TWLO
Twilio Inc. · Technology · Software - Infrastructure
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +4 | 105.30M | $21.60B | +11 | −6 |
| Q1 2026 | 160 | +1 | 105.71M | $13.25B | +5 | −5 |
| Q4 2025 | 158 | -1 | 113.04M | $16.07B | +1 | −1 |
| Q3 2025 | 21 | 0 | 79.24M | $7.93B | — | −1 |
| Q2 2025 | 19 | -3 | 47.13M | $5.86B | — | −3 |
| Q1 2025 | 19 | -1 | 18.48M | $1.81B | +1 | −2 |
| Q4 2024 | 20 | +4 | 22.02M | $2.38B | +4 | — |
| Q3 2024 | 15 | +1 | 14.10M | $919.85M | +3 | −2 |
| Q2 2024 | 14 | — | 16.09M | $912.61M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 5.58M | — | $316.94M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.69M | — | $152.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 2.69M | — | $152.57M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 2.46M | — | $139.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.92M | — | $108.84M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 1.92M | — | $108.84M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 1.33M | — | $75.81M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.14M | — | $63.91M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 560.21K | — | $31.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 560.21K | — | $31.83M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 150.56K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 127.94K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 127.94K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 61.60K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Marshall Wace ✦ | 47.21K | — | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 8.49K | — | $482,601 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wellington Management ✦ | 7.61K | — | $432,097 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | ARK Investment Management ✦ | 8 | — | $454 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 71.30K shares, $8,970 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 500.00K sh · $123.54M
Director · 487 sh · $121,343
Director · 357 sh · $89,548
Director · 1.50K sh · $378,613
Director · 628 sh · $158,602
Director · 190 sh · $48,176
Director · 334 sh · $85,096
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology