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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
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TWLO

TWILIO INC

Services-Prepackaged Software · SIC 7372CIK 1447669Held by 12 tracked managersEDGAR filings ↗10-K/10-Q ↗

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12 managers · Q2 2026 13F
Jericho Capital Asset Management
Jericho Capital Asset ManagementPosition history →
3.7%
+214.3%
Durable Capital Partners
Henry EllenbogenPosition history →
3.7%
NEW
Dorsal Capital Management
Dorsal Capital ManagementPosition history →
3.0%
(42.9%)
Sachem Head Capital Management
Sachem Head Capital ManagementPosition history →
2.7%
(73.0%)
SRS Investment Management
SRS Investment ManagementPosition history →
2.1%
(47.9%)
Whale Rock Capital Management
Whale Rock Capital ManagementPosition history →
1.4%
NEW
Atreides Management
Atreides ManagementPosition history →
1.3%
(21.8%)
Ashford Capital Management
Ashford Capital ManagementPosition history →
0.29%
NEW
Capital World Investors
Capital World InvestorsPosition history →
0.04%
NEW
Motley Fool Asset Management
Motley Fool Asset ManagementPosition history →
0.02%
(11.4%)
Polen Capital Management
PolenPosition history →
0.01%
+105.8%
Glynn Capital Management
Glynn Capital ManagementPosition history →
0.01%
(1.0%)

Weight = position value ÷ the manager's total 13F long-equity value in the same filing — one definition for every row. “1st obs.” marks a position with no earlier stored 13F to compare against — it is not shown as a purchase.