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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 Mar 2025
the date the book describes
Filed
12 Aug 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 21 listed it in both
Shares listed
17,058,884
combined, among listed positions
Reported value
$1.7bn
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 12 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Sachem Head Capital Management LP3,295,000$323m12.93%Held015 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP3,142,740$308m0.25%Trimmed-120,02514 May 2025 (the filing on sec.gov)
Two Sigma Investments LP1,449,060$142m0.30%Added+319,33515 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,408,797$138m0.31%Added+473,10015 May 2025 (the filing on sec.gov)
Millennium Management LLC956,398$94munder 0.1%Trimmed-346,84815 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.955,136$94m0.08%Trimmed-526,73015 May 2025 (the filing on sec.gov)
Man Group PLC832,256$81m0.21%Added+177,84115 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC667,819$65m0.11%Added+208,04115 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP627,910$61m0.63%Added+187,44115 May 2025 (the filing on sec.gov)
Capital World Investors585,957$57munder 0.1%Added+2,58412 May 2025 (the filing on sec.gov)
AQR Capital Management LLC565,474$54m0.06%Trimmed-78,91915 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC463,515$45m0.17%Added+41,36815 May 2025 (the filing on sec.gov)
Marshall Wace LLP385,434$38munder 0.1%Trimmed-125,34415 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC347,390$34m0.10%Trimmed-355,23121 May 2025 (the filing on sec.gov)
Tudor Investment Corp300,376$29m0.10%Added+231,41915 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC290,377$28m0.17%Added+200,58715 May 2025 (the filing on sec.gov)
Point72 Asset Management LP285,518$28m0.06%Trimmed-1,516,18821 Jul 2025 (the filing on sec.gov)
Viking Global Investors LP255,514$25m0.08%Trimmed-582,87115 May 2025 (the filing on sec.gov)
Bridgewater Associates LP176,025$17m0.08%Added+33,13614 May 2025 (the filing on sec.gov)
Quantbot Technologies LP38,821$3.8m0.12%Added+19,67813 May 2025 (the filing on sec.gov)
Caxton Associates LLP29,367$2.9m0.10%Added+4,65116 May 2025 (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

Q4 2024 to Q1 2025, 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 (0)

No new position among listed positions.

Exited (4)

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 →