Twilio Inc. Class ATWLO
13F holders, Q1 2025 (March 31)776holders +28
116new positions
90sold out
12famous investors
$97.83avg. 13F price*
At the end of Q1 2025, 776 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, up 28 from Q4 2024. 116 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.0B) and JPMorgan Chase & Co. ($937.0M). 12 famous investors held it, including Stanley Druckenmiller (1.2% of Duquesne Family Office's portfolio), Gavin Baker (0.4% of Atreides Management's portfolio) and Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio).
- Company
- Twilio Inc. Class A
- CUSIP
- 90138F102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $424.1M |
| Exits | 90 | $914.9M |
All 13F filers, Q4 2024 → Q1 2025: 24,746,696 shares bought and 23,038,625 shares sold, net +1,708,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.4% | 14,996,353 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +4.7% | 10,566,748 | $1.0B |
| JPMorgan Chase & Co. | 0.07% | Add +470.2% | 9,570,021 | $937.0M |
| State Street Corp. | 0.02% | Add +4.6% | 4,079,727 | $399.4M |
| Sachem Head Capital Management LP | 12.93% | No change | 3,295,000 | $322.6M |
| Jericho Capital Asset Management L.P. | 5.84% | Add +17.7% | 3,280,363 | $321.2M |
| Arrowstreet Capital, Limited Partnership | 0.25% | Reduce -3.7% | 3,142,740 | $307.7M |
| FMR LLC | 0.02% | Reduce -36.7% | 2,610,064 | $255.6M |
| Geode Capital Management, LLC | 0.02% | Add +4.2% | 2,576,000 | $251.7M |
| Morgan Stanley | 0.01% | Reduce -24.0% | 2,099,031 | $205.5M |
| Alyeska Investment Group, L.P. | 0.81% | Add +36.4% | 2,071,826 | $202.9M |
| Norges Bank | 0.03% | Reduce -5.0% | 1,951,615 | $191.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +19.9% | 1,920,443 | $188.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -22.6% | 1,704,176 | $166.8M |
| Qube Research & Technologies Ltd | 0.25% | Add +141.4% | 1,617,305 | $158.4M |
| Pictet Asset Management Holding SA | 0.17% | Reduce -12.3% | 1,564,901 | $153.2M |
| Two Sigma Investments, LP | 0.32% | Add +28.3% | 1,449,060 | $141.9M |
| Two Sigma Advisers, LP | 0.31% | Add +50.6% | 1,408,797 | $137.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.9% | 1,265,438 | $123.9M |
| Northern Trust Corp. | 0.02% | Add +5.4% | 1,168,947 | $114.5M |
| Polar Capital Holdings Plc | 0.68% | Add +100.3% | 1,129,470 | $110.6M |
| Slate Path Capital LP | 1.96% | New | 1,106,000 | $108.3M |
| Millennium Management | 0.09% | Reduce -26.6% | 956,398 | $93.6M |
| D. E. Shaw & Co. | 0.12% | Reduce -35.5% | 955,136 | $93.5M |
| KBC Group NV | 0.29% | Add +236.3% | 945,594 | $92.6M |
| Deutsche Bank AG | 0.04% | Reduce -4.7% | 909,792 | $89.1M |
| Robeco Institutional Asset Management B.V. | 0.17% | Add +4.6% | 897,041 | $87.8M |
| First Trust Advisors LP | 0.08% | Reduce -16.0% | 876,601 | $85.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -15.3% | 854,756 | $83.7M |
| Man Group plc | 0.25% | Add +27.2% | 832,256 | $81.5M |
| Westfield Capital Management Co. LP | 0.39% | Add +13.5% | 818,964 | $80.2M |
| Amundi | 0.03% | Add +72.0% | 889,520 | $79.6M |
| Legal & General Group Plc | 0.02% | Add +1.6% | 790,614 | $77.4M |
| Frontier Capital Management Co. LLC | 0.81% | Reduce -7.5% | 758,845 | $74.3M |
| Maplelane Capital, LLC | 6.80% | New | 745,000 | $72.9M |
| UBS Group AG | 0.02% | Add +8.4% | 728,462 | $71.3M |
| Balyasny Asset Management L.P. | 0.17% | Add +45.3% | 667,819 | $65.4M |
| No Street GP LP | 4.93% | Reduce -21.2% | 643,193 | $63.0M |
| Freestone Grove Partners LP | 0.63% | Add +42.5% | 627,910 | $61.5M |
| Capital World Investors | 0.01% | Add +0.4% | 585,957 | $57.4M |
| Glenmede Trust Co. NA | 0.30% | Reduce -10.8% | 570,224 | $55.8M |
| Jane Street Group, LLC | 0.10% | Reduce -28.0% | 567,319 | $55.5M |
| AQR Capital Management | 0.06% | Reduce -12.3% | 565,474 | $53.8M |
| Invesco Ltd. | 0.01% | Add +4.1% | 521,710 | $51.1M |
| Styrax Capital, LP | 4.58% | Add +76.0% | 501,795 | $49.1M |
| Kodai Capital Management LP | 1.93% | Add +87.2% | 498,941 | $48.9M |
| Pacer Advisors, Inc. | 0.12% | Add +12089300.0% | 483,576 | $47.3M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 468,018 | $45.8M |
| Voloridge Investment Management, LLC | 0.17% | Add +9.8% | 463,515 | $45.4M |
| Bank of America Corp. | 0.00% | Add +253.5% | 462,558 | $45.3M |
| Principal Financial Group Inc. | 0.02% | Add +197.8% | 424,593 | $41.6M |
| Swiss National Bank | 0.03% | Reduce -4.6% | 411,000 | $40.2M |
| Nuveen, LLC | 0.01% | — | 410,775 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.9% | 405,663 | $39.7M |
| Marshall Wace, LLP | 0.05% | Reduce -24.5% | 385,434 | $37.7M |
| Twinbeech Capital LP | 0.66% | Add +153.9% | 368,873 | $36.1M |
| Duquesne Family Office | 1.19% | New | 362,155 | $35.5M |
| Acadian Asset Management LLC | 0.10% | Reduce -50.6% | 347,390 | $34.0M |
| Schroder Investment Management Group | 0.03% | Reduce -34.3% | 342,797 | $33.9M |
| Ensign Peak Advisors, Inc | 0.06% | Add +5.9% | 343,804 | $33.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -3.2% | 335,974 | $32.9M |
| Tairen Capital Ltd | 2.16% | Add +7328.2% | 334,268 | $32.7M |
| Interval Partners, LP | 1.05% | New | 302,309 | $29.6M |
| Tudor Investment Corporation | 0.26% | Add +335.6% | 300,376 | $29.4M |
| Schonfeld Strategic Advisors LLC | 0.19% | Add +223.4% | 290,377 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 285,934 | $28.0M |
| Point72 Asset Management | 0.08% | Reduce -84.2% | 285,518 | $28.0M |
| California Public Employees Retirement System | 0.02% | Add +5.2% | 276,094 | $27.0M |
| Macquarie Group Ltd. | 0.03% | Reduce -15.0% | 271,205 | $26.6M |
| Wellington Management Group LLP | 0.00% | Add +4280.5% | 260,069 | $25.5M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -2.3% | 256,590 | $25.2M |
| Viking Global Investors | 0.08% | Reduce -69.5% | 255,514 | $25.0M |
| Allianz Asset Management GmbH | 0.04% | Add +988.4% | 254,020 | $24.9M |
| Ieq Capital, LLC | 0.20% | Reduce -55.4% | 251,065 | $24.6M |
| LMR Partners LLP | 0.68% | Reduce -27.8% | 250,000 | $24.5M |
| Raymond James Financial Inc. | 0.01% | Add +3.7% | 247,323 | $24.2M |
| Driehaus Capital Management LLC | 0.23% | Add +219.5% | 247,039 | $24.2M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -34.0% | 244,517 | $24.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Reduce -12.3% | 239,568 | $23.5M |
| Cooper Creek Partners Management LLC | 0.75% | Reduce -19.9% | 236,736 | $23.2M |
| California State Teachers Retirement System | 0.03% | Reduce -3.7% | 232,806 | $22.8M |
| Comerica Bank | 0.10% | Add +17.2% | 231,690 | $22.7M |
| Renaissance Technologies | 0.03% | Reduce -61.2% | 226,095 | $22.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -24.9% | 216,334 | $21.2M |
| Blue Grotto Capital, LLC | 3.93% | New | 210,000 | $20.6M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +377.5% | 204,914 | $20.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.34% | Reduce -29.1% | 202,505 | $19.8M |
| Assenagon Asset Management S.A. | 0.04% | Add +1418.8% | 201,477 | $19.7M |
| Delta Global Management LP | 1.42% | Reduce -36.2% | 200,917 | $19.7M |
| Blair William & Co. | 0.06% | Reduce -10.4% | 200,655 | $19.6M |
| Railway Pension Investments Ltd | 0.28% | No change | 199,727 | $19.6M |
| Korea Investment CORP | 0.05% | Add +28.5% | 197,068 | $19.3M |
| Jupiter Asset Management Ltd. | 0.18% | Add +49.3% | 196,444 | $19.2M |
| Temasek Holdings (Private) Ltd | 0.07% | New | 187,543 | $18.4M |
| Susquehanna Fundamental Investments, LLC | 0.30% | No change | 183,204 | $17.9M |
| Gilder Gagnon Howe & Co. LLC | 0.23% | New | 181,057 | $17.7M |
| Barclays PLC | 0.01% | Reduce -8.1% | 176,577 | $17.3M |
| Bridgewater Associates | 0.08% | Add +23.2% | 176,025 | $17.2M |
| Franklin Resources Inc. | 0.01% | Add +0.1% | 175,396 | $17.2M |
| Candriam S.C.A. | 0.11% | Add +1.5% | 174,572 | $17.1M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.