TWILIO INC TWLO
CL A · Common Stock · CUSIP 90138F102 · ISIN US90138F1021
US technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($40.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.28. Options: 44 managers hold calls ($518.0m notional), 33 hold puts ($444.1m).
Biggest calls
| CITADEL ADVISORS LLC | — | $186.6m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $80.9m1.2m shares |
| JANE STREET GROUP, LLC | — | $55.2m798.4k shares |
| IMC-Chicago, LLC | — | $35.4m512.6k shares |
| SIMPLEX TRADING, LLC | — | $29.6m428.5k shares |
| D. E. Shaw & Co., Inc. | — | $14.6m211.6k shares |
| GROUP ONE TRADING LLC | — | $14.1m204.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | — | $12.5m180.4k shares |
| PEAK6 Investments LLC | — | $11.6m168.4k shares |
| Parallax Volatility Advisers, L.P. | — | $10.6m152.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $70.8m1.0m shares |
| CITADEL ADVISORS LLC | — | $65.0m940.0k shares |
| D. E. Shaw & Co., Inc. | — | $56.9m823.6k shares |
| Robertson Stephens Wealth Management, LLC | — | $44.9m6.5k shares |
| JANE STREET GROUP, LLC | — | $37.9m547.5k shares |
| HSBC HOLDINGS PLC | — | $24.0m341.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | — | $21.8m315.1k shares |
| Cubist Systematic Strategies, LLC | — | $20.1m290.9k shares |
| SIMPLEX TRADING, LLC | — | $19.0m274.2k shares |
| IMC-Chicago, LLC | — | $17.7m256.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-09-04 | 10.7% |
| JPMORGAN CHASE & CO 13G · institution +2.0 pts · filed 2026-07-27 | 8.0% |
| FMR LLC 13G · institution +1.6 pts · filed 2026-02-05 | 7.0% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $1.0m | 6 | $37.7m | — |
| Q1 2022 | 0 | — | 4 | $2.1m | — |
| Q2 2022 | 0 | — | 3 | $1.9m | — |
| Q3 2022 | 0 | — | 4 | $1.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-30 | Shipchandler Khozema Chief Operating Officer | Sold | $112.8k1.6k shares |
| 2022-09-15 | Manor Eyal Chief Product Officer | Sold | $30.3k397 shares |
| 2022-08-18 | Shipchandler Khozema Chief Operating Officer | Sold | $283.5k3.5k shares |
| 2022-08-15 | DONIO ELENA A. President of Revenue, director | Sold | $487.3k5.6k shares |
| 2022-08-15 | Manor Eyal Chief Product Officer | Sold | $337.9k3.9k shares |
| 2022-08-15 | Shipchandler Khozema Chief Operating Officer | Sold | $298.6k3.4k shares |
| 2022-08-15 | Wagner Dana Chief Legal Officer, Secretary | Sold | $130.2k1.5k shares |
| 2022-07-15 | Manor Eyal Chief Product Officer | Sold | $70.5k853 shares |
| 2022-07-06 | Shipchandler Khozema Chief Operating Officer | Sold | $131.2k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 16.2m $1.1bn | — |
| BlackRock Inc. 0.02% of their portfolio | 10.3m $715.1m | — |
| FMR LLC 0.07% of their portfolio | 10.1m $698.9m | — |
| BAILLIE GIFFORD & CO 0.49% of their portfolio | 6.9m $478.5m | — |
| ARK Investment Management LLC 3.29% of their portfolio | 6.8m $472.0m | — |
| Matrix Capital Management Company, LP 7.39% of their portfolio | 5.6m $386.4m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio | 5.2m $361.6m | — |
| GENERATION INVESTMENT MANAGEMENT LLP 2.06% of their portfolio | 5.0m $347.2m | — |
| Amova Asset Management Americas, Inc. 4.22% of their portfolio | 4.7m $330.0m | — |
| FLOSSBACH VON STORCH SE 1.01% of their portfolio | 4.0m $274.6m | — |
| STATE STREET CORP 0.02% of their portfolio | 3.5m $241.5m | — |
| Bank of New York Mellon Corp 0.05% of their portfolio | 3.0m $210.5m | — |
| Alyeska Investment Group, L.P. 2.11% of their portfolio | 2.6m $179.7m | — |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 2.3m $160.9m | — |
| Amundi 0.10% of their portfolio | 2.3m $173.2m | — |
| MORGAN STANLEY 0.02% of their portfolio | 2.3m $156.9m | — |
| PICTET ASSET MANAGEMENT SA 0.23% of their portfolio | 2.2m $154.7m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.2m $149.9m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 2.1m $147.5m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.76% of their portfolio | 2.0m $140.8m | — |
| HMI Capital Management, L.P. 4.34% of their portfolio | 1.7m $115.3m | — |
| ALKEON CAPITAL MANAGEMENT LLC 0.72% of their portfolio | 1.5m $104.6m | — |
| TWO SIGMA INVESTMENTS, LP 0.33% of their portfolio | 1.4m $94.9m | — |
| NORGES BANK 0.02% of their portfolio | 1.3m $91.8m | — |
| Atreides Management, LP 3.18% of their portfolio | 1.2m $85.8m | — |
| Swedbank AB 0.19% of their portfolio | 1.2m $80.3m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $74.8m | — |
| Legal & General Group Plc 0.03% of their portfolio | 1.1m $73.6m | — |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.0m $72.5m | — |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 1.0m $71.0m | — |
| TWO SIGMA ADVISERS, LP 0.19% of their portfolio | 962.6k $66.6m | — |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 879.2k $61.6m | — |
| SCGE MANAGEMENT, L.P. 2.03% of their portfolio | 868.1k $60.0m | — |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 838.7k $58.0m | — |
| Optimus Prime Fund Management Co., Ltd. 6.87% of their portfolio | 765.0k $52.9m | — |
| Swiss National Bank 0.04% of their portfolio | 743.5k $51.4m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 722.6k $50.0m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 702.7k $48.6m | — |
| EATON VANCE MANAGEMENT 0.06% of their portfolio | 614.5k $42.5m | — |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 612.8k $42.4m | — |
| TCW GROUP INC 0.61% of their portfolio | 606.7k $41.9m | — |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 593.8k $41.1m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 590.1k $40.8m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 587.8k $40.6m | — |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 535.3k $37.0m | — |
| Assenagon Asset Management S.A. 0.15% of their portfolio | 522.3k $36.1m | — |
| Invesco Ltd. 0.01% of their portfolio | 522.2k $36.1m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 502.7k $34.8m | — |
| SRS Investment Management, LLC 0.67% of their portfolio | 492.9k $34.1m | — |
| AXA S.A. 0.06% of their portfolio | 447.7k $31.0m | — |
| BLAIR WILLIAM & CO/IL 0.14% of their portfolio | 445.7k $30.8m | — |
| CREDIT SUISSE AG/ 0.03% of their portfolio | 442.3k $30.6m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 403.9k $27.9m | — |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD 2.66% of their portfolio | 400.2k $27.7m | — |
| Toronado Partners, LLC 9.68% of their portfolio | 396.9k $27.4m | — |
| Cubist Systematic Strategies, LLC 0.20% of their portfolio | 389.9k $27.0m | — |
| Steadview Capital Management LLC 7.58% of their portfolio | 387.9k $26.8m | — |
| Bares Capital Management, Inc. 1.00% of their portfolio | 371.4k $25.7m | — |
| Neumann Advisory Hong Kong Ltd 8.77% of their portfolio | 361.9k $25.0m | — |
| California Public Employees Retirement System 0.02% of their portfolio | 351.1k $24.3m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 332.5k $23.0m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 330.6k $22.9m | — |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 325.6k $22.5m | — |
| BIT Capital GmbH 4.17% of their portfolio | 313.5k $21.7m | — |
| PERSONAL CAPITAL ADVISORS CORP 0.11% of their portfolio | 304.9k $21.1m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio | 300.6k $20.8m | — |
| Ardevora Asset Management LLP 0.37% of their portfolio | 298.6k $20.6m | — |
| TORONTO DOMINION BANK 0.04% of their portfolio | 293.8k $20.3m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 293.2k $20.3m | — |
| National Pension Service 0.04% of their portfolio | 286.3k $20.2m | — |
| Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio | 280.5k $19.4m | — |
| Quadrature Capital Ltd 0.57% of their portfolio | 253.0k $17.5m | — |
| Investment Management Corp of Ontario 2.73% of their portfolio | 245.0k $16.9m | — |
| Melqart Asset Management (UK) Ltd 1.42% of their portfolio | 244.2k $16.9m | — |
| NOMURA HOLDINGS INC 0.16% of their portfolio | 242.6k $16.8m | — |
| NATIXIS 0.08% of their portfolio | 238.2k $16.5m | — |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 226.9k $15.7m | — |
| LA FINANCIERE DE L'ECHIQUIER 0.98% of their portfolio | 223.3k $15.4m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 214.5k $14.8m | — |
| Holocene Advisors, LP 0.09% of their portfolio | 209.3k $14.5m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 208.2k $14.4m | — |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 206.7k $14.3m | — |
| KCL Capital, L.P. 3.26% of their portfolio | 200.0k $13.8m | — |
| Railway Pension Investments Ltd 0.15% of their portfolio | 199.7k $13.8m | — |
| Pacific Heights Asset Management LLC 1.46% of their portfolio | 199.0k $13.8m | — |
| Nishkama Capital, LLC 6.10% of their portfolio | 197.9k $13.7m | — |
| KPCB XV Associates, LLC 36.66% of their portfolio | 190.0k $13.1m | — |
| Crow's Nest Holdings LP 4.76% of their portfolio | 190.0k $13.1m | — |
| UBS Group AG 0.01% of their portfolio | 188.9k $13.1m | — |
| ASHFORD CAPITAL MANAGEMENT INC 1.97% of their portfolio | 187.3k $12.9m | — |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 187.2k $12.9m | — |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 179.5k $12.4m | — |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 178.5k $12.3m | — |
| CROSSLINK CAPITAL INC 3.07% of their portfolio | 173.8k $12.0m | — |
| Harbor Spring Capital, LLC 3.59% of their portfolio | 167.9k $11.6m | — |
| Squarepoint Ops LLC 0.10% of their portfolio | 166.7k $11.5m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 164.7k $11.4m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 147.4k $10.2m | — |
| CITIGROUP INC 0.01% of their portfolio | 146.2k $10.1m | — |
| Portolan Capital Management, LLC 1.06% of their portfolio | 144.8k $10.0m | — |