Holdings Channel
TWLO Holdings Changes image
This page summarizes the TWLO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether TWLO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing TWLO Share Count
Robeco Institutional Asset Management B.V. 1,339 107,251 +105,912 +7909.78%
SG Americas Securities LLC 3,679 70,208 +66,529 +1808.34%
Benjamin F. Edwards & Company Inc. 175 2,516 +2,341 +1337.71%
Panagora Asset Management Inc. 16,460 185,476 +169,016 +1026.83%
Tobam 776 8,090 +7,314 +942.53%
MV Capital Management Inc. 2 10 +8 +400.00%
Activest Wealth Management 122 522 +400 +327.87%
Newbridge Financial Services Group Inc. 802 2,798 +1,996 +248.88%
Geneos Wealth Management Inc. 110 352 +242 +220.00%
Qsemble Capital Management LP 6,310 18,628 +12,318 +195.21%
Private Advisor Group LLC 12,422 35,065 +22,643 +182.28%
Kestra Private Wealth Services LLC 3,648 9,276 +5,628 +154.28%
Larson Financial Group LLC 52 132 +80 +153.85%
Versant Capital Management Inc 99 208 +109 +110.10%
Royal Fund Management LLC 18,408 37,608 +19,200 +104.30%
Lecap Asset Management Ltd. 30,262 58,928 +28,666 +94.73%
Steel Peak Wealth Management LLC 4,448 7,808 +3,360 +75.54%
AdvisorNet Financial Inc 44 75 +31 +70.45%
Venturi Wealth Management LLC 212 357 +145 +68.40%
Cambridge Investment Research Advisors Inc. 19,241 32,002 +12,761 +66.32%
BI Asset Management Fondsmaeglerselskab A S 8,831 13,801 +4,970 +56.28%
Horrell Capital Management Inc. 20,000 30,000 +10,000 +50.00%
Austin Private Wealth LLC 2,942 4,227 +1,285 +43.68%
GAMMA Investing LLC 268 374 +106 +39.55%
Sumitomo Mitsui DS Asset Management Company Ltd 11,400 15,523 +4,123 +36.17%
Avion Wealth 24 32 +8 +33.33%
180 Wealth Advisors LLC 41,432 53,633 +12,201 +29.45%
Fifth Third Bancorp 652 841 +189 +28.99%
Greenwood Capital Associates LLC 6,297 8,089 +1,792 +28.46%
J.W. Cole Advisors Inc. 2,945 3,754 +809 +27.47%
Private Wealth Management Group LLC 59 75 +16 +27.12%
Zurcher Kantonalbank Zurich Cantonalbank 47,053 59,715 +12,662 +26.91%
California Public Employees Retirement System 239,717 288,191 +48,474 +20.22%
North Star Investment Management Corp. 819 984 +165 +20.15%
International Assets Investment Management LLC 3,305 3,921 +616 +18.64%
Forsta AP Fonden 31,600 37,100 +5,500 +17.41%
Empowered Funds LLC 6,418 7,526 +1,108 +17.26%
Metis Global Partners LLC 6,025 7,010 +985 +16.35%
Huntington National Bank 247 285 +38 +15.38%
Azzad Asset Management Inc. ADV 8,201 9,439 +1,238 +15.10%
TrueMark Investments LLC 15,333 17,400 +2,067 +13.48%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 10,003 11,211 +1,208 +12.08%
DiNuzzo Private Wealth Inc. 10 11 +1 +10.00%
Blue Zone Wealth Advisors LLC 4,728 5,160 +432 +9.14%
CWM LLC 5,769 6,234 +465 +8.06%
SkyOak Wealth LLC 4,078 4,378 +300 +7.36%
Raymond James Financial Services Advisors Inc. 27,773 29,670 +1,897 +6.83%
Assenagon Asset Management S.A. 8,365 8,918 +553 +6.61%
JFS Wealth Advisors LLC 49 52 +3 +6.12%
Ausdal Financial Partners Inc. 3,319 3,505 +186 +5.60%
Washington Capital Management Inc. 9,300 9,800 +500 +5.38%
Rakuten Securities Inc. 2,373 2,480 +107 +4.51%
Candriam Luxembourg S.C.A. 39,880 41,603 +1,723 +4.32%
Lyell Wealth Management LP 6,656 6,936 +280 +4.21%
Flagship Harbor Advisors LLC 4,347 4,525 +178 +4.09%
Van ECK Associates Corp 2,856 2,971 +115 +4.03%
Empire Life Investments Inc. 18,136 18,834 +698 +3.85%
Tokio Marine Asset Management Co. Ltd. 5,605 5,806 +201 +3.59%
Sei Investments Co. 17,464 17,842 +378 +2.16%
Daiwa Securities Group Inc. 18,813 19,213 +400 +2.13%
Empower Advisory Group LLC 1,054,376 1,075,062 +20,686 +1.96%
SJS Investment Consulting Inc. 110 112 +2 +1.82%
New York Life Investment Management LLC 22,802 23,193 +391 +1.71%
Triumph Capital Management 3,706 3,766 +60 +1.62%
Commerce Bank 3,544 3,600 +56 +1.58%
Fjarde AP Fonden Fourth Swedish National Pension Fund 39,892 40,392 +500 +1.25%
Quent Capital LLC 1,579 1,598 +19 +1.20%
Wealthcare Advisory Partners LLC 5,113 5,159 +46 +0.90%
Nisa Investment Advisors LLC 24,200 24,280 +80 +0.33%
Carolina Wealth Advisors LLC 8,597 8,625 +28 +0.33%
Arizona State Retirement System 47,290 47,306 +16 +0.03%
13F Filers Reporting New Positions In TWLO
GoalVest Advisory LLC 0 0 UNCH 100%
BNP Paribas 0 8,300 +8,300 +100%
Trust Co. of Vermont 0 300 +300 +100%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 60,936 +60,936 +100%
Hussman Strategic Advisors Inc. 0 12,600 +12,600 +100%
Westend Capital Management LLC 0 569 +569 +100%
Assetmark Inc. 0 1 +1 +100%
GSA Capital Partners LLP 0 21,822 +21,822 +100%
Capstone Investment Advisors LLC 0 33,217 +33,217 +100%
Susquehanna Fundamental Investments LLC 0 39,907 +39,907 +100%
IMC Chicago LLC 0 50,652 +50,652 +100%
Quantbot Technologies LP 0 22,462 +22,462 +100%
Mather Group LLC. 0 15 +15 +100%
Illinois Municipal Retirement Fund 0 8,295 +8,295 +100%
Riverview Trust Co 0 262 +262 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 56 +56 +100%
CAPROCK Group Inc. 0 4,371 +4,371 +100%
Sciencast Management LP 0 16,246 +16,246 +100%
First PREMIER Bank 0 31 +31 +100%
Horizon Financial Services LLC 0 25 +25 +100%
Mutual Advisors LLC 0 5,425 +5,425 +100%
Polianta Ltd 0 19,300 +19,300 +100%
SpiderRock Advisors LLC 0 13,550 +13,550 +100%
Sound Income Strategies LLC 0 75 +75 +100%
Future Financial Wealth Managment LLC 0 250 +250 +100%
Opal Wealth Advisors LLC 0 3 +3 +100%
Financial Connections Group Inc. 0 30 +30 +100%
Eagle Strategies LLC 0 11,980 +11,980 +100%
Range Financial Group LLC 0 10,032 +10,032 +100%
PFG Investments LLC 0 6,210 +6,210 +100%
Atomi Financial Group Inc. 0 7,081 +7,081 +100%
Shariaportfolio Inc. 0 12,387 +12,387 +100%
Smartleaf Asset Management LLC 0 22 +22 +100%
nVerses Capital LLC 0 100 +100 +100%
Financial Synergies Wealth Advisors Inc. 0 12 +12 +100%
13F Filers With Unchanged Share Count
Hazlett Burt & Watson Inc. 129 129 UNCH 0.00%
City Holding Co. 15 15 UNCH 0.00%
State of Michigan Retirement System 3,800 3,800 UNCH 0.00%
South State CORP. 193 193 UNCH 0.00%
NBC Securities Inc. 40 40 UNCH 0.00%
Montag A & Associates Inc. 503 503 UNCH 0.00%
Toth Financial Advisory Corp 50 50 UNCH 0.00%
Salem Investment Counselors Inc. 60 60 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1,510 1,510 UNCH 0.00%
Amazon com Inc 1,768,346 1,768,346 UNCH 0.00%
Smithfield Trust Co. 110 110 UNCH 0.00%
Optimum Investment Advisors 605 605 UNCH 0.00%
Adirondack Trust Co. 113 113 UNCH 0.00%
Staley Capital Advisers Inc. 22,500 22,500 UNCH 0.00%
Hollencrest Capital Management 1,170 1,170 UNCH 0.00%
Nordea Investment Management AB 11,100 11,100 UNCH 0.00%
Allen Investment Management LLC 23,400 23,400 UNCH 0.00%
Harbor Investment Advisory LLC 1,989 1,989 UNCH 0.00%
Asset Dedication LLC 69 69 UNCH 0.00%
State of New Jersey Common Pension Fund D 99,822 99,822 UNCH 0.00%
David R. Rahn & Associates Inc. 3,472 3,472 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 200 200 UNCH 0.00%
Capital Advisors Ltd. LLC 436 436 UNCH 0.00%
JJJ Advisors Inc. 266 266 UNCH 0.00%
Gulf International Bank UK Ltd 14,315 14,315 UNCH 0.00%
CKW Financial Group 100 100 UNCH 0.00%
Compagnie Lombard Odier SCmA 400 400 UNCH 0.00%
FinTrust Capital Advisors LLC 56 56 UNCH 0.00%
OpenView Management LLC 95 95 UNCH 0.00%
RJA Asset Management LLC 189,682 189,682 UNCH 0.00%
Silicon Valley Capital Partners 22 22 UNCH 0.00%
PrairieView Partners LLC 119 119 UNCH 0.00%
Neumann Advisory Hong Kong Ltd 361,884 361,884 UNCH 0.00%
Global Trust Asset Management LLC 1,542 1,542 UNCH 0.00%
Carmichael Hill & Associates Inc. 58 58 UNCH 0.00%
West Branch Capital LLC 10 10 UNCH 0.00%
Prestige Wealth Management Group LLC 12 12 UNCH 0.00%
Maryland State Retirement & Pension System 12,921 12,921 UNCH 0.00%
CVA Family Office LLC 153 153 UNCH 0.00%
RMR Wealth Builders 10,391 10,391 UNCH 0.00%
Concord Wealth Partners 11 11 UNCH 0.00%
Gleason Group Inc. 50 50 UNCH 0.00%
TFC Financial Management 12 12 UNCH 0.00%
Rise Advisors LLC 72 72 UNCH 0.00%
Wolff Wiese Magana LLC 58 58 UNCH 0.00%
Iron Horse Wealth Management LLC 64 64 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 70 70 UNCH 0.00%
Stonegate Investment Group LLC 20,045 20,045 UNCH 0.00%
Oak Harbor Wealth Partners LLC 3,800 3,800 UNCH 0.00%
Global Wealth Strategies & Associates 233 233 UNCH 0.00%
Strengthening Families & Communities LLC 303 303 UNCH 0.00%
Armstrong Advisory Group Inc. 22 22 UNCH 0.00%
V Square Quantitative Management LLC 1,954 1,954 UNCH 0.00%
Mendota Financial Group LLC 7 7 UNCH 0.00%
LGT Financial Advisors LLC 1,100 1,100 UNCH 0.00%
Bbjs Financial Advisors LLC 5 5 UNCH 0.00%
Financial Perspectives Inc 13 13 UNCH 0.00%
Bruce G. Allen Investments LLC 23 23 UNCH 0.00%
Jamison Private Wealth Management Inc. 334 334 UNCH 0.00%
Valued Wealth Advisors LLC 39 39 UNCH 0.00%
Sachetta LLC 29 29 UNCH 0.00%
13F Filers Decreasing TWLO Share Count
Exchange Traded Concepts LLC 30,278 91 -30,187 -99.70%
Spire Wealth Management 3,917 35 -3,882 -99.11%
First Horizon Advisors Inc. 1,081 18 -1,063 -98.33%
Whittier Trust Co. 317 17 -300 -94.64%
ARK Investment Management LLC 7,130,187 942,642 -6,187,545 -86.78%
Principal Financial Group Inc. 99,759 14,835 -84,924 -85.13%
Banque Cantonale Vaudoise 17,667 3,023 -14,644 -82.89%
Cutler Group LP 15,346 3,505 -11,841 -77.16%
Ronald Blue Trust Inc. 600 140 -460 -76.67%
Oak Thistle LLC 12,953 3,563 -9,390 -72.49%
Private Trust Co. NA 295 94 -201 -68.14%
DekaBank Deutsche Girozentrale 94,308 32,016 -62,292 -66.05%
Susquehanna International Group LLP 115,635 40,434 -75,201 -65.03%
Gold Investment Management Ltd. 187 66 -121 -64.71%
Oppenheimer & Co. Inc. 54,859 22,674 -32,185 -58.67%
Nikko Asset Management Americas Inc. 5,636,483 2,366,953 -3,269,530 -58.01%
Xcel Wealth Management LLC 10,421 4,440 -5,981 -57.39%
Janney Montgomery Scott LLC 45,289 20,224 -25,065 -55.34%
Sumitomo Mitsui Trust Holdings Inc. 6,046,445 2,778,028 -3,268,417 -54.06%
Wealthfront Advisers LLC 22,301 11,132 -11,169 -50.08%
Princeton Global Asset Management LLC 100 50 -50 -50.00%
Teacher Retirement System of Texas 7,922 4,372 -3,550 -44.81%
Sage Rhino Capital LLC 11,528 6,380 -5,148 -44.66%
BNP Paribas Arbitrage SA 260,849 152,565 -108,284 -41.51%
Massmutual Trust Co. FSB ADV 20 12 -8 -40.00%
Intellectus Partners LLC 6,614 4,009 -2,605 -39.39%
Allspring Global Investments Holdings LLC 1,322 828 -494 -37.37%
Amalgamated Bank 15,203 9,911 -5,292 -34.81%
Allworth Financial LP 1,744 1,184 -560 -32.11%
Parkside Financial Bank & Trust 305 209 -96 -31.48%
Transcend Wealth Collective LLC 5,434 3,812 -1,622 -29.85%
Mirae Asset Global Investments Co. Ltd. 506,492 364,047 -142,445 -28.12%
Simplex Trading LLC 110,977 80,914 -30,063 -27.09%
Lindbrook Capital LLC 762 559 -203 -26.64%
DNB Asset Management AS 33,852 24,849 -9,003 -26.60%
Clarity Capital Partners LLC 4,541 3,532 -1,009 -22.22%
Liberty One Investment Management LLC 13,891 10,889 -3,002 -21.61%
Raymond James & Associates 37,150 29,329 -7,821 -21.05%
Kovack Advisors Inc. 7,729 6,147 -1,582 -20.47%
Commonwealth Equity Services LLC 62,128 49,634 -12,494 -20.11%
GHP Investment Advisors Inc. 250 200 -50 -20.00%
Bank of New York Mellon Corp 3,905,157 3,318,740 -586,417 -15.02%
Mn Services Vermogensbeheer B.V. 81,700 69,500 -12,200 -14.93%
Valley National Advisers Inc. 75 65 -10 -13.33%
Sunbelt Securities Inc. 343 302 -41 -11.95%
Harel Insurance Investments & Financial Services Ltd. 13,691 12,232 -1,459 -10.66%
Miracle Mile Advisors LLC 9,916 8,932 -984 -9.92%
HighTower Advisors LLC 72,921 65,896 -7,025 -9.63%
Wetzel Investment Advisors Inc. 1,300 1,180 -120 -9.23%
Veriti Management LLC 6,946 6,322 -624 -8.98%
Pacific Heights Asset Management LLC 202,000 185,000 -17,000 -8.42%
Vista Wealth Management Group LLC 43,593 40,450 -3,143 -7.21%
Tsfg LLC 153 142 -11 -7.19%
M&T Bank Corp 7,957 7,396 -561 -7.05%
Woodward Diversified Capital LLC 10,228 9,528 -700 -6.84%
Asset Management One Co. Ltd. 70,398 65,795 -4,603 -6.54%
KRS Capital Management LLC 6,690 6,290 -400 -5.98%
Integrated Advisors Network LLC 6,336 5,963 -373 -5.89%
Twin Peaks Wealth Advisors LLC 5,665 5,412 -253 -4.47%
Swiss National Bank 538,000 515,100 -22,900 -4.26%
Financial Advocates Investment Management 5,746 5,518 -228 -3.97%
Capital Investment Advisory Services LLC 5,076 4,876 -200 -3.94%
Parallel Advisors LLC 34,622 33,275 -1,347 -3.89%
Selective Wealth Management Inc. 74,949 72,642 -2,307 -3.08%
Wealth Enhancement Advisory Services LLC 5,135 5,023 -112 -2.18%
New York State Common Retirement Fund 647,081 634,401 -12,680 -1.96%
Victory Capital Management Inc. 23,110 22,678 -432 -1.87%
Signaturefd LLC 3,570 3,516 -54 -1.51%
Ables Iannone Moore & Associates Inc. 22,261 21,961 -300 -1.35%
SWS Partners 39,413 38,882 -531 -1.35%
River & Mercantile Asset Management LLP 16,473 16,291 -182 -1.10%
Clay Northam Wealth Management LLC 7,001 6,936 -65 -0.93%
Manchester Capital Management LLC 146 145 -1 -0.68%
Cornerstone Planning Group LLC 476 473 -3 -0.63%
Perigon Wealth Management LLC 4,581 4,558 -23 -0.50%
IFM Investors Pty Ltd 41,331 41,184 -147 -0.36%
Global Retirement Partners LLC 624 622 -2 -0.32%
Green Alpha Advisors LLC 10,586 10,552 -34 -0.32%
Kinneret Advisory LLC 6,171 6,152 -19 -0.31%
13F Filers Exiting TWLO
49 Wealth Management LLC 2,703 0 -2,703 -100.00%
Voisard Asset Management Group Inc. 33 0 -33 -100.00%
BKM Wealth Management LLC 75 0 -75 -100.00%
Arlington Trust Co LLC 38 0 -38 -100.00%
ORG Partners LLC 13 0 -13 -100.00%
Financial Freedom LLC 34 0 -34 -100.00%
Cyndeo Wealth Partners LLC 5,085 0 -5,085 -100.00%
Life Planning Partners Inc 149 0 -149 -100.00%
Lynch Asset Management Inc. 2,800 0 -2,800 -100.00%
DGS Capital Management LLC 2,694 0 -2,694 -100.00%
Annapolis Financial Services LLC 10 0 -10 -100.00%
Legal Advantage Investments Inc. 6,405 0 -6,405 -100.00%
Tennessee Valley Asset Management Partners 7 0 -7 -100.00%
CFM Wealth Partners LLC 4,377 0 -4,377 -100.00%
Western Wealth Management LLC 3,456 0 -3,456 -100.00%
Impax Asset Management Group plc 3,282 0 -3,282 -100.00%
O Dell Group LLC 1,294 0 -1,294 -100.00%
FORA Capital LLC 12,612 0 -12,612 -100.00%
GPS Wealth Strategies Group LLC 12 0 -12 -100.00%
Bfsg LLC 10 0 -10 -100.00%
Meridian Wealth Management LLC 11,618 0 -11,618 -100.00%
Glassman Wealth Services 157 0 -157 -100.00%
Juncture Wealth Strategies LLC 7,197 0 -7,197 -100.00%
Stratos Wealth Partners LTD. 3,339 0 -3,339 -100.00%
Joel Isaacson & Co. LLC 2,739 0 -2,739 -100.00%
Friedenthal Financial 608 0 -608 -100.00%
Alpha Cubed Investments LLC 18,915 0 -18,915 -100.00%
Advisory Services Network LLC 2,223 0 -2,223 -100.00%
Strategic Advisors LLC 6,500 0 -6,500 -100.00%
FDx Advisors Inc. 5,113 0 -5,113 -100.00%
AMF Pensionsforsakring AB 87,901 0 -87,901 -100.00%
Gradient Investments LLC 48 0 -48 -100.00%
Institute for Wealth Management LLC. 2,645 0 -2,645 -100.00%
Diversified Trust Co 2,836 0 -2,836 -100.00%
Chevy Chase Trust Holdings Inc. 2,715 0 -2,715 -100.00%
Benjamin Edwards Inc. 242 0 -242 -100.00%
Migdal Insurance & Financial Holdings Ltd. 740 0 -740 -100.00%
Valmark Advisers Inc. 14,919 0 -14,919 -100.00%
Hodges Capital Management Inc. 216,850 0 -216,850 -100.00%
Los Angeles Capital Management & Equity Research Inc. 26,581 0 -26,581 -100.00%
Oregon Public Employees Retirement Fund 10,700 0 -10,700 -100.00%
Thoroughbred Financial Services LLC 5,138 0 -5,138 -100.00%
Baillie Gifford & Co. 3,863,887 0 -3,863,887 -100.00%
Bourgeon Capital Management LLC 200 0 -200 -100.00%
Pittenger & Anderson Inc. 80 0 -80 -100.00%
Baldwin Brothers Inc. MA 41 0 -41 -100.00%
Doliver Advisors LP 2,893 0 -2,893 -100.00%
Moseley Investment Management Inc. 2,951 0 -2,951 -100.00%
Highland Capital Management LLC 17,061 0 -17,061 -100.00%
Creative Financial Designs Inc. ADV 150 0 -150 -100.00%
Carret Asset Management LLC 3,075 0 -3,075 -100.00%
Proequities Inc. 8 0 -8 -100.00%

See Summary: Institutional Holders of TWLO
See Details: Top 10 Hedge Funds Holding TWLO
Also See: TWLO Insider Buying

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