TWLO Twilio Inc.
Twilio Inc. (TWLO) Institutional Ownership
What the institutions did with TWLO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 16.6M | 12.0% |
| JPMORGAN CHASE & CO | 12.2M | 8.8% |
| FMR LLC | 11.3M | 8.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.6M | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.8M | 4.9% |
| STATE STREET CORP | 6.0M | 4.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9M | 2.1% |
| ALKEON CAPITAL MANAGEMENT LLC | 2.3M | 1.7% |
| ROYAL BANK OF CANADA | 2.3M | 1.6% |
| Pictet Asset Management Holding SA | 2.2M | 1.6% |
| Jericho Capital Asset Management L.P. | 2.2M | 1.6% |
| NORGES BANK | 1.9M | 1.4% |
| Durable Capital Partners LP | 1.8M | 1.3% |
| Capital World Investors | 1.8M | 1.3% |
| MORGAN STANLEY | 1.7M | 1.2% |
| NORTHERN TRUST CORP | 1.7M | 1.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.6M | 1.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 1.0% |
| NORDEA INVESTMENT MANAGEMENT AB | 1.3M | 0.9% |
| Polar Capital Holdings Plc | 1.2M | 0.9% |
| GOLDMAN SACHS GROUP INC | 1.2M | 0.8% |
| Amundi | 1.2M | 0.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | 0.8% |
| SRS Investment Management, LLC | 1.1M | 0.8% |
| BANK OF AMERICA CORP /DE/ | 1.0M | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Increased | 9.4M | 12.2M | +2.9M |
| FIL Ltd | Reduced | 2.3M | 230.6K | -2.0M |
| CITADEL ADVISORS LLC | Reduced | 1.9M | 17.9K | -1.9M |
| Durable Capital Partners LP | New | 0 | 1.8M | +1.8M |
| Capital World Investors | New | 0 | 1.8M | +1.8M |
| Sachem Head Capital Management LP | Reduced | 2.3M | 620.0K | -1.7M |
| Jericho Capital Asset Management L.P. | Increased | 697.5K | 2.2M | +1.5M |
| Invesco Ltd. | Reduced | 1.5M | 487.7K | -1.1M |
| Polar Capital Holdings Plc | Increased | 185.2K | 1.2M | +1.0M |
| ROYAL BANK OF CANADA | Reduced | 3.3M | 2.3M | -1.0M |
| SRS Investment Management, LLC | Reduced | 2.1M | 1.1M | -988.7K |
| Qube Research & Technologies Ltd | New | 0 | 854.3K | +854.3K |
| Alyeska Investment Group, L.P. | Reduced | 907.8K | 79.1K | -828.7K |
| Whale Rock Capital Management LLC | New | 0 | 821.8K | +821.8K |
| Slate Path Capital LP | Sold Out | 742.8K | 0 | -742.8K |
| Point72 Asset Management, L.P. | Reduced | 951.9K | 212.9K | -739.0K |
| FRED ALGER MANAGEMENT, LLC | Increased | 190.7K | 830.9K | +640.2K |
| Freestone Grove Partners LP | Reduced | 751.7K | 132.2K | -619.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 635.7K | 64.3K | -571.4K |
| MARSHALL WACE, LLP | Reduced | 579.9K | 9.4K | -570.5K |
| LORD, ABBETT & CO. LLC | New | 0 | 560.6K | +560.6K |
| 1832 Asset Management L.P. | New | 0 | 555.5K | +555.5K |
| ALKEON CAPITAL MANAGEMENT LLC | Increased | 1.8M | 2.3M | +495.7K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 543.8K | 51.7K | -492.2K |
| Pacer Advisors, Inc. | Reduced | 492.2K | 17.0K | -475.2K |
| UBS Group AG | Reduced | 1.3M | 872.9K | -470.9K |
| VOYA INVESTMENT MANAGEMENT LLC | Increased | 96.4K | 560.6K | +464.2K |
| VIKING GLOBAL INVESTORS LP | Sold Out | 450.8K | 0 | -450.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 8.1M | 7.6M | -438.3K |
| Artisan Partners Limited Partnership | New | 0 | 413.7K | +413.7K |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | 524.1K | 124.8K | -399.3K |
| JANE STREET GROUP, LLC | Reduced | 500.7K | 103.6K | -397.1K |
| Artemis Investment Management LLP | New | 0 | 370.1K | +370.1K |
| Balyasny Asset Management L.P. | Reduced | 1.1M | 755.6K | -348.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Increased | 675 | 346.3K | +345.7K |
| Allspring Global Investments Holdings, LLC | Increased | 483.6K | 824.0K | +340.4K |
| KBC Group NV | Reduced | 790.5K | 458.4K | -332.1K |
| Dorsal Capital Management, LP | Reduced | 700.0K | 400.0K | -300.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 111.6K | 399.9K | +288.2K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Increased | 244.3K | 529.3K | +285.0K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Increased | 134.4K | 411.9K | +277.5K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 499.5K | 224.9K | -274.6K |
| GOLDMAN SACHS GROUP INC | Increased | 889.6K | 1.2M | +270.7K |
| FMR LLC | Reduced | 11.5M | 11.3M | -267.8K |
| Amundi | Increased | 891.0K | 1.2M | +259.8K |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | 0 | 257.9K | +257.9K |
| National Pension Service | Increased | 20.5K | 261.3K | +240.9K |
| Robeco Institutional Asset Management B.V. | Reduced | 743.6K | 506.0K | -237.6K |
| No Street GP LP | Reduced | 719.0K | 510.0K | -209.0K |
| Shannon River Fund Management LLC | New | 0 | 201.4K | +201.4K |
| Atreides Management, LP | Reduced | 921.6K | 720.3K | -201.3K |
| Engineers Gate Manager LP | Sold Out | 196.8K | 0 | -196.8K |
| WELLS FARGO & COMPANY/MN | Increased | 310.2K | 492.8K | +182.6K |
| Duquesne Family Office LLC | Sold Out | 181.8K | 0 | -181.8K |
| Zurich Insurance Group Ltd/FI | New | 0 | 181.1K | +181.1K |
| ExodusPoint Capital Management, LP | Sold Out | 176.3K | 0 | -176.3K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 98.4K | 273.0K | +174.6K |
| Assenagon Asset Management S.A. | Increased | 71.8K | 241.2K | +169.3K |
| AMERIPRISE FINANCIAL INC | Increased | 315.6K | 469.7K | +154.1K |
| SEI INVESTMENTS CO | Increased | 111.6K | 260.0K | +148.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.