02 · Infrastructure
TWLO
Twilio Inc.
−2.22%
Session change on the industry table. Not a multi-day return.
- Market cap
- $45.2B
- Revenue
- $5.6B
- Cap / sales
- 8.1×
- Volume
- 3,674,035
Who owns it
- Quarter close
- $339
- Tracked value
- $27.9B
- Filers
- 129
- Net bought
- +$379M
Quarter ended 31 December 2020. One filer from each family. The book calls it Infrastructure. CUSIP 90138F102.
Bought this quarter
- Sands Capital ManagementGeneralist+$377M$1.5B
- BlackRockPassive+$283M$3.5B
- Thrive Capital ManagementCrossover+$215M$295M
- Alkeon Capital ManagementGeneralist+$170M$657M
- Jennison AssociatesGeneralist+$167M$2.7B
Largest holders
- BlackRockPassive$3.5B10,377,674
- Morgan StanleyGeneralist$3.1B9,260,130
- Jennison AssociatesGeneralist$2.7B8,016,402
- FidelityGeneralist$1.6B4,839,351
- Sands Capital ManagementGeneralist$1.5B4,314,464
- Baillie Gifford & COGeneralist$1.0B2,992,072
- Franklin ResourcesGeneralist$1.0B2,969,009
- State StreetPassive$904M2,671,437
Quarter history
From June 2016 where this CUSIP was on a tracked filing. A newer CIK, or a name that changed CUSIP, is a shorter record.
- Q2 2026143 filers · $206$22.2B−$63.2M
- Q1 2026131 filers · $126$11.9B+$285M
- Q4 2025132 filers · $142$13.7B−$300M
- Q3 2025125 filers · $100$9.9B+$1.3B
- Q2 2025127 filers · $124$10.9B+$1.3B
- Q1 2025128 filers · $98$7.3B+$76.1M
- Q4 2024131 filers · $108$8.0B+$258M
- Q3 2024116 filers · $65$4.6B−$589M
- Q2 2024119 filers · $57$4.6B−$248M
- Q1 2024113 filers · $61$5.1B−$298M
- Q4 2023112 filers · $76$6.6B+$321M
- Q3 2023107 filers · $59$4.8B−$164M
- Q2 2023111 filers · $64$5.2B−$203M
- Q1 2023115 filers · $67$5.6B−$499M
- Q4 2022116 filers · $49$4.7B+$698M
- Q3 2022117 filers · $69$6.1B+$52.4M
- Q2 2022119 filers · $84$6.7B+$11.7M
- Q1 2022127 filers · $165$13.1B−$1.6B
- Q4 2021133 filers · $263$22.5B−$831M
- Q3 2021131 filers · $319$27.9B+$328M
- Q2 2021128 filers · $394$34.2B−$992M
- Q1 2021134 filers · $341$30.5B+$2.4B
- Q4 2020129 filers · $339$27.9B+$379M
- Q3 2020124 filers · $247$20.0B+$854M
- Q2 2020120 filers · $219$17.0B+$293M
- Q1 2020112 filers · $89$6.9B+$685M
- Q4 2019103 filers · $98$6.9B+$470M
- Q3 2019110 filers · $110$7.2B+$618M
- Q2 2019106 filers · $136$8.3B+$1.7B
- Q1 201995 filers · $129$6.2B+$605M
- Q4 201882 filers · $89$3.7B+$675M
- Q3 201875 filers · $86$2.9B+$225M
- Q2 201868 filers · $56$1.7B−$18.4M
- Q1 201860 filers · $38$1.2B+$100M
- Q4 201751 filers · $24$726M−$18.6M
- Q3 201752 filers · $30$931M+$65.3M
- Q2 201753 filers · $29$843M+$239M
- Q1 201751 filers · $29$598M+$254M
- Q4 201650 filers · $29$353M+$510M
- Q3 201639 filers · $64$254M+$41.4M
- Q2 201622 filers · $37$105M—