We are live on ! Find out more

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
BlackRock
1
BlackRock
New York
$3.43B +$4.23M +23,869 +0.1%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.43B +$505M +2,850,827 +30%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.33B -$47.5M -267,760 -2%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$1.58B -$77.7M -438,335 -5%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$1.41B +$10.7M +60,569 +0.9%
State Street
6
State Street
Massachusetts
$1.24B +$25.4M +143,149 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$592M +$7.71M +43,515 +2%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$482M +$87.9M +495,700 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$464M -$179M -1,011,006 -31%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$464M -$14.9M -83,842 -4%
JCAM
11
Jericho Capital Asset Management
New York
$452M +$265M +1,494,944 +214%
Norges Bank
12
Norges Bank
Norway
$399M +$343M +1,935,539 New
DCP
13
Durable Capital Partners
Maryland
$381M +$327M +1,846,153 New
Capital World Investors
14
Capital World Investors
California
$369M +$317M +1,786,989 New
Morgan Stanley
15
Morgan Stanley
New York
$357M -$23.6M -132,967 -7%
Northern Trust
16
Northern Trust
Illinois
$351M -$17.9M -100,941 -6%
UBS AM
17
UBS AM
Illinois
$325M +$18M +101,699 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$296M -$10.4M -58,899 -4%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$253M +$14.9M +84,261 +7%
PCH
20
Polar Capital Holdings
United Kingdom
$249M +$181M +1,019,749 +551%
Goldman Sachs
21
Goldman Sachs
New York
$239M +$48M +270,659 +30%
Amundi
22
Amundi
France
$237M +$46M +259,757 +29%
Charles Schwab
23
Charles Schwab
California
$233M -$1.9M -10,740 -0.9%
SIM
24
SRS Investment Management
New York
$222M -$175M -988,725 -48%
Bank of America
25
Bank of America
North Carolina
$210M +$7.32M +41,264 +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.