TWILIO INC hedge fund holdings
TWLONYSE$294.58-6.69 (-2.22%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
TWLO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+179.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 343 | 242 | $3.58B | $1.9B | 768 | Aug 14, 2025 |
| Q3 2025 | 291 | 310 | $3.98B | $1.81B | 734 | Nov 14, 2025 |
| Q4 2025 | 297 | 254 | $2.38B | $5.01B | 816 | Feb 14, 2026 |
| Q1 2026 | 282 | 288 | $1.69B | $1.58B | 772 | May 15, 2026 |
| Q2 2026 | 395 | 268 | $4.49B | $4.57B | 903 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
903 filersNew position
189$1.82B+8.81M sh
Increased
206$2.67B+12.9M sh
Reduced
213-$4.1B-19.9M sh
Out / sold
55-$471M-2.28M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| FIL Ltd | Reduce 89.76% | -$417M | $47.6M | 0.03% | Aug 13, 2026 |
| Durable Capital Partners LP | New Buy | +$381M | $381M | 3.70% | Aug 14, 2026 |
| Capital World Investors | New Buy | +$369M | $369M | 0.04% | Aug 12, 2026 |
| Sachem Head Capital Management LP | Reduce 72.98% | -$346M | $128M | 2.65% | Aug 14, 2026 |
| Jericho Capital Asset Management L.P. | Added 214.33% | +$308M | $452M | 3.74% | Aug 14, 2026 |
| Polar Capital Holdings Plc | Added 550.52% | +$210M | $249M | 0.59% | Aug 14, 2026 |
| SRS Investment Management, LLC | Reduce 47.89% | -$204M | $222M | 2.05% | Aug 14, 2026 |
| Whale Rock Capital Management LLC | New Buy | +$170M | $170M | 1.36% | Aug 14, 2026 |
| Fred Alger Management, LLC | Added 335.64% | +$132M | $171M | 0.57% | Aug 14, 2026 |
| Freestone Grove Partners LP | Reduce 82.42% | -$128M | $27.3M | 0.18% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | New Buy | +$116M | $116M | 0.33% | Aug 14, 2026 |
| Alkeon Capital Management LLC | Added 26.94% | +$102M | $482M | 0.65% | Aug 14, 2026 |
| Pacer Advisors, Inc. | Reduce 96.54% | -$98M | $3.51M | 0.01% | Aug 13, 2026 |
| Slate Path Capital LP | Sell 100% | -$93.5M | $0 | 0.00% | Aug 14, 2026 |
| Artisan Partners Limited Partnership | New Buy | +$85.4M | $85.4M | 0.14% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Reduce 76.19% | -$82.4M | $25.7M | 0.01% | Aug 14, 2026 |
| Artemis Investment Management LLP | New Buy | +$76.4M | $76.4M | 0.68% | Jul 23, 2026 |
| KBC Group NV | Reduce 42.01% | -$68.5M | $94.6M | 0.20% | Aug 5, 2026 |
| Dorsal Capital Management, LP | Reduce 42.86% | -$61.9M | $82.5M | 2.92% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | Added 116.70% | +$58.8M | $109M | 0.16% | Aug 14, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 206.46% | +$57.2M | $84.9M | 0.09% | Aug 13, 2026 |
| Viking Global Investors LP | Sell 100% | -$56.7M | $0 | 0.00% | Aug 14, 2026 |
| Summit Partners Public Asset Management, LLC | New Buy | +$53.2M | $53.2M | 0.94% | Aug 14, 2026 |
| National Pension Service | Added 1177.60% | +$49.7M | $53.9M | 0.03% | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | Reduce 31.95% | -$49M | $104M | 0.13% | Jul 21, 2026 |
| No Street GP LP | Reduce 29.07% | -$43.1M | $105M | 6.32% | Aug 14, 2026 |
| Shannon River Fund Management LLC | New Buy | +$41.5M | $41.5M | 3.71% | Aug 13, 2026 |
| Atreides Management, LP | Reduce 21.84% | -$41.5M | $149M | 1.04% | Aug 14, 2026 |
| Zurich Insurance Group Ltd | New Buy | +$37.4M | $37.4M | 0.26% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 177.45% | +$36M | $56.3M | 0.01% | Aug 14, 2026 |
| Blair William & Co | Added 64.60% | +$30.5M | $77.7M | 0.20% | Aug 11, 2026 |
| Natixis | Reduce 97.53% | -$29.9M | $759K | 0.00% | Aug 13, 2026 |
| Driehaus Capital Management LLC | New Buy | +$29.3M | $29.3M | 0.17% | Aug 14, 2026 |
| Congress Asset Management Co | New Buy | +$28.5M | $28.5M | 0.18% | Jul 7, 2026 |
| First Trust Advisors LP | Reduce 18.63% | -$27.7M | $121M | 0.07% | Aug 11, 2026 |
| Retirement Systems of Alabama | Reduce 33.21% | -$25.3M | $50.9M | 0.15% | Jul 28, 2026 |
| Benchstone Capital Management LP | New Buy | +$23.2M | $23.2M | 2.80% | Aug 14, 2026 |
| Duquesne Family Office LLC | Sell 100% | -$22.9M | $0 | 0.00% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Added 98.02% | +$22.1M | $44.7M | 0.06% | Aug 14, 2026 |
| Ogborne Capital Management, LLC | New Buy | +$20.1M | $20.1M | 7.01% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | New Buy | +$19.8M | $19.8M | 0.08% | Aug 14, 2026 |
| Empowered Funds, LLC | Reduce 82.65% | -$19.7M | $4.13M | 0.02% | Aug 17, 2026 |
| Pictet Asset Management Holding SA | Reduce 3.60% | -$17.3M | $464M | 0.44% | Jul 30, 2026 |
| Nordea Investment Management AB | Added 7.10% | +$16.8M | $253M | 0.21% | Aug 5, 2026 |
| Alta Park Capital, LP | Sell 100% | -$14.9M | $0 | 0.00% | Aug 14, 2026 |
| Capital Fund Management S.A. | Added 36.70% | +$13.8M | $51.4M | 0.23% | Aug 13, 2026 |
| Castleark Management LLC | Added 245.25% | +$13.5M | $19.1M | 0.51% | Aug 14, 2026 |
| Jain Global LLC | New Buy | +$13.2M | $13.2M | 0.05% | Aug 14, 2026 |
| G2 Investment Partners Management LLC | New Buy | +$12.4M | $12.4M | 2.26% | Aug 14, 2026 |
| Bridgewater Associates, LP | Sell 100% | -$12.3M | $0 | 0.00% | Aug 14, 2026 |
| Nishkama Capital, LLC | New Buy | +$12.3M | $12.3M | 0.38% | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | Reduce 30.23% | -$12.3M | $28.3M | 0.41% | Jul 31, 2026 |
| Jag Capital Management, LLC | New Buy | +$11.9M | $11.9M | 1.11% | Jul 29, 2026 |
| Stephens Investment Management Group LLC | New Buy | +$11.6M | $11.6M | 0.12% | Jul 29, 2026 |
| Schroder Investment Management Group | Reduce 12.04% | -$11.2M | $82M | 0.06% | Aug 13, 2026 |
| Hodges Capital Management Inc. | Added 157.61% | +$10.3M | $16.9M | 1.12% | Aug 3, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 64.49% | -$10.3M | $5.68M | 0.26% | Aug 13, 2026 |
| Oddo BHF Asset Management Sas | Added 248.67% | +$10.3M | $14.4M | 0.67% | Aug 13, 2026 |
| Selective Wealth Management, Inc. | Reduce 83.18% | -$8.89M | $1.8M | 0.47% | Jul 20, 2026 |
| USS Investment Management Ltd | New Buy | +$8.83M | $8.83M | 0.03% | Aug 11, 2026 |
| IMC-Chicago, LLC | Added 510.36% | +$8.78M | $10.5M | 0.00% | Aug 6, 2026 |
| Delta Global Management LP | Reduce 68.07% | -$8.6M | $4.03M | 0.44% | Aug 13, 2026 |
| Portolan Capital Management, LLC | Added 54.34% | +$8.38M | $23.8M | 0.89% | Aug 14, 2026 |
| FORA Capital, LLC | New Buy | +$8.26M | $8.26M | 0.57% | Aug 13, 2026 |
| Cinctive Capital Management LP | Sell 100% | -$8.18M | $0 | 0.00% | Aug 14, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 148.34% | +$8.16M | $13.7M | 0.26% | Aug 14, 2026 |
| Korea Investment CORP | Added 45.42% | +$7.95M | $25.5M | 0.05% | Aug 12, 2026 |
| Adams Diversified Equity Fund, Inc. | New Buy | +$7.55M | $7.55M | 0.23% | Jul 22, 2026 |
| Horizon Investments, LLC | Added 152.13% | +$6.77M | $11.2M | 0.12% | Aug 13, 2026 |
| Morgens Waterfall Vintiadis & Co Inc | New Buy | +$6.6M | $6.6M | 5.03% | Aug 14, 2026 |
| Deepwater Asset Management, LLC | New Buy | +$6.59M | $6.59M | 2.99% | Aug 6, 2026 |
| Royal Fund Management, LLC | Reduce 95.79% | -$6.11M | $268K | 0.02% | Jul 20, 2026 |
| Beaconlight Capital, LLC | New Buy | +$6.06M | $6.06M | 2.14% | Aug 14, 2026 |
| Spire Wealth Management | Added 85700.00% | +$6.01M | $6.02M | 0.18% | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 11.58% | +$6.01M | $57.9M | 0.04% | Aug 13, 2026 |
| Quantinno Capital Management LP | Added 4.44% | +$5.95M | $140M | 0.17% | Aug 13, 2026 |
| Capital Advantage, Inc. | Sell 100% | -$5.85M | $0 | 0.00% | Jul 13, 2026 |
| Natixis Advisors, LLC | Added 107.38% | +$5.45M | $10.5M | 0.01% | Aug 14, 2026 |
| Readystate Asset Management LP | Reduce 64.99% | -$5.35M | $2.88M | 0.10% | Aug 14, 2026 |
| Toronado Partners, LLC | Reduce 67.57% | -$5.16M | $2.48M | 6.97% | Aug 13, 2026 |
| Vinva Investment Management Ltd | Reduce 12.10% | -$4.77M | $34.6M | 0.23% | Aug 14, 2026 |
| 13D Management LLC | Reduce 35.81% | -$4.49M | $8.05M | 11.28% | Aug 14, 2026 |
| PFA Pension, Forsikringsaktieselskab | Added 21.15% | +$4.42M | $25.3M | 0.06% | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | Reduce 16.77% | -$4.21M | $20.9M | 0.03% | Aug 14, 2026 |
| Pinebridge Investments LLC | New Buy | +$4.08M | $4.08M | 0.03% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 31.90% | +$4.03M | $16.7M | 0.04% | Aug 6, 2026 |
| Panoramic Capital, LLC | Reduce 34.49% | -$3.96M | $7.53M | 3.24% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Added 80.78% | +$3.63M | $8.13M | 0.15% | Aug 14, 2026 |
| APG Asset Management N.V. | Added 23.31% | +$3.61M | $19.1M | 0.05% | Aug 12, 2026 |
| DNB Asset Management AS | Added 51.75% | +$3.6M | $10.6M | 0.03% | Aug 11, 2026 |
| Cache Advisors, LLC | Added 350.69% | +$3.41M | $4.38M | 0.37% | Jul 14, 2026 |
| King Luther Capital Management Corp | Reduce 11.00% | -$3.4M | $27.5M | 0.11% | Aug 10, 2026 |
| Tredje AP-fonden | Reduce 25.88% | -$3.31M | $9.49M | 0.04% | Aug 10, 2026 |
| Board of the Pension Protection Fund | Reduce 98.73% | -$3.22M | $41.3K | 0.04% | Aug 7, 2026 |
| Krane Funds Advisors LLC | Added 72.95% | +$3.08M | $7.31M | 0.26% | Aug 14, 2026 |
| Picton Mahoney Asset Management | Added 16.77% | +$3.04M | $21.2M | 0.16% | Aug 13, 2026 |
| Osterweis Capital Management Inc | Added 22.24% | +$3.02M | $16.6M | 0.78% | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | Added 614.38% | +$2.94M | $3.42M | 0.03% | Jul 27, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$2.86M | $2.86M | 0.04% | Aug 13, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 24.33% | -$2.76M | $8.6M | 0.06% | Jul 31, 2026 |