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Twilio
TWLO

Overview Fund Activity

551 hedge funds and large institutions have $11.1B invested in Twilio in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 203 increasing their positions, 166 reducing their positions, and 90 closing their positions.

Holders
551
Holders Change
+8
Holders Change %
+1.47%
% of All Funds
12.17%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.55%
New
105
Increased
203
Reduced
166
Closed
90
Calls
$314M
Puts
$558M
Net Calls
-$244M
Net Calls Change
-$121M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$815M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.01B
3
JSP
3
Jackson Square Partners
California
$163M
4
Sands Capital Management
4
Sands Capital Management
Virginia
$281M
5
Victory Capital Management
5
Victory Capital Management
Texas
$209M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$433M
2
TCM
2
Tybourne Capital Management
Hong Kong
$0
3
GIM
3
Generation Investment Management
United Kingdom
$204M
4
BCVI
4
Bain Capital Venture Investors
Massachusetts
$0
5
VM
5
Valinor Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B 11,707,949 +366,654 +3%
Morgan Stanley
2
Morgan Stanley
New York
$1.01B 11,281,624 +2,454,614 +28%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$815M 9,112,139 +3,274,809 +56%
BlackRock
4
BlackRock
New York
$666M 7,437,494 +113,435 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$433M 4,837,787 -6,101,006 -56%
Jennison Associates
6
Jennison Associates
New York
$382M 4,271,504 -189,689 -4%
DIG
7
Dragoneer Investment Group
California
$297M 3,318,893 +328,727 +11%
Sands Capital Management
8
Sands Capital Management
Virginia
$281M 3,136,863 +1,191,888 +61%
SM
9
SCGE Management
California
$249M 2,783,100 +511,600 +23%
FAM
10
Foxhaven Asset Management
Virginia
$243M 2,713,763 +73,431 +3%
State Street
11
State Street
Massachusetts
$221M 2,474,863 +80,203 +3%
Franklin Resources
12
Franklin Resources
California
$211M 2,351,616 -66,827 -3%
Victory Capital Management
13
Victory Capital Management
Texas
$209M 2,331,474 +924,748 +66%
GIM
14
Generation Investment Management
United Kingdom
$204M 2,280,794 -1,082,557 -32%
Allianz Asset Management
15
Allianz Asset Management
Germany
$192M 2,141,142 -564,498 -21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$188M 2,105,017 +28,228 +1%
Tiger Global Management
17
Tiger Global Management
New York
$171M 1,906,000 – –
JSP
18
Jackson Square Partners
California
$163M 1,819,893 +1,817,621 +80,001%
Wells Fargo
19
Wells Fargo
California
$122M 1,368,499 +135,587 +11%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$121M 1,349,490 +322,808 +31%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$118M 1,315,050 +92,085 +8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$112M 1,255,271 +16,311 +1%
Invesco
23
Invesco
Georgia
$99.8M 1,114,975 +262,453 +31%
WRF
24
Waddell & Reed Financial
Kansas
$95.3M 1,064,557 +319,236 +43%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$89M 995,062 +44,665 +5%
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