Public record / Tickers / TWLO

TWLO — TWILIO INC

Both disclosure regimes on one name: who in Congress filed about TWLO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming TWLO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
06-03
filed 2026-06-03
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Josh Gottheimer · $1.0K–$15.0K

Purchase · traded 2026-05-04 → filed 2026-06-03. Ranked over every TWLO row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING TWLO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning TWLO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-03Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-04 +30d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 04-17 +27d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 03-04 +23d$1K–$15K
2025-03-27Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 02-25 +30d$1K–$15K
2025-03-06Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 02-06 +28d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in TWLO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing TWLO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Josh Gottheimer D–NJ-51$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · TWLO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · TWILIO INC

Merged timeline of congressional filings and notable-manager moves on TWLO
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fnew+450,770 sh
2026-05-15Gotham Asset Management 13Fadd+7,894 sh
2026-05-15Duquesne Family Office 13Fnew+181,760 sh
2026-05-15Bridgewater Associates 13Ftrim−27,212 sh
2026-05-15Moore Capital Management 13Ftrim−535 sh
2026-05-14Caxton Associates 13Ftrim−10,505 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of TWLO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2FMR LLC$1.5B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B1
4VANGUARD CAPITAL MANAGEMENT LLC$854M1
5STATE STREET CORP$737M1
6ROYAL BANK OF CANADA$410M1
7Pictet Asset Management Holding SA$293M1
8Sachem Head Capital Management LP$289M1
9FIL Ltd$283M1
10SRS Investment Management, LLC$260M1
11CITADEL ADVISORS LLC$243M1
12MORGAN STANLEY$235M1
13ALKEON CAPITAL MANAGEMENT LLC$232M1
14NORTHERN TRUST CORP$226M1
15Invesco Ltd.$195M1
16DIMENSIONAL FUND ADVISORS LP$188M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$185M1
18UBS Group AG$169M1
19NORDEA INVESTMENT MANAGEMENT AB$145M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$143M1
21BALYASNY ASSET MANAGEMENT L.P.$139M1
22BANK OF AMERICA CORP /DE/$123M1
23Point72 Asset Management, L.P.$120M1
24VANGUARD FIDUCIARY TRUST CO$119M1
25Legal & General Group Plc$116M1
26Atreides Management, LP$116M1
27Alyeska Investment Group, L.P.$114M1
28Amundi$112M1
29DEUTSCHE BANK AG\$95.0M1
30Freestone Grove Partners LP$94.6M1
31Robeco Institutional Asset Management B.V.$93.6M1
32Slate Path Capital LP$93.5M1
33FIRST TRUST ADVISORS LP$90.8M1
34No Street GP LP$90.5M1
35Dorsal Capital Management, LP$88.1M1
36Jericho Capital Asset Management L.P.$87.8M1
37Quantinno Capital Management LP$81.6M1
38MILLENNIUM MANAGEMENT LLC$80.0M1
39PRINCIPAL FINANCIAL GROUP INC$77.3M1
40ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$74.4M1
41EARNEST PARTNERS LLC$72.5M1
42AMERICAN CENTURY COMPANIES INC$70.8M1
43CANADA PENSION PLAN INVESTMENT BOARD$65.9M1
44Allspring Global Investments Holdings, LLC$63.1M1
45JANE STREET GROUP, LLC$63.0M1
46TRUIST FINANCIAL CORP$57.3M1
47SCHRODER INVESTMENT MANAGEMENT GROUP$56.7M1
48VIKING GLOBAL INVESTORS LP$56.7M1
49Swiss National Bank$56.0M1
50Connor, Clark & Lunn Investment Management Ltd.$54.9M1
51Retirement Systems of Alabama$46.5M1
52Nuveen, LLC$41.1M1
53CITIGROUP INC$40.4M1
54WELLS FARGO & COMPANY/MN$39.0M1
55ENVESTNET ASSET MANAGEMENT INC$38.8M1
56Man Group plc$37.3M1
57D. E. Shaw & Co., Inc.$35.8M1
58MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$35.5M1
59Woodline Partners LP$34.7M1
60PACIFIC HEIGHTS ASSET MANAGEMENT LLC$34.6M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$32.7M1
62VANGUARD ASSET MANAGEMENT, Ltd$31.7M1
63NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$30.7M1
64AQR CAPITAL MANAGEMENT LLC$30.3M1
65J. Safra Sarasin Holding AG$29.8M1
66BLAIR WILLIAM & CO/IL$28.8M1
67ALLIANCEBERNSTEIN L.P.$28.6M1
68O'SHAUGHNESSY ASSET MANAGEMENT, LLC$26.4M1
69Engineers Gate Manager LP$24.8M1
70Vinva Investment Management Ltd$24.0M1
71Polar Capital Holdings Plc$23.3M1
72ExodusPoint Capital Management, LP$22.2M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$21.1M1
74Schonfeld Strategic Advisors LLC$21.0M1
75Mitsubishi UFJ Asset Management Co., Ltd.$20.4M1
76Baird Financial Group, Inc.$19.5M1
77LMR Partners LLP$18.9M1
78KING LUTHER CAPITAL MANAGEMENT CORP$18.8M1
79NATIXIS$18.7M1
80LPL Financial LLC$18.2M1
81HSBC HOLDINGS PLC$17.4M1
82BNP Paribas Asset Management Holding S.A.$16.9M1
83AVIVA PLC$16.5M1
84STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.4M1
85Boston Partners$15.5M1
86Ensign Peak Advisors, Inc$15.3M1
87Aberdeen Group plc$14.9M1
88Alta Park Capital, LP$14.9M1
89Empowered Funds, LLC$14.5M1
90RAYMOND JAMES FINANCIAL INC$14.0M1
91SEI INVESTMENTS CO$14.0M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$13.8M1
93DANSKE BANK A/S$13.4M1
94Corient Private Wealth LLC$13.2M1
95PFA Pension, Forsikringsaktieselskab$12.7M1
96Focus Partners Wealth$12.6M1
97WELLINGTON MANAGEMENT GROUP LLP$12.4M1
98STOREBRAND ASSET MANAGEMENT AS$12.3M1
99Bridgewater Associates, LP$12.3M1
100ZACKS INVESTMENT MANAGEMENT$12.2M1
101VOYA INVESTMENT MANAGEMENT LLC$12.1M1
102Illinois Municipal Retirement Fund$11.9M1
103ROYAL LONDON ASSET MANAGEMENT LTD$11.4M1
104KLP KAPITALFORVALTNING AS$11.2M1
105PICTON MAHONEY ASSET MANAGEMENT$11.1M1
106Korea Investment CORP$10.7M1
107Meridiem Capital Partners LP$10.2M1
108STATE OF WISCONSIN INVESTMENT BOARD$10.2M1
109MANUFACTURERS LIFE INSURANCE COMPANY, THE$9.8M1
110PEAK6 LLC$9.8M1
111Osmosis Investment Management UK Ltd$9.8M1
112FRANKLIN RESOURCES INC$9.7M1
113Vanguard Investments Australia, Ltd.$9.5M1
114Portolan Capital Management, LLC$9.4M1
115APG Asset Management N.V.$9.4M1
116Vanguard Global Advisers, LLC$9.3M1
117Cerity Partners LLC$9.2M1
118Assenagon Asset Management S.A.$9.0M1
119Universal- Beteiligungs- und Servicegesellschaft mbH$8.6M1
120RJA Asset Management LLC$8.6M1
121Swedbank AB$8.4M1
122OSTERWEIS CAPITAL MANAGEMENT INC$8.3M1
123Cinctive Capital Management LP$8.2M1
124LEVEL FOUR ADVISORY SERVICES, LLC$8.1M1
125Tredje AP-fonden$7.8M1
126Delta Global Management LP$7.7M1
12713D Management LLC$7.6M1
128Asset Management One Co., Ltd.$7.3M1
129MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.3M1
130Selective Wealth Management, Inc.$7.3M1
131Creative Planning$7.1M1
132Panoramic Capital, LLC$7.0M1
133Mirae Asset Global Investments Co., Ltd.$6.8M1
134BANK OF MONTREAL /CAN/$6.8M1
135180 WEALTH ADVISORS, LLC$6.8M1
136FIFTH THIRD BANCORP$6.8M1
137SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.7M1
138State of New Jersey Common Pension Fund D$6.6M1
139RENAISSANCE TECHNOLOGIES LLC$6.5M1
140FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.5M1
141Lansforsakringar Fondforvaltning AB (publ)$6.5M1
142Telemark Asset Management, LLC$6.3M1
143NOMURA ASSET MANAGEMENT CO LTD$6.3M1
144TWO SIGMA INVESTMENTS, LP$6.2M1
145ARDSLEY ADVISORY PARTNERS LP$5.9M1
146Capital Advantage, Inc.$5.8M1
147Resona Asset Management Co.,Ltd.$5.6M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$5.5M1
149CALIFORNIA FIRST LEASING CORP$5.5M1
150Walleye Capital LLC$5.5M1
151Occam Crest Management LP$5.4M1
152Arizona State Retirement System$5.2M1
153Cetera Investment Advisers$5.1M1
154READYSTATE ASSET MANAGEMENT LP$5.0M1
155Contango Wealth Management LLC$5.0M1
156SEB Asset Management AB$5.0M1
157PANAGORA ASSET MANAGEMENT INC$4.9M1
158Hedeker Wealth, LLC$4.8M1
159COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.8M1
160Toronado Partners, LLC$4.7M1
161NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.6M1
162Caprock Group, LLC$4.6M1
163PRUDENTIAL FINANCIAL INC$4.6M1
164UniSuper Management Pty Ltd$4.6M1
165CONDOR CAPITAL MANAGEMENT$4.5M1
166Aware Super Pty Ltd as trustee of Aware Super$4.3M1
167NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.3M1
168DnB Asset Management AS$4.2M1
169Clayton Partners LLC$4.1M1
170IFM Investors Pty Ltd$4.0M1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.9M1
172Royal Fund Management, LLC$3.9M1
173TD ASSET MANAGEMENT INC$3.8M1
174MACKENZIE FINANCIAL CORP$3.8M1
175IEQ CAPITAL, LLC$3.8M1
176MERCER GLOBAL ADVISORS INC /ADV$3.8M1
177XPONANCE LLC$3.7M1
178STIFEL FINANCIAL CORP$3.7M1
179Vanguard Personalized Indexing Management, LLC$3.6M1
180Swiss Life Asset Management Ltd$3.5M1
181OP Asset Management Ltd$3.4M1
182CASTLEARK MANAGEMENT LLC$3.4M1
183SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.4M1
184Oak Harvest Investment Services$3.3M1
185US BANCORP \DE\$3.3M1
186Altman Advisors, Inc.$3.3M1
187Circumference Group LLC$3.1M1
188Sphera Management Technology Funds Ltd$3.1M1
189Blackstone Inc.$3.1M1
190Pathstone Holdings, LLC$3.0M1
191MOORE CAPITAL MANAGEMENT, LP$2.9M1
192Utah Retirement Systems$2.9M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.9M1
194MML INVESTORS SERVICES, LLC$2.8M1
195Summit Trail Advisors, LLC$2.8M1
196Walleye Trading LLC$2.8M1
197COMMONWEALTH EQUITY SERVICES, LLC$2.8M1
198Eurizon Capital SGR S.p.A.$2.8M1
199Graham Capital Management, L.P.$2.7M1
200Krane Funds Advisors LLC$2.7M1
201BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.6M1
202MGO ONE SEVEN LLC$2.6M1
203Truvestments Capital LLC$2.6M1
204National Pension Service$2.6M1
205TORONTO DOMINION BANK$2.5M1
206CHOREO, LLC$2.5M1
207Carmignac Gestion$2.5M1
208GC Wealth Management RIA, LLC$2.5M1
209ODDO BHF ASSET MANAGEMENT SAS$2.5M1
210RITHOLTZ WEALTH MANAGEMENT$2.5M1
211PRUDENTIAL PLC$2.5M1
212REGIONS FINANCIAL CORP$2.5M1
213NISSAY ASSET MANAGEMENT CORP /JAPAN$2.5M1
214Verition Fund Management LLC$2.4M1
215Vident Advisory, LLC$2.4M1
216Brevan Howard Capital Management LP$2.3M1
217Aurora Investment Counsel$2.3M1
218Kestra Advisory Services, LLC$2.3M1
219OSAIC HOLDINGS, INC.$2.3M1
220Vontobel Holding Ltd.$2.2M1
221NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.2M1
222Andra AP-fonden$2.2M1
223Allianz Asset Management GmbH$2.2M1
224Gotham Asset Management, LLC$2.1M1
225GUGGENHEIM CAPITAL LLC$2.1M1
226GATEWAY INVESTMENT ADVISERS LLC$2.1M1
227Candriam S.C.A.$2.1M1
228BW Gestao de Investimentos Ltda.$2.1M1
229Baker Avenue Asset Management, LP$2.0M1
230MACQUARIE GROUP LTD$2.0M1
231Lido Advisors, LLC$2.0M1
232Board of the Pension Protection Fund$2.0M1
233EDMOND DE ROTHSCHILD HOLDING S.A.$2.0M1
234CREDIT AGRICOLE S A$2.0M1
235Sumitomo Mitsui DS Asset Management Company, Ltd$1.9M1
236Janus Henderson Group Ltd.$1.9M1
237Kintegral Advisory, LLC$1.9M1
238BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
239CWM, LLC$1.8M1
240Beacon Pointe Advisors, LLC$1.8M1
241Sidoxia Capital Management, LLC$1.7M1
242Daiwa Securities Group Inc.$1.7M1
243Brooklyn Investment Group$1.7M1
244North Dakota State Investment Board$1.6M1
245FEDERATED HERMES, INC.$1.6M1
246PEAK FINANCIAL ADVISORS LLC$1.5M1
247Sanctuary Advisors, LLC$1.5M1
248HighTower Advisors, LLC$1.5M1
249Circle Wealth Management, LLC$1.5M1
250Composition Wealth, LLC$1.5M1
251Squarepoint Ops LLC$1.5M1
252Federation des caisses Desjardins du Quebec$1.5M1
253Sunstone Asset Management, L.P.$1.5M1
254LECAP ASSET MANAGEMENT LTD$1.4M1
255&PARTNERS$1.4M1
256SHELTON WEALTH MANAGEMENT, LLC$1.4M1
257Susquehanna Portfolio Strategies, LLC$1.4M1
258SECURIAN ASSET MANAGEMENT, INC$1.4M1
259BANK OF NOVA SCOTIA$1.4M1
260LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.4M1
261CIBC WORLD MARKET INC.$1.4M1
262Investment Management Corp of Ontario$1.4M1
263FORMULA GROWTH LTD$1.3M1
264RMR Wealth Builders$1.3M1
265Tidal Investments LLC$1.3M1
266WINCAP FINANCIAL LLC$1.3M1
267CWA Asset Management Group, LLC$1.3M1
268Prospera Financial Services Inc$1.2M1
269Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$1.2M1
270TLWM$1.2M1
271Mariner, LLC$1.2M1
272Stratos Wealth Partners, LTD.$1.2M1
273EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
274Rockefeller Capital Management L.P.$1.2M1
275Sequoia Financial Advisors, LLC$1.2M1
276Leonteq Securities AG$1.2M1
277Twin Tree Management, LP$1.2M1
278State of Wyoming$1.2M1
279Crossmark Global Holdings, Inc.$1.2M1
280AZZAD ASSET MANAGEMENT INC /ADV$1.2M1
281CAPSTONE INVESTMENT ADVISORS, LLC$1.1M1
282Merit Financial Group, LLC$1.1M1
283OMERS ADMINISTRATION Corp$1.1M1
284NFSG Corp$1.1M1
285Compound Planning, Inc.$1.1M1
286IMC-Chicago, LLC$1.0M1
287NorthRock Partners, LLC$1.0M1
288ANCHYRA PARTNERS LLC$1.0M1
289CIBC Asset Management Inc$1.0M1
290RBF Capital, LLC$1.0M1
291Chicago Partners Investment Group LLC$1.0M1
292Jasper Ridge Partners, L.P.$994K1
293Arta Finance Wealth Management LLC$974K1
294CIBC Bancorp USA Inc.$964K1
295Chicago Capital, LLC$959K1
296SAGE RHINO CAPITAL LLC$956K1
297Independent Advisor Alliance$951K1
298ASR Vermogensbeheer N.V.$945K1
299TOKIO MARINE ASSET MANAGEMENT CO LTD$944K1
300Wealthfront Advisers LLC$938K1
301OFI INVEST ASSET MANAGEMENT$927K1
302WINTON GROUP Ltd$924K1
303M&T BANK CORP$923K1
304OSSIAM$921K1
305Private Advisor Group, LLC$913K1
306Aaron Wealth Advisors LLC$911K1
307Strategic Family Wealth Counselors, L.L.C.$902K1
308Maryland State Retirement & Pension System$900K1
309ABN AMRO INVESTMENT SOLUTIONS$895K1
310Y-Intercept (Hong Kong) Ltd$891K1
311QRG CAPITAL MANAGEMENT, INC.$877K1
312COMMERCE BANK$872K1
313Parallax Volatility Advisers, L.P.$855K1
314TD Waterhouse Canada Inc.$839K1
315Generali Investments, Management Co LLC$835K1
316Atria Investments, Inc$830K1
317Inscription Capital, LLC$828K1
318Laird Norton Wetherby Trust Company, LLC$824K1
319Cresset Asset Management, LLC$821K1
320SANDERS MORRIS HARRIS LLC$815K1
321Tower Research Capital LLC (TRC)$811K1
322B. Metzler seel. Sohn & Co. AG$794K1
323ProShare Advisors LLC$785K1
324Robertson Stephens Wealth Management, LLC$772K1
325Torrey Growth & Income Advisors$771K1
326Magnetar Financial LLC$765K1
327Qtron Investments LLC$754K1
328Pallas Capital Advisors LLC$744K1
329LIBERTY ONE INVESTMENT MANAGEMENT, LLC$713K1
330LAZARD ASSET MANAGEMENT LLC$705K1
331Verdence Capital Advisors LLC$705K1
332Saudi Central Bank$704K1
333TWO SIGMA SECURITIES, LLC$681K1
334Banque Cantonale Vaudoise$673K1
335Kera Capital Partners, Inc.$672K1
336HB Wealth Management, LLC$668K1
337NewEdge Advisors, LLC$655K1
338Spark Investment Management LLC$654K1
339BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$652K1
340Savant Capital, LLC$646K1
341Allworth Financial LP$639K1
342Metis Global Partners, LLC$635K1
343Dana Investment Advisors, Inc.$630K1
344E. Ohman J:or Asset Management AB$629K1
345COLDSTREAM CAPITAL MANAGEMENT INC$620K1
346SHELTON CAPITAL MANAGEMENT$618K1
347KRS Capital Management, LLC$606K1
348Invst, LLC$603K1
349OPPENHEIMER & CO INC$602K1
350Avanza Fonder AB$596K1
351EVOLVE PRIVATE WEALTH, LLC$594K1
352Cache Advisors, LLC$593K1
353Jefferies Financial Group Inc.$590K1
354LBP AM SA$575K1
355Qsemble Capital Management, LP$568K1
356GLOBALT Investments LLC / GA$558K1
357DC Investments Management, LLC$557K1
358AlphaCore Capital LLC$546K1
359Callan Family Office, LLC$519K1
360Ascent Group, LLC$518K1
361MAI Capital Management$516K1
362Green Alpha Advisors, LLC$509K1
363Palacios Wealth Management, LLC$496K1
364Meiji Yasuda Asset Management Co Ltd.$482K1
365Kathmere Capital Management, LLC$481K1
366United Advisor Group, LLC$479K1
367PROFUND ADVISORS LLC$477K1
368Probity Advisors, Inc.$477K1
369Wedmont Private Capital$469K1
370Kingsview Wealth Management, LLC$465K1
371FULTON BANK, N.A.$458K1
372Empower Advisory Group, LLC$456K1
373KESTRA PRIVATE WEALTH SERVICES, LLC$453K1
374Krilogy Financial LLC$452K1
375Alphadyne Asset Management LP$451K1
376EP Wealth Advisors, LLC$448K1
377Optas, LLC$446K1
378Wisconsin Wealth Advisors, LLC$443K1
379Vise Technologies, Inc.$438K1
380INTECH INVESTMENT MANAGEMENT LLC$431K1
381Northwest & Ethical Investments L.P.$430K1
382BBR PARTNERS, LLC$430K1
383SIGNATUREFD, LLC$428K1
384Rehmann Capital Advisory Group$428K1
385Blueshift Asset Management, LLC$423K1
386HUB Investment Partners, LLC$420K1
387QUADRANT CAPITAL GROUP LLC$419K1
388INDEPENDENT FINANCIAL GROUP, LLC$417K1
389EXCHANGE TRADED CONCEPTS, LLC$414K1
390Cedar Wealth Management, LLC$410K1
391CAXTON ASSOCIATES LLP$406K1
392G2 CAPITAL MANAGEMENT, LLC / OH$403K1
393ELEVATION POINT WEALTH PARTNERS, LLC$398K1
394Vestmark Advisory Solutions, Inc.$394K1
395Perigon Wealth Management, LLC$388K1
396AE Wealth Management LLC$386K1
397BEESE FULMER INVESTMENT MANAGEMENT, INC.$385K1
398VestGen Advisors, LLC$382K1
399Register Financial Advisors LLC$377K1
400Elevated Financial Group LLC$375K1
401NATIONAL BANK OF CANADA /FI/$362K1
402Kovack Advisors, Inc.$361K1
403Hennion & Walsh Asset Management, Inc.$360K1
404Cambria Investment Management, L.P.$354K1
405Affinity Capital Advisors, LLC$352K1
406Silver Lake Advisory, LLC$343K1
407POLEN CAPITAL MANAGEMENT LLC$341K1
408J.W. COLE ADVISORS, INC.$339K1
409LVW Advisors, LLC$339K1
410Spartan Wealth Advisory Services LLC$338K1
411Chevy Chase Trust Holdings, LLC$338K1
412Envestnet Portfolio Solutions, Inc.$336K1
413Capital Investment Advisory Services, LLC$335K1
414WESTWOOD HOLDINGS GROUP INC$335K1
415Orion Porfolio Solutions, LLC$334K1
416Palumbo Wealth Management LLC$331K1
417Clear Creek Financial Management, LLC$326K1
418Resonant Capital Advisors, LLC$319K1
419PRELUDE CAPITAL MANAGEMENT, LLC$318K1
420UNITED CAPITAL FINANCIAL ADVISORS, LLC$315K1
421Cordatus Wealth Management LLC$313K1
422Arax Advisory Partners$312K1
423Equitable Holdings, Inc.$309K1
424Pitcairn Wealth Advisors LLC$303K1
425COMPASS CAPITAL CORP /MA/ /ADV$301K1
426Sivia Capital Partners, LLC$298K1
427BRANDYWINE MANAGERS, LLC$297K1
428D.A. DAVIDSON & CO.$296K1
429Cladis Investment Advisory, LLC$296K1
430SkyOak Wealth, LLC$294K1
431Cordoba Advisory Partners LLC$293K1
432Concurrent Investment Advisors, LLC$292K1
433INTEGRAL INVESTMENT ADVISORS, INC.$289K1
434Smartleaf Asset Management LLC$288K1
435TEACHER RETIREMENT SYSTEM OF TEXAS$285K1
436SAGESPRING WEALTH PARTNERS, LLC$285K1
437ABS Direct Equity Fund LLC$285K1
438AFFINITY INVESTMENT ADVISORS, LLC$282K1
439XXI WEALTH, LLC$281K1
440Ausdal Financial Partners, Inc.$278K1
441Institute for Wealth Management, LLC.$277K1
442Siemens Fonds Invest GmbH$277K1
443Curi Capital, LLC$276K1
444CARDIFF PARK ADVISORS, LLC$274K1
445Rafferty Asset Management, LLC$269K1
446FAS Wealth Partners, Inc.$268K1
447Ashton Thomas Private Wealth, LLC$268K1
448Dynasty Wealth Management, LLC$264K1
449MIRABELLA FINANCIAL SERVICES LLP$261K1
450Johnson & White Wealth Management, LLC$260K1
451UMB Bank, n.a.$258K1
452MINDSET WEALTH MANAGEMENT, LLC$257K1
453Meeder Advisory Services, Inc.$256K1
454EARNED WEALTH ADVISORS, LLC$254K1
455OneDigital Investment Advisors LLC$252K1
456Uniting Wealth Partners, LLC$252K1
457Evelyn Partners Investment Management LLP$252K1
458FIDUCIENT ADVISORS LLC$247K1
459JOURNEY STRATEGIC WEALTH LLC$243K1
460Founders Financial Alliance, LLC$240K1
461Werba Rubin Papier Wealth Management$240K1
462SIG BROKERAGE, LP$238K1
463Waverly Advisors, LLC$236K1
464DV Trading LLC$236K1
465Revisor Wealth Management LLC$236K1
466Ballentine Partners, LLC$234K1
467SP Asset Management LLC$233K1
468Massar Capital Management, LP$233K1
469Everhart Financial Group, Inc.$229K1
470PRINCIPAL SECURITIES, INC.$227K1
471Second Half Financial Partners, LLC$224K1
472DARA CAPITAL US, INC.$220K1
473Bay Rivers Group$213K1
474NorthCrest Asset Manangement, LLC$212K1
475ELEMENT POINTE ADVISORS, LLC$208K1
476KPP Advisory Services LLC$205K1
477Sandbox Financial Partners, LLC$203K1
478Dorsey & Whitney Trust CO LLC$202K1
479FOUNDATIONS INVESTMENT ADVISORS, LLC$202K1
480Hamrick Investment Counsel, llc$199K1
481Global Trust Asset Management, LLC$187K1
482GeoWealth Management, LLC$185K1
483Triumph Capital Management$175K1
484GHP Investment Advisors, Inc.$125K1
485Larson Financial Group LLC$118K1
486Central Pacific Bank - Trust Division$111K1
487Steward Partners Investment Advisory, LLC$104K1
488ASSETMARK, INC$103K1
489Blue Trust, Inc.$99.9K1
490KBC Group NV$99.5K1
491Rakuten Securities, Inc.$96.6K1
492Migdal Insurance & Financial Holdings Ltd.$91.8K1
493ELEVATION WEALTH PARTNERS, LLC$89.3K1
494True Wealth Design, LLC$82.8K1
495Advisors Asset Management, Inc.$80.7K1
496HHM Wealth Advisors, LLC$75.5K1
497MV CAPITAL MANAGEMENT, INC.$73.4K1
498INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$65.0K1
499MONTAG A & ASSOCIATES INC$63.8K1
500SJS Investment Consulting Inc.$54.0K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on TWLO

RETAINED WINDOW · ACTIVE HITS

Zero hits on TWLO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for TWLO · financials and macro

Financials — as filed PLANNED

TWLO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: TWLO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing