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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$199M -$9.21M -51,928 -5%
Vanguard Fiduciary Trust
27
Vanguard Fiduciary Trust
Pennsylvania
$199M +$3.47M +19,579 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$185M -$4.95M -27,950 -3%
UBS Group
29
UBS Group
Switzerland
$180M -$83.5M -470,934 -35%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$176M +$151M +854,257 New
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$172M +$60.4M +340,423 +70%
Deutsche Bank
32
Deutsche Bank
Germany
$172M +$14.2M +80,067 +11%
FAM
33
Fred Alger Management
New York
$171M +$113M +640,196 +336%
WRCM
34
Whale Rock Capital Management
Massachusetts
$170M +$146M +821,768 New
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$156M -$61.7M -348,166 -32%
Principal Financial Group
36
Principal Financial Group
Iowa
$156M +$25M +141,296 +23%
AM
37
Atreides Management
Massachusetts
$149M -$35.7M -201,264 -22%
QCM
38
Quantinno Capital Management
New York
$140M +$5.11M +28,817 +4%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$136M +$11.7M +66,238 +11%
SHCM
40
Sachem Head Capital Management
New York
$128M -$297M -1,675,000 -73%
First Trust Advisors
41
First Trust Advisors
Illinois
$121M -$23.8M -134,446 -19%
EARNEST Partners
42
EARNEST Partners
Georgia
$117M -$1.97M -11,118 -2%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$116M +$82.3M +464,207 +481%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$116M +$99.4M +560,573 New
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$115M +$98.5M +555,500 New
NAMI
46
Nomura Asset Management International
Pennsylvania
$109M +$50.5M +285,044 +117%
NSGL
47
No Street GP LP
California
$105M -$37.1M -208,993 -29%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$104M -$42.1M -237,573 -32%
Truist Financial
49
Truist Financial
North Carolina
$104M +$8.82M +49,775 +11%
Wells Fargo
50
Wells Fargo
California
$102M +$32.4M +182,640 +59%

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.