Twilio Inc: which funds bought and sold

Institutions that bought and sold Twilio shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 530 institutions that filed 13F reports for both quarters added to or opened positions in Twilio, and 372 cut or closed them. Together they added a net 540K shares, +0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.9M shares (−7.8%); index fund managers were net sellers of 349K shares (−0.8%). 212 opened a new position and 64 sold out entirely.

Bought, Q2 2026 530 institutions, 212 of them new holders Sold, Q2 2026 372 institutions, 64 of them sold out

Net change, all compared +540K shares (+0.4%)

Net change, active managers −2.9M shares (−7.8%), 41 bought, 47 sold

Buyers versus sellers

institutions compared, 1,007

530 bought 105 372 sold

Active managers and hedge funds 41 bought · 47 sold · −2.9M

Index fund managers 6 bought · 6 sold · −349K

Other institutions 483 bought · 319 sold · +3.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+2.9M +30.4%	12.2M	$2.4B
Durable Capital Partners LP Hedge fund	+1.8M New position	1.8M	$381M
Capital World Investors Active manager	+1.8M New position	1.8M	$369M
Jericho Capital Asset Management L.P. Hedge fund	+1.5M +214.3%	2.2M	$452M
Polar Capital Holdings PLC Active manager	+1.0M +550.5%	1.2M	$249M
Qube Research & Technologies Ltd Hedge fund	+854K New position	854K	$176M
Whale Rock Capital Management LLC Hedge fund	+822K New position	822K	$170M
Fred Alger Management, LLC Active manager	+640K +335.6%	831K	$171M
Lord, Abbett & Co. LLC	+561K New position	561K	$116M
1832 Asset Management L.P.	+556K New position	556K	$115M
Alkeon Capital Management LLC Hedge fund	+496K +26.9%	2.3M	$482M
Voya Investment Management LLC	+464K +481.3%	561K	$116M
Artisan Partners Limited Partnership Active manager	+414K New position	414K	$85.4M
Artemis Investment Management LLP Active manager	+370K New position	370K	$76.4M
Los Angeles Capital Management LLC Active manager	+346K +51210.8%	346K	$71.5M
Allspring Global Investments Holdings, LLC	+340K +70.4%	824K	$172M
Raymond James Financial Inc	+288K +258.3%	400K	$82.5M
Nomura Asset Management International Inc.	+285K +116.7%	529K	$109M
BNP Paribas Asset Management Holding S.A.	+277K +206.5%	412K	$84.9M
Goldman Sachs Group Inc	+271K +30.4%	1.2M	$239M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Durable Capital Partners LP Hedge fund	+1.8M New position	1.8M	$381M
Capital World Investors Active manager	+1.8M New position	1.8M	$369M
Jericho Capital Asset Management L.P. Hedge fund	+1.5M +214.3%	2.2M	$452M
Polar Capital Holdings PLC Active manager	+1.0M +550.5%	1.2M	$249M
Qube Research & Technologies Ltd Hedge fund	+854K New position	854K	$176M
Whale Rock Capital Management LLC Hedge fund	+822K New position	822K	$170M
Fred Alger Management, LLC Active manager	+640K +335.6%	831K	$171M
Alkeon Capital Management LLC Hedge fund	+496K +26.9%	2.3M	$482M
Artisan Partners Limited Partnership Active manager	+414K New position	414K	$85.4M
Artemis Investment Management LLP Active manager	+370K New position	370K	$76.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	−2.0M −89.8%	231K	$47.6M
Citadel Advisors LLC Hedge fund	−1.9M −99.1%	18K	$3.7M
Sachem Head Capital Management LP Hedge fund	−1.7M −73.0%	620K	$128M
Invesco Ltd.	−1.1M −68.5%	488K	$101M
Royal Bank Of Canada	−1.0M −31.0%	2.3M	$464M
SRS Investment Management, LLC Hedge fund	−989K −47.9%	1.1M	$222M
Alyeska Investment Group, L.P. Hedge fund	−829K −91.3%	79K	$16.3M
Slate Path Capital LP Hedge fund	−743K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−739K −77.6%	213K	$43.9M
Freestone Grove Partners LP Hedge fund	−620K −82.4%	132K	$27.3M
Millennium Management LLC Hedge fund	−571K −89.9%	64K	$13.3M
Marshall Wace, LLP Hedge fund	−570K −98.4%	9,385	$1.9M
Victory Capital Management Inc Active manager	−492K −90.5%	52K	$10.7M
Pacer Advisors, Inc.	−475K −96.5%	17K	$3.5M
UBS Group AG	−471K −35.0%	873K	$180M
Viking Global Investors LP Hedge fund	−451K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−438K −5.4%	7.6M	$1.6B
Canada Pension Plan Investment Board	−399K −76.2%	125K	$25.7M
Jane Street Group, LLC	−397K −79.3%	104K	$21.4M
Balyasny Asset Management L.P. Hedge fund	−348K −31.5%	756K	$156M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	−2.0M −89.8%	231K	$47.6M
Citadel Advisors LLC Hedge fund	−1.9M −99.1%	18K	$3.7M
Sachem Head Capital Management LP Hedge fund	−1.7M −73.0%	620K	$128M
SRS Investment Management, LLC Hedge fund	−989K −47.9%	1.1M	$222M
Alyeska Investment Group, L.P. Hedge fund	−829K −91.3%	79K	$16.3M
Slate Path Capital LP Hedge fund	−743K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−739K −77.6%	213K	$43.9M
Freestone Grove Partners LP Hedge fund	−620K −82.4%	132K	$27.3M
Millennium Management LLC Hedge fund	−571K −89.9%	64K	$13.3M
Marshall Wace, LLP Hedge fund	−570K −98.4%	9,385	$1.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Durable Capital Partners LPHedge fund	1.8M	$381M
Capital World InvestorsActive manager	1.8M	$369M
Qube Research & Technologies LtdHedge fund	854K	$176M
Whale Rock Capital Management LLCHedge fund	822K	$170M
Lord, Abbett & Co. LLC	561K	$116M
1832 Asset Management L.P.	556K	$115M
Artisan Partners Limited PartnershipActive manager	414K	$85.4M
Artemis Investment Management LLPActive manager	370K	$76.4M
Summit Partners Public Asset Management, LLC	258K	$53.2M
Shannon River Fund Management LLCHedge fund	201K	$41.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Slate Path Capital LPHedge fund	743K	$93.5M
Viking Global Investors LPHedge fund	451K	$56.7M
Engineers Gate Manager LPHedge fund	197K	$24.8M
Duquesne Family Office LLCHedge fund	182K	$22.9M
Exoduspoint Capital Management, LPHedge fund	176K	$22.2M
Alta Park Capital, LP	118K	$14.9M
Bridgewater Associates, LPHedge fund	98K	$12.3M
Cinctive Capital Management LPHedge fund	65K	$8.2M
Renaissance Technologies LLCHedge fund	52K	$6.5M
Capital Advantage, Inc.	46K	$5.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 955
Ten largest holders: 50.7%
Index fund managers: 31.9%
Active managers and hedge funds: 24.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	41	47	19	13	−2.9M	−7.8%
Index fund managers	6	6	0	0	−349K	−0.8%
Other institutions	483	319	193	51	+3.8M	+7.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Twilio.

Only managers that filed a holdings report for both quarters are compared (1,007 here). 31 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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