TWLOTwilio
We envision a world in which every digital interaction is amazing. 10-K, Item 1
- Employees
- 5,587
- Headquarters
- San Francisco, CA
- CEO
- Khozema Shipchandler
- Next results
- around Feb 11, 2027
Who owns TWLO
90% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 16.63M | $3.4B | 10.75% | Held |
| JPMORGAN CHASE & CO | 12.22M | $2.4B | 7.90% | Added +30.4% |
| FMR LLC | 11.27M | $2.3B | 7.29% | Reduced -2.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.64M | $1.6B | 4.94% | Reduced -5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.85M | $1.4B | 4.43% | Added +0.9% |
| STATE STREET CORP | 6.00M | $1.2B | 3.88% | Added +2.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.88M | $591.7M | 1.86% | Added +1.5% |
| ALKEON CAPITAL MANAGEMENT LLC | 2.34M | $481.9M | 1.51% | Added +26.9% |
| ROYAL BANK OF CANADA | 2.25M | $464.3M | 1.45% | Reduced -31.0% |
| Pictet Asset Management Holding SA | 2.25M | $463.6M | 1.45% | Reduced -3.6% |
| Jericho Capital Asset Management L.P. | 2.19M | $452.4M | 1.42% | Added +214.3% |
| NORGES BANK | 1.94M | $399.4M | 1.25% | New |
| Durable Capital Partners LP | 1.85M | $380.9M | 1.19% | New |
| Capital World Investors | 1.79M | $368.7M | 1.15% | New |
| MORGAN STANLEY | 1.73M | $357.4M | 1.12% | Reduced -7.1% |
| NORTHERN TRUST CORP | 1.70M | $350.6M | 1.10% | Reduced -5.6% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.58M | $325.1M | 1.02% | Added +6.9% |
| DIMENSIONAL FUND ADVISORS LP | 1.44M | $296.0M | 0.93% | Reduced -3.9% |
| NORDEA INVESTMENT MANAGEMENT AB | 1.27M | $253.2M | 0.82% | Added +7.1% |
| Polar Capital Holdings Plc | 1.20M | $248.6M | 0.78% | Added +550.5% |
| GOLDMAN SACHS GROUP INC | 1.16M | $239.4M | 0.75% | Added +30.4% |
| Amundi | 1.15M | $237.4M | 0.74% | Added +29.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.13M | $232.6M | 0.73% | Reduced -0.9% |
| SRS Investment Management, LLC | 1.08M | $221.9M | 0.70% | Reduced -47.9% |
| BANK OF AMERICA CORP /DE/ | 1.02M | $209.8M | 0.66% | Added +4.2% |
Bought the most shares
- JPMORGAN CHASE & CO +2.85M
- NORGES BANK +1.94M, new
- Durable Capital Partners LP +1.85M, new
- Capital World Investors +1.79M, new
- Jericho Capital Asset Management L.P. +1.49M
- Polar Capital Holdings Plc +1.02M
- Qube Research & Technologies Ltd +854K, new
- Whale Rock Capital Management LLC +822K, new
- FRED ALGER MANAGEMENT, LLC +640K
- LORD, ABBETT & CO. LLC +561K, new
Sold the most shares
- FIL Ltd -2.02M
- CITADEL ADVISORS LLC -1.91M
- Sachem Head Capital Management LP -1.68M
- Invesco Ltd. -1.06M
- ROYAL BANK OF CANADA -1.01M
- SRS Investment Management, LLC -989K
- Alyeska Investment Group, L.P. -829K
- Slate Path Capital LP -743K, sold out
- Point72 Asset Management, L.P. -739K
- Freestone Grove Partners LP -620K
Superinvestors holding TWLO 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Polen Capital Polen Capital Management | Jun 30, 2026 | 6K | $1.1M | 0.01% | Added +105.8% |
Sold out last quarter: Stanley Druckenmiller, Andreas Halvorsen
13D filings: owners of more than 5% who may push for change
No Schedule 13D about TWLO in the last year.
Work on TWLO in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/TWLO/export.csv") into a cell.