Twilio Inc. Class ATWLO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 748 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, up 140 from Q3 2024. 160 opened new positions and 59 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.1B) and FMR LLC ($445.4M). 13 famous investors held it, including Lee Ainslie (1.4% of Maverick Capital's portfolio), Alex Sacerdote (1.3% of Whale Rock Capital Management's portfolio) and Brad Gerstner (1.1% of Altimeter Capital Management's portfolio).
- Company
- Twilio Inc. Class A
- CUSIP
- 90138F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $1.0B |
| Exits | 59 | $107.2M |
All 13F filers, Q3 2024 → Q4 2024: 26,415,802 shares bought and 26,811,352 shares sold, net −395,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Vanguard Group Inc. | 0.03% | Reduce -5.5% | 15,207,678 | $1.6B |
| BlackRock, Inc. | 0.02% | Reduce -6.9% | 10,093,188 | $1.1B |
| FMR LLC | 0.03% | Reduce -55.2% | 4,121,189 | $445.4M |
| State Street Corp. | 0.02% | Reduce -1.0% | 3,900,386 | $421.6M |
| Sachem Head Capital Management LP | 19.62% | No change | 3,295,000 | $356.1M |
| Arrowstreet Capital, Limited Partnership | 0.28% | Add +718.7% | 3,262,765 | $352.6M |
| Jericho Capital Asset Management L.P. | 4.30% | New | 2,787,363 | $301.3M |
| Morgan Stanley | 0.02% | Add +44.9% | 2,760,786 | $298.4M |
| Geode Capital Management, LLC | 0.02% | Reduce -9.3% | 2,472,029 | $267.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -7.5% | 2,201,033 | $237.9M |
| Norges Bank | 0.03% | Reduce -15.3% | 2,055,389 | $222.1M |
| Generation Investment Management LLP | 1.02% | Reduce -59.1% | 1,813,499 | $196.0M |
| Point72 Asset Management | 0.55% | Add +1.1% | 1,801,706 | $194.7M |
| Pictet Asset Management Holding SA | 0.21% | Reduce -24.0% | 1,784,716 | $192.9M |
| Amazon Com Inc. | 7.08% | No change | 1,768,346 | $191.1M |
| JPMorgan Chase & Co. | 0.01% | Add +362.5% | 1,678,329 | $181.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +26.1% | 1,602,428 | $173.2M |
| Alyeska Investment Group, L.P. | 0.62% | Reduce -30.0% | 1,518,783 | $164.2M |
| D. E. Shaw & Co. | 0.19% | Reduce -18.7% | 1,481,866 | $160.2M |
| Millennium Management | 0.13% | Reduce -56.4% | 1,303,246 | $140.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.7% | 1,229,377 | $132.9M |
| Two Sigma Investments, LP | 0.29% | Add +1292.9% | 1,129,725 | $122.1M |
| Northern Trust Corp. | 0.02% | Add +9.5% | 1,108,945 | $119.9M |
| First Trust Advisors LP | 0.10% | Reduce -5.7% | 1,043,277 | $112.8M |
| Whale Rock Capital Management | 1.32% | New | 1,029,907 | $111.3M |
| Bank of New York Mellon Corp | 0.02% | Add +11.0% | 1,009,028 | $109.1M |
| Deutsche Bank AG | 0.04% | Add +21.8% | 954,136 | $103.1M |
| Two Sigma Advisers, LP | 0.23% | Add +683.0% | 935,697 | $101.1M |
| Robeco Institutional Asset Management B.V. | 0.18% | Reduce -2.0% | 857,523 | $92.7M |
| Viking Global Investors | 0.29% | New | 838,385 | $90.6M |
| Frontier Capital Management Co. LLC | 0.84% | Add +92.2% | 819,896 | $88.6M |
| No Street GP LP | 5.96% | No change | 816,386 | $88.2M |
| Jane Street Group, LLC | 0.14% | Add +5316.3% | 788,336 | $85.2M |
| Legal & General Group Plc | 0.02% | Reduce -8.9% | 778,060 | $84.1M |
| Jacobs Levy Equity Management, Inc. | 0.28% | Reduce -16.5% | 723,896 | $78.2M |
| Maverick Capital | 1.41% | Reduce -5.7% | 723,340 | $78.2M |
| Westfield Capital Management Co. LP | 0.34% | New | 721,627 | $78.0M |
| Acadian Asset Management LLC | 0.22% | Add +53.3% | 702,621 | $75.9M |
| UBS Group AG | 0.02% | Add +122.6% | 671,830 | $72.6M |
| Qube Research & Technologies Ltd | 0.12% | Add +826.2% | 669,841 | $72.4M |
| Man Group plc | 0.22% | Reduce -21.7% | 654,415 | $70.7M |
| AQR Capital Management | 0.09% | Reduce -20.7% | 644,393 | $69.6M |
| Glenmede Trust Co. NA | 0.35% | Reduce -4.6% | 639,221 | $69.1M |
| Anson Funds Management LP | 8.66% | No change | 637,683 | $68.9M |
| HRT Financial LP | 0.34% | Add +377.8% | 606,554 | $65.6M |
| Capital World Investors | 0.01% | Add +0.8% | 583,373 | $63.1M |
| Altimeter Capital Management | 1.14% | New | 582,915 | $63.0M |
| Renaissance Technologies | 0.09% | New | 582,895 | $63.0M |
| Polar Capital Holdings Plc | 0.34% | New | 563,929 | $60.9M |
| Ieq Capital, LLC | 0.59% | Reduce -0.1% | 562,923 | $60.8M |
| Capital Fund Management S.A. | 0.60% | Add +192.4% | 559,459 | $60.5M |
| Amundi | 0.02% | Add +53.4% | 517,052 | $57.4M |
| Schroder Investment Management Group | 0.05% | Add +3999.9% | 521,882 | $56.7M |
| Citadel Advisors | 0.05% | Add +519.8% | 523,644 | $56.6M |
| Panagora Asset Management Inc. | 0.26% | Reduce -19.8% | 512,680 | $55.4M |
| Marshall Wace, LLP | 0.07% | Add +337.0% | 510,778 | $55.2M |
| Invesco Ltd. | 0.01% | Add +38.5% | 501,326 | $54.2M |
| Balyasny Asset Management L.P. | 0.12% | Add +41.8% | 459,778 | $49.7M |
| Los Angeles Capital Management LLC | 0.20% | Add +1267.3% | 454,435 | $49.1M |
| Freestone Grove Partners LP | 0.58% | — | 440,469 | $47.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -12.4% | 435,003 | $47.0M |
| Swiss National Bank | 0.03% | Reduce -10.7% | 431,000 | $46.6M |
| Voloridge Investment Management, LLC | 0.16% | Reduce -22.8% | 422,147 | $45.6M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 399,745 | $43.2M |
| Susquehanna International Group, LLP | 0.06% | Add +347.5% | 395,159 | $42.7M |
| Oribel Capital Management, LP | 2.76% | New | 375,600 | $40.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -7.4% | 370,230 | $40.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.1% | 365,845 | $39.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -7.6% | 347,161 | $37.5M |
| LMR Partners LLP | 0.85% | Reduce -34.1% | 346,082 | $37.4M |
| Ensign Peak Advisors, Inc | 0.06% | Add +38.1% | 324,710 | $35.1M |
| Macquarie Group Ltd. | 0.04% | Add +32.2% | 319,150 | $34.5M |
| Delta Global Management LP | 2.82% | Reduce -54.3% | 314,984 | $34.0M |
| Ameriprise Financial Inc. | 0.01% | Add +47.0% | 310,596 | $33.6M |
| Cooper Creek Partners Management LLC | 0.99% | Reduce -35.7% | 295,612 | $31.9M |
| BNP Paribas Financial Markets | 0.02% | Add +110.3% | 288,190 | $31.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.49% | — | 285,793 | $30.9M |
| Styrax Capital, LP | 2.61% | New | 285,137 | $30.8M |
| KBC Group NV | 0.08% | Add +1138.4% | 281,174 | $30.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Reduce -29.8% | 273,017 | $29.5M |
| Worldquant Millennium Advisors LLC | 0.19% | Add +1886.3% | 267,758 | $28.9M |
| Kodai Capital Management LP | 1.18% | Reduce -85.6% | 266,541 | $28.8M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -18.7% | 262,582 | $28.4M |
| California Public Employees Retirement System | 0.02% | Reduce -15.3% | 262,507 | $28.4M |
| Trexquant Investment LP | 0.32% | New | 256,640 | $27.7M |
| Aberdeen Group plc | 0.05% | Reduce -12.4% | 241,710 | $26.3M |
| California State Teachers Retirement System | 0.03% | Reduce -7.8% | 241,744 | $26.1M |
| Raymond James Financial Inc. | 0.01% | — | 238,509 | $25.8M |
| Teacher Retirement System of Texas | 0.09% | Add +6.6% | 227,542 | $24.6M |
| Blair William & Co. | 0.07% | Add +173.9% | 224,073 | $24.2M |
| Railway Pension Investments Ltd | 0.29% | No change | 199,727 | $21.6M |
| Comerica Bank | 0.09% | Add +4274.6% | 197,733 | $21.4M |
| Russell Investments Group, Ltd. | 0.03% | Add +50.2% | 192,527 | $20.8M |
| Barclays PLC | 0.01% | Add +43.5% | 192,183 | $20.8M |
| Susquehanna Fundamental Investments, LLC | 0.33% | — | 183,204 | $19.8M |
| Vinva Investment Management Ltd | 0.75% | Add +26.5% | 177,055 | $19.6M |
| Rhumbline Advisers | 0.02% | Reduce -8.9% | 181,055 | $19.6M |
| King Luther Capital Management Corp. | 0.08% | Reduce -3.7% | 179,917 | $19.4M |
| RJA Asset Management LLC | 4.65% | Reduce -30.0% | 179,282 | $19.4M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -21.9% | 175,502 | $19.0M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.