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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 17 tracked institutions holding TWLO, 10 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, TWLO (TWILIO INC) is held with a combined value of $10.35B across 54,973,518 shares. The largest holder is BlackRock, Inc. with a position worth $3.43B (0.05% of their portfolio). 3 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$10.35B
Total Shares Held
54,973,518
Institutional Holders
17
% of Shares Outstanding
35.8%
of 153.58M shares · SEC 2026-07-24
Days to Cover
1.2-2.3%
4.21M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 35.8% of TWLO's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $3.43B | 0.05% | +0.1% |
| 2 | FMR LLC | $2.33B | 0.10% | -2.3% |
| 3 | VANGUARD GROUP INC | $2.20B | 0.03% | +0.9% |
| 4 | STATE STREET CORP | $1.24B | 0.04% | +2.4% |
| 5 | Durable Capital Partners LP | $380.92M | 3.70% | New |
| 6 | SRS Investment Management, LLC | $221.95M | 2.08% | -47.9% |
| 7 | Whale Rock Capital Management LLC | $169.56M | 1.36% | New |
| 8 | Atreides Management, LP | $148.63M | 1.33% | -21.8% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $59.67M | 0.01% | +45.0% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $56.32M | 0.01% | +177.4% |
SEC Schedule 13D (activist) and 13G (passive) filings for TWLO. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Josh Gottheimer | Buy | May 4, 2026 |
| Josh Gottheimer | Sell | Apr 17, 2025 |
| Rob Bresnahan | Buy | Mar 4, 2025 |
| Rob Bresnahan | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of TWLO with a position worth $3.43B, representing 0.05% of their portfolio. In total, 17 institutional investors hold TWLO with a combined value of $10.35B.
In the most recent quarter, 3 funds opened a new position in TWLO. Additionally, 5 increased their holdings and 9 reduced their positions.
Institutional investors hold $10.35B worth of TWLO stock across 17 positions. The largest institutional holder is BlackRock, Inc. with $3.43B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For TWLO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their TWLO positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 25, 2025 |
| Josh Gottheimer | Buy | Feb 6, 2025 |
| Josh Gottheimer | Buy | Jan 31, 2025 |
Last Close
$227.19
2026-09-09
YTD
+64.2%
82% of 52-week range
