Who owns Twilio (TWLO)
Which tracked institutional funds hold TWLO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TWLO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on TWLO is one-sided between 2026-Q1 and 2026-Q2: 448 added or opened and 117 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TWLO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes TWLO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TWLO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 908 tracked filers holding TWLO, 516 increased or opened the position and 427 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TWLO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 74
- Durable Capital Partners LP$381M
- Capital World Investors$369M
- Qube Research & Technologies Ltd$176M
- Whale Rock Capital Management LLC$170M
- 1832 Asset Management L.P.$115M
- Artisan Partners Limited Partnership$85M
Full exits 68
- Amundi$112M
- KBC Group NV$99M
- Slate Path Capital LP$93M
- Pacer Advisors, Inc.$62M
- VIKING GLOBAL INVESTORS LP$57M
- Engineers Gate Manager LP$25M
Largest adds
- BlackRock, Inc.$1.8B
- JPMORGAN CHASE & CO$1.3B
- FMR LLC$874M
- VANGUARD PORTFOLIO MANAGEMENT LLC$560M
- VANGUARD CAPITAL MANAGEMENT LLC$559M
- STATE STREET CORP$501M
Largest trims
- CITADEL ADVISORS LLC$238M
- FIL Ltd$236M
- Sachem Head Capital Management LP$161M
- Alyeska Investment Group, L.P.$98M
- Invesco Ltd.$83M
- Point72 Asset Management, L.P.$76M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,630,023 | $3.4B | 13.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 12,224,027 | $2.4B | 9.6% | 2026-Q2 |
| FMR LLC trimmed | 11,273,330 | $2.3B | 9.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,643,548 | $1.6B | 6.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,849,553 | $1.4B | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 5,998,587 | $1.2B | 4.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,875,569 | $592M | 2.3% | 2026-Q2 |
| ALKEON CAPITAL MANAGEMENT LLC added | 2,335,700 | $482M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,250,229 | $464M | 1.8% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,247,629 | $464M | 1.8% | 2026-Q2 |
| Jericho Capital Asset Management L.P. added | 2,192,455 | $452M | 1.8% | 2026-Q2 |
| NORGES BANK trimmed | 1,935,539 | $399M | 1.6% | 2026-Q2 |
| Durable Capital Partners LP added | 1,846,153 | $381M | 1.5% | 2026-Q2 |
| Capital World Investors added | 1,786,989 | $369M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,732,134 | $357M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,698,992 | $351M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,575,474 | $325M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,435,153 | $296M | 1.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,271,006 | $253M | 1.0% | 2026-Q2 |
| Polar Capital Holdings Plc added | 1,204,982 | $249M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,160,241 | $239M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,127,328 | $233M | 0.9% | 2026-Q2 |
| SRS Investment Management, LLC trimmed | 1,075,683 | $222M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,016,809 | $210M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 964,969 | $199M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 963,319 | $199M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 896,825 | $185M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 872,878 | $180M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 854,257 | $176M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 835,472 | $172M | 0.7% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC added | 830,937 | $171M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 824,034 | $172M | 0.7% | 2026-Q2 |
| Whale Rock Capital Management LLC trimmed | 821,768 | $170M | 0.7% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 755,608 | $156M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 755,410 | $156M | 0.6% | 2026-Q2 |
| Atreides Management, LP trimmed | 720,338 | $149M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 677,699 | $140M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 657,891 | $136M | 0.5% | 2026-Q2 |
| Sachem Head Capital Management LP trimmed | 620,000 | $128M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 587,288 | $121M | 0.5% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 565,451 | $117M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 560,646 | $116M | 0.5% | 2026-Q2 |
| 1832 Asset Management L.P. added | 555,500 | $115M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 529,299 | $109M | 0.4% | 2026-Q2 |
| No Street GP LP trimmed | 510,000 | $105M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 506,007 | $104M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 505,050 | $104M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 492,806 | $102M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 487,706 | $101M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 469,698 | $97M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 458,850 | $95M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 442,943 | $91M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 434,158 | $90M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 433,384 | $89M | 0.4% | 2026-Q2 |
| Artisan Partners Limited Partnership new | 413,729 | $85M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 412,562 | $82M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 411,880 | $85M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 406,000 | $84M | 0.3% | 2026-Q2 |
| Dorsal Capital Management, LP trimmed | 400,000 | $83M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 399,861 | $83M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 379,034 | $78M | 0.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 376,430 | $78M | 0.3% | 2026-Q2 |
| Artemis Investment Management LLP new | 370,066 | $76M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 364,904 | $75M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 346,348 | $71M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 320,749 | $66M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 308,105 | $64M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 306,020 | $63M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 289,193 | $60M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 280,671 | $58M | 0.2% | 2026-Q2 |
| Pacific Heights Asset Management LLC | 275,000 | $57M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 272,974 | $56M | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 265,315 | $55M | 0.2% | 2026-Q2 |
| National Pension Service added | 261,307 | $54M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 259,984 | $54M | 0.2% | 2026-Q2 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 257,911 | $53M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 248,952 | $51M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 246,675 | $51M | 0.2% | 2026-Q2 |
| FIL Ltd trimmed | 230,641 | $48M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 224,926 | $46M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 221,577 | $46M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 217,885 | $44M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 217,244 | $45M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 216,859 | $45M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 212,861 | $44M | 0.2% | 2026-Q2 |
| Shannon River Fund Management LLC new | 201,352 | $42M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 200,800 | $41M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 194,577 | $40M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 190,245 | $39M | 0.2% | 2026-Q2 |
| Woodline Partners LP trimmed | 188,590 | $39M | 0.2% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI new | 181,126 | $37M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 178,366 | $37M | 0.1% | 2026-Q2 |
| Vinva Investment Management Ltd trimmed | 174,000 | $35M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 171,433 | $35M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 169,880 | $35M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 169,550 | $35M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 158,347 | $33M | 0.1% | 2026-Q2 |
| Boston Partners added | 147,629 | $30M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 147,374 | $30M | 0.1% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 141,973 | $29M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.