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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
PAM
176
Panagora Asset Management
Massachusetts
$12.3M +$3.71M +20,917 +54%
NCL
177
Nishkama Capital LLC
Puerto Rico
$12.3M +$10.5M +59,422 New
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$12.1M +$75.3K +425 +0.7%
JCM
179
Jag Capital Management
Missouri
$11.9M +$10.2M +57,452 New
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$11.8M +$4.72M +26,650 +88%
MOACM
181
Mutual of America Capital Management
New York
$11.6M -$317K -1,789 -3%
SIMG
182
Stephens Investment Management Group
Texas
$11.6M +$9.98M +56,272 New
HI
183
Horizon Investments
North Carolina
$11.2M +$5.82M +32,819 +152%
NAS
184
Nykredit A/S
Denmark
$11.2M +$9.64M +54,361 New
Victory Capital Management
185
Victory Capital Management
Texas
$10.7M -$87.2M -492,153 -90%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$10.6M -$485K -2,736 -5%
DnB Asset Management
187
DnB Asset Management
Norway
$10.6M +$3.09M +17,449 +52%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$10.5M +$4.68M +26,397 +107%
IMC Chicago
189
IMC Chicago
Illinois
$10.5M +$7.54M +42,544 +510%
1WA
190
180 Wealth Advisors
Washington
$10.4M -$666K -3,759 -7%
TAM
191
Telemark Asset Management
Massachusetts
$10.3M
DKCM
192
Davidson Kempner Capital Management
New York
$10.3M +$8.86M +50,000 New
Nomura Asset Management
193
Nomura Asset Management
Japan
$10.2M -$66.1K -373 -0.8%
TRSOTSOK
194
Teachers Retirement System of the State of Kentucky
Kentucky
$9.8M +$177K +1,000 +2%
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$9.8M -$1.17M -6,616 -12%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$9.72M +$1.84M +10,381 +28%
State of New Jersey Common Pension Fund D
197
State of New Jersey Common Pension Fund D
New Jersey
$9.69M -$961K -5,420 -10%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$9.55M
TAF
199
Tredje AP-fonden
Sweden
$9.49M -$2.85M -16,059 -26%
LSERS
200
Louisiana State Employees Retirement System
Louisiana
$9.16M +$70.9K +400 +0.9%

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.