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TWLO in the 13F filings

Twilio Inc · CUSIP 90138F102

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 7 listed it in both
Shares listed
26,247,288
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 6 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
ARK Investment Management LLC7,130,187$541m3.20%Trimmed-1,82517 Jan 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,822,870$518munder 0.1%Trimmed-303,8345 Nov 2026 (the filing on sec.gov)
Baillie Gifford & Co3,863,887$293m0.23%Trimmed-218,73426 Jan 2024 (the filing on sec.gov)
Millennium Management LLC1,597,038$121m0.05%New-207,34214 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP1,527,693$116m0.45%Trimmed-216,81214 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,310,319$99m0.10%Newnew14 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,149,218$87m0.34%Trimmed-1,036,54714 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC832,195$63m0.10%Newnew13 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP703,105$53m0.12%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd595,887$45m0.91%Trimmed-9,77414 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP355,254$27m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP182,997$14munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp103,176$7.8m0.06%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Winton Group Ltd30,316$2.3m0.17%Newnew12 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP26,361$2.0m0.10%Newnew14 Feb 2024 (the filing on sec.gov)
Moore Capital Management LP16,785$1.3munder 0.1%Newnew14 Feb 2024 (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

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 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

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.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TWLO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20165$181mn.a.n.a.
Q3 20161$34mn.a.n.a.
Q4 20165$46mn.a.n.a.
Q1 20175$375mn.a.n.a.
Q2 20175$288mn.a.n.a.
Q3 20175$127mn.a.n.a.
Q4 20177$92mn.a.n.a.
Q1 20189$237mn.a.n.a.
Q2 201811$516mn.a.n.a.
Q3 201812$1.1bnn.a.n.a.
Q4 201818$1.4bnn.a.n.a.
Q1 201925$2.1bnn.a.n.a.
Q2 201918$2.4bnn.a.n.a.
Q3 201919$2.2bnn.a.n.a.
Q4 201916$2.7bnn.a.n.a.
Q1 202015$1.9bnn.a.n.a.
Q2 202025$5.0bnn.a.n.a.
Q3 202025$5.5bnn.a.n.a.
Q4 202026$7.0bnn.a.n.a.
Q1 202130$8.7bnn.a.n.a.
Q2 202123$11.4bnn.a.n.a.
Q3 202128$9.2bnn.a.n.a.
Q4 202118$9.2bnn.a.n.a.
Q1 202218$6.1bnn.a.n.a.
Q2 202212$2.8bnn.a.n.a.
Q3 202214$2.0bnn.a.n.a.
Q4 202213$1.5bnn.a.n.a.
Q1 202313$1.8bnn.a.n.a.
Q2 202310$1.8bnn.a.n.a.
Q3 20237$1.4bnn.a.n.a.
Q4 202316$2.0bn106
Q1 202412$1.4bn106
Q2 202414$1.4bn112
Q3 202415$1.5bn96
Q4 202430$2.5bn217
Q1 202521$1.7bn1212
Q2 202518$2.0bn118
Q3 202513$1.7bn57
Q4 202520$3.4bn2114
Q1 202618$2.7bn1818
Q2 202618$4.0bn1925

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 →