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Twilio Inc. 13F holders

Of the 44 funds followed here, 10 reported a position in Twilio Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 11.3 million shares worth $2.33 billion, 0.1% of its reported book. New this quarter: Whale Rock Capital Management. Sold out: Renaissance Technologies, Viking Global Investors, Bridgewater Associates, Duquesne Family Office.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC11,273,330$2.33 billion0.1%-267,760trimmed30 June 202613F
Geode Capital Management2,875,569$591.7 million0.0%+43,515added30 June 202613F
Norges Bank1,935,539$399.4 million0.0%held30 June 202613F
Citadel Advisors1,193,980$246.4 million0.0%-1,214,972trimmed30 June 202613F
Whale Rock Capital Management821,768$169.6 million1.4%+821,768new30 June 202613F
Atreides Management720,338$148.6 million1.0%-201,264trimmed30 June 202613F
Point72 Asset Management234,361$48.4 million0.1%-727,018trimmed30 June 202613F
Two Sigma Investments125,869$26.0 million0.0%+72,257added30 June 202613F
Millennium Management115,265$23.8 million0.0%-636,187trimmed30 June 202613F
Alyeska79,068$16.3 million0.0%-828,737trimmed30 June 202613F
Renaissance Technologies0$00.0%-52,000exited30 June 202613F
Viking Global Investors0$00.0%-450,770exited30 June 202613F
Bridgewater Associates0$00.0%-97,545exited30 June 202613F
Duquesne Family Office0$00.0%-181,760exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
27 July 202613G/AJpmorgan Chase & Co. and 1 other12.2 million8.0%30 June 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other8.1 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other8.1 million5.3%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
5 February 202613G/AFmr Llc and 3 others10.7 million7.0%31 December 2025passive, institutional (13d-1(b))EDGAR
23 January 202613G/AJpmorgan Chase & Co. and 1 other9.2 million6.0%31 December 2025passive, institutional (13d-1(b))EDGAR
5 November 202513GFmr Llc and 3 others8.3 million5.4%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
9 September 20266,286$225.89SEC
8 September 202610,810$232.98SEC
2 September 20262,191$228.65SEC
31 August 20269$237.78SEC
26 August 20262,679$223.97SEC
24 August 202620,468$225.30SEC
14 August 202633$249.42SEC
12 August 20261$255.95SEC
7 August 2026153$193.20SEC
4 August 202639$196.59SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 20,468 on 24 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to TWLO by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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