Twilio Inc. Class ATWLO
13F holders, Q3 2025 (September 30)776holders −48
108new positions
152sold out
9famous investors
$100.22avg. 13F price*
At the end of Q3 2025, 776 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, down 48 from Q2 2025. 108 opened new positions and 152 sold out. The largest holders were BlackRock, Inc. ($1.7B), Vanguard Group Inc. ($1.5B) and JPMorgan Chase & Co. ($1.1B). 9 famous investors held it, including Gavin Baker (2.5% of Atreides Management's portfolio), Stanley Druckenmiller (1.3% of Duquesne Family Office'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $269.2M |
| Exits | 152 | $742.6M |
All 13F filers, Q2 2025 → Q3 2025: 29,154,841 shares bought and 18,227,942 shares sold, net +10,926,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| BlackRock, Inc. | 0.03% | Add +39.2% | 16,841,796 | $1.7B |
| Vanguard Group Inc. | 0.02% | Add +2.6% | 15,305,989 | $1.5B |
| JPMorgan Chase & Co. | 0.07% | Reduce -10.1% | 10,938,252 | $1.1B |
| FMR LLC | 0.04% | Add +71.2% | 8,348,957 | $835.6M |
| State Street Corp. | 0.02% | Add +47.8% | 5,879,395 | $588.5M |
| Sachem Head Capital Management LP | 9.32% | No change | 3,295,000 | $329.8M |
| UBS Group AG | 0.06% | Add +47.5% | 2,899,628 | $290.2M |
| Royal Bank of Canada | 0.05% | Add +2.6% | 2,833,436 | $283.6M |
| Geode Capital Management, LLC | 0.02% | Add +8.7% | 2,770,414 | $276.9M |
| FIL Ltd | 0.21% | Add +5296.1% | 2,715,856 | $271.8M |
| Morgan Stanley | 0.02% | Add +36.4% | 2,700,088 | $270.3M |
| Alyeska Investment Group, L.P. | 0.80% | Add +39.7% | 2,643,859 | $264.6M |
| Arrowstreet Capital, Limited Partnership | 0.15% | Reduce -11.7% | 2,405,914 | $240.8M |
| Pictet Asset Management Holding SA | 0.22% | Add +33.3% | 2,269,685 | $227.3M |
| Invesco Ltd. | 0.03% | Add +225.0% | 2,009,237 | $201.1M |
| Jericho Capital Asset Management L.P. | 2.05% | Reduce -31.1% | 1,970,978 | $197.3M |
| Northern Trust Corp. | 0.02% | Add +40.4% | 1,673,339 | $167.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -22.9% | 1,646,426 | $164.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +5.3% | 1,553,041 | $155.5M |
| Ninety One UK Ltd | 0.33% | Reduce -11.4% | 1,511,293 | $151.3M |
| Bank of America Corp. | 0.01% | Add +11.3% | 1,253,917 | $125.5M |
| Bank of New York Mellon Corp | 0.02% | Add +57.0% | 1,212,436 | $121.4M |
| Nordea Investment Management AB | 0.10% | Add +2.6% | 1,152,727 | $114.8M |
| Robeco Institutional Asset Management B.V. | 0.16% | Reduce -20.2% | 1,132,142 | $113.3M |
| Amundi | 0.04% | Reduce -12.4% | 1,013,223 | $111.2M |
| KBC Group NV | 0.26% | Add +3.3% | 1,096,457 | $109.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -13.3% | 1,077,032 | $107.8M |
| Freestone Grove Partners LP | 0.77% | Add +43.1% | 1,024,242 | $102.5M |
| Legal & General Group Plc | 0.02% | Add +14.5% | 1,010,386 | $101.1M |
| First Trust Advisors LP | 0.07% | Reduce -0.6% | 977,145 | $97.8M |
| Atreides Management | 2.51% | Add +32.2% | 965,763 | $96.7M |
| Neuberger Berman Group LLC | 0.07% | Add +75.7% | 961,189 | $96.2M |
| Schroder Investment Management Group | 0.08% | Add +71.4% | 920,195 | $96.0M |
| No Street GP LP | 5.55% | Add +24.8% | 833,993 | $83.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.6% | 773,889 | $77.5M |
| Deutsche Bank AG | 0.03% | Reduce -18.1% | 757,172 | $75.8M |
| Voya Investment Management LLC | 0.09% | Add +752.5% | 755,015 | $75.6M |
| Captrust Financial Advisors | 0.13% | Add +25.9% | 645,652 | $64.6M |
| Victory Capital Management Inc. | 0.04% | Add +1296.3% | 592,085 | $59.3M |
| Westfield Capital Management Co. LP | 0.25% | Reduce -26.7% | 591,367 | $59.2M |
| Rhumbline Advisers | 0.04% | Add +84.6% | 552,981 | $55.3M |
| Glenmede Investment Management, LP | 0.27% | Reduce -2.2% | 548,485 | $54.9M |
| Duquesne Family Office | 1.31% | Add +155.8% | 512,800 | $51.3M |
| Principal Financial Group Inc. | 0.03% | Add +7.3% | 498,346 | $49.9M |
| Jupiter Asset Management Ltd. | 0.42% | Add +20.4% | 486,107 | $48.7M |
| Man Group plc | 0.09% | Reduce -35.3% | 480,706 | $48.1M |
| Pacer Advisors, Inc. | 0.12% | Add +11867325.0% | 474,697 | $47.5M |
| Slate Path Capital LP | 0.70% | New | 454,900 | $45.5M |
| Fred Alger Management, LLC | 0.17% | Add +3614.8% | 442,992 | $44.3M |
| Swiss National Bank | 0.03% | Reduce -0.2% | 440,100 | $44.0M |
| Ameriprise Financial Inc. | 0.01% | Add +23.2% | 433,754 | $43.4M |
| Blue Grotto Capital, LLC | 4.93% | Reduce -0.9% | 424,361 | $42.5M |
| Citadel Advisors | 0.03% | Reduce -34.6% | 416,725 | $41.7M |
| Wells Fargo & Company | 0.01% | Reduce -17.0% | 409,261 | $41.0M |
| O'shaughnessy Asset Management, LLC | 0.22% | Add +24.0% | 375,206 | $37.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +450.1% | 373,144 | $37.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +22.6% | 357,703 | $37.3M |
| BNP Paribas Financial Markets | 0.03% | Add +54.6% | 371,320 | $37.2M |
| Retirement Systems of Alabama | 0.12% | New | 368,962 | $36.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +4.5% | 345,985 | $34.6M |
| AQR Capital Management | 0.02% | Reduce -35.2% | 328,369 | $32.9M |
| Barclays PLC | 0.01% | Add +2.2% | 326,642 | $32.7M |
| Nuveen, LLC | 0.01% | Reduce -3.6% | 325,952 | $32.6M |
| Capital Fund Management S.A. | 0.32% | Add +45.1% | 317,856 | $31.8M |
| Baird Financial Group, Inc. | 0.05% | New | 315,344 | $31.6M |
| Truist Financial Corp. | 0.04% | Add +8.3% | 300,681 | $30.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +78.1% | 294,024 | $29.4M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +17.7% | 274,433 | $28.2M |
| California Public Employees Retirement System | 0.02% | Reduce -0.3% | 279,267 | $28.0M |
| Citigroup Inc. | 0.02% | Add +61.6% | 256,208 | $25.6M |
| Ardmore Road Asset Management LP | 1.62% | New | 250,000 | $25.0M |
| Point72 Asset Management | 0.06% | Reduce -68.5% | 245,883 | $24.6M |
| California State Teachers Retirement System | 0.03% | Add +4.4% | 243,822 | $24.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | Add +9.7% | 242,877 | $24.3M |
| Comerica Bank | 0.09% | Reduce -6.1% | 228,994 | $22.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.28% | No change | 202,505 | $20.3M |
| Macquarie Group Ltd. | 0.02% | Reduce -25.6% | 201,047 | $20.1M |
| Telemark Asset Management, LLC | 1.90% | Add +100.0% | 200,000 | $20.0M |
| Pacific Heights Asset Management LLC | 0.89% | Add +25.0% | 200,000 | $20.0M |
| LMR Partners LLP | 0.38% | Reduce -20.0% | 200,000 | $20.0M |
| Blair William & Co. | 0.05% | Add +2.6% | 199,568 | $20.0M |
| Alliancebernstein L.P. | 0.01% | Add +90.6% | 194,724 | $19.5M |
| Frontier Capital Management Co. LLC | 0.17% | Reduce -73.9% | 190,850 | $19.1M |
| Quantinno Capital Management LP | 0.05% | Add +35.7% | 189,899 | $19.0M |
| Jane Street Group, LLC | 0.02% | Reduce -59.7% | 187,217 | $18.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -29.4% | 183,399 | $18.4M |
| Acadian Asset Management LLC | 0.03% | Reduce -67.1% | 181,781 | $18.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -31.9% | 181,349 | $18.2M |
| Candriam S.C.A. | 0.10% | Add +2.5% | 180,787 | $18.1M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -10.0% | 177,756 | $17.8M |
| Toronado Partners, LLC | 11.69% | Add +22.7% | 176,177 | $17.6M |
| LPL Financial LLC | 0.01% | Add +0.6% | 173,846 | $17.4M |
| King Luther Capital Management Corp. | 0.07% | Add +2.8% | 164,116 | $16.4M |
| Readystate Asset Management LP | 1.56% | Reduce -34.9% | 160,205 | $16.0M |
| Boston Partners | 0.02% | Add +1.8% | 159,726 | $16.0M |
| Tairen Capital Ltd | 1.72% | Add +98.4% | 159,318 | $15.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +22.6% | 157,502 | $15.8M |
| Parallax Volatility Advisers, L.P. | 0.52% | Reduce -5.7% | 155,549 | $15.6M |
| HSBC Holdings PLC | 0.01% | Add +1.9% | 153,017 | $15.4M |
| Marshall Wace, LLP | 0.02% | Reduce -56.2% | 153,322 | $15.3M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.