TWILIO INC - A (TWLO) Stock Institutional Trading Activity


TWILIO INC - A (TWLO) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Durable Capital Partners, Polen Capital Management, Sequoia Financial Advisors, Viking Global Investors, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Polen Capital ManagementBuy453,056$434,685
Q4 2025Durable Capital PartnersSell-95,496962,089$136,847,539
Q3 2025Polen Capital ManagementSell-10,3023,011$301,371
Q3 2025Sequoia Financial AdvisorsBuy7683,272$327,534
Q2 2025Sequoia Financial AdvisorsBuy4442,504$311,447
Q2 2025Polen Capital ManagementBuy13,31313,313$1,655,605
Q1 2025Sequoia Financial AdvisorsBuy1742,060$201,734
Q1 2025Renaissance Technologies LLCSell-356,800226,095$22,136,961
Q1 2025Viking Global InvestorsSell-582,871255,514$25,017,376
Q4 2024Bares Capital ManagementSell-55,090159,045$17,189,584
Q4 2024Sequoia Financial AdvisorsBuy1,0971,886$203,882
Q4 2024Renaissance Technologies LLCBuy574,400582,895$62,999,292
Q4 2024Viking Global InvestorsSell-2,142,013838,385$90,612,651
Q3 2024Bares Capital ManagementSell-2,000214,135$13,965,885
Q2 2024ARK InvestSell-942,6348$454
Q2 2024Bares Capital ManagementSell-42,595216,135$12,278,629
Q2 2024Renaissance Technologies LLCSell-343,5008,495$482,601
Q1 2024ARK InvestSell-6,187,545942,642$57,642,558
Q1 2024Bares Capital ManagementSell-170,000258,730$15,821,340
Q1 2024Renaissance Technologies LLCSell-480,200351,995$21,524
Q4 2023ARK InvestSell-1,8257,130,187$540,967,316
Q4 2023Bares Capital ManagementBuy95,258428,730$32,527,745
Q4 2023Renaissance Technologies LLCBuy777,995832,195$63,139
Q3 2023ARK InvestBuy93,8287,132,012$417,436,649
Q3 2023Bares Capital ManagementBuy1,095333,472$19,518,116
Q3 2023Parnassus Endeavor FundSell-5,352103,370$6,050,246
Q2 2023ARK InvestBuy788,1837,038,184$447,769,296
Q2 2023Renaissance Technologies LLCSell-161,60054,200$3,448
Q2 2023Parnassus Endeavor FundBuy108,722108,722$6,916,894
Q1 2023ARK InvestSell-1,159,9446,250,001$416,437,567

Frequently asked questions about TWLO activity

  • Which institutional owners are buying TWLO?

    Institutional owners buying TWLO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TWLO activity?

    "Buy" means an investor increased their reported position in TWLO compared to the prior reporting period. This reflects growing exposure to TWILIO INC - A (TWLO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TWLO increasing?

    Institutional interest in TWLO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.