TWILIO INC

$TWLO
Smart money positioned

13 of the Top-200 alpha managers hold $TWLO as of the latest 13F snapshot.

13F holders
813
Insider buys · 90d
0
Congress · 90d
1trades

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$TWLO is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.84%, with an average of 0.18% of portfolio. Largest holder: Wincap Financial LLC at 0.84%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 813 · Source: 13F-HR
01
Axa S.a.
0.03% of portfolio
5,855,438 sh
02
State Street
0.03% of portfolio
5,787,207 sh
03
rebel Financial LLC
0.22% of portfolio
4,447,666 sh
04
Brightline Capital Management, LLC
0.01% of portfolio
2,574,500 sh
05
EDENTREE ASSET MANAGEMENT Ltd
0.31% of portfolio
2,331,471 sh
06
Marathon Trading Investment Management LLC
6.96% of portfolio
2,295,000 sh
07
Siemens Pension Trust E V
0.18% of portfolio
2,207,548 sh
08
Turtle Creek Asset Management Inc.
2.74% of portfolio
2,064,408 sh
09
ProShare Advisors LLC
0.03% of portfolio
1,925,354 sh
10
Evergreen Capital Management LLC
0.04% of portfolio
1,906,956 sh
See all 813 13F holders · Pro →

Insider activity · last 90 days

48 transactions · 3 filers
06 Jan 2026
Shipchandler Khozema
▼ SOLD
32
$134.86
S
06 Jan 2026
Shipchandler Khozema
▼ SOLD
11,123
$134.50
S
06 Jan 2026
Shipchandler Khozema
▼ SOLD
2,181
$133.18
S
05 Jan 2026
Viggiano Aidan
▼ SOLD
7,213
$135.97
S
31 Dec 2025
Viggiano Aidan
▼ SOLD
8,109
$143.38
S
31 Dec 2025
Shipchandler Khozema
▼ SOLD
13,266
$143.37
S
19 Nov 2025
Viggiano Aidan
▼ SOLD
546
$120.70
S
17 Nov 2025
Viggiano Aidan
▼ SOLD
70
$124.53
S
17 Nov 2025
Viggiano Aidan
▼ SOLD
740
$123.76
S
17 Nov 2025
Viggiano Aidan
▼ SOLD
704
$122.64
S
09 Oct 2025
Viggiano Aidan
▼ SOLD
8,035
$115.00
S
03 Oct 2025
Shipchandler Khozema
▼ SOLD
9,460
$104.37
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

2 disclosures · STOCK Act
House · Tennessee · Traded May 4
SOLD
$1K–$15K
Jun 2STOCK
House · New Jersey · Traded Apr 17
SOLD
$1K–$15K
May 14STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 05:08 UTC.