management LLC | 60,004 | $12.4M | 2.26% | +60,004 | New |
| Panagora Asset Management Inc | 59,506 | $12.3M | 0.04% | +20,917+54.2% | Added |
| Nishkama Capital, LLC | 59,422 | $12.3M | 1.38% | +59,422 | New |
| State of Tennessee, Treasury Department | 58,588 | $12.1M | 0.04% | +425+0.7% | Added |
| Jag Capital Management, LLC | 57,452 | $11.9M | 1.11% | +57,452 | New |
| Mackenzie Financial Corp | 57,012 | $11.8M | 0.01% | +26,650+87.8% | Added |
| Mutual of America Capital Management LLC | 56,312 | $11.6M | 0.11% | −1,789−3.1% | Reduced |
| Stephens Investment Management Group LLC | 56,272 | $11.6M | 0.12% | +56,272 | New |
| Horizon Investments, LLC | 54,392 | $11.2M | 0.12% | +32,819+152.1% | Added |
| Victory Capital Management Inc | 51,666 | $10.7M | 0.01% | −492,153−90.5% | Reduced |
| Fifth Third Bancorp | 51,275 | $10.6M | 0.02% | −2,736−5.1% | Reduced |
| DnB Asset Management AS | 51,170 | $10.6M | 0.03% | +17,449+51.7% | Added |
| Natixis Advisors, L.P. | 50,979 | $10.5M | 0.01% | +26,397+107.4% | Added |
| Nykredit A/S | 50,959 | $10.5M | 0.04% | +50,959 | New |
| IMC-Chicago, LLC | 50,880 | $10.5M | 0.10% | +42,544+510.4% | Added |
| 180 Wealth Advisors, LLC | 50,259 | $10.4M | 1.04% | −3,759−7.0% | Reduced |
| Andra AP-fonden | 50,100 | $10.3M | 0.12% | +32,400+183.1% | Added |
| 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 |
| Nomura Asset Management Co Ltd | 49,345 | $10.2M | 0.02% | −373−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 47,500 | $9.80M | 0.07% | +1,000+2.2% | Added |
| Bank of Montreal | 47,482 | $9.80M | 0.00% | −6,616−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 47,092 | $9.72M | 0.01% | +10,381+28.3% | Added |
| State of New Jersey Common Pension Fund D | 46,950 | $9.69M | 0.03% | −5,420−10.3% | Reduced |