$TWLO is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.84%, with an average of 0.18% of portfolio. Largest holder: Wincap Financial LLC at 0.84%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
TWILIO INC
13F holders
813
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 813 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
rebel Financial LLC
—
—
04
Brightline Capital Management, LLC
—
—
05
EDENTREE ASSET MANAGEMENT Ltd
—
—
06
Marathon Trading Investment Management LLC
—
—
07
Siemens Pension Trust E V
—
—
08
Turtle Creek Asset Management Inc.
—
—
09
ProShare Advisors LLC
—
—
10
Evergreen Capital Management LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
13 holders · Q1 202601
Wincap Financial LLC
0.84% NEW
α +14.0pts
02
Duquesne Family Office LLC Stanley Druckenmiller
0.68% NEW
α +25.4pts
03
Condor Capital Management
0.38% NEW
α +23.6pts
04
Connor, Clark & Lunn Investment Management Ltd.
0.13% NEW
α +12.3pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
06
WINTON GROUP Ltd
0.03% held
α +27.0pts
07
GM Advisory Group, LLC
0.02% held
α +16.5pts
08
Citigroup Inc.
0.02% held
α +26.3pts
09
Fulton Bank, N.a.
0.02% held
α +23.8pts
10
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
11
Principal Securities, Inc.
0.00% held
α +21.3pts
12
Wellington Management Group LLP
0.00% held
α +10.5pts
13
Erste Asset Management GmbH
0.00% held
α +33.4pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
49 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $TWLO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $TWLO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:19 UTC.