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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 46,300 | $9.55M | 0.03% | 00.0% | Unchanged |
| Tredje AP-fonden | 45,991 | $9.49M | 0.04% | −16,059−25.9% | Reduced |
| Louisiana State Employees Retirement System | 44,400 | $9.16M | 0.14% | +400+0.9% | Added |
| Cetera Investment Advisers | 44,223 | $9.12M | 0.01% | +3,477+8.5% | Added |
| California First Leasing Corp | 44,000 | $9.08M | 1.93% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,934 | $9.06M | 0.01% | +14,777+50.7% | Added |
| Revere Asset Management, Inc | 43,317 | $8.94M | 3.43% | +43,317 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 43,250 | $8.92M | 0.04% | −8,450−16.3% | Reduced |
| SEB Asset Management AB | 43,199 | $8.91M | 0.03% | +3,798+9.6% | Added |
| USS Investment Management Ltd | 42,799 | $8.83M | 0.03% | +42,799 | New |
| Resona Asset Management Co.,Ltd. | 43,040 | $8.83M | 0.04% | −1,800−4.0% | Reduced |
| Yousif Capital Management, LLC | 42,214 | $8.71M | 0.10% | −2,619−5.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 41,678 | $8.60M | 0.06% | −13,400−24.3% | Reduced |
| State of Michigan Retirement System | 41,500 | $8.56M | 0.04% | −2,600−5.9% | Reduced |
| Arizona State Retirement System | 41,269 | $8.52M | 0.04% | +55+0.1% | Added |
| Ieq Capital, LLC | 41,226 | $8.51M | 0.04% | +11,298+37.8% | Added |
| LMR Partners LLP | 40,600 | $8.38M | 0.06% | −109,400−72.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,492 | $8.35M | 0.17% | +33,410+471.8% | Added |
| FORA Capital, LLC | 40,019 | $8.26M | 0.57% | +40,019 | New |
| Advisor Group Holdings, Inc. | 39,829 | $8.22M | 0.01% | +21,745+120.2% | Added |
| Graham Capital Management, L.P. | 39,388 | $8.13M | 0.22% | +17,600+80.8% | Added |
| 13D Management LLC | 39,000 | $8.05M | 11.28% | −21,755−35.8% | Reduced |
| Thrivent Financial for Lutherans | 39,254 | $8.04M | 0.01% | +883+2.3% | Added |
| Oak Harvest Investment Services | 37,584 | $7.75M | 0.73% | +1,228+3.4% | Added |
| Hedeker Wealth, LLC | 37,406 | $7.72M | 1.47% | −664−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 36,764 | $7.59M | 0.38% | +305+0.8% | Added |
| Adams Diversified Equity Fund, Inc. | 36,600 | $7.55M | 0.23% | +36,600 | New |
| Panoramic Capital, LLC | 36,483 | $7.53M | 3.24% | −19,206−34.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,335 | $7.50M | 0.04% | −1,652−4.3% | Reduced |
| UniSuper Management Pty Ltd | 36,010 | $7.43M | 0.04% | −385−1.1% | Reduced |
| Krane Funds Advisors LLC | 35,431 | $7.31M | 0.26% | +14,945+73.0% | Added |
| Condor Capital Management | 35,079 | $7.24M | 0.54% | −1,026−2.8% | Reduced |
| Impax Asset Management Group plc | 35,064 | $7.23M | 0.05% | −10,092−22.3% | Reduced |
| Jones Financial Companies LLLP | 37,212 | $7.13M | 0.00% | +24,893+202.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,141 | $7.04M | 0.08% | +175+0.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 34,083 | $7.03M | 0.10% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 33,766 | $6.97M | 0.85% | −600−1.7% | Reduced |
| Penserra Capital Management LLC | 32,755 | $6.76M | 0.05% | +31,944+3,938.8% | Added |
| Swiss Life Asset Management Ltd | 32,728 | $6.75M | 0.03% | +4,528+16.1% | Added |
| Entropy Technologies, LP | 32,720 | $6.75M | 0.27% | +32,720 | New |
| IFM Investors Pty Ltd | 32,499 | $6.71M | 0.04% | +1,060+3.4% | Added |
| Occam Crest Management LP | 35,500 | $6.68M | 3.69% | −7,500−17.4% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 32,000 | $6.60M | 5.03% | +32,000 | New |
| CAPROCK Group, Inc. | 31,981 | $6.60M | 0.13% | −4,491−12.3% | Reduced |
| Loup Funds, LLC | 31,926 | $6.59M | 2.99% | +31,926 | New |
| New Mexico Educational Retirement Board | 31,400 | $6.48M | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 31,396 | $6.48M | 0.07% | +259+0.8% | Added |
| US Bancorp | 30,384 | $6.27M | 0.01% | +4,103+15.6% | Added |
| TD Asset Management Inc | 30,364 | $6.27M | 0.01% | −185−0.6% | Reduced |
| Prudential Financial Inc | 30,196 | $6.23M | 0.01% | −6,224−17.1% | Reduced |
| Intech Investment Management LLC | 30,162 | $6.22M | 0.06% | +26,739+781.2% | Added |
| Crossmark Global Holdings, Inc. | 29,830 | $6.15M | 0.08% | +20,596+223.0% | Added |
| Franklin Resources Inc | 29,749 | $6.14M | 0.00% | −49,140−62.3% | Reduced |
| Pinnbrook Capital Management LP | 29,600 | $6.11M | 1.02% | +29,600 | New |
| Xponance, Inc. | 29,429 | $6.07M | 0.04% | −205−0.7% | Reduced |
| Beaconlight Capital, LLC | 29,366 | $6.06M | 2.67% | +29,366 | New |
| Spire Wealth Management | 29,172 | $6.02M | 0.18% | +29,138+85,700.0% | Added |
| MML Investors Services, LLC | 28,875 | $5.96M | 0.01% | +6,296+27.9% | Added |
| JustInvest LLC | 28,060 | $5.79M | 0.05% | −753−2.6% | Reduced |
| Ameritas Investment Partners, Inc. | 27,930 | $5.76M | 0.15% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 27,521 | $5.68M | 0.26% | −49,984−64.5% | Reduced |
| Parallel Advisors, LLC | 26,571 | $5.48M | 0.08% | −2,170−7.6% | Reduced |
| Pathstone Holdings, LLC | 25,953 | $5.35M | 0.02% | +2,131+8.9% | Added |
| Altman Advisors, Inc. | 25,863 | $5.34M | 1.92% | −282−1.1% | Reduced |
| Clayton Partners LLC | 25,232 | $5.21M | 3.42% | −7,397−22.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 25,975 | $5.19M | 0.01% | +2,559+10.9% | Added |
| Mercer Global Advisors Inc | 24,397 | $5.03M | 0.01% | −5,418−18.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 24,440 | $5.02M | 0.01% | +2,435+11.1% | Added |
| Simplex Trading, LLC | 23,820 | $4.91M | 0.13% | +23,820 | New |
| Utah Retirement Systems | 22,450 | $4.63M | 0.04% | −503−2.2% | Reduced |
| Baker Avenue Asset Management, LP | 22,252 | $4.59M | 0.09% | +6,126+38.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 22,155 | $4.57M | 0.03% | +589+2.7% | Added |
| Nisa Investment Advisors, LLC | 21,982 | $4.54M | 0.01% | +4,885+28.6% | Added |
| Truvestments Capital LLC | 21,616 | $4.46M | 0.66% | +960+4.6% | Added |
| Hantz Financial Services, Inc. | 21,604 | $4.46M | 0.06% | +14,460+202.4% | Added |
| British Columbia Investment Management Corp | 21,580 | $4.45M | 0.03% | +682+3.3% | Added |
| Verition Fund Management LLC | 21,240 | $4.38M | 0.03% | +2,065+10.8% | Added |
| Cache Advisors, LLC | 21,232 | $4.38M | 0.37% | +16,521+350.7% | Added |
| Summit Trail Advisors, LLC | 21,179 | $4.37M | 0.06% | −1,372−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 20,974 | $4.33M | 0.01% | −915−4.2% | Reduced |
| Toronto Dominion Bank | 20,366 | $4.20M | 0.01% | +192+1.0% | Added |
| Empowered Funds, LLC | 20,019 | $4.13M | 0.02% | −95,333−82.6% | Reduced |
| Circumference Group LLC | 20,000 | $4.13M | 8.96% | −5,000−20.0% | Reduced |
| Pinebridge Investments LLC | 19,774 | $4.08M | 0.03% | +19,774 | New |
| Delta Global Management LP | 19,549 | $4.03M | 0.44% | −41,683−68.1% | Reduced |
| LSV Asset Management | 19,440 | $4.01M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 19,352 | $3.99M | 0.05% | +907+4.9% | Added |
| DekaBank Deutsche Girozentrale | 32,970 | $3.97M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,212 | $3.96M | 0.01% | +943+5.2% | Added |
| Gateway Investment Advisers LLC | 19,050 | $3.93M | 0.04% | +2,432+14.6% | Added |
| Nissay Asset Management Corp | 18,859 | $3.89M | 0.02% | −672−3.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 18,822 | $3.88M | 0.03% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 18,650 | $3.85M | 1.35% | −6,350−25.4% | Reduced |
| XTX Topco Ltd | 18,224 | $3.76M | 0.05% | +18,224 | New |
| Ritholtz Wealth Management | 18,121 | $3.74M | 0.06% | −1,545−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 18,005 | $3.71M | 0.00% | +2,510+16.2% | Added |
| Citadel Advisors LLC | 17,880 | $3.69M | 0.00% | −1,912,472−99.1% | Reduced |
| Allianz Asset Management GmbH | 17,348 | $3.58M | 0.00% | +153+0.9% | Added |
| New York Life Investment Management LLC | 17,059 | $3.52M | 0.02% | −786−4.4% | Reduced |
| Pacer Advisors, Inc. | 17,022 | $3.51M | 0.01% | −475,187−96.5% | Reduced |