Also trades as: 0LHL.L (LSE) · $vol 1M
TWLO Institutional Ownership
Twilio Inc.
1W: +2.5%
1M: -4.4%
3M: +35.7%
YTD: +90.6%
1Y: +138.0%
3Y: +376.0%
5Y: -27.0%
$254.56
-9.09 (-3.45%)
After Hours: $253.85 (-0.71, -0.28%)
Weekly Expected Move ±9.2%
$214
$238
$262
$286
$310
Credit Risk of going bust: lower than 66% of companies Debt: 2.6% of company value Bonds: $67.0M held by 79 funds, 106 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.83 (down 99.7%), Twilio Inc. would be worth roughly what it owes.
Total debt $1.07B against a stock market value of $40.49B.
Distance to default 7.01 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $496.6M (short-term plus half of long-term), stock volatility 61.6%; Altman Z'' 4.69. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.83 (down 99.7%), Twilio Inc. would be worth roughly what it owes.
Total debt $1.07B against a stock market value of $40.49B.
Distance to default 7.01 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $496.6M (short-term plus half of long-term), stock volatility 61.6%; Altman Z'' 4.69. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — TWLO
1,039
Institutional Holders
+87 vs prior quarter
0.0%
Ownership
+0.00pp
$29B
Total Invested
227
New Positions
319
Increased
379
Reduced
65
Closed
0.70
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16,630,023 | $4.4B | +23,869 | +0.1% | 8Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 12,224,027 | $3.2B | +2,850,827 | +30.4% | 41Q | SEC ↗ |
| 3 | FMR LLC | 11,273,330 | $3.0B | -267,760 | -2.3% | 41Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,643,548 | $2.0B | -438,335 | -5.4% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6,849,553 | $1.8B | +60,569 | +0.9% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 5,998,587 | $1.6B | +143,149 | +2.4% | 40Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2,875,569 | $758M | +43,515 | +1.5% | 40Q | SEC ↗ |
| 8 | ALKEON CAPITAL MANAGEMENT LLC | 2,335,700 | $616M | +495,700 | +26.9% | 3Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 2,250,229 | $593M | -1,011,006 | -31.0% | 40Q | SEC ↗ |
| 10 | Pictet Asset Management Holding SA | 2,247,629 | $593M | -83,842 | -3.6% | 12Q | SEC ↗ |
| 11 | Jericho Capital Asset Management L.P. | 2,192,455 | $578M | +1,494,944 | +214.3% | 2Q | SEC ↗ |
| 12 | NORGES BANK NEW | 1,935,539 | $510M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Durable Capital Partners LP NEW | 1,846,153 | $487M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Capital World Investors NEW | 1,786,989 | $471M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MORGAN STANLEY | 1,732,134 | $457M | -132,967 | -7.1% | 41Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 1,698,992 | $448M | -100,941 | -5.6% | 40Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 1,575,474 | $415M | +101,699 | +6.9% | 38Q | SEC ↗ |
| 18 | DIMENSIONAL FUND ADVISORS LP | 1,435,153 | $378M | -58,899 | -3.9% | 33Q | SEC ↗ |
| 19 | NORDEA INVESTMENT MANAGEMENT AB | 1,271,006 | $335M | +84,261 | +7.1% | 29Q | SEC ↗ |
| 20 | Polar Capital Holdings Plc | 1,204,982 | $318M | +1,019,749 | +550.5% | 3Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 1,160,241 | $306M | +270,659 | +30.4% | 15Q | SEC ↗ |
| 22 | Amundi | 1,150,794 | $303M | +259,757 | +29.2% | 21Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 1,127,328 | $297M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,127,328 | $297M | -10,740 | -0.9% | 15Q | SEC ↗ |
| 25 | SRS Investment Management, LLC | 1,075,683 | $284M | -988,725 | -47.9% | 3Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 1,016,809 | $268M | +41,264 | +4.2% | 15Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 964,969 | $254M | -51,928 | -5.1% | 40Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 963,319 | $254M | +19,579 | +2.1% | 2Q | SEC ↗ |
| 29 | Legal & General Group Plc | 896,825 | $236M | -27,950 | -3.0% | 27Q | SEC ↗ |
| 30 | UBS Group AG | 872,878 | $230M | -470,934 | -35.0% | 41Q | SEC ↗ |
| 31 | Qube Research & Technologies Ltd NEW | 854,257 | $225M | — | +0.0% | 1Q | SEC ↗ |
| 32 | DEUTSCHE BANK AG | 835,472 | $220M | +80,067 | +10.6% | 40Q | SEC ↗ |
| 33 | FRED ALGER MANAGEMENT, LLC | 830,937 | $219M | +640,196 | +335.6% | 6Q | SEC ↗ |
| 34 | Allspring Global Investments Holdings, | 824,034 | $217M | +340,423 | +70.4% | 19Q | SEC ↗ |
| 35 | Whale Rock Capital Management LLC NEW | 821,768 | $217M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 755,608 | $199M | -348,166 | -31.5% | 10Q | SEC ↗ |
| 37 | PRINCIPAL FINANCIAL GROUP INC | 755,410 | $199M | +141,296 | +23.0% | 34Q | SEC ↗ |
| 38 | Atreides Management, LP | 720,338 | $190M | -201,264 | -21.8% | 6Q | SEC ↗ |
| 39 | Quantinno Capital Management LP | 677,699 | $179M | +28,817 | +4.4% | 12Q | SEC ↗ |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 657,891 | $173M | +66,238 | +11.2% | 9Q | SEC ↗ |
| 41 | Sachem Head Capital Management LP | 620,000 | $163M | -1,675,000 | -73.0% | 10Q | SEC ↗ |
| 42 | FIRST TRUST ADVISORS LP | 587,288 | $155M | -134,446 | -18.6% | 33Q | SEC ↗ |
| 43 | EARNEST PARTNERS LLC | 565,451 | $149M | -11,118 | -1.9% | 3Q | SEC ↗ |
| 44 | VOYA INVESTMENT MANAGEMENT LLC | 560,646 | $148M | +464,207 | +481.3% | 40Q | SEC ↗ |
| 45 | LORD, ABBETT & CO. LLC NEW | 560,573 | $148M | — | +0.0% | 1Q | SEC ↗ |
| 46 | 1832 Asset Management L.P. NEW | 555,500 | $146M | — | +0.0% | 1Q | SEC ↗ |
| 47 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 529,299 | $140M | +285,044 | +116.7% | 3Q | SEC ↗ |
| 48 | No Street GP LP | 510,000 | $134M | -208,993 | -29.1% | 12Q | SEC ↗ |
| 49 | Robeco Institutional Asset Management | 506,007 | $133M | -237,573 | -31.9% | 14Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 505,050 | $133M | +49,775 | +10.9% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,935,539 | $510M |
| Durable Capital Partners LP | 1,846,153 | $487M |
| Capital World Investors | 1,786,989 | $471M |
| Sixth Street Partners Management Co | 1,127,328 | $297M |
| Qube Research & Technologies Ltd | 854,257 | $225M |
| Whale Rock Capital Management LLC | 821,768 | $217M |
| LORD, ABBETT & CO. LLC | 560,573 | $148M |
| 1832 Asset Management L.P. | 555,500 | $146M |
| Artisan Partners Limited Partnershi | 413,729 | $109M |
| Artemis Investment Management LLP | 370,066 | $98M |
| SUMMIT PARTNERS PUBLIC ASSET MANAGE | 257,911 | $68M |
| Shannon River Fund Management LLC | 201,352 | $53M |
| Zurich Insurance Group Ltd/FI | 181,126 | $48M |
| Jupiter Topco LLC | 169,880 | $45M |
| Driehaus Capital Management LLC | 141,973 | $37M |
| CONGRESS ASSET MANAGEMENT CO | 138,114 | $36M |
| Benchstone Capital Management LP | 112,252 | $30M |
| OGBORNE CAPITAL MANAGEMENT, LLC | 97,500 | $26M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 95,766 | $25M |
| Jain Global LLC | 63,765 | $17M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Slate Path Capital LP | 742,810 | $196M |
| VIKING GLOBAL INVESTORS LP | 450,770 | $119M |
| JUPITER ASSET MANAGEMENT LTD | 349,304 | $92M |
| Temasek Holdings (Private) Ltd | 309,573 | $82M |
| Blue Grotto Capital, LLC | 298,483 | $79M |
| Engineers Gate Manager LP | 196,838 | $52M |
| Duquesne Family Office LLC | 181,760 | $48M |
| ExodusPoint Capital Management, LP | 176,258 | $46M |
| GILDER GAGNON HOWE & CO LLC | 142,844 | $38M |
| Hood River Capital Management LLC | 139,174 | $37M |
| Ninety One UK Ltd | 123,952 | $33M |
| Alta Park Capital, LP | 118,027 | $31M |
| Ardmore Road Asset Management LP | 101,002 | $27M |
| Bridgewater Associates, LP | 97,545 | $26M |
| Zweig-DiMenna Associates LLC | 93,000 | $25M |
| Metavasi Capital LP | 87,574 | $23M |
| O'Neil Global Advisors, Inc. | 86,487 | $23M |
| Interval Partners, LP | 67,000 | $18M |
| Cinctive Capital Management LP | 64,999 | $17M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 56,555 | $15M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +2,850,827 | +30.4% | 12,224,027 |
| Jericho Capital Asset Management L. | +1,494,944 | +214.3% | 2,192,455 |
| Polar Capital Holdings Plc | +1,019,749 | +550.5% | 1,204,982 |
| FRED ALGER MANAGEMENT, LLC | +640,196 | +335.6% | 830,937 |
| ALKEON CAPITAL MANAGEMENT LLC | +495,700 | +26.9% | 2,335,700 |
| VOYA INVESTMENT MANAGEMENT LLC | +464,207 | +481.3% | 560,646 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +345,673 | +51210.8% | 346,348 |
| Allspring Global Investments Holdin | +340,423 | +70.4% | 824,034 |
| RAYMOND JAMES FINANCIAL INC | +288,248 | +258.3% | 399,861 |
| NOMURA ASSET MANAGEMENT INTERNATION | +285,044 | +116.7% | 529,299 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +277,482 | +206.5% | 411,880 |
| GOLDMAN SACHS GROUP INC | +270,659 | +30.4% | 1,160,241 |
| Amundi | +259,757 | +29.2% | 1,150,794 |
| National Pension Service | +240,854 | +1177.6% | 261,307 |
| WELLS FARGO & COMPANY/MN | +182,640 | +58.9% | 492,806 |
| WELLINGTON MANAGEMENT GROUP LLP | +174,587 | +177.4% | 272,974 |
| AMERIPRISE FINANCIAL INC | +154,122 | +48.8% | 469,698 |
| SEI INVESTMENTS CO | +148,405 | +133.0% | 259,984 |
| BLAIR WILLIAM & CO/IL | +147,735 | +64.6% | 376,430 |
| STATE STREET CORP | +143,149 | +2.4% | 5,998,587 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | -2,021,715 | -89.8% | 230,641 |
| CITADEL ADVISORS LLC | -1,912,472 | -99.1% | 17,880 |
| Sachem Head Capital Management LP | -1,675,000 | -73.0% | 620,000 |
| Invesco Ltd. | -1,061,748 | -68.5% | 487,706 |
| ROYAL BANK OF CANADA | -1,011,006 | -31.0% | 2,250,229 |
| SRS Investment Management, LLC | -988,725 | -47.9% | 1,075,683 |
| Alyeska Investment Group, L.P. | -828,737 | -91.3% | 79,068 |
| Point72 Asset Management, L.P. | -739,018 | -77.6% | 212,861 |
| Freestone Grove Partners LP | -619,512 | -82.4% | 132,175 |
| MILLENNIUM MANAGEMENT LLC | -571,387 | -89.9% | 64,265 |
| MARSHALL WACE, LLP | -570,474 | -98.4% | 9,385 |
| VICTORY CAPITAL MANAGEMENT INC | -492,153 | -90.5% | 51,666 |
| Pacer Advisors, Inc. | -475,187 | -96.5% | 17,022 |
| UBS Group AG | -470,934 | -35.0% | 872,878 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -438,335 | -5.4% | 7,643,548 |
| CANADA PENSION PLAN INVESTMENT BOAR | -399,300 | -76.2% | 124,800 |
| JANE STREET GROUP, LLC | -397,125 | -79.3% | 103,615 |
| Balyasny Asset Management L.P. | -348,166 | -31.5% | 755,608 |
| KBC Group NV | -332,106 | -42.0% | 458,442 |
| Dorsal Capital Management, LP | -300,000 | -42.9% | 400,000 |