TWLO in the 13F filings

Twilio Inc · CUSIP 90138F102

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Prepackaged software

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 38; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 15 listed it in both
Shares listed: 21,766,394; combined, among listed positions
Reported value: $4.5bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 25 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,603,461.

Managers listing TWLO in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

38 of 38 holders

				Action		Filing
Fidelity (FMR LLC)	11,273,330	$2.3bn	0.10%	Trimmed	-267,760	13 Aug 2026 (the filing on sec.gov)
Durable Capital Partners LP	1,846,153	$381m	3.70%	New	new	14 Aug 2026 (the filing on sec.gov)
Capital World Investors	1,786,989	$369m	under 0.1%	New	new	12 Aug 2026 (the filing on sec.gov)
Whale Rock Capital Management LLC	821,768	$170m	1.36%	New	new	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	755,608	$156m	0.19%	Trimmed	-348,166	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	657,891	$136m	0.06%	Added	+66,238	13 Aug 2026 (the filing on sec.gov)
Sachem Head Capital Management LP	620,000	$128m	2.65%	Trimmed	-1,675,000	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	487,706	$101m	under 0.1%	Trimmed	-1,061,748	14 Aug 2026 (the filing on sec.gov)
Artisan Partners LP	413,729	$85m	0.14%	New	new	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	289,193	$60m	under 0.1%	Added	+89,709	14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	272,974	$56m	under 0.1%	Added	+174,587	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	217,244	$45m	0.07%	Trimmed	-78,946	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	217,885	$44m	under 0.1%	Trimmed	-27,244	14 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	212,861	$44m	under 0.1%	Trimmed	-739,018	14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC	196,168	$40m	under 0.1%	Added	+83,262	13 Aug 2026 (the filing on sec.gov)
Woodline Partners LP	188,590	$39m	0.12%	Trimmed	-87,049	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	178,366	$37m	under 0.1%	Trimmed	-105,866	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	169,880	$35m	under 0.1%	Added	+154,903	14 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP	132,175	$27m	0.18%	Trimmed	-619,512	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	121,178	$25m	under 0.1%	Added	+86,942	27 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP	120,058	$25m	under 0.1%	Added	+66,549	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	188,968	$24m	under 0.1%	Trimmed	-12,055	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	103,615	$21m	under 0.1%	Trimmed	-397,125	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	100,335	$21m	0.07%	Trimmed	-66,841	14 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	95,766	$20m	0.08%	New	new	14 Aug 2026 (the filing on sec.gov)

Page 1 of 2

What managers have written about TWLO

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Twilio's 2016 IPO letter from Jeff Lawson · Twilio · 26 May 2016 · The writer’s own company

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Durable Capital Partners LPnew position · 1,846,153 shares now+1,846,153
Capital World Investorsnew position · 1,786,989 shares now+1,786,989
Whale Rock Capital Management LLCnew position · 821,768 shares now+821,768
Artisan Partners LPnew position · 413,729 shares now+413,729
Wellington Management Group LLPexisting position · 272,974 shares now+174,587

Reductions

Citadel Advisors LLCexisting position · 17,880 shares now-1,912,472
Sachem Head Capital Management LPexisting position · 620,000 shares now-1,675,000
Invesco Ltdexisting position · 487,706 shares now-1,061,748
Point72 Asset Management LPexisting position · 212,861 shares now-739,018
Freestone Grove Partners LPexisting position · 132,175 shares now-619,512

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (8)

Durable Capital Partners LP$381m
Capital World Investors$369m
Whale Rock Capital Management LLC$170m
Artisan Partners LP$85m
Voloridge Investment Management LLC$20m
Davidson Kempner Capital Management LP$10m
Tudor Investment Corp$1.6m
Quantbot Technologies LP$46k

Exited (6)

Viking Global Investors LPwas $57m
ExodusPoint Capital Management LPwas $22m
Bridgewater Associates LPwas $12m
Renaissance Technologies LLCwas $6.5m
Squarepoint Ops LLCwas $1.5m
Winton Group Ltdwas $924k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

15 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

TWLO by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2016	5	$181m	n.a.	n.a.
Q3 2016	1	$34m	n.a.	n.a.
Q4 2016	5	$46m	n.a.	n.a.
Q1 2017	5	$375m	n.a.	n.a.
Q2 2017	5	$288m	n.a.	n.a.
Q3 2017	5	$127m	n.a.	n.a.
Q4 2017	7	$92m	n.a.	n.a.
Q1 2018	9	$237m	n.a.	n.a.
Q2 2018	11	$516m	n.a.	n.a.
Q3 2018	12	$1.1bn	n.a.	n.a.
Q4 2018	18	$1.4bn	n.a.	n.a.
Q1 2019	25	$2.1bn	n.a.	n.a.
Q2 2019	18	$2.4bn	n.a.	n.a.
Q3 2019	19	$2.2bn	n.a.	n.a.
Q4 2019	16	$2.7bn	n.a.	n.a.
Q1 2020	15	$1.9bn	n.a.	n.a.
Q2 2020	25	$5.0bn	n.a.	n.a.
Q3 2020	25	$5.5bn	n.a.	n.a.
Q4 2020	26	$7.0bn	n.a.	n.a.
Q1 2021	30	$8.7bn	n.a.	n.a.
Q2 2021	23	$11.4bn	n.a.	n.a.
Q3 2021	28	$9.2bn	n.a.	n.a.
Q4 2021	18	$9.2bn	n.a.	n.a.
Q1 2022	18	$6.1bn	n.a.	n.a.
Q2 2022	12	$2.8bn	n.a.	n.a.
Q3 2022	14	$2.0bn	n.a.	n.a.
Q4 2022	13	$1.5bn	n.a.	n.a.
Q1 2023	13	$1.8bn	n.a.	n.a.
Q2 2023	10	$1.8bn	n.a.	n.a.
Q3 2023	7	$1.4bn	n.a.	n.a.
Q4 2023	16	$2.0bn	10	6
Q1 2024	12	$1.4bn	10	6
Q2 2024	14	$1.4bn	11	2
Q3 2024	15	$1.5bn	9	6
Q4 2024	30	$2.5bn	21	7
Q1 2025	21	$1.7bn	12	12
Q2 2025	18	$2.0bn	11	8
Q3 2025	13	$1.7bn	5	7
Q4 2025	20	$3.4bn	21	14
Q1 2026	18	$2.7bn	18	18
Q2 2026	18	$4.0bn	19	25

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TWLO and GOOGL →TWLO and AMZN →TWLO and MSFT →Choose a stock to compare with TWLO →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TWLO, latest filings →Back to the 13F Explorer →

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