Twilio Inc. Class ATWLO
13F holders, Q2 2026 (June 30)970holders +150
217new positions
66sold out
10famous investors
$205.35avg. 13F price*
At the end of Q2 2026, 970 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, up 150 from Q1 2026. 217 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($3.4B), JPMorgan Chase & Co. ($2.4B) and FMR LLC ($2.3B). 10 famous investors held it, including Alex Sacerdote (1.4% of Whale Rock Capital Management's portfolio), Gavin Baker (1.3% of Atreides Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Twilio Inc. Class A
- CUSIP
- 90138F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 217 | $2.0B |
| Exits | 66 | $293.8M |
All 13F filers, Q1 2026 → Q2 2026: 23,015,584 shares bought and 22,541,662 shares sold, net +473,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 970 holders
| BlackRock, Inc. | 0.05% | Add +0.1% | 16,630,023 | $3.4B |
| JPMorgan Chase & Co. | 0.14% | Add +30.4% | 12,224,027 | $2.4B |
| FMR LLC | 0.10% | Reduce -2.3% | 11,273,330 | $2.3B |
| Vanguard Portfolio Management LLC | 0.07% | Reduce -5.4% | 7,643,548 | $1.6B |
| Vanguard Capital Management LLC | 0.03% | Add +0.9% | 6,849,553 | $1.4B |
| State Street Corp. | 0.04% | Add +2.4% | 5,998,587 | $1.2B |
| Geode Capital Management, LLC | 0.03% | Add +1.5% | 2,875,569 | $591.7M |
| Alkeon Capital Management LLC | 1.86% | Add +26.9% | 2,335,700 | $481.9M |
| Royal Bank of Canada | 0.08% | Reduce -31.0% | 2,250,229 | $464.3M |
| Pictet Asset Management Holding SA | 0.44% | Reduce -3.6% | 2,247,629 | $463.6M |
| Jericho Capital Asset Management L.P. | 3.74% | Add +214.3% | 2,192,455 | $452.4M |
| Norges Bank | 0.04% | — | 1,935,539 | $399.4M |
| Durable Capital Partners LP | 3.70% | New | 1,846,153 | $380.9M |
| Capital World Investors | 0.04% | New | 1,786,989 | $368.7M |
| Morgan Stanley | 0.02% | Reduce -7.1% | 1,732,134 | $357.4M |
| Northern Trust Corp. | 0.04% | Reduce -5.6% | 1,698,992 | $350.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +6.9% | 1,575,474 | $325.1M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -3.9% | 1,435,153 | $296.0M |
| Nordea Investment Management AB | 0.21% | Add +7.1% | 1,271,006 | $253.2M |
| Polar Capital Holdings Plc | 0.71% | Add +550.5% | 1,204,982 | $248.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +30.4% | 1,160,241 | $239.4M |
| Amundi | 0.06% | Add +29.1% | 1,150,794 | $237.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.9% | 1,127,328 | $232.6M |
| SRS Investment Management, LLC | 2.08% | Reduce -47.9% | 1,075,683 | $221.9M |
| Bank of America Corp. | 0.01% | Add +4.2% | 1,016,809 | $209.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.1% | 964,969 | $199.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | Add +2.1% | 963,319 | $198.8M |
| Legal & General Group Plc | 0.04% | Reduce -3.0% | 896,825 | $185.0M |
| UBS Group AG | 0.03% | Reduce -35.0% | 872,878 | $180.1M |
| Qube Research & Technologies Ltd | 0.20% | New | 854,257 | $176.3M |
| Allspring Global Investments Holdings, LLC | 0.26% | Add +70.4% | 824,034 | $172.5M |
| Deutsche Bank AG | 0.05% | Add +10.6% | 835,472 | $172.4M |
| Fred Alger Management, LLC | 0.57% | Add +335.6% | 830,937 | $171.4M |
| Whale Rock Capital Management | 1.36% | New | 821,768 | $169.6M |
| Balyasny Asset Management L.P. | 0.29% | Reduce -31.5% | 755,608 | $155.9M |
| Principal Financial Group Inc. | 0.08% | Add +23.0% | 755,410 | $155.9M |
| Atreides Management | 1.33% | Reduce -21.8% | 720,338 | $148.6M |
| Quantinno Capital Management LP | 0.17% | Add +4.4% | 677,699 | $139.8M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +11.2% | 657,891 | $135.7M |
| Sachem Head Capital Management LP | 2.65% | Reduce -73.0% | 620,000 | $127.9M |
| First Trust Advisors LP | 0.07% | Reduce -18.6% | 587,288 | $121.2M |
| Earnest Partners LLC | 0.42% | Reduce -1.9% | 565,451 | $116.7M |
| Voya Investment Management LLC | 0.12% | Add +481.4% | 560,646 | $115.7M |
| Lord, Abbett & Co. LLC | 0.35% | New | 560,573 | $115.7M |
| 1832 Asset Management L.P. | 0.14% | New | 555,500 | $114.6M |
| Nomura Asset Management International Inc. | 0.16% | Add +116.7% | 529,299 | $109.2M |
| No Street GP LP | 6.32% | Reduce -29.1% | 510,000 | $105.2M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -31.9% | 506,007 | $104.4M |
| Truist Financial Corp. | 0.12% | Add +10.9% | 505,050 | $104.2M |
| Wells Fargo & Company | 0.02% | Add +58.9% | 492,806 | $101.7M |
| Invesco Ltd. | 0.01% | Reduce -68.5% | 487,706 | $100.6M |
| Ameriprise Financial Inc. | 0.02% | Add +48.8% | 469,698 | $96.9M |
| Rhumbline Advisers | 0.07% | Reduce -16.2% | 458,850 | $94.7M |
| KBC Group NV | 0.20% | Reduce -42.0% | 458,442 | $94.6M |
| American Century Companies Inc. | 0.04% | Reduce -21.3% | 442,943 | $91.4M |
| Citigroup Inc. | 0.04% | Add +35.1% | 434,158 | $89.6M |
| Nuveen, LLC | 0.02% | Add +32.6% | 433,384 | $89.4M |
| Artisan Partners Limited Partnership | 0.14% | New | 413,729 | $85.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Add +206.5% | 411,880 | $84.9M |
| Swiss National Bank | 0.04% | Reduce -8.8% | 406,000 | $83.8M |
| Dorsal Capital Management, LP | 2.97% | Reduce -42.9% | 400,000 | $82.5M |
| Raymond James Financial Inc. | 0.02% | Add +258.3% | 399,861 | $82.5M |
| Schroder Investment Management Group | 0.06% | Reduce -12.0% | 412,562 | $82.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.8% | 379,034 | $78.2M |
| Blair William & Co. | 0.20% | Add +64.6% | 376,430 | $77.7M |
| Artemis Investment Management LLP | 0.68% | New | 370,066 | $76.4M |
| Glenmede Trust Co. NA | 0.33% | Reduce -24.2% | 364,904 | $75.3M |
| Los Angeles Capital Management LLC | 0.26% | Add +51210.8% | 346,348 | $71.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.13% | Reduce -26.4% | 320,749 | $66.2M |
| California Public Employees Retirement System | 0.04% | Add +18.5% | 308,105 | $63.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.9% | 306,020 | $63.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +45.0% | 289,193 | $59.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.04% | Add +11.6% | 280,671 | $57.9M |
| Pacific Heights Asset Management LLC | 1.80% | No change | 275,000 | $56.7M |
| Wellington Management Group LLP | 0.01% | Add +177.4% | 272,974 | $56.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Reduce -6.0% | 265,315 | $54.7M |
| National Pension Service | 0.03% | Add +1177.6% | 261,307 | $53.9M |
| Sei Investments Co. | 0.05% | Add +133.0% | 259,984 | $53.6M |
| Summit Partners Public Asset Management, LLC | 1.38% | New | 257,911 | $53.2M |
| Capital Fund Management S.A. | 0.37% | Add +36.7% | 248,952 | $51.4M |
| Retirement Systems of Alabama | 0.15% | Reduce -33.2% | 246,675 | $50.9M |
| FIL Ltd | 0.03% | Reduce -89.8% | 230,641 | $47.6M |
| BNP Paribas Financial Markets | 0.02% | Reduce -55.0% | 224,926 | $46.4M |
| California State Teachers Retirement System | 0.04% | Reduce -4.8% | 221,577 | $45.7M |
| Man Group plc | 0.08% | Reduce -26.6% | 217,244 | $44.8M |
| Caisse de depot et placement du Quebec | 0.06% | Add +98.0% | 216,859 | $44.7M |
| AQR Capital Management | 0.02% | Reduce -11.1% | 217,885 | $44.0M |
| Point72 Asset Management | 0.07% | Reduce -77.6% | 212,861 | $43.9M |
| Shannon River Fund Management LLC | 3.71% | New | 201,352 | $41.5M |
| LPL Financial LLC | 0.01% | Add +38.7% | 200,800 | $41.4M |
| Acadian Asset Management LLC | 0.05% | Add +73.7% | 196,168 | $40.5M |
| HSBC Holdings PLC | 0.02% | Add +40.4% | 194,577 | $39.8M |
| O'shaughnessy Asset Management, LLC | 0.18% | Reduce -9.4% | 190,245 | $39.3M |
| Woodline Partners LP | 0.12% | Reduce -31.6% | 188,590 | $38.9M |
| Zurich Insurance Group Ltd | 0.26% | New | 181,126 | $37.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -37.3% | 178,366 | $36.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +5.9% | 171,433 | $35.4M |
| Jupiter Topco LLC | 0.01% | — | 169,880 | $35.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.21% | Add +16.3% | 169,550 | $35.0M |
| Vinva Investment Management Ltd | 0.23% | Reduce -12.1% | 174,000 | $34.6M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.