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TWLO · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

TWLOMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • TWLO
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterTWLOMSFT
Q3 202025 holders, $5.5bn63 holders, $218bn
Q4 202026 holders, $7.0bn66 holders, $228bn
Q1 202130 holders, $8.7bn65 holders, $241bn
Q2 202123 holders, $11.4bn62 holders, $273bn
Q3 202128 holders, $9.2bn64 holders, $283bn
Q4 202118 holders, $9.2bn65 holders, $336bn
Q1 202218 holders, $6.1bn63 holders, $297bn
Q2 202212 holders, $2.8bn67 holders, $245bn
Q3 202214 holders, $2.0bn68 holders, $216bn
Q4 202213 holders, $1.5bn62 holders, $217bn
Q1 202313 holders, $1.8bn65 holders, $254bn
Q2 202310 holders, $1.8bn69 holders, $304bn
Q3 20237 holders, $1.4bn71 holders, $281bn
Q4 202316 holders, $2.0bn66 holders, $333bn
Q1 202412 holders, $1.4bn68 holders, $361bn
Q2 202414 holders, $1.4bn67 holders, $374bn
Q3 202415 holders, $1.5bn69 holders, $356bn
Q4 202430 holders, $2.5bn70 holders, $338bn
Q1 202521 holders, $1.7bn67 holders, $294bn
Q2 202518 holders, $2.0bn65 holders, $401bn
Q3 202513 holders, $1.7bn70 holders, $427bn
Q4 202520 holders, $3.4bn68 holders, $411bn
Q1 202618 holders, $2.7bn64 holders, $312bn
Q2 202618 holders, $4.0bn60 holders, $291bn
TWLO

Twilio Inc

Holders
18
Reported value
$2.0bn
Buyers
11
Sellers
8

Breadth +3 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
65
Reported value
$401bn
Buyers
42
Sellers
23

Breadth +19 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q2 2025

Among the 66 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TWLO (1)

Sachem Head Capital Management LP

Only MSFT (48)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Markel Group Inc, and 23 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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