Twilio Inc. Class ATWLO
13F holders, Q2 2025 (June 30)824holders +48
152new positions
102sold out
9famous investors
$124.23avg. 13F price*
At the end of Q2 2025, 824 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, up 48 from Q1 2025. 152 opened new positions and 102 sold out. The largest holders were Vanguard Group Inc. ($1.9B), JPMorgan Chase & Co. ($1.5B) and BlackRock, Inc. ($1.5B). 9 famous investors held it, including Gavin Baker (2.5% of Atreides Management's portfolio), Stanley Druckenmiller (0.6% of Duquesne Family Office's portfolio) and Steve Cohen (0.2% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 152 | $652.0M |
| Exits | 102 | $541.7M |
All 13F filers, Q1 2025 → Q2 2025: 26,840,105 shares bought and 16,029,323 shares sold, net +10,810,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 14,913,966 | $1.9B |
| JPMorgan Chase & Co. | 0.10% | Add +27.1% | 12,161,903 | $1.5B |
| BlackRock, Inc. | 0.03% | Add +14.5% | 12,102,329 | $1.5B |
| FMR LLC | 0.03% | Add +86.8% | 4,876,579 | $606.5M |
| State Street Corp. | 0.02% | Reduce -2.5% | 3,978,844 | $494.8M |
| Sachem Head Capital Management LP | 12.79% | No change | 3,295,000 | $409.8M |
| Jericho Capital Asset Management L.P. | 4.74% | Reduce -12.8% | 2,859,363 | $355.6M |
| Royal Bank of Canada | 0.07% | Add +1663.6% | 2,762,477 | $343.5M |
| Arrowstreet Capital, Limited Partnership | 0.24% | Reduce -13.3% | 2,724,947 | $338.9M |
| Geode Capital Management, LLC | 0.02% | Reduce -1.1% | 2,548,761 | $316.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +11.2% | 2,135,096 | $265.5M |
| Morgan Stanley | 0.02% | Reduce -5.7% | 1,980,087 | $246.2M |
| UBS Group AG | 0.05% | Add +169.8% | 1,965,741 | $244.5M |
| Alyeska Investment Group, L.P. | 0.84% | Reduce -8.6% | 1,892,908 | $235.4M |
| Norges Bank | 0.03% | Reduce -5.7% | 1,840,436 | $228.9M |
| Ninety One UK Ltd | 0.50% | New | 1,705,199 | $212.1M |
| Pictet Asset Management Holding SA | 0.22% | Add +8.8% | 1,702,529 | $211.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -13.5% | 1,474,688 | $183.4M |
| Robeco Institutional Asset Management B.V. | 0.29% | Add +58.2% | 1,418,754 | $176.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -1.8% | 1,242,639 | $154.5M |
| Northern Trust Corp. | 0.02% | Add +2.0% | 1,192,082 | $148.2M |
| Qube Research & Technologies Ltd | 0.20% | Reduce -30.2% | 1,129,453 | $140.5M |
| Bank of America Corp. | 0.01% | Add +143.5% | 1,126,335 | $140.1M |
| Nordea Investment Management AB | 0.13% | Add +4231.2% | 1,123,638 | $139.7M |
| Amundi | 0.05% | Add +30.0% | 1,156,722 | $134.8M |
| KBC Group NV | 0.36% | Add +12.2% | 1,061,231 | $132.0M |
| First Trust Advisors LP | 0.10% | Add +12.1% | 982,645 | $122.2M |
| Deutsche Bank AG | 0.04% | Add +1.6% | 924,397 | $115.0M |
| Legal & General Group Plc | 0.03% | Add +11.6% | 882,290 | $109.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +106.4% | 837,371 | $104.1M |
| Westfield Capital Management Co. LP | 0.42% | Reduce -1.5% | 806,789 | $100.3M |
| Polar Capital Holdings Plc | 0.52% | Reduce -29.9% | 792,236 | $98.5M |
| Point72 Asset Management | 0.24% | Add +173.2% | 779,881 | $97.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -9.7% | 772,013 | $96.0M |
| Man Group plc | 0.20% | Reduce -10.7% | 742,898 | $92.4M |
| Frontier Capital Management Co. LLC | 0.84% | Reduce -3.6% | 731,188 | $90.9M |
| Atreides Management | 2.52% | Add +533.1% | 730,300 | $90.8M |
| Freestone Grove Partners LP | 0.67% | Add +14.0% | 715,826 | $89.0M |
| No Street GP LP | 6.21% | Add +3.9% | 668,193 | $83.1M |
| Citadel Advisors | 0.07% | Add +1091.7% | 636,790 | $79.2M |
| Summit Partners Public Asset Management, LLC | 3.07% | New | 633,220 | $78.7M |
| Invesco Ltd. | 0.01% | Add +18.5% | 618,224 | $76.9M |
| Millennium Management | 0.07% | Reduce -36.2% | 610,225 | $75.9M |
| Glenmede Investment Management, LP | 0.35% | — | 560,891 | $69.8M |
| Castle Hook Partners LP | 1.02% | New | 558,776 | $69.5M |
| Acadian Asset Management LLC | 0.14% | Add +59.2% | 553,102 | $68.8M |
| Neuberger Berman Group LLC | 0.05% | Add +17371.0% | 547,192 | $68.0M |
| Schroder Investment Management Group | 0.06% | Add +56.6% | 536,997 | $66.8M |
| Maplelane Capital, LLC | 3.95% | Reduce -30.9% | 515,000 | $64.0M |
| Captrust Financial Advisors | 0.14% | Add +3670.5% | 512,784 | $63.8M |
| AQR Capital Management | 0.05% | Reduce -10.4% | 506,712 | $63.0M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 493,233 | $61.3M |
| Principal Financial Group Inc. | 0.03% | Add +9.4% | 464,398 | $57.8M |
| Jane Street Group, LLC | 0.09% | Reduce -18.1% | 464,373 | $57.7M |
| Swiss National Bank | 0.03% | Add +7.3% | 440,800 | $54.8M |
| Blue Grotto Capital, LLC | 6.43% | Add +104.0% | 428,352 | $53.3M |
| Susquehanna International Group, LLP | 0.08% | Add +258.4% | 410,963 | $51.1M |
| Jupiter Asset Management Ltd. | 0.42% | Add +105.6% | 403,811 | $50.2M |
| Bridgewater Associates | 0.19% | Add +113.8% | 376,378 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Add +23.1% | 351,987 | $43.8M |
| Marshall Wace, LLP | 0.05% | Reduce -9.1% | 350,195 | $43.6M |
| Temasek Holdings (Private) Ltd | 0.17% | Add +86.5% | 349,729 | $43.5M |
| Nuveen, LLC | 0.01% | Reduce -17.6% | 338,256 | $42.1M |
| Assenagon Asset Management S.A. | 0.07% | Add +64.5% | 331,326 | $41.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.4% | 331,143 | $41.2M |
| Barclays PLC | 0.02% | Add +81.0% | 319,535 | $39.7M |
| Alta Park Capital, LP | 4.69% | New | 305,818 | $38.0M |
| O'shaughnessy Asset Management, LLC | 0.26% | Add +47.7% | 302,689 | $37.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.26% | Add +163.0% | 302,400 | $37.6M |
| Oribel Capital Management, LP | 1.98% | New | 301,000 | $37.4M |
| Rhumbline Advisers | 0.03% | Add +71.7% | 299,619 | $37.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +13.7% | 291,826 | $36.3M |
| California Public Employees Retirement System | 0.02% | Add +1.4% | 280,025 | $34.8M |
| Truist Financial Corp. | 0.05% | Add +1286.7% | 277,707 | $34.5M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.4% | 270,173 | $33.6M |
| Driehaus Capital Management LLC | 0.27% | Add +8.7% | 268,404 | $33.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +224.3% | 266,336 | $33.1M |
| Raymond James Financial Inc. | 0.01% | Add +5.0% | 259,621 | $32.3M |
| LMR Partners LLP | 0.71% | No change | 250,000 | $31.1M |
| Readystate Asset Management LP | 2.30% | New | 246,068 | $30.6M |
| Comerica Bank | 0.12% | Add +5.3% | 243,905 | $30.3M |
| Wellington Management Group LLP | 0.01% | Reduce -7.1% | 241,651 | $30.1M |
| BNP Paribas Financial Markets | 0.02% | Add +11.0% | 240,127 | $29.9M |
| Balyasny Asset Management L.P. | 0.07% | Reduce -65.0% | 233,751 | $29.1M |
| California State Teachers Retirement System | 0.03% | Add +0.4% | 233,644 | $29.1M |
| Two Sigma Investments, LP | 0.05% | Reduce -84.0% | 231,514 | $28.8M |
| Cooper Creek Partners Management LLC | 0.96% | Reduce -2.2% | 231,506 | $28.8M |
| Gilder Gagnon Howe & Co. LLC | 0.31% | Add +27.9% | 231,488 | $28.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Reduce -7.6% | 221,411 | $27.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -4.7% | 233,117 | $27.3M |
| Capital Fund Management S.A. | 0.30% | New | 219,052 | $27.2M |
| Engineers Gate Manager LP | 0.33% | Add +52.0% | 213,759 | $26.6M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.37% | No change | 202,505 | $25.2M |
| Duquesne Family Office | 0.64% | Reduce -44.6% | 200,475 | $24.9M |
| Railway Pension Investments Ltd | 0.35% | No change | 199,727 | $24.8M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -42.5% | 197,585 | $24.6M |
| Blair William & Co. | 0.07% | Reduce -3.0% | 194,540 | $24.2M |
| Picton Mahoney Asset Management | 0.34% | Add +20.0% | 194,423 | $24.2M |
| Vinva Investment Management Ltd | 0.61% | Add +18.1% | 190,668 | $23.6M |
| Candriam S.C.A. | 0.13% | Add +1.1% | 176,453 | $21.9M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.