Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TWLO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.6M | $2.09B | +1.1% | 10.960% | 0.04% |
| 2 | FMR LLC | 11.5M | $1.45B | +8.1% | 7.617% | 0.08% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.1M | $1.02B | β | 5.334% | 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | $854.2M | β | 4.481% | 0.02% |
| 5 | STATE STREET CORP | 5.9M | $736.7M | +1.2% | 3.865% | 0.03% |
| 6 | ROYAL BANK OF CANADA | 3.3M | $410.3M | +10.8% | 2.152% | 0.07% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $355.4M | +3.1% | 1.869% | 0.02% |
| 8 | CITADEL ADVISORS LLC | 2.4M | $303.1M | β | 1.590% | 0.14% |
| 9 | Pictet Asset Management Holding SA | 2.3M | $293.2M | +17.6% | 1.539% | 0.31% |
| 10 | Sachem Head Capital Management LP | 2.3M | $288.8M | 0.0% | 1.515% | 6.96% |
| 11 | FIL Ltd | 2.3M | $283.4M | +29.4% | 1.487% | 0.22% |
| 12 | SRS Investment Management, LLC | 2.1M | $259.7M | +14.0% | 1.363% | 2.74% |
| 13 | MORGAN STANLEY | 1.9M | $234.7M | -14.3% | 1.231% | 0.01% |
| 14 | ALKEON CAPITAL MANAGEMENT LLC | 1.8M | $231.5M | +636.0% | 1.214% | 1.42% |
| 15 | NORTHERN TRUST CORP | 1.8M | $226.5M | +1.2% | 1.188% | 0.03% |
| 16 | Invesco Ltd. | 1.5M | $195.0M | -50.8% | 1.023% | 0.03% |
| 17 | UBS Group AG | 1.5M | $189.6M | -44.8% | 0.995% | 0.03% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $187.9M | -2.8% | 0.986% | 0.04% |
| 19 | UBS ASSET MANAGEMENT AMERICAS INC | 1.5M | $185.4M | -15.0% | 0.973% | 0.04% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 1.2M | $145.0M | +0.8% | 0.783% | 0.14% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $143.2M | +6.7% | 0.751% | 0.02% |
| 22 | Bank of New York Mellon Corp | 1.0M | $127.9M | -3.8% | 0.671% | 0.02% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 999K | $125.7M | -42.4% | 0.659% | 0.01% |
| 24 | BANK OF AMERICA CORP /DE/ | 976K | $122.7M | -6.2% | 0.644% | 0.01% |
| 25 | Point72 Asset Management, L.P. | 961K | $121.0M | +47.4% | 0.634% | 0.17% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TWLO β a direct measure of their conviction.
Filings activity in TWLO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TWLO position in Q1 2026
Institutions that fully closed their TWLO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 791 | 5.3% | 49.98% | 11.64 pp | $15.46B | 19% |
| Q4 2025 | 835 | +12% | 61.62% | 138.32 pp | $19.05B | 69% |
| Q3 2025 | 744 | 6.9% | 199.94% | +147.84 pp | $61.82B | +284% |
| Q2 2025 | 799 | +6.8% | 52.10% | +14.45 pp | $16.11B | +38% |
| Q1 2025 | 748 | +5.5% | 37.65% | 73.08 pp | $11.64B | 66% |
| Q4 2024 | 709 | +22% | 110.73% | +86.35 pp | $34.24B | +354% |
| Q3 2024 | 583 | +1.9% | 24.38% | 11.65 pp | $7.54B | 32% |
| Q2 2024 | 572 | β | 36.03% | β | $11.14B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TWLO stock.
Based on Q1 2026 13F filings, institutional ownership of Twilio Inc. stands at 50.0%, held across 791 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TWLO, with approximately 16,606,154 shares worth $2.09B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of TWLO, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P..
Our composite Smart Money Score for TWLO is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
110 institutions opened new positions in TWLO during Q1 2026, while 154 fully exited. 181 added to existing positions and 496 trimmed.
TWLO institutional ownership fell by 11.64 percentage points quarter-over-quarter, with a net change of -44 holders.
The top 10 institutions account for 50.5% of all reported 13F value in TWLO, and the top 25 account for 68.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Twilio Inc. (TWLO) Institutional Ownership