$TWLO

$263.65 +$1.86 (0.71%) Close

$TWLO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 153.6M shares outstanding

Who owns TWLO?

By type of holder

Institutions 90.2% Insiders 0.0% Everyone else 9.8%

Concentration Top 10 holders own 45.8%

BlackRock, Inc. 10.8% · Jpmorgan Chase & Co 8.0%

Institutional ownership

90.2%

+1.5 pts vs last qtr

Institutional holders

961

+143 vs last qtr

Net shares bought

+2.4M

by institutions in Q2 2026

New / sold out

226 / 83

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +2.9M
Norges Bank NEW +1.9M

Biggest sellers in Q2 2026

FIL Ltd −2.0M
Citadel Advisors LLC −1.9M

Who is planning to sell?

Notices of proposed sale, last 12 months

$619M

32 notices from 4 people

Shares covered

3.4M

2.24% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sachem Head Capital Management LP Director, affiliate of director $567M
Shipchandler Khozema Officer $37.9M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+22.8%

+3.49% a year

Each share's claim on the business

−18.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3.87B vs $3.95B

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years70% 3–5 years2% 1–3 years11% Under 1 year17%

Quarterly turnover

17.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting TWLO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	16.6M	10.83%	+23.9K (+0.1%)	≤2021	0.1%
Shares held by quarter Peak holding16.8M (Q3'25) Change over 8 quarters+5.8M Share of the company10.830% BlackRock, Inc.'s full portfolio →
JC Jpmorgan Chase & Co	12.2M	7.96%	+2.9M (+30.4%)	≤2021	0.1%
Shares held by quarter Peak holding12.2M (Q2'26) Change over 8 quarters+11.9M Share of the company7.960% Jpmorgan Chase & Co's full portfolio →

BlackRock, Inc.

16.6M

% of company

10.83%

Change vs last qtr

+23.9K (+0.1%)

Held since

≤2021

Jpmorgan Chase & Co

12.2M

% of company

7.96%

Change vs last qtr

+2.9M (+30.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Twilio Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TWLO on Form N-PORT; together they hold 38.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$1.07B	5.2M	3.38%	0.86%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$994M	4.8M	3.14%	0.04%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$1.07B

% of company

3.38%

% of the fund

0.86%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$994M

% of company

3.14%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Twilio Inc and how much of the fund the position is.

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