TWILIO INC (TWLO) — Institutional Holders, Q2 2026

973 institutional investment managers reported a TWLO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $28.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← TWLO stock profile

TWLO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

219

Added to

318

Trimmed

315

Sold out

Biggest buyers

JPMORGAN CHASEAdded · +2,850,827 sh+$588.2M
Durable Capital PartnersNew · +1,846,153 sh+$380.9M
Capital World InvestorsNew · +1,786,989 sh+$368.7M
Jericho Capital Asset Management L.P.Added · +1,494,944 sh+$308.5M
Polar Capital PlcAdded · +1,019,749 sh+$210.4M

Biggest sellers

FIL LtdTrimmed · -2,021,715 sh-$417.1M
CITADEL ADVISORSTrimmed · -1,912,472 sh-$394.6M
Sachem Head Capital ManagementTrimmed · -1,675,000 sh-$345.6M
Invesco Ltd.Trimmed · -1,061,748 sh-$219.1M
ROYAL BANK OF CANADATrimmed · -1,011,006 sh-$208.6M

TWLO 13F holders ranked 1–100 of 973

Institutional investors reporting a position in TWILIO INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 16,630,023 sh	16,630,023	$3.4B	0.05%	+0.1%
2	JPMORGAN CHASE#2 · 12,224,027 sh	12,224,027	$2.4B	0.13%	+30.4%
3	FMR#3 · 11,273,330 sh	11,273,330	$2.3B	0.10%	-2.3%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 7,643,548 sh	7,643,548	$1.6B	0.07%	-5.4%
5	VANGUARD CAPITAL MANAGEMENT#5 · 6,849,553 sh	6,849,553	$1.4B	0.03%	+0.9%
6	STATE STREET#6 · 5,998,587 sh	5,998,587	$1.2B	0.04%	+2.4%
7	GEODE CAPITAL MANAGEMENT#7 · 2,875,569 sh	2,875,569	$591.7M	0.03%	+1.5%
8	ALKEON CAPITAL MANAGEMENT#8 · 2,335,700 sh	2,335,700	$481.9M	0.65%	+26.9%
9	ROYAL BANK OF CANADA#9 · 2,250,229 sh	2,250,229	$464.3M	0.07%	-31.0%
10	Pictet Asset Management Holding SA#10 · 2,247,629 sh	2,247,629	$463.6M	0.44%	-3.6%
11	Jericho Capital Asset Management L.P.#11 · 2,192,455 sh	2,192,455	$452.4M	3.74%	+214.3%
12	NORGES BANK#12 · 1,935,539 sh	1,935,539	$399.4M	0.04%	—
13	Durable Capital Partners#13 · 1,846,153 sh	1,846,153	$380.9M	3.70%	New
14	Capital World Investors#14 · 1,786,989 sh	1,786,989	$368.7M	0.04%	New
15	MORGAN STANLEY#15 · 1,732,134 sh	1,732,134	$357.4M	0.02%	-7.1%
16	NORTHERN#16 · 1,698,992 sh	1,698,992	$350.6M	0.04%	-5.6%
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#17 · 1,575,474 sh	1,575,474	$325.1M	0.06%	+6.9%
18	DIMENSIONAL FUND ADVISORS#18 · 1,435,153 sh	1,435,153	$296.0M	0.05%	-3.9%
19	NORDEA INVESTMENT MANAGEMENT AB#19 · 1,271,006 sh	1,271,006	$253.2M	0.21%	+7.1%
20	Polar Capital Plc#20 · 1,204,982 sh	1,204,982	$248.6M	0.59%	+550.5%
21	GOLDMAN SACHS GROUP#21 · 1,160,241 sh	1,160,241	$239.4M	0.02%	+30.4%
22	Amundi#22 · 1,150,794 sh	1,150,794	$237.4M	0.06%	+29.2%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 1,127,328 sh	1,127,328	$232.6M	0.03%	-0.9%
24	SRS Investment Management#24 · 1,075,683 sh	1,075,683	$221.9M	2.05%	-47.9%
25	BANK OF AMERICA#25 · 1,016,809 sh	1,016,809	$209.8M	0.01%	+4.2%
26	Bank of New York Mellon#26 · 964,969 sh	964,969	$199.1M	0.03%	-5.1%
27	VANGUARD FIDUCIARY#27 · 963,319 sh	963,319	$198.8M	0.04%	+2.1%
28	Legal & General Group Plc#28 · 896,825 sh	896,825	$185.0M	0.04%	-3.0%
29	UBS Group AG#29 · 872,878 sh	872,878	$180.1M	0.02%	-35.0%
30	Qube Research & Technologies Ltd#30 · 854,257 sh	854,257	$176.3M	0.16%	New
31	Allspring Global Investments#31 · 824,034 sh	824,034	$172.5M	0.26%	+70.4%
32	DEUTSCHE BANK AG\#32 · 835,472 sh	835,472	$172.4M	0.05%	+10.6%
33	FRED ALGER MANAGEMENT#33 · 830,937 sh	830,937	$171.4M	0.57%	+335.6%
34	Whale Rock Capital Management#34 · 821,768 sh	821,768	$169.6M	1.36%	New
35	BALYASNY ASSET MANAGEMENT L.P.#35 · 755,608 sh	755,608	$155.9M	0.19%	-31.5%
36	PRINCIPAL FINANCIAL GROUP#36 · 755,410 sh	755,410	$155.9M	0.08%	+23.0%
37	Atreides Management#37 · 720,338 sh	720,338	$148.6M	1.04%	-21.8%
38	Quantinno Capital Management#38 · 677,699 sh	677,699	$139.8M	0.17%	+4.4%
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#39 · 657,891 sh	657,891	$135.7M	0.06%	+11.2%
40	Sachem Head Capital Management#40 · 620,000 sh	620,000	$127.9M	2.65%	-73.0%
41	FIRST ADVISORS#41 · 587,288 sh	587,288	$121.2M	0.07%	-18.6%
42	EARNEST PARTNERS#42 · 565,451 sh	565,451	$116.7M	0.42%	-1.9%
43	VOYA INVESTMENT MANAGEMENT#43 · 560,646 sh	560,646	$115.7M	0.10%	+481.3%
44	LORD, ABBETT#44 · 560,573 sh	560,573	$115.7M	0.33%	New
45	1832 Asset Management L.P.#45 · 555,500 sh	555,500	$114.6M	0.06%	New
46	NOMURA ASSET MANAGEMENT INTERNATIONAL#46 · 529,299 sh	529,299	$109.2M	0.16%	+116.7%
47	No Street GP#47 · 510,000 sh	510,000	$105.2M	6.32%	-29.1%
48	Robeco Institutional Asset Management B.V.#48 · 506,007 sh	506,007	$104.4M	—	-31.9%
49	TRUIST FINANCIAL#49 · 505,050 sh	505,050	$104.2M	0.12%	+10.9%
50	WELLS FARGO & COMPANY#50 · 492,806 sh	492,806	$101.7M	0.02%	+58.9%
51	Invesco Ltd.#51 · 487,706 sh	487,706	$100.6M	<0.01%	-68.5%
52	AMERIPRISE FINANCIAL#52 · 469,698 sh	469,698	$96.9M	0.02%	+48.8%
53	RHUMBLINE ADVISERS#53 · 458,850 sh	458,850	$94.7M	0.07%	-16.2%
54	KBC Group NV#54 · 458,442 sh	458,442	$94.6M	—	-42.0%
55	AMERICAN CENTURY COMPANIES#55 · 442,943 sh	442,943	$91.4M	0.04%	-21.3%
56	CITIGROUP#56 · 434,158 sh	434,158	$89.6M	0.03%	+35.1%
57	Nuveen#57 · 433,384 sh	433,384	$89.4M	0.02%	+32.6%
58	Artisan Partners Limited Partnership#58 · 413,729 sh	413,729	$85.4M	0.14%	New
59	BNP Paribas Asset Management Holding S.A.#59 · 411,880 sh	411,880	$84.9M	0.09%	+206.5%
60	Swiss National Bank#60 · 406,000 sh	406,000	$83.8M	0.04%	-8.8%
61	Dorsal Capital Management#61 · 400,000 sh	400,000	$82.5M	2.92%	-42.9%
62	RAYMOND JAMES FINANCIAL#62 · 399,861 sh	399,861	$82.5M	0.02%	+258.3%
63	SCHRODER INVESTMENT MANAGEMENT GROUP#63 · 412,562 sh	412,562	$82.0M	0.06%	-12.0%
64	ENVESTNET ASSET MANAGEMENT#64 · 379,034 sh	379,034	$78.2M	0.02%	+22.8%
65	BLAIR WILLIAM#65 · 376,430 sh	376,430	$77.7M	0.20%	+64.6%
66	Artemis Investment Management LLP#66 · 370,066 sh	370,066	$76.4M	—	New
67	GLENMEDE NA#67 · 364,904 sh	364,904	$75.3M	0.33%	-24.2%
68	LOS ANGELES CAPITAL MANAGEMENT#68 · 346,348 sh	346,348	$71.5M	0.26%	New
69	Connor, Clark & Lunn Investment Management Ltd.#69 · 320,749 sh	320,749	$66.2M	0.13%	-26.5%
70	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#70 · 308,105 sh	308,105	$63.6M	0.04%	+18.5%
71	Sumitomo Mitsui#71 · 306,020 sh	306,020	$63.1M	0.04%	-1.9%
72	PRICE T ROWE ASSOCIATES#72 · 289,193 sh	289,193	$59.7M	<0.01%	+45.0%
73	VANGUARD ASSET MANAGEMENT, Ltd#73 · 280,671 sh	280,671	$57.9M	0.04%	+11.6%
74	PACIFIC HEIGHTS ASSET MANAGEMENT#74 · 275,000 sh	275,000	$56.7M	1.80%	0.0%
75	WELLINGTON MANAGEMENT GROUP LLP#75 · 272,974 sh	272,974	$56.3M	<0.01%	+177.4%
76	MIRAE ASSET GLOBAL ETFS Ltd.#76 · 265,315 sh	265,315	$54.7M	0.07%	-6.0%
77	National Pension Service#77 · 261,307 sh	261,307	$53.9M	0.03%	+1177.6%
78	SEI INVESTMENTS#78 · 259,984 sh	259,984	$53.6M	0.05%	+133.0%
79	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#79 · 257,911 sh	257,911	$53.2M	0.94%	New
80	CAPITAL FUND MANAGEMENT S.A.#80 · 248,952 sh	248,952	$51.4M	0.23%	+36.7%
81	Retirement Systems of Alabama#81 · 246,675 sh	246,675	$50.9M	0.15%	-33.2%
82	FIL Ltd#82 · 230,641 sh	230,641	$47.6M	0.03%	-89.8%
83	BNP PARIBAS FINANCIAL MARKETS#83 · 224,926 sh	224,926	$46.4M	0.02%	-55.0%
84	Man Group plc#84 · 217,244 sh	217,244	$44.8M	0.07%	-26.7%
85	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#85 · 216,859 sh	216,859	$44.7M	0.06%	+98.0%
86	AQR CAPITAL MANAGEMENT#86 · 217,885 sh	217,885	$44.0M	0.02%	-11.1%
87	Point72 Asset Management, L.P.#87 · 212,861 sh	212,861	$43.9M	0.05%	-77.6%
88	Shannon River Fund Management#88 · 201,352 sh	201,352	$41.5M	3.71%	New
89	LPL Financial#89 · 200,800 sh	200,800	$41.4M	<0.01%	+38.7%
90	ACADIAN ASSET MANAGEMENT#90 · 196,168 sh	196,168	$40.5M	0.05%	+73.7%
91	HSBC PLC#91 · 194,577 sh	194,577	$39.8M	0.02%	+40.4%
92	O'SHAUGHNESSY ASSET MANAGEMENT#92 · 190,245 sh	190,245	$39.3M	0.18%	-9.4%
93	Woodline Partners#93 · 188,590 sh	188,590	$38.9M	0.12%	-31.6%
94	Zurich Insurance Group Ltd#94 · 181,126 sh	181,126	$37.4M	0.26%	New
95	D. E. Shaw#95 · 178,366 sh	178,366	$36.8M	0.02%	-37.2%
96	Mitsubishi UFJ Asset Management , Ltd.#96 · 171,433 sh	171,433	$35.4M	0.02%	+5.9%
97	Jupiter Topco#97 · 169,880 sh	169,880	$35.1M	0.01%	—
98	VIRGINIA RETIREMENT SYSTEMS ET Al#98 · 169,550 sh	169,550	$35.0M	0.13%	+16.3%
99	Vinva Investment Management Ltd#99 · 174,000 sh	174,000	$34.6M	0.23%	-12.1%
100	Baird Financial Group#100 · 158,347 sh	158,347	$32.7M	0.04%	+2.0%

Funds that sold out of TWLO in Q2 2026 (67)

Held TWLO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held TWLO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Slate Path Capital742,810 sh	742,810	$93.5M
VIKING GLOBAL INVESTORS450,770 sh	450,770	$56.7M
Engineers Gate Manager196,838 sh	196,838	$24.8M
Duquesne Family Office181,760 sh	181,760	$22.9M
ExodusPoint Capital Management176,258 sh	176,258	$22.2M
Alta Park Capital118,027 sh	118,027	$14.9M
Bridgewater Associates97,545 sh	97,545	$12.3M
Cinctive Capital Management64,999 sh	64,999	$8.2M
RENAISSANCE TECHNOLOGIES52,000 sh	52,000	$6.5M
Capital Advantage46,472 sh	46,472	$5.8M
Blackstone24,957 sh	24,957	$3.1M
Carmignac Gestion20,000 sh	20,000	$2.5M
Aurora Investment Counsel18,629 sh	18,629	$2.3M
PEAK FINANCIAL ADVISORS12,272 sh	12,272	$1.5M
Squarepoint Ops11,815 sh	11,815	$1.5M
LECAP ASSET MANAGEMENT LTD11,467 sh	11,467	$1.4M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.11,085 sh	11,085	$1.4M
CIBC WORLD MARKET11,061 sh	11,061	$1.4M
Twin Tree Management9,486 sh	9,486	$1.2M
WINTON GROUP Ltd7,347 sh	7,347	$924.4K
SANDERS MORRIS HARRIS6,477 sh	6,477	$814.9K
Magnetar Financial6,082 sh	6,082	$765.2K
TWO SIGMA SECURITIES5,414 sh	5,414	$681.2K
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.5,324 sh	5,324	$651.9K
Qsemble Capital Management4,515 sh	4,515	$568.1K
Alphadyne Asset Management3,582 sh	3,582	$450.7K
Cedar Wealth Management3,260 sh	3,260	$410.2K
BEESE FULMER INVESTMENT MANAGEMENT3,059 sh	3,059	$384.9K
Silver Lake Advisory2,725 sh	2,725	$342.9K
Jump Financial2,463 sh	2,463	$309.9K
Pitcairn Wealth Advisors2,129 sh	2,129	$302.8K
D.A. DAVIDSON2,353 sh	2,353	$296.1K
TEACHER RETIREMENT SYSTEM OF TEXAS2,268 sh	2,268	$285.4K
MIRABELLA FINANCIAL SERVICES LLP2,075 sh	2,075	$261.1K
MINDSET WEALTH MANAGEMENT2,045 sh	2,045	$257.3K
EARNED WEALTH ADVISORS2,021 sh	2,021	$254.3K
Uniting Wealth Partners2,000 sh	2,000	$251.6K
DV Trading1,876 sh	1,876	$236.0K
Massar Capital Management1,849 sh	1,849	$232.6K
DARA CAPITAL US1,749 sh	1,749	$220.1K
ELEMENT POINTE ADVISORS1,655 sh	1,655	$208.3K
Steward Partners Investment Advisory827 sh	827	$104.1K
Migdal Insurance & Financial Ltd.730 sh	730	$91.8K
HHM Wealth Advisors600 sh	600	$75.5K
Root Financial Partners559 sh	559	$70.3K
Intentional Wealth Strategies267 sh	267	$33.6K
Golden State Equity Partners259 sh	259	$32.6K
STANCE CAPITAL200 sh	200	$25.2K
ALLIANZ SE173 sh	173	$21.8K
Innovative Asset Advisors Group172 sh	172	$21.6K
Destiny Wealth Partners144 sh	144	$18.1K
Aster Capital Management (DIFC) Ltd156 sh	156	$15.3K
Sound Income Strategies75 sh	75	$9.8K
Sachetta48 sh	48	$6.0K
CHILTON CAPITAL MANAGEMENT33 sh	33	$4.2K
WHITTIER31 sh	31	$4.1K
Lloyd Advisory Services20 sh	20	$2.5K
GKV Capital Management22 sh	22	$2.2K
Wall Street Financial Group13 sh	13	$1.6K
Vermillion Wealth Management10 sh	10	$1.3K
First Pacific Financial9 sh	9	$1.1K
MASECO LLP9 sh	9	$1.1K
Financial Perspectives8 sh	8	$1.0K
Whipplewood Advisors6 sh	6	$755.00
CURIO WEALTH4 sh	4	$503.00
RETIREMITTEN FINANCIAL2 sh	2	$252.00
TOTH FINANCIAL ADVISORY2 sh	2	$252.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.