| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 7.6M |
| $1.58B |
| -5.4% |
| 5.036% |
| 0.07% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | $1.41B | +0.9% | 4.513% | 0.03% |
| 6 | STATE STREET CORP | 6.0M | $1.24B | +2.4% | 3.952% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $591.7M | +1.5% | 1.895% | 0.03% |
| 8 | ALKEON CAPITAL MANAGEMENT LLC | 2.3M | $481.9M | +26.9% | 1.539% | 0.65% |
| 9 | ROYAL BANK OF CANADA | 2.3M | $464.3M | -31.0% | 1.483% | 0.07% |
| 10 | Pictet Asset Management Holding SA | 2.2M | $463.6M | -3.6% | 1.481% | 0.44% |
| 11 | Jericho Capital Asset Management L.P. | 2.2M | $452.4M | +214.3% | 1.445% | 3.74% |
| 12 | NORGES BANK | 1.9M | $399.4M | — | 1.275% | 0.04% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.9M | $384.2M | +86.3% | 1.227% | 0.03% |
| 14 | Durable Capital Partners LP | 1.8M | $380.9M | — | 1.216% | 3.70% |
| 15 | Capital World Investors | 1.8M | $368.7M | — | 1.177% | 0.04% |
| 16 | MORGAN STANLEY | 1.7M | $357.4M | -7.1% | 1.141% | 0.02% |
| 17 | NORTHERN TRUST CORP | 1.7M | $350.6M | -5.6% | 1.119% | 0.04% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.6M | $325.1M | +6.9% | 1.038% | 0.06% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $296.0M | -3.9% | 0.946% | 0.05% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 1.3M | $253.2M | +7.1% | 0.837% | 0.21% |
| 21 | GOLDMAN SACHS GROUP INC | 1.2M | $249.1M | +30.0% | 0.795% | 0.02% |
| 22 | Polar Capital Holdings Plc | 1.2M | $248.6M | +550.5% | 0.794% | 0.59% |
| 23 | CITADEL ADVISORS LLC | 1.2M | $246.4M | -50.4% | 0.787% | 0.01% |
| 24 | JANE STREET GROUP, LLC | 1.2M | $237.7M | +6.0% | 0.759% | 0.02% |
| 25 | Amundi | 1.2M | $237.4M | +29.1% | 0.758% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TWLO — a direct measure of their conviction.
| 80.57% |
| 119.42 pp |
| $11.64B |
| 66% |
| Q4 2024 | 709 | +22% | 199.99% | +121.82 pp | $34.24B | +354% |
| Q3 2024 | 583 | — | 78.17% | — | $7.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
212 institutions opened new positions in TWLO during Q2 2026, while 62 fully exited. 650 added to existing positions and 77 trimmed.
TWLO institutional ownership rose by 3.62 percentage points quarter-over-quarter, with a net change of +159 holders.
The top 10 institutions account for 49.6% of all reported 13F value in TWLO, and the top 25 account for 66.1%.
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