807 hedge funds and large institutions have $17B invested in Twilio in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 324 increasing their positions, 262 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $19.5B → $17B (-$2.47B)

29% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 126

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$225M
Puts
$212M
Net Calls
Net Calls Change

Top Buyers

1 +$196M
2 +$107M
3 +$85.8M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$73.2M
5
Millennium Management
Millennium Management
New York
+$65.1M

Top Sellers

1 -$197M
2 -$137M
3 -$123M
4
SPC
Slate Path Capital
New York
-$101M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$76.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TP
201
Toronado Partners
California
$4.66M
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$4.62M
CG
203
Caprock Group
Idaho
$4.59M
KOCAA
204
Knights of Columbus Asset Advisors
Connecticut
$4.59M
Prudential Financial
205
Prudential Financial
New Jersey
$4.58M
UM
206
UniSuper Management
Australia
$4.58M
OHIS
207
Oak Harvest Investment Services
Texas
$4.57M
CCM
208
Condor Capital Management
New Jersey
$4.54M
JGUA
209
John G. Ullman & Associates
New York
$4.32M
Neuberger Berman Group
210
Neuberger Berman Group
New York
$4.31M
AS
211
Aware Super
Australia
$4.29M
NMIMC
212
Northwestern Mutual Investment Management Company
Wisconsin
$4.27M
DnB Asset Management
213
DnB Asset Management
Norway
$4.24M
CP
214
Clayton Partners
California
$4.11M
DekaBank Deutsche Girozentrale
215
DekaBank Deutsche Girozentrale
Germany
$4.06M
HCM
216
Hodges Capital Management
Texas
$4M
II
217
IFM Investors
Australia
$3.96M
NMERB
218
New Mexico Educational Retirement Board
New Mexico
$3.95M
OPERF
219
Oregon Public Employees Retirement Fund
Oregon
$3.92M
RFM
220
Royal Fund Management
Florida
$3.89M
TD Asset Management
221
TD Asset Management
Ontario, Canada
$3.84M
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$3.82M
IC
223
IEQ Capital
California
$3.77M
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$3.75M
X
225
Xponance
Pennsylvania
$3.73M