TWLO in the 13F filings
Twilio Inc · CUSIP 90138F102
- Quarter end
- 30 Sep 2026
- the date the book describes
- Filed
- 9 Nov 2026
- up to 45 days after the quarter end
- Managers listing it
- 1
- at least, of 95 tracked, among listed positions
- Comparable managers
- 5
- filed both Q2 2026 and Q3 2026; 1 listed it in both
- Shares listed
- 227,250
- combined, among listed positions
- Reported value
- $66m
- combined, at the quarter end
Among the 5 comparable managers: 1 buyer (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +31,082.
Managers listing TWLO in Q3 2026
1 of 1 holder
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Acadian Asset Management LLC | 227,250 | $66m | 0.08% | Added | +31,082 | 9 Nov 2026 (the filing on sec.gov) |
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.
Largest increases and reductions, by shares
Increases
- Acadian Asset Management LLCexisting position · 227,250 shares now+31,082
Reductions
No reduction among listed positions.
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| 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 |
| Q3 2026 | 1 | $66m | 1 | 0 |
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 →