TWLO

TWILIO INC

7 superinvestors own TWLO

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Henry Ellenbogen	Durable Capital Partners	1.29%	962,089	$136.8M	2025Q4	Reduced
Viking Global Investors	Viking Global Investors	0.16%	450,770	$56.7M	2026Q1	Added
Chase Coleman	Tiger Global Management	0.08%	125,000	$20.6M	2022Q1	Added
Stephen Mandel	Lone Pine Capital	0.01%	15,835	$1.7M	2019Q3	New
Meridian / ArrowMark	Meridian Contrarian Fund	0.01%	10,000	$759K	2023Q4	Held
Kenneth Fisher	Fisher Asset Management	0.00%	1,748	$460K	2021Q4	Reduced
Polen Capital Management	Polen Capital Management	0.00%	2,708	$341K	2026Q1	Reduced

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind TWLO activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.