Twilio Inc. Class ATWLO
13F holders, Q1 2026 (March 31)820holders −51
74new positions
127sold out
11famous investors
$125.46avg. 13F price*
At the end of Q1 2026, 820 institutions reported holding Twilio Inc. Class A (TWLO) in their 13F filings, down 51 from Q4 2025. 74 opened new positions and 127 sold out. The largest holders were BlackRock, Inc. ($2.1B), FMR LLC ($1.5B) and JPMorgan Chase & Co. ($1.1B). 11 famous investors held it, including Gavin Baker (2.8% of Atreides Management's portfolio), Stanley Druckenmiller (0.8% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $264.7M |
| Exits | 127 | $563.0M |
All 13F filers, Q4 2025 → Q1 2026: 14,046,281 shares bought and 13,439,675 shares sold, net +606,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| BlackRock, Inc. | 0.04% | Add +1.1% | 16,606,154 | $2.1B |
| FMR LLC | 0.08% | Add +8.1% | 11,541,090 | $1.5B |
| JPMorgan Chase & Co. | 0.08% | Add +2.4% | 9,373,200 | $1.1B |
| Vanguard Portfolio Management LLC | 0.05% | — | 8,081,883 | $1.0B |
| Vanguard Capital Management LLC | 0.02% | — | 6,788,984 | $854.2M |
| State Street Corp. | 0.03% | Add +1.2% | 5,855,438 | $736.7M |
| Royal Bank of Canada | 0.08% | Add +10.8% | 3,261,235 | $410.3M |
| Geode Capital Management, LLC | 0.02% | Add +3.1% | 2,832,054 | $355.4M |
| Pictet Asset Management Holding SA | 0.31% | Add +17.6% | 2,331,471 | $293.2M |
| Sachem Head Capital Management LP | 6.96% | No change | 2,295,000 | $288.8M |
| FIL Ltd | 0.22% | Add +29.4% | 2,252,356 | $283.4M |
| SRS Investment Management, LLC | 2.74% | Add +14.0% | 2,064,408 | $259.7M |
| Citadel Advisors | 0.18% | Reduce -0.5% | 1,930,352 | $242.9M |
| Morgan Stanley | 0.01% | Reduce -14.3% | 1,865,101 | $234.7M |
| Alkeon Capital Management LLC | 1.05% | Add +636.0% | 1,840,000 | $231.5M |
| Northern Trust Corp. | 0.03% | Add +1.2% | 1,799,933 | $226.5M |
| Invesco Ltd. | 0.02% | Reduce -50.8% | 1,549,454 | $195.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -2.8% | 1,494,052 | $187.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -15.0% | 1,473,775 | $185.4M |
| UBS Group AG | 0.03% | Reduce -31.3% | 1,343,812 | $169.1M |
| Nordea Investment Management AB | 0.14% | Add +0.8% | 1,186,745 | $145.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.7% | 1,138,068 | $143.2M |
| Balyasny Asset Management L.P. | 0.29% | Add +5.0% | 1,103,774 | $138.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.8% | 1,016,897 | $127.9M |
| Bank of America Corp. | 0.01% | Reduce -6.2% | 975,545 | $122.7M |
| Point72 Asset Management | 0.22% | Add +58.1% | 951,879 | $119.8M |
| Vanguard Fiduciary Trust Co. | 0.03% | — | 943,740 | $118.7M |
| Legal & General Group Plc | 0.03% | Reduce -2.0% | 924,775 | $116.4M |
| Atreides Management | 2.83% | Add +28.6% | 921,602 | $116.0M |
| Alyeska Investment Group, L.P. | 0.32% | Add +190.6% | 907,805 | $114.2M |
| Amundi | 0.03% | Reduce -13.2% | 891,037 | $112.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.7% | 889,582 | $111.9M |
| KBC Group NV | 0.25% | Add +1.4% | 790,548 | $99.5M |
| Deutsche Bank AG | 0.03% | Reduce -4.5% | 755,405 | $95.0M |
| Freestone Grove Partners LP | 0.69% | Add +51.9% | 751,687 | $94.6M |
| Robeco Institutional Asset Management B.V. | 0.13% | Reduce -2.9% | 743,580 | $93.6M |
| Slate Path Capital LP | 1.39% | Reduce -52.5% | 742,810 | $93.5M |
| First Trust Advisors LP | 0.07% | Add +10.8% | 721,734 | $90.8M |
| No Street GP LP | 6.04% | Reduce -7.0% | 718,993 | $90.5M |
| Dorsal Capital Management, LP | 3.50% | Add +27.3% | 700,000 | $88.1M |
| Jericho Capital Asset Management L.P. | 1.30% | New | 697,511 | $87.8M |
| Quantinno Capital Management LP | 0.14% | Add +137.9% | 648,882 | $81.6M |
| Millennium Management | 0.06% | Add +498.5% | 635,652 | $80.0M |
| Principal Financial Group Inc. | 0.04% | Add +3.0% | 614,114 | $77.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -62.8% | 591,653 | $74.4M |
| Marshall Wace, LLP | 0.08% | Add +89.0% | 579,859 | $73.0M |
| Earnest Partners LLC | 0.30% | Reduce -2.4% | 576,569 | $72.5M |
| American Century Companies Inc. | 0.04% | Add +40.7% | 562,606 | $70.8M |
| Rhumbline Advisers | 0.06% | Add +0.0% | 547,513 | $68.9M |
| Victory Capital Management Inc. | 0.04% | Add +968.8% | 543,819 | $68.4M |
| Canada Pension Plan Investment Board | 0.04% | Add +35.7% | 524,100 | $65.9M |
| Allspring Global Investments Holdings, LLC | 0.11% | Add +89.8% | 483,611 | $63.1M |
| Jane Street Group, LLC | 0.07% | Add +3746.8% | 500,740 | $63.0M |
| BNP Paribas Financial Markets | 0.04% | Add +217.1% | 499,506 | $62.8M |
| Pacer Advisors, Inc. | 0.18% | Add +24.7% | 492,209 | $61.9M |
| Glenmede Trust Co. NA | 0.30% | Reduce -1.0% | 481,264 | $60.6M |
| Truist Financial Corp. | 0.08% | Add +42.0% | 455,275 | $57.3M |
| Schroder Investment Management Group | 0.05% | Reduce -12.4% | 469,056 | $56.7M |
| Viking Global Investors | 0.16% | New | 450,770 | $56.7M |
| Swiss National Bank | 0.03% | Add +5.8% | 445,000 | $56.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.13% | Add +69.2% | 436,124 | $54.9M |
| Retirement Systems of Alabama | 0.15% | Add +1.1% | 369,322 | $46.5M |
| Nuveen, LLC | 0.01% | Add +44.1% | 326,785 | $41.1M |
| Citigroup Inc. | 0.03% | Add +22.7% | 321,447 | $40.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.8% | 315,576 | $39.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -6.1% | 312,059 | $39.3M |
| Wells Fargo & Company | 0.01% | Reduce -13.7% | 310,166 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.3% | 308,650 | $38.8M |
| Man Group plc | 0.08% | Reduce -24.2% | 296,190 | $37.3M |
| D. E. Shaw & Co. | 0.03% | Reduce -34.0% | 284,232 | $35.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +17.4% | 282,161 | $35.5M |
| Woodline Partners LP | 0.13% | Add +156.8% | 275,639 | $34.7M |
| Pacific Heights Asset Management LLC | 1.16% | Add +30.9% | 275,000 | $34.6M |
| California Public Employees Retirement System | 0.02% | Reduce -2.3% | 260,073 | $32.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | — | 251,553 | $31.7M |
| Nomura Asset Management International Inc. | 0.05% | Add +4.7% | 244,255 | $30.7M |
| AQR Capital Management | 0.01% | Reduce -13.2% | 245,129 | $30.3M |
| J. Safra Sarasin Holding AG | 0.51% | Add +79.2% | 236,883 | $29.8M |
| California State Teachers Retirement System | 0.03% | Reduce -3.4% | 232,724 | $29.3M |
| Blair William & Co. | 0.08% | Reduce -3.1% | 228,695 | $28.8M |
| Alliancebernstein L.P. | 0.01% | Add +0.2% | 201,023 | $28.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -41.6% | 210,031 | $26.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -34.3% | 199,484 | $25.1M |
| Engineers Gate Manager LP | 0.31% | Add +132.0% | 196,838 | $24.8M |
| Vinva Investment Management Ltd | 0.30% | Add +5.8% | 197,942 | $24.0M |
| Fred Alger Management, LLC | 0.11% | Reduce -48.8% | 190,741 | $24.0M |
| Polar Capital Holdings Plc | 0.10% | Add +121.1% | 185,233 | $23.3M |
| Capital Fund Management S.A. | 0.21% | Reduce -27.0% | 182,118 | $22.9M |
| Duquesne Family Office | 0.78% | New | 181,760 | $22.9M |
| ExodusPoint Capital Management, LP | 0.22% | Add +137.8% | 176,258 | $22.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +46.8% | 167,645 | $21.1M |
| Schonfeld Strategic Advisors LLC | 0.17% | Reduce -26.0% | 167,176 | $21.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +6.3% | 161,925 | $20.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -40.3% | 155,309 | $19.5M |
| LMR Partners LLP | 0.23% | Reduce -33.3% | 150,000 | $18.9M |
| King Luther Capital Management Corp. | 0.08% | Reduce -6.9% | 149,648 | $18.8M |
| Natixis | 0.08% | Add +2492.2% | 148,765 | $18.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.14% | Add +15.6% | 145,800 | $18.3M |
| LPL Financial LLC | 0.00% | Reduce -18.8% | 144,726 | $18.2M |
| Barclays PLC | 0.01% | Reduce -58.1% | 139,765 | $17.6M |
"% of holder's portfolio" is TWLO's weight in each manager's 13F, not the share of Twilio Inc. Class A the manager owns.