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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
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Oct 2024
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 11 listed it in both
Shares listed
23,633,684
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 94 comparable managers: 9 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Fidelity (FMR LLC)9,206,488$600munder 0.1%Added+77,4365 Nov 2026 (the filing on sec.gov)
Sachem Head Capital Management LP3,295,000$215m11.27%Held014 Nov 2024 (the filing on sec.gov)
Millennium Management LLC2,985,848$195m0.09%Trimmed-2,593,17814 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,823,483$119m0.10%Trimmed-92,36114 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP1,782,794$116m0.30%Added+448,29414 Nov 2024 (the filing on sec.gov)
Man Group PLC835,371$54m0.14%Added+437,87714 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC812,613$53m0.07%Trimmed-330,35414 Nov 2024 (the filing on sec.gov)
Maverick Capital Ltd766,775$50m0.98%Added+5,21914 Nov 2024 (the filing on sec.gov)
Capital World Investors578,882$38munder 0.1%Newnew13 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC546,695$36m0.13%Trimmed-341,55114 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC458,494$30m0.09%Addedn.a.12 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP398,530$26munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP92,629$6.0munder 0.1%Trimmed-57,92613 Nov 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP34,018$2.2munder 0.1%Added+21,50114 Nov 2024 (the filing on sec.gov)
PDT Partners LLC16,064$1.0m0.09%Newnew14 Nov 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

Q2 2024 to Q3 2024, 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 (2)

Exited (1)

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 →