DaveManuel.com · Institutional Ownership · Who Owns It
TWILIO INC (TWLO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
983
Reporting holders
$29.9B
Reported value
90.5%
Of shares outstanding
2.6%
Calls
1.9%
Puts
+154
Holder change
Institutions report 138,997,716 shares against 153,575,220 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.4B | 16,630,023 | 0.05% | 8q | HELD |
| JPMORGAN CHASE & CO | $2.4B | 12,224,027 | 0.13% | 31q | +30.4%+$566.7M |
| FMR LLC | $2.3B | 11,273,330 | 0.10% | 31q | -2.3%-$55.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.6B | 7,643,548 | 0.07% | 2q | -5.4%-$90.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.4B | 6,849,553 | 0.03% | 2q | +0.9%+$12.5M |
| STATE STREET CORP | $1.2B | 5,998,587 | 0.04% | 31q | +2.4%+$29.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $591.7M | 2,875,569 | 0.03% | 31q | +1.5%+$9.0M |
| ALKEON CAPITAL MANAGEMENT LLC | $481.9M | 2,335,700 | 0.65% | 3q | +26.9%+$102.3M |
| ROYAL BANK OF CANADA | $464.3M | 2,250,229 | 0.07% | 31q | -31.0%-$208.6M |
| Pictet Asset Management Holding SA | $463.6M | 2,247,629 | 0.44% | 12q | -3.6%-$17.3M |
| Jericho Capital Asset Management L.P. | $452.4M | 2,192,455 | 3.74% | 2q | +214.3%+$308.5M |
| NORGES BANK | $399.4M | 1,935,539 | 0.04% | 32q | +0.5%+$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $384.2M incl. $359.4M options CALL+PUT | 120,058 | 0.03% | 31q | +124.4%+$213.0M |
| Durable Capital Partners LP | $380.9M | 1,846,153 | 3.70% | new | NEW |
| Capital World Investors | $368.7M | 1,786,989 | 0.04% | new | NEW |
| MORGAN STANLEY | $357.4M | 1,732,134 | 0.02% | 35q | -7.1%-$27.4M |
| NORTHERN TRUST CORP | $350.6M | 1,698,992 | 0.04% | 31q | -5.6%-$20.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $325.1M | 1,575,474 | 0.06% | 31q | +6.9%+$21.0M |
| DIMENSIONAL FUND ADVISORS LP | $296.0M | 1,435,153 | 0.05% | 31q | -3.9%-$12.1M |
| NORDEA INVESTMENT MANAGEMENT AB | $253.2M | 1,271,006 | 0.21% | 29q | +7.1%+$16.8M |
| GOLDMAN SACHS GROUP INC | $249.1M incl. $9.7M options CALL+PUT | 1,160,241 | 0.02% | 31q | +30.4%+$58.1M |
| Polar Capital Holdings Plc | $248.6M | 1,204,982 | 0.59% | 3q | +550.5%+$210.4M |
| CITADEL ADVISORS LLC | $246.4M incl. $242.7M options CALL+PUT | 17,880 | 0.03% | 31q | -99.1%-$26.4B |
| JANE STREET GROUP, LLC | $237.7M incl. $216.3M options CALL+PUT | 103,615 | 0.02% | 31q | -79.3%-$910.9M |
| Amundi | $237.4M | 1,150,794 | 0.06% | 21q | +29.2%+$53.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $232.6M | 1,127,328 | 0.03% | 31q | -0.9%-$2.2M |
| SRS Investment Management, LLC | $221.9M | 1,075,683 | 2.05% | 3q | -47.9%-$204.0M |
| BANK OF AMERICA CORP /DE/ | $209.8M | 1,016,809 | 0.01% | 31q | +4.2%+$8.5M |
| Bank of New York Mellon Corp | $199.1M | 964,969 | 0.03% | 31q | -5.1%-$10.7M |
| VANGUARD FIDUCIARY TRUST CO | $198.8M | 963,319 | 0.04% | 2q | +2.1%+$4.0M |
| UBS Group AG | $191.3M incl. $11.2M options CALL+PUT | 872,878 | 0.02% | 31q | -35.0%-$103.2M |
| Legal & General Group Plc | $185.0M | 896,825 | 0.04% | 31q | -3.0%-$5.8M |
| Qube Research & Technologies Ltd | $178.1M incl. $1.9M options CALL+PUT | 854,257 | 0.17% | 12q | HELD |
| Allspring Global Investments Holdings, LLC | $172.5M | 824,034 | 0.26% | 19q | +70.4%+$71.2M |
| DEUTSCHE BANK AG\ | $172.4M | 835,472 | 0.05% | 34q | +10.6%+$16.5M |
| FRED ALGER MANAGEMENT, LLC | $171.4M | 830,937 | 0.57% | 6q | +335.6%+$132.1M |
| Whale Rock Capital Management LLC | $169.6M | 821,768 | 1.36% | new | NEW |
| IMC-Chicago, LLC | $166.5M incl. $156.0M options CALL+PUT | 50,880 | 0.04% | 19q | +510.4%+$139.3M |
| CITIGROUP INC | $165.9M incl. $76.3M options CALL+PUT | 434,158 | 0.05% | 31q | +35.1%+$43.1M |
| Balyasny Asset Management L.P. | $157.2M incl. $1.3M options CALL+PUT | 755,608 | 0.20% | 10q | -31.5%-$72.4M |
| PRINCIPAL FINANCIAL GROUP INC | $155.9M | 755,410 | 0.08% | 31q | +23.0%+$29.2M |
| Atreides Management, LP | $148.6M | 720,338 | 1.04% | 6q | -21.8%-$41.5M |
| Quantinno Capital Management LP | $139.8M | 677,699 | 0.17% | 12q | +4.4%+$5.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.7M | 657,891 | 0.06% | 9q | +11.2%+$13.7M |
| Sachem Head Capital Management LP | $127.9M | 620,000 | 2.65% | 10q | -73.0%-$345.6M |
| FIRST TRUST ADVISORS LP | $121.2M | 587,288 | 0.07% | 31q | -18.6%-$27.7M |
| EARNEST PARTNERS LLC | $116.7M | 565,451 | 0.42% | 3q | -1.9%-$2.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $115.7M | 560,646 | 0.10% | 31q | +481.3%+$95.8M |
| LORD, ABBETT & CO. LLC | $115.7M | 560,573 | 0.33% | new | NEW |
| 1832 Asset Management L.P. | $114.6M | 555,500 | 0.06% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.2M | 529,299 | 0.16% | 3q | +116.7%+$58.8M |
| No Street GP LP | $105.2M | 510,000 | 6.32% | 12q | -29.1%-$43.1M |
| Robeco Institutional Asset Management B.V. | $104.4M | 506,007 | 0.13% | 14q | -31.9%-$49.0M |
| TRUIST FINANCIAL CORP | $104.2M | 505,050 | 0.12% | 8q | +10.9%+$10.3M |
| WELLS FARGO & COMPANY/MN | $101.7M | 492,806 | 0.02% | 31q | +58.9%+$37.7M |
| Invesco Ltd. | $100.6M | 487,706 | 0.01% | 31q | -68.5%-$219.1M |
| AMERIPRISE FINANCIAL INC | $96.9M | 469,698 | 0.02% | 31q | +48.8%+$31.8M |
| RHUMBLINE ADVISERS | $94.7M | 458,850 | 0.07% | 31q | -16.2%-$18.3M |
| KBC Group NV | $94.6M | 458,442 | 0.20% | 29q | -42.0%-$68.5M |
| AMERICAN CENTURY COMPANIES INC | $91.4M | 442,943 | 0.04% | 26q | -21.3%-$24.7M |
| Nuveen, LLC | $89.4M | 433,384 | 0.02% | 6q | +32.6%+$22.0M |
| Artisan Partners Limited Partnership | $85.4M | 413,729 | 0.14% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $84.9M | 411,880 | 0.09% | 25q | +206.5%+$57.2M |
| Swiss National Bank | $83.8M | 406,000 | 0.04% | 31q | -8.8%-$8.0M |
| Dorsal Capital Management, LP | $82.5M | 400,000 | 2.92% | 3q | -42.9%-$61.9M |
| RAYMOND JAMES FINANCIAL INC | $82.5M | 399,861 | 0.02% | 7q | +258.3%+$59.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $82.0M | 412,562 | 0.06% | 26q | -12.0%-$11.2M |
| ENVESTNET ASSET MANAGEMENT INC | $78.2M | 379,034 | 0.02% | 30q | +22.8%+$14.5M |
| BLAIR WILLIAM & CO/IL | $77.7M | 376,430 | 0.20% | 31q | +64.6%+$30.5M |
| Artemis Investment Management LLP | $76.4M | 370,066 | 0.68% | new | NEW |
| GLENMEDE TRUST CO NA | $75.3M | 364,904 | 0.33% | 10q | -24.2%-$24.0M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $71.5M | 346,348 | 0.26% | 8q | +51210.8%+$71.3M |
| PICTON MAHONEY ASSET MANAGEMENT | $70.7M incl. $49.5M options CALL | 102,625 | 0.52% | 8q | +16.8%+$10.2M |
| Walleye Trading LLC | $69.6M incl. $69.5M options CALL+PUT | 600 | 0.08% | 31q | -97.3%-$2.5B |
| Connor, Clark & Lunn Investment Management Ltd. | $66.2M | 320,749 | 0.13% | 6q | -26.5%-$23.8M |
| California Public Employees Retirement System | $63.6M | 308,105 | 0.04% | 31q | +18.5%+$9.9M |
| Sumitomo Mitsui Trust Group, Inc. | $63.1M | 306,020 | 0.04% | 31q | -1.9%-$1.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $59.7M | 289,193 | 0.01% | 31q | +45.0%+$18.5M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $58.0M incl. $4.7M options CALL | 257,911 | 1.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $57.9M | 280,671 | 0.04% | 2q | +11.6%+$6.0M |
| Pacific Heights Asset Management LLC | $56.7M | 275,000 | 1.80% | 5q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $56.3M | 272,974 | 0.01% | 21q | +177.4%+$36.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $54.7M | 265,315 | 0.07% | 9q | -6.0%-$3.5M |
| National Pension Service | $53.9M | 261,307 | 0.03% | 4q | +1177.6%+$49.7M |
| CAPITAL FUND MANAGEMENT S.A. | $53.7M incl. $2.3M options CALL | 248,952 | 0.24% | 31q | +36.7%+$14.4M |
| SEI INVESTMENTS CO | $53.6M | 259,984 | 0.05% | 31q | +133.0%+$30.6M |
| Retirement Systems of Alabama | $50.9M | 246,675 | 0.15% | 4q | -33.2%-$25.3M |
| Assenagon Asset Management S.A. | $49.8M | 241,164 | 0.03% | 22q | +235.7%+$34.9M |
| Point72 Asset Management, L.P. | $48.4M incl. $4.4M options CALL+PUT | 212,861 | 0.05% | 12q | -77.6%-$167.9M |
| FIL Ltd | $47.6M | 230,641 | 0.03% | 5q | -89.8%-$417.1M |
| BNP PARIBAS FINANCIAL MARKETS | $46.5M incl. $82.5K options CALL | 224,926 | 0.02% | 31q | -55.0%-$56.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $45.7M | 221,577 | 0.04% | 31q | -4.8%-$2.3M |
| Man Group plc | $44.8M | 217,244 | 0.07% | 30q | -26.7%-$16.3M |
| Caisse de depot et placement du Quebec | $44.7M | 216,859 | 0.06% | 7q | +98.0%+$22.1M |
| HSBC HOLDINGS PLC | $44.7M incl. $4.9M options CALL+PUT | 194,577 | 0.02% | 31q | +40.4%+$12.9M |
| AQR CAPITAL MANAGEMENT LLC | $44.0M | 217,885 | 0.02% | 12q | -11.1%-$5.5M |
| Shannon River Fund Management LLC | $41.5M | 201,352 | 3.71% | new | NEW |
| LPL Financial LLC | $41.4M | 200,800 | 0.01% | 31q | +38.7%+$11.6M |
| ACADIAN ASSET MANAGEMENT LLC | $40.5M | 196,168 | 0.05% | 11q | +73.7%+$17.2M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $39.3M | 190,245 | 0.18% | 8q | -9.4%-$4.1M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 4.9% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | Stafman Andrew | Director | Sold | 1,000,000 | $184.1M |
| 2026-05-12 | Stafman Andrew | Director | Sold | 675,000 | $130.6M |
| 2026-08-12 | Stafman Andrew | Director | Sold | 500,000 | $123.5M |
| 2026-06-04 | Shipchandler Khozema | Chief Executive Officer | Sold | 44,158 | $10.4M |
| 2026-05-26 | Shipchandler Khozema | Chief Executive Officer | Sold | 32,158 | $6.0M ×8 |
| 2026-10-05 | Shipchandler Khozema | Chief Executive Officer | Sold | 14,442 | $4.2M ×7 |
| 2026-09-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 13,898 | $4.1M ×7 |
| 2026-07-06 | Shipchandler Khozema | Chief Executive Officer | Sold | 14,458 | $3.0M ×6 |
| 2026-06-30 | Shipchandler Khozema | Chief Executive Officer | Sold | 13,881 | $2.8M ×6 |
| 2026-09-30 | Viggiano Aidan | Chief Financial Officer | Sold | 9,084 | $2.7M ×7 |
| 2026-06-30 | Viggiano Aidan | Chief Financial Officer | Sold | 9,093 | $1.8M ×5 |
| 2026-07-02 | Viggiano Aidan | Chief Financial Officer | Sold | 8,528 | $1.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 348 | $1.4B | 4,690,635 | 82 | 106 | 92 | 0.0% |
| Q2 2026 | 983 | $29.9B | 138,997,716 | 223 | 312 | 310 | 4.6% |
| Q1 2026 | 829 | $17.5B | 136,235,147 | 72 | 312 | 263 | 2.5% |
| Q4 2025 | 884 | $20.7B | 137,336,091 | 145 | 263 | 279 | 5.6% |
| Q3 2025 | 788 | $16.2B | 153,036,875 | 112 | 261 | 261 | 5.5% |
| Q2 2025 | 833 | $17.7B | 134,171,722 | 156 | 280 | 250 | 5.8% |
| Q1 2025 | 778 | $13.1B | 121,043,519 | 122 | 262 | 262 | 9.5% |
| Q4 2024 | 757 | $14.4B | 119,307,138 | 164 | 206 | 230 | 10.3% |
| Q3 2024 | 615 | $8.5B | 118,686,389 | 94 | 180 | 211 | 9.2% |
| Q2 2024 | 609 | $8.0B | 129,125,060 | 73 | 200 | 211 | 7.8% |
| Q1 2024 | 636 | $9.7B | 141,054,443 | 90 | 220 | 185 | 11.4% |
| Q4 2023 | 668 | $12.7B | 147,911,439 | 100 | 167 | 233 | 11.5% |
| Q3 2023 | 614 | $9.5B | 142,686,154 | 67 | 188 | 188 | 11.8% |
| Q2 2023 | 634 | $10.8B | 148,847,610 | 68 | 194 | 223 | 12.0% |
| Q1 2023 | 664 | $11.7B | 155,905,731 | 140 | 215 | 163 | 11.7% |
| Q4 2022 | 621 | $8.3B | 145,861,714 | 90 | 176 | 243 | 13.7% |
| Q3 2022 | 673 | $68.6B | 1,178,884,250 | 70 | 254 | 212 | 2.2% |
| Q2 2022 | 749 | $77.3B | 1,075,825,681 | 80 | 298 | 217 | 2.3% |
| Q1 2022 | 857 | $91.7B | 818,320,831 | 99 | 371 | 258 | 2.8% |
| Q4 2021 | 948 | $74.0B | 309,088,371 | 112 | 370 | 253 | 6.9% |
| Q3 2021 | 916 | $106.6B | 359,122,213 | 83 | 371 | 247 | 3.3% |
| Q2 2021 | 943 | $86.4B | 209,735,781 | 107 | 372 | 260 | 4.4% |
| Q1 2021 | 926 | $128.9B | 369,622,873 | 136 | 374 | 265 | 2.3% |
| Q4 2020 | 897 | $132.6B | 369,398,587 | 178 | 342 | 194 | 5.6% |
| Q3 2020 | 717 | $53.6B | 206,847,096 | 108 | 267 | 215 | 4.6% |
| Q2 2020 | 679 | $46.4B | 249,525,702 | 198 | 168 | 234 | 4.6% |
| Q1 2020 | 547 | $16.5B | 175,052,893 | 104 | 191 | 163 | 5.3% |
| Q4 2019 | 543 | $16.1B | 205,032,070 | 67 | 189 | 144 | 6.8% |
| Q3 2019 | 557 | $22.7B | 232,922,996 | 92 | 231 | 150 | 6.4% |
| Q2 2019 | 567 | $25.1B | 166,282,281 | 130 | 220 | 129 | 9.5% |
| Q1 2019 | 530 | $15.9B | 113,505,991 | 176 | 170 | 124 | 7.6% |
| Q4 2018 | 403 | $9.4B | 114,709,297 | 9 | 12 | 5 | 12.0% |