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Twilio
TWLO

Overview Fund Activity

524 hedge funds and large institutions have $11B invested in Twilio in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 56 closing their positions.

Holders
524
Holders Change
+121
Holders Change %
+30.02%
% of All Funds
11.36%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.78%
New
178
Increased
180
Reduced
119
Closed
56
Calls
$625M
Puts
$574M
Net Calls
+$51M
Net Calls Change
+$110M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$844M
2
Sands Capital Management
2
Sands Capital Management
Virginia
$267M
3
TCM
3
Tybourne Capital Management
Hong Kong
$203M
4
DVC
4
Deer VIII & Co
New York
$199M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.08B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$56.6M
3
WRCM
3
Whale Rock Capital Management
Massachusetts
$219M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$264M
5
Millennium Management
5
Millennium Management
New York
$43.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B 8,392,834 +1,195,368 +17%
Morgan Stanley
2
Morgan Stanley
New York
$844M 6,532,032 +2,492,589 +62%
BlackRock
3
BlackRock
New York
$640M 4,956,403 +1,034,624 +26%
DIG
4
Dragoneer Investment Group
California
$421M 3,255,478 +677,895 +26%
FAM
5
Foxhaven Asset Management
Virginia
$322M 2,493,598 +268,974 +12%
Franklin Resources
6
Franklin Resources
California
$307M 2,380,467 -129,129 -5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$300M 2,321,491 +100,941 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$287M 2,220,330 -17,122 -0.8%
Sands Capital Management
9
Sands Capital Management
Virginia
$267M 2,064,208 +2,064,208 New
Allianz Asset Management
10
Allianz Asset Management
Germany
$264M 2,042,327 -754,146 -27%
WRCM
11
Whale Rock Capital Management
Massachusetts
$219M 1,694,233 -767,549 -31%
SM
12
SCGE Management
California
$217M 1,678,000 – –
TCM
13
Tybourne Capital Management
Hong Kong
$203M 1,570,863 +1,570,863 New
DVC
14
Deer VIII & Co
New York
$199M 1,539,707 +1,539,707 New
Coatue Management
15
Coatue Management
New York
$173M 1,336,488 +372,819 +39%
State Street
16
State Street
Massachusetts
$146M 1,133,507 +194,484 +21%
Bank of America
17
Bank of America
North Carolina
$138M 1,066,592 +291,432 +38%
Wells Fargo
18
Wells Fargo
California
$137M 1,060,966 +127,751 +14%
Tiger Global Management
19
Tiger Global Management
New York
$136M 1,050,000 +1,050,000 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$130M 1,004,184 +230,054 +30%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$126M 973,397 +894,151 +1,128%
BCVI
22
Bain Capital Venture Investors
Massachusetts
$124M 956,345 +956,345 New
Jennison Associates
23
Jennison Associates
New York
$123M 955,860 +955,860 New
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$122M 944,645 -18,122 -2%
SI
25
Salesforce Inc
California
$115M 888,517 – –
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