TWLO — TWILIO INC
As of Q2 2026, 46 SEC-registered investment managers reported holding TWLO (TWILIO INC) in their latest 13F filings, with a combined reported value of $14.11B across 69.11M shares. That is +18.2% by share count (+10.64M shares) versus the previous quarter, while reported value moved +92.4%. Ownership is concentrated: the five largest holders account for 65.7% of reported value and the top ten for 77.9%.
Compared with the prior quarter, 4 opened new positions, 20 added to existing stakes, 21 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TWLO is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 16.63M | $3.43B | 0.05% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 12.22M | $2.43B | 0.28% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 11.27M | $2.33B | 0.11% | Reduce |
| Vanguard Group history | Q4 2025 | 15.45M | $2.20B | 0.03% | Add |
| Geode Capital Management history | Q2 2026 | 2.88M | $591.75M | 0.03% | Add |
| Alkeon Capital Management history | Q2 2026 | 2.34M | $481.92M | 0.65% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.94M | $399.36M | 0.04% | Add |
| Capital World Investors history | Q2 2026 | 1.79M | $368.71M | 0.05% | New |
| Morgan Stanley history | Q2 2026 | 1.73M | $357.39M | 0.02% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.70M | $350.55M | 0.04% | Reduce |
| Baillie Gifford & Co history | Q4 2023 | 3.86M | $293.15M | 0.23% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.21M | $249.09M | 0.02% | Add |
| Citadel Advisors history | Q2 2026 | 1.19M | $246.35M | 0.03% | Reduce |
| Amundi US history | Q2 2026 | 1.15M | $237.44M | 0.06% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.13M | $232.60M | 0.03% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.02M | $209.80M | 0.01% | Add |
| Dragoneer Investment Group history | Q4 2021 | 777.39K | $204.72M | 2.38% | Hold |
| BNY Mellon history | Q2 2026 | 964.97K | $199.10M | 0.03% | Reduce |
| UBS Group AG history | Q2 2026 | 927.08K | $191.28M | 0.03% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 896.83K | $185.04M | 0.04% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 12.22M sh · $2.43B
- Capital World Investors 1.79M sh · $368.71M
- Whale Rock Capital Management 821.77K sh · $169.56M
- Davidson Kempner Capital Management 50.00K sh · $10.32M
Fully Exited (vs previous quarter)
- Viking Global Investors sold 450.77K sh · $56.72M
- Bridgewater Associates sold 97.55K sh · $12.27M
- Renaissance Technologies sold 52.00K sh · $6.54M
- Janus Henderson Group sold 14.98K sh · $1.88M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 10.84M | 10.09M | 10.57M | 12.10M | 16.84M | 16.42M | 16.61M | 16.63M |
| JPMorgan Chase & Co | 1.90K | 1.90K | 1.45M | 1.36M | 500 | 500 | 500 | 208.15K | 103.22K | 400 | 501.55K | 100 | 40.00K | 120.00K | 131.20K | 120.00K | 120.00K | 120.00K | — | 12.22M |
| Fidelity Management & Research (FMR) | 3.45M | 6.39M | 10.60M | 9.37M | 10.11M | 7.48M | 9.59M | 8.86M | 7.13M | 6.82M | 8.19M | 9.13M | 9.21M | 4.12M | 2.61M | 4.88M | 8.35M | 10.67M | 11.54M | 11.27M |
| Geode Capital Management | 1.57M | 1.62M | 1.65M | 2.15M | 2.17M | 2.26M | 2.34M | 2.40M | 2.50M | 2.61M | 2.71M | 2.69M | 2.72M | 2.47M | 2.58M | 2.55M | 2.77M | 2.75M | 2.83M | 2.88M |
| Alkeon Capital Management | 1.60M | 887.27K | 818.50K | 1.77M | 1.51M | 2.04M | 2.71M | 1.84M | 1.00M | — | — | — | — | — | — | — | — | 250.00K | 1.84M | 2.34M |
| Norges Bank Investment Management | — | — | — | — | — | 1.72M | — | — | — | 2.37M | — | 2.46M | — | 2.06M | — | 1.84M | — | 1.93M | — | 1.94M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | — | 578.88K | 583.37K | 585.96K | — | — | — | — | 1.79M |
| Morgan Stanley | 9.74M | 9.56M | 2.17M | 2.21M | 2.27M | 1.75M | 2.01M | 2.15M | 2.02M | 1.87M | 1.83M | 1.70M | 1.91M | 2.76M | 2.10M | 1.98M | 2.70M | 2.18M | 1.87M | 1.73M |
| Northern Trust Corp | 1.12M | 1.07M | 1.06M | 1.05M | 1.05M | 1.05M | 1.21M | 1.22M | 1.25M | 1.20M | 1.00M | 1.12M | 1.01M | 1.11M | 1.17M | 1.19M | 1.67M | 1.78M | 1.80M | 1.70M |
| Goldman Sachs Group | 587.17K | 775.04K | 1.18M | 1.58M | 2.38M | 1.76M | 368.32K | 408.81K | 373.72K | 291.73K | 351.24K | 439.91K | 498.66K | 433.85K | 786.26K | 905.37K | 860.39K | 942.64K | 928.58K | 1.21M |
| Citadel Advisors | 2.55M | 2.41M | 2.98M | 3.74M | 3.65M | 7.60M | 5.32M | 4.45M | 4.65M | 5.17M | 5.66M | 2.33M | 1.42M | 1.72M | 1.39M | 1.68M | 1.58M | 2.86M | 2.41M | 1.19M |
| Amundi US | 548.00K | 569.73K | 647.85K | 664.61K | 2.27M | 1.70M | 1.31M | 1.34M | 304.88K | 300.39K | 342.97K | 333.43K | 337.15K | 517.05K | 889.52K | 1.16M | 1.01M | 1.03M | 891.04K | 1.15M |
| Charles Schwab Investment Management | 481.63K | 496.04K | 511.34K | 555.23K | 587.81K | 634.92K | 668.33K | 697.38K | 1.21M | 1.26M | 1.30M | 1.29M | 1.25M | 1.23M | 1.27M | 1.24M | 1.08M | 1.07M | 1.14M | 1.13M |
| Bank of America Corp | 1.07M | 1.16M | 1.35M | 1.44M | 1.08M | 2.21M | 1.09M | 337.68K | 368.78K | 232.08K | 615.52K | 971.82K | 630.34K | 130.87K | 463.66K | 1.15M | 1.31M | 1.04M | 975.54K | 1.02M |
| BNY Mellon | 1.54M | 1.83M | 2.06M | 2.27M | 3.05M | 4.29M | 3.60M | 4.16M | 4.12M | 3.91M | 3.32M | 1.13M | 909.24K | 1.01M | 854.76K | 772.01K | 1.21M | 1.06M | 1.02M | 964.97K |
| UBS Group AG | 244.67K | 296.84K | 376.66K | 251.02K | 260.46K | 279.45K | 303.11K | 311.68K | 358.58K | 267.34K | 339.32K | 317.93K | 730.46K | 1.46M | 2.04M | 2.70M | 3.64M | 2.73M | 1.51M | 927.08K |
| Legal & General Investment Management America | 917.80K | 938.82K | 1.04M | 1.08M | 1.06M | 1.02M | 1.02M | 1.12M | 1.12M | 1.32M | 1.16M | 1.10M | 1.19M | 778.06K | 790.61K | 882.29K | 1.01M | 943.57K | 924.77K | 896.83K |
| Deutsche Bank AG | 883.19K | 600.83K | 638.58K | 581.36K | 838.68K | 894.89K | 628.46K | 392.10K | 357.74K | 436.52K | 499.43K | 642.89K | 783.20K | 954.14K | 909.79K | 924.40K | 757.17K | 791.19K | 755.40K | 835.47K |
| Whale Rock Capital Management | 496.44K | — | — | — | — | — | — | — | — | — | — | — | — | 1.03M | — | — | — | — | — | 821.77K |
| Citigroup Inc | 375.88K | 222.97K | 173.36K | 171.53K | 146.21K | 118.42K | 116.03K | 118.77K | 136.76K | 88.81K | 316.21K | 126.24K | 109.51K | 148.34K | 149.63K | 208.52K | 306.21K | 312.04K | 321.45K | 804.16K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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