Vault-13

TWILIO INC TWLO

CL A · Common Stock · CUSIP 90138F102 · ISIN US90138F1021

US technology company

689 institutional holders
147,735,728147.7m shares reported held*
$10.2bnreported value*

* 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-09-04 10.7% 16.5m≈ $3.4bn 2025-09-04
JPMORGAN CHASE & CO 13G · institution +2.0 pts · filed 2026-07-27 8.0% +2.0 pts 12.2m≈ $2.5bn 2026-07-27
FMR LLC 13G · institution +1.6 pts · filed 2026-02-05 7.0% +1.6 pts 10.7m≈ $2.2bn 2026-02-05
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 8.1m≈ $1.7bn 2026-04-30
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.3% new 8.1m≈ $1.7bn 2026-04-29

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)

BuyingSelling
10010Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 6 sellingQ1 22: 0 buyingQ1 22: 4 sellingQ1 22Q2 22: 0 buyingQ2 22: 3 sellingQ3 22: 0 buyingQ3 22: 4 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20211$1.0m6$37.7m—
Q1 20220—4$2.1m—
Q2 20220—3$1.9m—
Q3 20220—4$1.9m—
DateInsiderTradeSharesPrice ValueTheir holding
2022-09-30 Shipchandler Khozema Chief Operating Officer Sold 1,566 $72.02 $112.8k1.6k shares -2%
2022-09-15 Manor Eyal Chief Product Officer Sold 397 $76.34 $30.3k397 shares -<1%
2022-08-18 Shipchandler Khozema Chief Operating Officer Sold 3,503 $80.93 $283.5k3.5k shares -4%
2022-08-15 DONIO ELENA A. President of Revenue, director Sold 5,593 $87.13 $487.3k5.6k shares -2%
2022-08-15 Manor Eyal Chief Product Officer Sold 3,877 $87.15 $337.9k3.9k shares -2%
2022-08-15 Shipchandler Khozema Chief Operating Officer Sold 3,427 $87.13 $298.6k3.4k shares -4%
2022-08-15 Wagner Dana Chief Legal Officer, Secretary Sold 1,494 $87.16 $130.2k1.5k shares -2%
2022-07-15 Manor Eyal Chief Product Officer Sold 853 $82.69 $70.5k853 shares -0%
2022-07-06 Shipchandler Khozema Chief Operating Officer Sold 1,454 $90.21 $131.2k1.5k shares -2%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.03% of their portfolio Valley Forge, PA 16,175,36516.2m $1.1bn $1.1bn 0.03% —
2 BlackRock Inc. 0.02% of their portfolio New York, NY 10,342,26710.3m $715.1m $715.1m 0.02% —
3 FMR LLC 0.07% of their portfolio BOSTON, MA 10,107,78510.1m $698.9m $698.9m 0.07% —
4 BAILLIE GIFFORD & CO 0.49% of their portfolio EDINBURGH, X0 6,920,6826.9m $478.5m $478.5m 0.49% —
5 ARK Investment Management LLC 3.29% of their portfolio ST. PETERSBURG, FL 6,826,6316.8m $472.0m $472.0m 3.29% —
6 Matrix Capital Management Company, LP 7.39% of their portfolio Portsmouth, NH 5,588,7495.6m $386.4m $386.4m 7.39% —
7 Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio CHIYODA-KU, TOKYO, M0 5,230,4855.2m $361.6m $361.6m 0.30% —
8 GENERATION INVESTMENT MANAGEMENT LLP 2.06% of their portfolio London, X0 5,021,1075.0m $347.2m $347.2m 2.06% —
9 Amova Asset Management Americas, Inc. 4.22% of their portfolio New York, NY 4,748,0204.7m $330.0m $330.0m 4.22% —
10 FLOSSBACH VON STORCH SE 1.01% of their portfolio COLOGNE, 2M 3,971,0004.0m $274.6m $274.6m 1.01% —
11 STATE STREET CORP 0.02% of their portfolio BOSTON, MA 3,493,0613.5m $241.5m $241.5m 0.02% —
12 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 3,045,0223.0m $210.5m $210.5m 0.05% —
13 Alyeska Investment Group, L.P. 2.11% of their portfolio CHICAGO, IL 2,599,5772.6m $179.7m $179.7m 2.11% —
14 GOLDMAN SACHS GROUP INC 0.05% of their portfolio NEW YORK, NY 2,327,7592.3m $160.9m $160.9m 0.05% —
15 Amundi 0.10% of their portfolio Paris, I0 2,271,5072.3m $173.2m $173.2m 0.10% —
16 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,268,6532.3m $156.9m $156.9m 0.02% —
17 PICTET ASSET MANAGEMENT SA 0.23% of their portfolio GENEVA 73, V8 2,236,8982.2m $154.7m $154.7m 0.23% —
18 GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BOSTON, MA 2,170,5012.2m $149.9m $149.9m 0.02% —
19 VOYA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio ATLANTA, GA 2,133,7822.1m $147.5m $147.5m 0.18% —
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.76% of their portfolio JUPITER, FL 2,036,0442.0m $140.8m $140.8m 0.76% —
21 HMI Capital Management, L.P. 4.34% of their portfolio SAN FRANCISCO, CA 1,668,0601.7m $115.3m $115.3m 4.34% —
22 ALKEON CAPITAL MANAGEMENT LLC 0.72% of their portfolio New York, NY 1,512,9601.5m $104.6m $104.6m 0.72% —
23 TWO SIGMA INVESTMENTS, LP 0.33% of their portfolio NEW YORK, NY 1,372,2421.4m $94.9m $94.9m 0.33% —
24 NORGES BANK 0.02% of their portfolio OSLO, Q8 1,327,0311.3m $91.8m $91.8m 0.02% —
25 Atreides Management, LP 3.18% of their portfolio BOSTON, MA 1,241,3951.2m $85.8m $85.8m 3.18% —
26 Swedbank AB 0.19% of their portfolio STOCKHOLM, V7 1,161,3761.2m $80.3m $80.3m 0.19% —
27 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,081,9621.1m $74.8m $74.8m 0.01% —
28 Legal & General Group Plc 0.03% of their portfolio London, X0 1,063,8201.1m $73.6m $73.6m 0.03% —
29 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 1,049,1731.0m $72.5m $72.5m 0.02% —
30 FIRST TRUST ADVISORS LP 0.09% of their portfolio Wheaton, IL 1,026,5171.0m $71.0m $71.0m 0.09% —
31 TWO SIGMA ADVISERS, LP 0.19% of their portfolio NEW YORK, NY 962,597962.6k $66.6m $66.6m 0.19% —
32 HSBC HOLDINGS PLC 0.11% of their portfolio LONDON, X0 879,218879.2k $61.6m $61.6m 0.11% —
33 SCGE MANAGEMENT, L.P. 2.03% of their portfolio MENLO PARK, CA 868,100868.1k $60.0m $60.0m 2.03% —
34 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 838,680838.7k $58.0m $58.0m 0.04% —
35 Optimus Prime Fund Management Co., Ltd. 6.87% of their portfolio GRAND CAYMAN, E9 765,000765.0k $52.9m $52.9m 6.87% —
36 Swiss National Bank 0.04% of their portfolio ZURICH, V8 743,460743.5k $51.4m $51.4m 0.04% —
37 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio NEW YORK, NY 722,607722.6k $50.0m $50.0m 0.03% —
38 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 702,693702.7k $48.6m $48.6m 0.01% —
39 EATON VANCE MANAGEMENT 0.06% of their portfolio BOSTON, MA 614,484614.5k $42.5m $42.5m 0.06% —
40 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 612,785612.8k $42.4m $42.4m 0.04% —
41 TCW GROUP INC 0.61% of their portfolio LOS ANGELES, CA 606,694606.7k $41.9m $41.9m 0.61% —
42 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 593,750593.8k $41.1m $41.1m 0.02% —
43 NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio ALBANY, NY 590,066590.1k $40.8m $40.8m 0.06% —
44 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 587,807587.8k $40.6m $40.6m 0.01% —
45 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 535,260535.3k $37.0m $37.0m 0.03% —
46 Assenagon Asset Management S.A. 0.15% of their portfolio SENNINGERBERG, N4 522,276522.3k $36.1m $36.1m 0.15% —
47 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 522,247522.2k $36.1m $36.1m 0.01% —
48 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 502,700502.7k $34.8m $34.8m 0.01% —
49 SRS Investment Management, LLC 0.67% of their portfolio New York, NY 492,948492.9k $34.1m $34.1m 0.67% —
50 AXA S.A. 0.06% of their portfolio PARIS, I0 447,666447.7k $31.0m $31.0m 0.06% —
51 BLAIR WILLIAM & CO/IL 0.14% of their portfolio CHICAGO, IL 445,686445.7k $30.8m $30.8m 0.14% —
52 CREDIT SUISSE AG/ 0.03% of their portfolio ZURICH, V8 442,270442.3k $30.6m $30.6m 0.03% —
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio BALA CYNWYD, PA 403,948403.9k $27.9m $27.9m 0.06% —
54 TYBOURNE CAPITAL MANAGEMENT (HK) LTD 2.66% of their portfolio HONG KONG, K3 400,210400.2k $27.7m $27.7m 2.66% —
55 Toronado Partners, LLC 9.68% of their portfolio SAN FRANCISCO, CA 396,902396.9k $27.4m $27.4m 9.68% —
56 Cubist Systematic Strategies, LLC 0.20% of their portfolio STAMFORD, CT 389,850389.9k $27.0m $27.0m 0.20% —
57 Steadview Capital Management LLC 7.58% of their portfolio SAN FRANCISCO, CA 387,907387.9k $26.8m $26.8m 7.58% —
58 Bares Capital Management, Inc. 1.00% of their portfolio AUSTIN, TX 371,377371.4k $25.7m $25.7m 1.00% —
59 Neumann Advisory Hong Kong Ltd 8.77% of their portfolio CENTRAL, K3 361,884361.9k $25.0m $25.0m 8.77% —
60 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 351,121351.1k $24.3m $24.3m 0.02% —
61 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 332,474332.5k $23.0m $23.0m 0.01% —
62 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 330,609330.6k $22.9m $22.9m 0.01% —
63 Point72 Asset Management, L.P. 0.10% of their portfolio STAMFORD, CT 325,580325.6k $22.5m $22.5m 0.10% —
64 BIT Capital GmbH 4.17% of their portfolio BERLIN, 2M 313,485313.5k $21.7m $21.7m 4.17% —
65 PERSONAL CAPITAL ADVISORS CORP 0.11% of their portfolio Redwood City, CA 304,948304.9k $21.1m $21.1m 0.11% —
66 Mitsubishi UFJ Trust & Banking Corp 0.06% of their portfolio TOKYO, M0 300,551300.6k $20.8m $20.8m 0.06% —
67 Ardevora Asset Management LLP 0.37% of their portfolio LONDON, X0 298,600298.6k $20.6m $20.6m 0.37% —
68 TORONTO DOMINION BANK 0.04% of their portfolio TORONTO, ONTARIO, A6 293,756293.8k $20.3m $20.3m 0.04% —
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio WEST SACRAMENTO, CA 293,237293.2k $20.3m $20.3m 0.03% —
70 National Pension Service 0.04% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 286,326286.3k $20.2m $20.2m 0.04% —
71 Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio SEOUL, M5 280,519280.5k $19.4m $19.4m 0.05% —
72 Quadrature Capital Ltd 0.57% of their portfolio LONDON, X0 252,955253.0k $17.5m $17.5m 0.57% —
73 Investment Management Corp of Ontario 2.73% of their portfolio Toronto, Z4 245,000245.0k $16.9m $16.9m 2.73% —
74 Melqart Asset Management (UK) Ltd 1.42% of their portfolio London, X0 244,153244.2k $16.9m $16.9m 1.42% —
75 NOMURA HOLDINGS INC 0.16% of their portfolio TOKYO, M0 242,550242.6k $16.8m $16.8m 0.16% —
76 NATIXIS 0.08% of their portfolio PARIS, I0 238,231238.2k $16.5m $16.5m 0.08% —
77 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 226,867226.9k $15.7m $15.7m 0.01% —
78 LA FINANCIERE DE L'ECHIQUIER 0.98% of their portfolio PARIS, I0 223,300223.3k $15.4m $15.4m 0.98% —
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio TALLAHASSEE, FL 214,456214.5k $14.8m $14.8m 0.04% —
80 Holocene Advisors, LP 0.09% of their portfolio New York, NY 209,295209.3k $14.5m $14.5m 0.09% —
81 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 208,164208.2k $14.4m $14.4m 0.04% —
82 Russell Investments Group, Ltd. 0.03% of their portfolio Seattle, WA 206,673206.7k $14.3m $14.3m 0.03% —
83 KCL Capital, L.P. 3.26% of their portfolio New York, NY 200,000200.0k $13.8m $13.8m 3.26% —
84 Railway Pension Investments Ltd 0.15% of their portfolio LONDON, X0 199,727199.7k $13.8m $13.8m 0.15% —
85 Pacific Heights Asset Management LLC 1.46% of their portfolio San Francisco, CA 199,000199.0k $13.8m $13.8m 1.46% —
86 Nishkama Capital, LLC 6.10% of their portfolio DORADO, PR 197,885197.9k $13.7m $13.7m 6.10% —
87 KPCB XV Associates, LLC 36.66% of their portfolio Menlo Park, CA 190,047190.0k $13.1m $13.1m 36.66% —
88 Crow's Nest Holdings LP 4.76% of their portfolio RICHMOND, VA 189,970190.0k $13.1m $13.1m 4.76% —
89 UBS Group AG 0.01% of their portfolio ZURICH, V8 188,911188.9k $13.1m $13.1m 0.01% —
90 ASHFORD CAPITAL MANAGEMENT INC 1.97% of their portfolio WILMINGTON, DE 187,265187.3k $12.9m $12.9m 1.97% —
91 CANADA LIFE ASSURANCE Co 0.04% of their portfolio WINNIPEG, A2 187,223187.2k $12.9m $12.9m 0.04% —
92 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 179,462179.5k $12.4m $12.4m 0.02% —
93 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 178,471178.5k $12.3m $12.3m 0.02% —
94 CROSSLINK CAPITAL INC 3.07% of their portfolio MENLO PARK, CA 173,803173.8k $12.0m $12.0m 3.07% —
95 Harbor Spring Capital, LLC 3.59% of their portfolio NEW YORK, NY 167,918167.9k $11.6m $11.6m 3.59% —
96 Squarepoint Ops LLC 0.10% of their portfolio NEW YORK, NY 166,746166.7k $11.5m $11.5m 0.10% —
97 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 164,700164.7k $11.4m $11.4m 0.02% —
98 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 147,353147.4k $10.2m $10.2m 0.00% —
99 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 146,206146.2k $10.1m $10.1m 0.01% —
100 Portolan Capital Management, LLC 1.06% of their portfolio BOSTON, MA 144,758144.8k $10.0m $10.0m 1.06% —