Twilio Inc. Class ATWLO
13F holders, Q4 2025 (December 31)871holders +95
139new positions
75sold out
8famous investors
$142.18avg. 13F price*
At the end of Q4 2025, 871 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, up 95 from Q3 2025. 139 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($2.3B), Vanguard Group Inc. ($2.2B) and FMR LLC ($1.5B). 8 famous investors held it, including Gavin Baker (2.2% of Atreides Management's portfolio), Ken Griffin (0.2% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 139 | $879.5M |
| Exits | 75 | $388.8M |
All 13F filers, Q3 2025 → Q4 2025: 17,382,062 shares bought and 23,087,202 shares sold, net −5,705,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 871 holders
| BlackRock, Inc. | 0.04% | Reduce -2.5% | 16,423,070 | $2.3B |
| Vanguard Group Inc. | 0.03% | Add +0.9% | 15,449,586 | $2.2B |
| FMR LLC | 0.08% | Add +27.8% | 10,672,418 | $1.5B |
| JPMorgan Chase & Co. | 0.09% | Reduce -16.3% | 9,153,934 | $1.3B |
| State Street Corp. | 0.03% | Reduce -1.6% | 5,787,207 | $823.2M |
| Invesco Ltd. | 0.04% | Add +56.9% | 3,151,546 | $448.3M |
| Royal Bank of Canada | 0.07% | Add +3.9% | 2,944,377 | $418.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.8% | 2,746,881 | $389.6M |
| Sachem Head Capital Management LP | 7.65% | Reduce -30.4% | 2,295,000 | $326.4M |
| Morgan Stanley | 0.02% | Reduce -19.4% | 2,176,841 | $309.6M |
| Pictet Asset Management Holding SA | 0.27% | Reduce -12.7% | 1,982,340 | $282.0M |
| UBS Group AG | 0.06% | Reduce -32.5% | 1,956,757 | $278.3M |
| Citadel Advisors | 0.19% | Add +365.7% | 1,940,657 | $276.0M |
| Norges Bank | 0.03% | — | 1,925,354 | $273.9M |
| SRS Investment Management, LLC | 2.71% | New | 1,810,278 | $257.5M |
| Northern Trust Corp. | 0.03% | Add +6.3% | 1,778,918 | $253.0M |
| FIL Ltd | 0.19% | Reduce -35.9% | 1,740,832 | $247.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +5.3% | 1,734,425 | $246.7M |
| Arrowstreet Capital, Limited Partnership | 0.13% | Reduce -33.9% | 1,589,750 | $226.1M |
| Slate Path Capital LP | 3.00% | Add +243.5% | 1,562,600 | $222.3M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.1% | 1,536,672 | $218.6M |
| Nordea Investment Management AB | 0.14% | Add +2.1% | 1,176,896 | $168.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 1,066,242 | $151.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -12.8% | 1,056,819 | $150.3M |
| Balyasny Asset Management L.P. | 0.29% | Add +909.7% | 1,051,014 | $149.5M |
| Bank of America Corp. | 0.01% | Reduce -17.1% | 1,039,456 | $147.9M |
| Amundi | 0.04% | Add +1.4% | 1,027,033 | $146.1M |
| Durable Capital Partners LP | 1.29% | New | 962,089 | $136.8M |
| Legal & General Group Plc | 0.03% | Reduce -6.6% | 943,571 | $134.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +13.0% | 874,642 | $124.4M |
| Deutsche Bank AG | 0.04% | Add +4.5% | 791,187 | $112.5M |
| KBC Group NV | 0.25% | Reduce -28.9% | 779,534 | $110.9M |
| No Street GP LP | 7.40% | Reduce -7.3% | 772,686 | $109.9M |
| Robeco Institutional Asset Management B.V. | 0.16% | Reduce -32.4% | 765,555 | $108.9M |
| Voya Investment Management LLC | 0.12% | Reduce -4.5% | 721,441 | $102.6M |
| Atreides Management | 2.16% | Reduce -25.8% | 716,946 | $102.0M |
| Captrust Financial Advisors | 0.18% | Add +4.5% | 674,977 | $96.0M |
| First Trust Advisors LP | 0.07% | Reduce -33.3% | 651,580 | $92.7M |
| Point72 Asset Management | 0.14% | Add +144.9% | 602,189 | $85.7M |
| Principal Financial Group Inc. | 0.04% | Add +19.7% | 596,438 | $84.8M |
| Earnest Partners LLC | 0.36% | New | 590,981 | $84.1M |
| Dorsal Capital Management, LP | 2.75% | New | 550,000 | $78.2M |
| Rhumbline Advisers | 0.06% | Reduce -1.0% | 547,367 | $77.9M |
| Schroder Investment Management Group | 0.06% | Reduce -41.8% | 535,236 | $77.1M |
| Freestone Grove Partners LP | 0.51% | Reduce -51.7% | 494,752 | $70.4M |
| Glenmede Trust Co. NA | 0.33% | — | 486,023 | $69.1M |
| D. E. Shaw & Co. | 0.05% | Add +827.5% | 430,557 | $61.2M |
| Swiss National Bank | 0.04% | Reduce -4.5% | 420,400 | $59.8M |
| American Century Companies Inc. | 0.03% | Add +272.4% | 399,921 | $56.9M |
| Pacer Advisors, Inc. | 0.15% | Reduce -16.8% | 394,794 | $56.2M |
| Man Group plc | 0.11% | Reduce -18.7% | 390,713 | $55.6M |
| Canada Pension Plan Investment Board | 0.04% | Add +145.2% | 386,200 | $54.9M |
| Fred Alger Management, LLC | 0.21% | Reduce -15.9% | 372,481 | $53.0M |
| Retirement Systems of Alabama | 0.17% | Reduce -1.0% | 365,412 | $52.0M |
| O'shaughnessy Asset Management, LLC | 0.28% | Reduce -4.2% | 359,525 | $51.1M |
| Wells Fargo & Company | 0.01% | Reduce -12.2% | 359,354 | $51.1M |
| Jupiter Asset Management Ltd. | 0.40% | Reduce -28.1% | 349,304 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.8% | 334,909 | $47.6M |
| Barclays PLC | 0.02% | Add +2.2% | 333,829 | $47.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -4.0% | 332,280 | $47.3M |
| Truist Financial Corp. | 0.06% | Add +6.6% | 320,597 | $45.6M |
| Alyeska Investment Group, L.P. | 0.13% | Reduce -88.2% | 312,348 | $44.4M |
| Temasek Holdings (Private) Ltd | 0.14% | New | 309,573 | $44.0M |
| Marshall Wace, LLP | 0.04% | Add +100.2% | 306,873 | $43.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 303,401 | $43.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +64.8% | 298,805 | $42.5M |
| Blue Grotto Capital, LLC | 4.36% | Reduce -29.7% | 298,483 | $42.5M |
| AQR Capital Management | 0.02% | Reduce -14.0% | 282,347 | $40.2M |
| Quantinno Capital Management LP | 0.08% | Add +43.6% | 272,740 | $38.8M |
| California Public Employees Retirement System | 0.02% | Reduce -4.7% | 266,074 | $37.8M |
| Citigroup Inc. | 0.03% | Add +2.3% | 262,035 | $37.3M |
| Baird Financial Group, Inc. | 0.06% | Reduce -17.6% | 259,911 | $37.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.10% | Reduce -30.9% | 257,698 | $36.7M |
| Alkeon Capital Management LLC | 0.16% | New | 250,000 | $35.6M |
| Capital Fund Management S.A. | 0.34% | Reduce -21.5% | 249,600 | $35.5M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -7.2% | 254,771 | $35.3M |
| California State Teachers Retirement System | 0.03% | Reduce -1.2% | 240,894 | $34.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Reduce -1.0% | 240,389 | $34.2M |
| Blair William & Co. | 0.09% | Add +18.3% | 235,993 | $33.6M |
| Nomura Asset Management International Inc. | 0.05% | — | 233,246 | $33.2M |
| Nuveen, LLC | 0.01% | Reduce -30.4% | 226,735 | $32.3M |
| Schonfeld Strategic Advisors LLC | 0.16% | New | 226,033 | $32.2M |
| LMR Partners LLP | 0.41% | Add +12.5% | 225,000 | $32.0M |
| Pacific Heights Asset Management LLC | 1.12% | Add +5.0% | 210,000 | $29.9M |
| Panagora Asset Management Inc. | 0.10% | Add +186.7% | 205,786 | $29.3M |
| Alliancebernstein L.P. | 0.01% | Add +3.0% | 200,644 | $28.5M |
| Vinva Investment Management Ltd | 0.34% | Add +95.7% | 187,170 | $27.2M |
| LPL Financial LLC | 0.01% | Add +2.5% | 178,184 | $25.3M |
| Susquehanna International Group, LLP | 0.03% | Add +57.6% | 171,889 | $24.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +116.7% | 166,554 | $23.7M |
| Meridiem Capital Partners LP | 1.45% | New | 162,812 | $23.2M |
| King Luther Capital Management Corp. | 0.09% | Reduce -2.1% | 160,730 | $22.9M |
| Caisse de depot et placement du Quebec | 0.04% | Add +51.6% | 160,041 | $22.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.6% | 157,514 | $22.4M |
| Lord, Abbett & Co. LLC | 0.07% | New | 150,000 | $21.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +12.0% | 152,336 | $21.1M |
| Boston Partners | 0.02% | Reduce -7.5% | 147,738 | $21.0M |
| Gilder Gagnon Howe & Co. LLC | 0.21% | Reduce -5.8% | 142,844 | $20.3M |
| Ensign Peak Advisors, Inc | 0.04% | Reduce -20.4% | 141,563 | $20.1M |
| Parallax Volatility Advisers, L.P. | 0.70% | Reduce -9.4% | 140,919 | $20.0M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.