InvestorLens

TWLO — TWILIO INC

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TWLO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 3 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their TWLO position last quarter, 0 bought and 3 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors reported holding TWLO at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (0 reduced, 3 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About TWILIO INC (TWLO)

TWILIO INC (TWLO) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Cathie Wood (ARK Investment Management), valued at $541M. Across recent filings, tracked investors recorded 6 new positions, 4 increased, 9 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TWLO

40
/100
Mixed Activity
Added / Increased10
Reduced9
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track TWLO

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

TWLO Ownership Composition

How TWILIO INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
94% of tracked value
Institutions
4
tracked investors
Total Reported
$337.2M
combined 13F value
Types2
  • Multi-Strategy / Quant94.5%
  • Macro5.5%
Multi-Strategy / Quant(3)
94.5%
Macro(1)
5.5%

Tracked investors currently reporting TWLO

4 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    115.3K
    Value
    $23.8M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $246.4M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    234.4K
    Value
    $48.4M
    % Portfolio
    0.05%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    90.7K
    Value
    $18.7M
    % Portfolio
    0.03%

Previously held TWLO

These investors reported TWLO in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Cathie WoodARK Investment Management942.6K$57.6MMar 31, 2024
Andreas HalvorsenViking Global Investors450.8K$56.7MMar 31, 2026
Stanley DruckenmillerDuquesne Family Office181.8K$22.9MMar 31, 2026
Ray DalioBridgewater Associates97.5K$12.3MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold TWLO?
4 tracked institutional investors disclosed a position in TWLO (TWILIO INC) in their most recent 13F filing.
Who is the largest institutional holder of TWLO?
Cathie Wood, ARK Investment Management, holds the largest disclosed position in TWLO, valued at $541M.
Did institutional ownership of TWLO increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 4 increased, 9 reduced, and 6 fully exited TWLO.
Where does this TWLO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.