Norges
· Exited
−$237M
Change
−1.9M
Δ Own
−100.0%
Date
Q1 2026
TW
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Norges
· Exited
−$237M
Change
−1.9M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$237M | −1.9M | −100.0% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$197M
Change
−1.6M
Δ Own
−50.8%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$197M | −1.6M | −50.8% | Q1 2026 | |||||
|
Alkeon Capital Management LLC
· Added
+$196M
Change
+1.6M
Date
Q1 2026
|
Alkeon Capital Management LLC | Added· Q1 2026 | +$196M | +1.6M | – | Q1 2026 | |||||
|
Arrowstreet Capital, Limited Partnership
· Reduced
−$123M
Change
−998K
Date
Q1 2026
|
Arrowstreet Capital, Limited Partnership | Reduced· Q1 2026 | −$123M | −998K | – | Q1 2026 | |||||
|
Durable Capital Partners LP
· Exited
−$118M
Change
−962K
Δ Own
−100.0%
Date
Q1 2026
|
Durable Capital Partners LP | Exited· Q1 2026 | −$118M | −962K | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Added
+$107M
Change
+869K
Δ Own
+8.1%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$107M | +869K | +8.1% | Q1 2026 | |||||
|
Slate Path Capital LP
· Reduced
−$101M
Change
−820K
Date
Q1 2026
|
Slate Path Capital LP | Reduced· Q1 2026 | −$101M | −820K | – | Q1 2026 | |||||
|
Vanguard
· Added
+$94M
Change
+767K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$94M | +767K | – | Q1 2026 | |||||
|
Jericho Capital Asset Management L.P.
· New
+$86M
Change
+698K
Date
Q1 2026
|
Jericho Capital Asset Management L.P. | New· Q1 2026 | +$86M | +698K | – | Q1 2026 | |||||
|
Voya Investment Management LLC
· Reduced
−$77M
Change
−625K
Date
Q1 2026
|
Voya Investment Management LLC | Reduced· Q1 2026 | −$77M | −625K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
−$75M
Change
−613K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | −$75M | −613K | – | Q1 2026 | |||||
|
Alyeska Investment Group, L.P.
· Added
+$73M
Change
+595K
Date
Q1 2026
|
Alyeska Investment Group, L.P. | Added· Q1 2026 | +$73M | +595K | – | Q1 2026 | |||||
|
Captrust Financial Advisors
· Reduced
−$69M
Change
−565K
Date
Q1 2026
|
Captrust Financial Advisors | Reduced· Q1 2026 | −$69M | −565K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$65M
Change
+529K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$65M | +529K | – | Q1 2026 | |||||
|
Fil Ltd
· Added
+$63M
Change
+512K
Date
Q1 2026
|
Fil Ltd | Added· Q1 2026 | +$63M | +512K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Shipchandler Khozema
· Director
6 operations
−$3.0M
|
Shipchandler Khozema | Director | 6 operations | $206.99–$213.25 | −14K | −$3.0M | 207K | −6.5% | Jul 6, 2026 | Jul 8, 2026 | |||||||||
|
Viggiano Aidan
· Officer
Sell
−$1.8M
|
Viggiano Aidan | Officer | Sell | $205.43 | −9K | −$1.8M | 110K | −7.2% | Jul 2, 2026 | Jul 7, 2026 | |||||||||
|
Viggiano Aidan
· Officer
5 operations
−$1.8M
|
Viggiano Aidan | Officer | 5 operations | $199.27–$203.68 | −9K | −$1.8M | 118K | −7.1% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Shipchandler Khozema
· Director
6 operations
−$2.8M
|
Shipchandler Khozema | Director | 6 operations | $199.24–$203.88 | −14K | −$2.8M | 222K | −5.9% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
|
Stafman Andrew
· Director
Grant (A)
399
|
Stafman Andrew | Director | Grant (A) | – | 399 | – | 14K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Suzuki Miyuki
· Director
Grant (A)
396
|
Suzuki Miyuki | Director | Grant (A) | – | 396 | – | 18K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Rottenberg Erika
· Director
2 operations
0
|
Rottenberg Erika | Director | 2 operations | – | 0 | – | 31K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Rottenberg Erika
· Director
Grant (A)
398
|
Rottenberg Erika | Director | Grant (A) | – | 398 | – | 398 | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Robinson Douglas A.
· Director
Grant (A)
361
|
Robinson Douglas A. | Director | Grant (A) | – | 361 | – | 4K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Patrick Deval L.
· Director
Grant (A)
391
|
Patrick Deval L. | Director | Grant (A) | – | 391 | – | 19K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Immelt Jeffrey R.
· Director
Grant (A)
408
|
Immelt Jeffrey R. | Director | Grant (A) | – | 408 | – | 1K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Epstein Jeff
· Director
Grant (A)
540
|
Epstein Jeff | Director | Grant (A) | – | 540 | – | 40K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Dubinsky Donna
· Director
2 operations
0
|
Dubinsky Donna | Director | 2 operations | – | 0 | – | 22K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Dubinsky Donna
· Director
Grant (A)
391
|
Dubinsky Donna | Director | Grant (A) | – | 391 | – | 391 | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Bell Charles H.
· Director
Grant (A)
399
|
Bell Charles H. | Director | Grant (A) | – | 399 | – | 18K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
N
A
M
A
M
G
796 reporting institutions disclosed TWLO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.