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: 31 Dec 2024; the date the book describes
Filed: 14 Feb 2025; latest of these filings; the earliest 11 Feb 2025
Managers listing it: 30; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed: 22,712,912; combined, among listed positions
Reported value: $2.5bn; combined, at the quarter end

Among the 94 comparable managers: 21 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TWLO in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, 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

30 of 30 holders

				Action		Filing
Sachem Head Capital Management LP	3,295,000	$356m	19.62%	Held	0	14 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP	3,262,765	$353m	0.28%	Added	+2,864,235	12 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP	1,801,706	$195m	0.43%	Added	+18,912	14 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.	1,481,866	$160m	0.12%	Trimmed	-341,617	14 Feb 2025 (the filing on sec.gov)
Millennium Management LLC	1,303,246	$141m	0.07%	Trimmed	-1,682,602	14 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP	1,129,725	$122m	0.27%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC	1,029,907	$111m	1.32%	New	new	14 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP	935,697	$101m	0.23%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Viking Global Investors LP	838,385	$91m	0.29%	New	new	14 Feb 2025 (the filing on sec.gov)
Jane Street Group LLC	788,336	$85m	under 0.1%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Maverick Capital Ltd	723,340	$78m	1.41%	Trimmed	-43,435	14 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC	702,621	$76m	0.22%	Added	+244,127	11 Feb 2025 (the filing on sec.gov)
Man Group PLC	654,415	$71m	0.19%	Trimmed	-180,956	14 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC	644,393	$70m	0.09%	Trimmed	-168,220	14 Feb 2025 (the filing on sec.gov)
Capital World Investors	583,373	$63m	under 0.1%	Added	+4,491	13 Feb 2025 (the filing on sec.gov)
Altimeter Capital Management LP	582,915	$63m	1.14%	New	new	14 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC	582,895	$63m	0.09%	New	new	13 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP	510,778	$55m	0.07%	Added	n.a.	13 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC	459,778	$50m	0.07%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP	440,469	$48m	0.58%	Held	n.a.	14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC	422,147	$46m	0.16%	Trimmed	-124,548	14 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP	145,015	$16m	0.11%	Added	n.a.	12 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP	142,889	$15m	0.07%	Added	+50,260	13 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	89,790	$9.7m	0.06%	Added	n.a.	14 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp	68,957	$7.5m	under 0.1%	New	new	14 Feb 2025 (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

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Arrowstreet Capital LPexisting position · 3,262,765 shares now+2,864,235
Whale Rock Capital Management LLCnew position · 1,029,907 shares now+1,029,907
Viking Global Investors LPnew position · 838,385 shares now+838,385
Altimeter Capital Management LPnew position · 582,915 shares now+582,915
Renaissance Technologies LLCnew position · 582,895 shares now+582,895

Reductions

Millennium Management LLCexisting position · 1,303,246 shares now-1,682,602
D. E. Shaw & Co.existing position · 1,481,866 shares now-341,617
Man Group PLCexisting position · 654,415 shares now-180,956
AQR Capital Management LLCexisting position · 644,393 shares now-168,220
Voloridge Investment Management LLCexisting position · 422,147 shares now-124,548

New positions and exits

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

New (8)

Exited (0)

No exit shown by a manager’s own filing.

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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