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959 hedge funds and large institutions have $28.4B invested in Twilio in 2026 Q2 according to their latest regulatory filings, with 227 funds opening new positions, 315 increasing their positions, 312 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 66

66% more capital invested

Capital invested by funds: $17.1B → $28.4B (+$11.3B)

44% more call options, than puts

Call options by funds: $810M | Put options by funds: $563M

18% more funds holding

Funds holding: 816959 (+143)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.31% more ownership

Funds ownership: 89.76%91.07% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 312

Holders
959
Holders Change
+143
Holders Change %
+17.52%
% of All Funds
11.58%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
227
Increased
315
Reduced
312
Closed
66
Calls
$810M
Puts
$563M
Net Calls
+$247M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
UM
226
UniSuper Management
Australia
$7.43M -$68.3K -385 -1%
KFA
227
Krane Funds Advisors
New York
$7.31M +$2.65M +14,945 +73%
CCM
228
Condor Capital Management
New Jersey
$7.24M -$182K -1,026 -3%
Impax Asset Management Group
229
Impax Asset Management Group
United Kingdom
$7.23M -$1.79M -10,092 -22%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$7.13M +$4.41M +24,893 +202%
NMIMC
231
Northwestern Mutual Investment Management Company
Wisconsin
$7.04M +$31K +175 +0.5%
AS
232
Aware Super
Australia
$7.03M
JGUA
233
John G. Ullman & Associates
New York
$6.97M -$106K -600 -2%
PCM
234
Penserra Capital Management
California
$6.76M +$5.66M +31,944 +3,939%
SLAM
235
Swiss Life Asset Management
$6.75M +$803K +4,528 +16%
ET
236
Entropy Technologies
New York
$6.75M +$5.8M +32,720 New
II
237
IFM Investors
Australia
$6.71M +$188K +1,060 +3%
OCM
238
Occam Crest Management
Connecticut
$6.68M -$1.33M -7,500 -17%
MWVC
239
Morgens Waterfall Vintiadis & Co
New York
$6.6M +$5.67M +32,000 New
CG
240
Caprock Group
Idaho
$6.6M -$796K -4,491 -12%
DAM
241
Deepwater Asset Management
Minnesota
$6.59M +$5.66M +31,926 New
NMERB
242
New Mexico Educational Retirement Board
New Mexico
$6.48M
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$6.48M +$45.9K +259 +0.8%
US Bancorp
244
US Bancorp
Minnesota
$6.27M +$727K +4,103 +16%
TD Asset Management
245
TD Asset Management
Ontario, Canada
$6.27M -$32.8K -185 -0.6%
Prudential Financial
246
Prudential Financial
New Jersey
$6.23M -$1.1M -6,224 -17%
IIM
247
INTECH Investment Management
Florida
$6.22M +$4.74M +26,739 +781%
CGH
248
Crossmark Global Holdings
Texas
$6.15M +$3.65M +20,596 +223%
Franklin Resources
249
Franklin Resources
California
$6.14M -$8.71M -49,140 -62%
PCM
250
Pinnbrook Capital Management
New York
$6.11M +$5.25M +29,600 New

TWLO Hedge Fund Activity: Q2 2026 in Review

959 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q2 2026, worth a combined $28.4B — up 66% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new TWLO positions and 66 closed out — a net gain of 161 holders — while 315 added to existing stakes and 312 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $505M. The largest seller was Fidelity International, cutting an estimated $358M.

  • 959 institutional investors held Twilio (TWLO) as of Q2 2026, up from 816 in Q1 2026.
  • Funds reported $28.4B of Twilio stock for Q2 2026, up 66% quarter-over-quarter.
  • 227 funds opened new Twilio positions in Q2 2026 and 66 closed out, a net change of +161 holders.
  • The largest Twilio buyer in Q2 2026 was JP Morgan Chase, an estimated $505M added.
  • The largest Twilio seller in Q2 2026 was Fidelity International, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2026.