Twilio Inc. (TWLO)
What changed in recent filings
- Institutions — 5 new · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Twilio Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 9 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Twilio Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Management0.05% of portfolio · since 2023 Q4
- Moore Capital Management0.01% of portfolio · since 2025 Q4
- Tudor Investment CorpNew this quarterunder 0.01% of portfolio · since 2026 Q2
- National Pension Service (Korea)0.03% of portfolio · held as of 2026 Q2 or earlier
- Durable Capital Partners3.70% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.06% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.04% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
Twilio. A voice, text, email, and video communications-API platform. It is a leader in CPaaS, letting companies embed communication features into apps.
What is the Internet sector?
Social, search, and platforms. Ad revenue is cyclical.
Twilio Inc. is classified under the Internet sector. See peers below.
TWLO segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
3 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Twilio Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
TWLO on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Internet average
Peers · Internet
TWLO FAQ
What is Twilio Inc. (TWLO)?
Twilio. A voice, text, email, and video communications-API platform. It is a leader in CPaaS, letting companies embed communication features into apps.
What sector is Twilio Inc. in?
Twilio Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.
Where can I analyze Twilio Inc. (TWLO) stock?
On Stocklore you can see TWLO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.