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.
| # | 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 | ▲New +8.1M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $854.2M | 6.8M | ▲New +6.8M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $736.7M | 5.9M | ▲+1.2% Added · +68K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $410.3M | 3.3M | ▲+11% Added · +317K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $355.4M | 2.8M | ▲+3.1% Added · +85K sh | Q1 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 | SRS Investment Management, LLC | $259.7M | 2.1M | ▲+14% Added · +254K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $242.9M | 1.9M | ▼−0.5% Reduced · −10K sh | Q1 2026 | |
| 14 | NORGES BANK | $273.9M | 1.9M | ▲+4.6% Added · +85K sh | Q4 2025 | |
| 15 | MORGAN STANLEY | $234.7M | 1.9M | ▼−14% Reduced · −312K sh | Q1 2026 | |
| 16 | ALKEON CAPITAL MANAGEMENT LLC | $231.5M | 1.8M | ▲+636% Added · +1.6M sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $226.5M | 1.8M | ▲+1.2% Added · +21K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $187.9M | 1.5M | ▼−2.8% Reduced · −43K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $185.4M | 1.5M | ▼−15% Reduced · −261K sh | Q1 2026 | |
| 20 | UBS Group AG | $169.1M | 1.3M | ▼−31% Reduced · −613K sh | Q1 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 | Bank of New York Mellon Corp | $127.9M | 1.0M | ▼−3.8% Reduced · −40K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $122.7M | 976K | ▼−6.1% Reduced · −64K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 3K | $574K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 1K | $208K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 2K | $483K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 4K | $937K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 3K | $614K |
| Jul 6, 2026 | Shipchandler Khozema | Chief Executive Officer, Director | Sell (S) | 1K | $226K |
| Jul 2, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 9K | $1.8M |
| Jun 30, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 1K | $267K |
| Jun 30, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 2K | $461K |
| Jun 30, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 3K | $559K |
| Jun 30, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 2K | $493K |
| Jun 30, 2026 | Viggiano Aidan | Chief Financial Officer | Sell (S) | 240 | $49K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 283 funds | $106.3B |
| NVIDIA CORPNVDA | 280 funds | $361.1B |
| AMAZON.COM INCAMZN | 280 funds | $193.5B |
| MICROSOFT CORPMSFT | 278 funds | $253.3B |
| BROADCOM INCAVGO | 277 funds | $142.4B |
| APPLE INCAAPL | 276 funds | $272.6B |
| ALPHABET INC-CL AGOOGL | 276 funds | $159.0B |
| VISA INC-CLASS A SHARESV | 271 funds | $53.8B |
| NETFLIX INCNFLX | 269 funds | $40.4B |
| ALPHABET INC-CL CGOOG | 266 funds | $115.8B |
| ELI LILLY & COLLY | 266 funds | $68.5B |
| MASTERCARD INC - AMA | 266 funds | $48.9B |
Ranked by how many of TWLO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.