TWILIO INC - A TWLO

US Technology Services-Prepackaged Software
$209.31
+0.0%
52w: $92.44 – $236.64

Latest 13F among current holders filed 10 days ago (Jun 24, 2026)

Price — last 12 months

research preview data
92.44164.54236.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
815
-53 QoQ
13F value
$17.06B
-12.5% QoQ
Smart-money holders
41
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
1.2×
$216.0M calls / $179.2M puts

Institutional value by quarter

$8.93B
Q1 2024
$7.33B
Q2 2024
$7.74B
Q3 2024
$12.90B
Q4 2024
$11.84B
Q1 2025
$16.66B
Q2 2025
$15.34B
Q3 2025
$19.50B
Q4 2025
$17.06B
Q1 2026

Number of holders

626
Q1 2024
606
Q2 2024
611
Q3 2024
747
Q4 2024
776
Q1 2025
822
Q2 2025
776
Q3 2025
868
Q4 2025
815
Q1 2026

Who owns TWLO?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider16.6M$2.09B0.0%+1.1%
FMR LLC Long only active11.5M$1.45B0.1%+8.1%
JPMORGAN CHASE & CO Bank broker9.4M$1.13B0.1%+2.4%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical8.1M$1.02B0.1%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical6.8M$854.2M0.0%
STATE STREET CORP Index provider5.9M$736.7M0.0%+1.2%
ROYAL BANK OF CANADA Bank broker3.3M$410.3M0.1%+10.8%
GEODE CAPITAL MANAGEMENT, LLC Index provider2.8M$355.4M0.0%+3.1%
Pictet Asset Management Holding SA Diversified mechanical2.3M$293.2M0.3%+17.6%
Sachem Head Capital Management LP ★3Activist2.3M$288.8M7.0%Held
FIL Ltd Other2.3M$283.4M0.2%+29.4%
SRS Investment Management, LLC ★3Fundamental concentrated2.1M$259.7M2.7%+14.0%
CITADEL ADVISORS LLC Multistrat pod1.9M$242.9M0.2%-0.5%
MORGAN STANLEY Bank broker1.9M$234.7M0.0%-14.3%
ALKEON CAPITAL MANAGEMENT LLC ★2Fundamental diversified1.8M$231.5M1.0%+636.0%
NORTHERN TRUST CORP Index provider1.8M$226.5M0.0%+1.2%
Invesco Ltd. Index provider1.5M$195.0M0.0%-50.8%
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.5M$187.9M0.0%-2.8%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker1.5M$185.4M0.0%-15.0%
UBS Group AG Bank broker1.3M$169.1M0.0%-31.3%
NORDEA INVESTMENT MANAGEMENT AB Other1.2M$145.0M0.1%+0.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider1.1M$143.2M0.0%+6.7%
Balyasny Asset Management L.P. Multistrat pod1.1M$138.9M0.3%+5.0%
Bank of New York Mellon Corp Diversified mechanical1.0M$127.9M0.0%-3.8%
BANK OF AMERICA CORP /DE/ Bank broker975.5K$122.7M0.0%-6.1%
Point72 Asset Management, L.P. Multistrat pod951.9K$119.8M0.2%+58.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical943.7K$118.7M0.0%
Legal & General Group Plc Diversified mechanical924.8K$116.4M0.0%-2.0%
Atreides Management, LP ★2Fundamental concentrated921.6K$116.0M2.8%+28.5%
Alyeska Investment Group, L.P. Quant stat arb907.8K$114.2M0.3%+190.6%
Amundi Diversified mechanical891.0K$112.1M0.0%-13.2%
GOLDMAN SACHS GROUP INC Bank broker889.6K$111.9M0.0%+1.7%
KBC Group NV Diversified mechanical790.5K$99.5M0.2%+1.4%
DEUTSCHE BANK AG\ Bank broker755.4K$95.0M0.0%-4.5%
Freestone Grove Partners LP Quant stat arb751.7K$94.6M0.7%+51.9%
Robeco Institutional Asset Management B.V. Other743.6K$93.6M0.1%-2.9%
Slate Path Capital LP ★2Fundamental diversified742.8K$93.5M1.4%-52.5%
FIRST TRUST ADVISORS LP Index provider721.7K$90.8M0.1%+10.8%
No Street GP LP ★3Fundamental concentrated719.0K$90.5M6.0%-6.9%
Dorsal Capital Management, LP ★3Fundamental concentrated700.0K$88.1M3.5%+27.3%
Jericho Capital Asset Management L.P. ★2Fundamental concentrated697.5K$87.8M1.3%New
Quantinno Capital Management LP Diversified mechanical648.9K$81.6M0.1%+137.9%
MILLENNIUM MANAGEMENT LLC Multistrat pod635.7K$80.0M0.1%+498.5%
PRINCIPAL FINANCIAL GROUP INC Diversified mechanical614.1K$77.3M0.0%+3.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb591.7K$74.4M0.0%-62.8%
MARSHALL WACE, LLP Quant stat arb579.9K$73.0M0.1%+89.0%
EARNEST PARTNERS LLC Other576.6K$72.5M0.3%-2.4%
AMERICAN CENTURY COMPANIES INC Diversified mechanical562.6K$70.8M0.0%+40.7%
RHUMBLINE ADVISERS Diversified mechanical547.5K$68.9M0.1%0.0%
VICTORY CAPITAL MANAGEMENT INC Diversified mechanical543.8K$68.4M0.0%+968.8%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.