Ticker · CUSIP 90138F102

TWLO

TWILIO INC

Technology·Software - Infrastructure

···Share

Holders (tracked)

Combined shares

7,443,554

Combined value

$1.06B

Last close

$140.11

Quarter

2025Q4

Price is -1.5% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$140.11+55.14 (+64.89%)H $144.14 · L $81.56 · Avg Vol 2.7M

Congress sell

Tracked holders · last 8 quarters

+5 vs previous quarter over the last 8.

SEC event timeline

23 events

Ken Griffin (Citadel Advisors) added2026-02-17
+1,523,932 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+384,135 shares · 2025Q4
Position
Stanley Druckenmiller (Duquesne) exited2026-02-17
−512,800 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−50,940 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+44,024 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+356,306 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+9,377 shares · 2025Q4
Position
Wellington Management added2026-02-17
+59,237 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−46,022 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+42,000 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−17,573 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,925,354 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−548,043 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−533,998 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−155,805 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+41,351 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−178,343 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+128,948 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−187,971 shares · 2025Q3
Position
Stanley Druckenmiller (Duquesne) added2025-11-14
+312,325 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−234,048 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,840,436 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−32,873 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for TWLO →

Follow-the-investor returns

If you'd copied each holder of TWLO…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2018Q2	$57.19	+145.0%	$39.6M
Ray Dalio (Bridgewater Associates)	2021Q3	$103.69	+35.1%	$17.5M
Norges Bank (Norway SWF)	2017Q3	$110.72	+26.5%	$269.8M
Paul Tudor Jones (Tudor Investment)	2018Q1	$113.31	+23.7%	$2.0M
Paul Tudor Jones (Tudor Investment)	2018Q1	$113.31	+23.7%	$2.0M
Izzy Englander (Millennium Mgmt)	2016Q2	$115.61	+21.2%	$14.9M
Izzy Englander (Millennium Mgmt)	2016Q2	$115.61	+21.2%	$14.9M
Izzy Englander (Millennium Mgmt)	2016Q2	$115.61	+21.2%	$14.9M
Two Sigma Investments	2017Q1	$118.61	+18.1%	$1.3M
Two Sigma Investments	2017Q1	$118.61	+18.1%	$1.3M
Two Sigma Investments	2017Q1	$118.61	+18.1%	$1.3M
Wellington Management	2017Q1	$120.87	+15.9%	$15.8M
Ken Griffin (Citadel Advisors)	2016Q3	$132.33	+5.9%	$271.9M
Ken Griffin (Citadel Advisors)	2016Q3	$132.33	+5.9%	$271.9M
Ken Griffin (Citadel Advisors)	2016Q3	$132.33	+5.9%	$271.9M
T. Rowe Price	2016Q2	$132.83	+5.5%	$42.5M
D.E. Shaw & Co.	2016Q3	$139.34	+0.6%	$10.6M
D.E. Shaw & Co.	2016Q3	$139.34	+0.6%	$10.6M
D.E. Shaw & Co.	2016Q3	$139.34	+0.6%	$10.6M
Steve Cohen (Point72)	2017Q2	$141.99	-1.3%	$5.7M
Steve Cohen (Point72)	2017Q2	$141.99	-1.3%	$5.7M
Steve Cohen (Point72)	2017Q2	$141.99	-1.3%	$5.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+1,925,354
$273.9M
Paul Tudor Jones (Tudor Investment)
+42,000
$6.0M

Added to6

Ken Griffin (Citadel Advisors)
+1,523,932
$216.8M
D.E. Shaw & Co.
+384,135
$54.6M
Steve Cohen (Point72)
+356,306
$50.7M
Wellington Management
+59,237
$8.4M
Izzy Englander (Millennium Mgmt)
+44,024
$6.3M
T. Rowe Price
+9,377
$1K

Trimmed3

Two Sigma Investments
−50,940
$7.2M
AQR Capital Management
−46,022
$6.5M
Ray Dalio (Bridgewater Associates)
−17,573
$2.5M

Exited1

Stanley Druckenmiller (Duquesne)
−512,800
$51K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	27	42,196,537	$239.75B	—
2022Q2	24	38,282,624	$109.58B	-3
2022Q3	23	32,700,138	$2.26B	-1
2022Q4	25	41,657,434	$2.04B	+2
2023Q1	23	34,380,203	$2.29B	-2
2023Q2	20	32,462,253	$2.07B	-3
2023Q3	22	32,187,339	$1.88B	+2
2023Q4	19	33,811,145	$2.57B	-3
2024Q1	17	25,820,760	$1.58B	-2
2024Q2	22	27,519,309	$1.56B	+5
2024Q3	19	12,882,260	$840.2M	-3
2024Q4	25	14,693,181	$1.59B	+6
2025Q1	23	7,931,303	$775.0M	-2
2025Q2	20	7,066,009	$878.7M	-3
2025Q3	17	3,833,324	$383.7M	-3
2025Q4	22	7,443,554	$1.06B	+5

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-04-17	Josh Gottheimer	Sell	$1K – $15K	PDF ↗
2025-03-04	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-02-25	Rob Bresnahan	Buy	$1K – $15K	PDF ↗
2025-02-06	Josh Gottheimer	Buy	$1K – $15K	PDF ↗
2025-01-31	Josh Gottheimer	Buy	$1K – $15K	PDF ↗

Who owns TWLO

22 super-investors · 2025Q4

Tracked stake

7.44M

Combined value

$1.06B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added14Trim5

#	Manager	Shares	Value	% of book	Last action
1	Ken Griffin Citadel Advisors	1.94M	$276M	0.0%	Added+1.52M
2	Norges Bank Norway SWF	1.93M	$274M	0.0%	New+1.93M
3	Steve Cohen Point72	602.2K	$86M	0.1%	Added+356.3K
4	Ken Griffin Citadel Advisors	464.9K	$66M	0.0%	Added+1.52M
5	Ken Griffin Citadel Advisors	455.2K	$65M	0.0%	Added+1.52M
6	D.E. Shaw & Co.	430.6K	$61M	0.0%	Added+384.1K
7	T. Rowe Price	303.4K	$43M	0.0%	Added+9.4K
8	AQR Capital Management	282.3K	$40M	0.0%	Trim−46.0K
9	Izzy Englander Millennium Mgmt	221.7K	$32M	0.0%	Added+44.0K
10	Izzy Englander Millennium Mgmt	216.0K	$31M	0.0%	Added+44.0K
11	Ray Dalio Bridgewater Associates	124.8K	$18M	0.1%	Trim−17.6K
12	Wellington Management	112.9K	$16M	0.0%	Added+59.2K
13	Izzy Englander Millennium Mgmt	106.2K	$15M	0.0%	Added+44.0K
14	D.E. Shaw & Co.	75.9K	$11M	0.0%	Added+384.1K
15	Steve Cohen Point72	40.4K	$6M	0.0%	Added+356.3K
16	D.E. Shaw & Co.	40.3K	$6M	0.0%	Added+384.1K
17	Paul Tudor Jones Tudor Investment	27.6K	$4M	0.0%	New+42.0K
18	Two Sigma Investments	24.8K	$4M	0.0%	Trim−50.9K
19	Two Sigma Investments	15.2K	$2M	0.0%	Trim−50.9K
20	Paul Tudor Jones Tudor Investment	14.4K	$2M	0.0%	New+42.0K
21	Steve Cohen Point72	9.4K	$1M	0.0%	Added+356.3K
22	Two Sigma Investments	9.4K	$1M	0.0%	Trim−50.9K

Recent moves

20 transactions

TRIMAQR Capital Management
−46,022 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+1,523,932 · 2025Q4
ADDT. Rowe Price
+9,377 · 2025Q4
TRIMTwo Sigma Investments
−50,940 · 2025Q4
ADDSteve Cohen (Point72)
+356,306 · 2025Q4
SOLDStanley Druckenmiller (Duquesne)
−512,800 · 2025Q4
ADDWellington Management
+59,237 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+44,024 · 2025Q4
ADDD.E. Shaw & Co.
+384,135 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+42,000 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−17,573 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,925,354 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−548,043 · 2025Q3
TRIMSteve Cohen (Point72)
−533,998 · 2025Q3
TRIMWellington Management
−187,971 · 2025Q3
TRIMTwo Sigma Investments
−155,805 · 2025Q3
ADDD.E. Shaw & Co.
+41,351 · 2025Q3
ADDT. Rowe Price
+128,948 · 2025Q3
ADDStanley Druckenmiller (Duquesne)
+312,325 · 2025Q3
TRIMAQR Capital Management
−178,343 · 2025Q3

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