TWLO in the 13F filings

Twilio Inc · CUSIP 90138F102

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Prepackaged software

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 36; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 19 listed it in both
Shares listed: 25,369,855; combined, among listed positions
Reported value: $3.2bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 18 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -550,150.

Managers listing TWLO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

36 of 36 holders

				Action		Filing
Fidelity (FMR LLC)	11,541,090	$1.5bn	0.08%	Added	+868,672	15 May 2026 (the filing on sec.gov)
Sachem Head Capital Management LP	2,295,000	$289m	6.96%	Held	0	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,930,352	$243m	under 0.1%	Trimmed	-10,305	15 May 2026 (the filing on sec.gov)
Invesco Ltd	1,549,454	$195m	under 0.1%	Trimmed	-1,602,092	12 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	1,103,774	$139m	0.18%	Added	+52,760	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	951,879	$120m	0.15%	Added	+349,690	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	751,687	$95m	0.67%	Added	+256,935	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	635,652	$80m	under 0.1%	Added	+529,446	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	591,653	$74m	under 0.1%	Trimmed	-998,097	14 May 2026 (the filing on sec.gov)
Marshall Wace LLP	579,859	$73m	0.07%	Added	+272,986	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	500,740	$63m	under 0.1%	Added	+487,723	12 May 2026 (the filing on sec.gov)
Viking Global Investors LP	450,770	$57m	0.16%	New	new	15 May 2026 (the filing on sec.gov)
Man Group PLC	296,190	$37m	0.07%	Trimmed	-94,523	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	284,232	$36m	under 0.1%	Trimmed	-146,325	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	275,639	$35m	0.13%	Added	+168,314	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	245,129	$30m	under 0.1%	Trimmed	-37,218	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	201,023	$29m	under 0.1%	Added	+379	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	199,484	$25m	under 0.1%	Trimmed	-103,917	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	176,258	$22m	0.18%	Added	+102,126	14 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	167,176	$21m	0.15%	Trimmed	-58,857	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	112,906	$14m	under 0.1%	Added	+37,830	13 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	98,387	$12m	under 0.1%	Trimmed	-14,530	15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP	97,545	$12m	0.05%	Trimmed	-27,212	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	53,509	$6.7m	under 0.1%	Trimmed	-118,380	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	52,000	$6.5m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)

Page 1 of 2

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.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 11,541,090 shares now+868,672
Millennium Management LLCexisting position · 635,652 shares now+529,446
Jane Street Group LLCexisting position · 500,740 shares now+487,723
Viking Global Investors LPnew position · 450,770 shares now+450,770
Point72 Asset Management LPexisting position · 951,879 shares now+349,690

Reductions

Invesco Ltdexisting position · 1,549,454 shares now-1,602,092
Arrowstreet Capital LPexisting position · 591,653 shares now-998,097
D. E. Shaw & Co.existing position · 284,232 shares now-146,325
Susquehanna International Group LLPexisting position · 53,509 shares now-118,380
T. Rowe Price Associates Incexisting position · 199,484 shares now-103,917

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (1)

Durable Capital Partners LPwas $137m

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.

TWLO by quarter
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 →

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