TWLO in the 13F filings
Twilio Inc · CUSIP 90138F102
- Quarter end
- 30 Sep 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 18 Oct 2023
- Managers listing it
- 7
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q2 2023 and Q3 2023; 7 listed it in both
- Shares listed
- 24,681,648
- combined, among listed positions
- Reported value
- $1.4bn
- combined, at the quarter end
Managers listing TWLO in Q3 2023
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
7 of 7 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| ARK Investment Management LLC | 7,132,012 | $417m | 3.19% | Added | +93,828 | 18 Oct 2023 (the filing on sec.gov) |
| Fidelity (FMR LLC) | 7,126,704 | $417m | under 0.1% | Trimmed | -1,730,666 | 5 Nov 2026 (the filing on sec.gov) |
| Baillie Gifford & Co | 4,082,621 | $239m | 0.22% | Trimmed | -77,625 | 13 Nov 2023 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 2,185,765 | $128m | 0.63% | Added | +236,410 | 14 Nov 2023 (the filing on sec.gov) |
| Millennium Management LLC | 1,804,380 | $106m | 0.05% | New | -361,946 | 14 Nov 2023 (the filing on sec.gov) |
| Holocene Advisors LP | 1,744,505 | $102m | 0.45% | Added | +2,630 | 14 Nov 2023 (the filing on sec.gov) |
| Maverick Capital Ltd | 605,661 | $35m | 0.80% | Added | +107,890 | 14 Nov 2023 (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
Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.
Increases
- Millennium Management LLCnew position · 1,804,380 shares now+1,804,380
- Voloridge Investment Management LLCexisting position · 2,185,765 shares now+236,410
- Maverick Capital Ltdexisting position · 605,661 shares now+107,890
- ARK Investment Management LLCexisting position · 7,132,012 shares now+93,828
- Holocene Advisors LPexisting position · 1,744,505 shares now+2,630
Reductions
- Fidelity (FMR LLC)existing position · 7,126,704 shares now-1,730,666
- Baillie Gifford & Coexisting position · 4,082,621 shares now-77,625
New positions and exits
At least these many: a manager is shown exiting only where its own filing shows the position gone.
New (1)
Exited (1)
- Moore Capital Management LPwas $25m
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.
| 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 →