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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$9.12M +$616K +3,477 +9%
CFLC
202
California First Leasing Corp
California
$9.08M
Stifel Financial
203
Stifel Financial
Missouri
$9.06M +$2.62M +14,777 +51%
LF
204
Lansforsakringar Fondforvaltning
Sweden
$8.92M -$1.5M -8,450 -16%
SAM
205
SEB Asset Management
$8.91M +$673K +3,798 +10%
UIM
206
USS Investment Management
United Kingdom
$8.83M +$7.59M +42,799 New
RAM
207
Resona Asset Management
Japan
$8.83M -$319K -1,800 -4%
YCM
208
Yousif Capital Management
Michigan
$8.71M -$464K -2,619 -6%
MSV
209
MN Services Vermogensbeheer
Netherlands
$8.6M -$2.38M -13,400 -24%
SOMRS
210
State of Michigan Retirement System
Michigan
$8.56M -$461K -2,600 -6%
ASRS
211
Arizona State Retirement System
Arizona
$8.52M +$9.75K +55 +0.1%
IC
212
IEQ Capital
California
$8.51M +$2M +11,298 +38%
LP
213
LMR Partners
United Kingdom
$8.38M -$19.4M -109,400 -73%
YIH
214
Y-Intercept (HK)
Hong Kong
$8.35M +$5.92M +33,410 +472%
FC
215
FORA Capital
Florida
$8.26M +$7.09M +40,019 New
Osaic Holdings
216
Osaic Holdings
Arizona
$8.22M +$3.85M +21,745 +120%
GCM
217
Graham Capital Management
Connecticut
$8.13M +$3.12M +17,600 +81%
1M
218
13D Management
New York
$8.05M -$3.86M -21,755 -36%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$8.04M +$157K +883 +2%
OHIS
220
Oak Harvest Investment Services
Texas
$7.75M +$218K +1,228 +3%
HW
221
Hedeker Wealth
Illinois
$7.72M -$118K -664 -2%
KOCAA
222
Knights of Columbus Asset Advisors
Connecticut
$7.59M +$54.1K +305 +0.8%
ADEF
223
Adams Diversified Equity Fund
Maryland
$7.55M +$6.49M +36,600 New
PC
224
Panoramic Capital
California
$7.53M -$3.4M -19,206 -34%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.5M -$293K -1,652 -4%

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.