Ticker · CUSIP 90138F102
Holders (tracked)
22
Combined shares
7,443,554
Combined value
$1.02B
Last close
$136.96
Quarter
2025Q4
Tracked holders · last 8 quarters
+5 vs previous quarter over the last 8.
Price is +0.4% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
23 events
- Ken Griffin (Citadel Advisors) added2026-02-17+1,523,932 shares · 2025Q413F
- D.E. Shaw & Co. added2026-02-17+384,135 shares · 2025Q413F
- Stanley Druckenmiller (Duquesne) exited2026-02-17−512,800 shares · 2025Q413F
- Two Sigma Investments trimmed2026-02-17−50,940 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+44,024 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+356,306 shares · 2025Q413F
- T. Rowe Price added2026-02-17+9,377 shares · 2025Q413F
- Wellington Management added2026-02-17+59,237 shares · 2025Q413F
- AQR Capital Management trimmed2026-02-17−46,022 shares · 2025Q413F
- +42,000 shares · 2025Q413F
- −17,573 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+1,925,354 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−548,043 shares · 2025Q313F
- Steve Cohen (Point72) trimmed2025-11-14−533,998 shares · 2025Q313F
- Two Sigma Investments trimmed2025-11-14−155,805 shares · 2025Q313F
- D.E. Shaw & Co. added2025-11-14+41,351 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−178,343 shares · 2025Q313F
- T. Rowe Price added2025-11-14+128,948 shares · 2025Q313F
- Wellington Management trimmed2025-11-14−187,971 shares · 2025Q313F
- Stanley Druckenmiller (Duquesne) added2025-11-14+312,325 shares · 2025Q313F
- −234,048 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−1,840,436 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−32,873 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of TWLO…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| AQR Capital Management | 2018Q2 | $57.19 | +139.5% | $38.7M |
| T. Rowe Price | 2016Q2 | $62.32 | +119.8% | $41.6M |
| Ray Dalio (Bridgewater Associates) | 2021Q3 | $103.69 | +32.1% | $17.1M |
| Norges Bank (Norway SWF) | 2017Q3 | $110.72 | +23.7% | $263.7M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $113.31 | +20.9% | $2.0M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $113.31 | +20.9% | $2.0M |
| Izzy Englander (Millennium Mgmt) | 2016Q2 | $115.61 | +18.5% | $14.5M |
| Izzy Englander (Millennium Mgmt) | 2016Q2 | $115.61 | +18.5% | $14.5M |
| Izzy Englander (Millennium Mgmt) | 2016Q2 | $115.61 | +18.5% | $14.5M |
| Two Sigma Investments | 2017Q1 | $118.58 | +15.5% | $1.3M |
| Two Sigma Investments | 2017Q1 | $118.58 | +15.5% | $1.3M |
| Two Sigma Investments | 2017Q1 | $118.58 | +15.5% | $1.3M |
| Wellington Management | 2017Q1 | $120.87 | +13.3% | $15.5M |
| Ken Griffin (Citadel Advisors) | 2016Q3 | $132.33 | +3.5% | $265.8M |
| Ken Griffin (Citadel Advisors) | 2016Q3 | $132.33 | +3.5% | $265.8M |
| Ken Griffin (Citadel Advisors) | 2016Q3 | $132.33 | +3.5% | $265.8M |
| D.E. Shaw & Co. | 2016Q3 | $139.34 | -1.7% | $10.4M |
| D.E. Shaw & Co. | 2016Q3 | $139.34 | -1.7% | $10.4M |
| D.E. Shaw & Co. | 2016Q3 | $139.34 | -1.7% | $10.4M |
| Steve Cohen (Point72) | 2017Q2 | $141.99 | -3.5% | $5.5M |
| Steve Cohen (Point72) | 2017Q2 | $141.99 | -3.5% | $5.5M |
| Steve Cohen (Point72) | 2017Q2 | $141.99 | -3.5% | $5.5M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions2
- Norges Bank (Norway SWF)+1,925,354$273.9M
- Paul Tudor Jones (Tudor Investment)+42,000$6.0M
Added to6
- Ken Griffin (Citadel Advisors)+1,523,932$216.8M
- D.E. Shaw & Co.+384,135$54.6M
- Steve Cohen (Point72)+356,306$50.7M
- Wellington Management+59,237$8.4M
- Izzy Englander (Millennium Mgmt)+44,024$6.3M
- T. Rowe Price+9,377$1K
Trimmed3
- Two Sigma Investments−50,940$7.2M
- AQR Capital Management−46,022$6.5M
- Ray Dalio (Bridgewater Associates)−17,573$2.5M
Exited1
- Stanley Druckenmiller (Duquesne)−512,800$51K
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 27 | $239.75B |
| 2022Q2 | 24 | $109.58B |
| 2022Q3 | 23 | $93.9M |
| 2022Q4 | 25 | $1.96B |
| 2023Q1 | 23 | $2.21B |
| 2023Q2 | 20 | $2.05B |
| 2023Q3 | 22 | $1.88B |
| 2023Q4 | 19 | $2.49B |
| 2024Q1 | 17 | $1.55B |
| 2024Q2 | 22 | $1.56B |
| 2024Q3 | 19 | $831.8M |
| 2024Q4 | 25 | $1.58B |
| 2025Q1 | 23 | $722.7M |
| 2025Q2 | 20 | $833.3M |
| 2025Q3 | 17 | $303.0M |
| 2025Q4 | 22 | $1.02B |
Congress members trading this stock
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2025-04-17 | Josh Gottheimer | Sell | $1K – $15K | PDF ↗ |
| 2025-03-04 | Rob Bresnahan | Buy | $1K – $15K | PDF ↗ |
| 2025-02-25 | Rob Bresnahan | Buy | $1K – $15K | PDF ↗ |
| 2025-02-06 | Josh Gottheimer | Buy | $1K – $15K | PDF ↗ |
| 2025-01-31 | Josh Gottheimer | Buy | $1K – $15K | PDF ↗ |
Who owns TWLO
22 super-investors · 2025Q4
Tracked stake
7.44M
shares
Combined value
$1.02B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New3Added14Trim5
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Ken Griffin Citadel Advisors | 1.94M | $276M |
| 2 | Norges Bank Norway SWF | 1.93M | $274M |
| 3 | Steve Cohen Point72 | 602.2K | $86M |
| 4 | Ken Griffin Citadel Advisors | 464.9K | $66M |
| 5 | Ken Griffin Citadel Advisors | 455.2K | $65M |
| 6 | D.E. Shaw & Co. | 430.6K | $61M |
| 7 | AQR Capital Management | 282.3K | $40M |
| 8 | Izzy Englander Millennium Mgmt | 221.7K | $32M |
| 9 | Izzy Englander Millennium Mgmt | 216.0K | $31M |
| 10 | Ray Dalio Bridgewater Associates | 124.8K | $18M |
| 11 | Wellington Management | 112.9K | $16M |
| 12 | Izzy Englander Millennium Mgmt | 106.2K | $15M |
| 13 | D.E. Shaw & Co. | 75.9K | $11M |
| 14 | Steve Cohen Point72 | 40.4K | $6M |
| 15 | D.E. Shaw & Co. | 40.3K | $6M |
| 16 | Paul Tudor Jones Tudor Investment | 27.6K | $4M |
| 17 | Two Sigma Investments | 24.8K | $4M |
| 18 | Two Sigma Investments | 15.2K | $2M |
| 19 | Paul Tudor Jones Tudor Investment | 14.4K | $2M |
| 20 | Two Sigma Investments | 9.4K | $1M |
| 21 | Steve Cohen Point72 | 9.4K | $1M |
| 22 | T. Rowe Price | 303.4K | $43K |
Recent moves
20 transactions
- −46,022 · 2025Q4
- +1,523,932 · 2025Q4
- +9,377 · 2025Q4
- −50,940 · 2025Q4
- +356,306 · 2025Q4
- −512,800 · 2025Q4
- +59,237 · 2025Q4
- +44,024 · 2025Q4
- +384,135 · 2025Q4
- +42,000 · 2025Q4
- −17,573 · 2025Q4
- +1,925,354 · 2025Q4
- −548,043 · 2025Q3
- −533,998 · 2025Q3
- −187,971 · 2025Q3
- −155,805 · 2025Q3
- +41,351 · 2025Q3
- +128,948 · 2025Q3
- +312,325 · 2025Q3
- −178,343 · 2025Q3
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