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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
Mirae Asset Global ETFs Holdings
76
Mirae Asset Global ETFs Holdings
Hong Kong
$54.7M -$2.99M -16,846 -6%
National Pension Service
77
National Pension Service
South Korea
$53.9M +$42.7M +240,854 +1,178%
SEI Investments
78
SEI Investments
Pennsylvania
$53.6M +$26.3M +148,405 +133%
SPPAM
79
Summit Partners Public Asset Management
Massachusetts
$53.2M +$45.7M +257,911 New
Capital Fund Management (CFM)
80
Capital Fund Management (CFM)
France
$51.4M +$11.8M +66,834 +37%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$50.9M -$21.7M -122,647 -33%
Fidelity International
82
Fidelity International
Bermuda
$47.6M -$358M -2,021,715 -90%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$46.4M -$48.7M -274,580 -55%
Man Group
84
Man Group
United Kingdom
$44.8M -$14M -78,946 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
85
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.7M +$19M +107,348 +98%
AQR Capital Management
86
AQR Capital Management
Connecticut
$44M -$4.83M -27,244 -11%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$43.9M -$131M -739,018 -78%
SRFM
88
Shannon River Fund Management
New York
$41.5M +$35.7M +201,352 New
LPL Financial
89
LPL Financial
California
$41.4M +$9.94M +56,074 +39%
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$40.5M +$14.8M +83,262 +74%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$39.8M +$9.93M +56,028 +40%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$39.3M -$3.51M -19,786 -9%
WP
93
Woodline Partners
California
$38.9M -$15.4M -87,049 -32%
ZIG
94
Zurich Insurance Group
Switzerland
$37.4M +$32.1M +181,126 New
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$36.8M -$18.8M -105,866 -37%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$35.4M +$1.69M +9,508 +6%
JT
97
Jupiter Topco
New York
$35.1M +$30.1M +169,880 New
VIM
98
Vinva Investment Management
Australia
$34.6M -$4.24M -23,942 -12%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$32.7M +$539K +3,038 +2%
Boston Partners
100
Boston Partners
Massachusetts
$30.5M +$4.4M +24,802 +20%

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.