812 tracked 13F filers disclose a position in TWLO as of the latest SEC 13F filings, a combined $18.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.1B | 16.6M | ▲+1.1% Added · +183K sh | Q1 2026 | |
| 2 | FMR LLC | $1.5B | 11.5M | ▲+8.1% Added · +869K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.1B | 9.4M | ▲+2.4% Added · +219K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 8.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $854.2M | 6.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $1.2B | 6.0M | ▲+2.4% Added · +143K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $410.3M | 3.3M | ▲+11% Added · +317K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $591.7M | 2.9M | ▲+1.5% Added · +44K sh | Q2 2026 | |
| 9 | Pictet Asset Management Holding SA | $293.2M | 2.3M | ▲+18% Added · +349K sh | Q1 2026 | |
| 10 | Sachem Head Capital Management LP | $288.8M | 2.3M | —Held | Q1 2026 | |
| 11 | FIL Ltd | $283.4M | 2.3M | ▲+29% Added · +512K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $242.9M | 1.9M | ▼−0.5% Reduced · −10K sh | Q1 2026 | |
| 13 | NORGES BANK | $273.9M | 1.9M | ▲+4.6% Added · +85K sh | Q4 2025 | |
| 14 | MORGAN STANLEY | $234.7M | 1.9M | ▼−14% Reduced · −312K sh | Q1 2026 | |
| 15 | ALKEON CAPITAL MANAGEMENT LLC | $231.5M | 1.8M | ▲+636% Added · +1.6M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $226.5M | 1.8M | ▲+1.2% Added · +21K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $187.9M | 1.5M | ▼−2.8% Reduced · −43K sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $185.4M | 1.5M | ▼−15% Reduced · −261K sh | Q1 2026 | |
| 19 | UBS Group AG | $169.1M | 1.3M | ▼−31% Reduced · −613K sh | Q1 2026 | |
| 20 | Polar Capital Holdings Plc | $248.6M | 1.2M | ▲+551% Added · +1.0M sh | Q2 2026 | |
| 21 | NORDEA INVESTMENT MANAGEMENT AB | $145.0M | 1.2M | ▲+0.8% Added · +10K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $143.2M | 1.1M | ▲+6.7% Added · +72K sh | Q1 2026 | |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $138.9M | 1.1M | ▲+5.0% Added · +53K sh | Q1 2026 | |
| 24 | SRS Investment Management, LLC | $221.9M | 1.1M | ▼−48% Reduced · −989K sh | Q2 2026 | |
| 25 | Bank of New York Mellon Corp | $127.9M | 1.0M | ▼−3.8% Reduced · −40K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in TWLO and 25 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 507 funds | $230.3B |
| META PLATFORMS INC-CLASS AMETA | 502 funds | $127.1B |
| NVIDIA CORPNVDA | 501 funds | $443.6B |
| ALPHABET INC-CL AGOOGL | 495 funds | $194.4B |
| MICROSOFT CORPMSFT | 494 funds | $304.6B |
| APPLE INCAAPL | 493 funds | $341.2B |
| BROADCOM INCAVGO | 487 funds | $176.3B |
| ALPHABET INC-CL CGOOG | 480 funds | $142.2B |
| ELI LILLY & COLLY | 476 funds | $87.0B |
| JPMORGAN CHASE & COJPM | 471 funds | $75.2B |
| ADVANCED MICRO DEVICESAMD | 470 funds | $49.2B |
| VISA INC-CLASS A SHARESV | 467 funds | $69.9B |
Ranked by how many of TWLO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 170 | $40K |
| Aug 17, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 304 | $71K |
| Aug 17, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 310 | $73K |
| Aug 17, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 610 | $142K |
| Aug 12, 2026 | Stafman Andrew | Director | Sell (S) | 500K | $123.5M |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 487 | $121K |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 357 | $90K |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 2K | $379K |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 628 | $159K |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 190 | $48K |
| Aug 10, 2026 | ROTTENBERG ERIKA | Director | Sell (S) | 334 | $85K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 3K | $574K |
| Class | 13F holders | Value held |
|---|---|---|
| TWLOthis pagecs | 812 funds | $18.4B |
| 90138F902CALL | 1 funds | $1.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TWLO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TWLO/capital-change-brief"
Use Arkolith's capital_change_brief for TWLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TWLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.