TWLO · Twilio Inc · Shareholders & Ownership

$261.79 +8.16 (+3.22%) At close · Oct 23

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$40.20B

153.58M

Volume · Oct 23 2.08M Avg daily vol (3M) 2.96M

Every disclosed holder of TWLO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns TWLO

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,011	139,146,213	90.60%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	6,889,574	4.49%	Yes
Remaining	—	7,539,433	4.91%	Rest
Registered funds (N-PORT, not summed)	623	56,626,728	36.87%	No

Shares outstanding: 153,575,220, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of TWLO

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	16,630,023	10.83%	+23,869	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	5,194,081	3.38%	+174,351	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	907,942	0.59%	-13,820	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	608,553	0.40%	+68,360	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	280,597	0.18%	+11,639	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	195,433	0.13%	+4,624	Jun 30, 2026	iShares Trust, not summed
2	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	12,224,027	7.96%	+2,850,827	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	12,202,360	7.95%	+3,049,583	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,273,330	7.34%	-267,760	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,169,893	1.41%	+131,500	Jul 31, 2026	Fidelity Securities Fund, not summed
3.2	Select Software and IT Services Portfolio Fund S000007483 · Registered fund · May 31, 2026 Fidelity Select Portfolios, not summed	1,408,656	0.92%	-272,000	May 31, 2026	Fidelity Select Portfolios, not summed
3.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	1,044,056	0.68%	-235,350	May 31, 2026	Fidelity Rutland Square Trust II, not summed
3.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	781,962	0.51%	-11,302	May 31, 2026	Fidelity Concord Street Trust, not summed
3.5	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	756,328	0.49%	+43,600	Jul 31, 2026	Fidelity Concord Street Trust, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,643,548	4.98%	-438,335	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Jeff Lawson 13G CIK 1665930 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	6,889,574	4.49%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,849,553	4.46%	+60,569	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,998,587	3.91%	+143,149	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	768,238	0.50%	+27,515	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	235,031	0.15%	+4,670	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	51,313	0.03%	+1,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.4	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	30,300	0.02%	+400	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.5	State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF Fund S000063362 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	22,812	0.01%	+3,465	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,816,977	3.14%	+3,983	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,481,013	2.27%	-12,638	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	3,318,463	2.16%	+1,294,376	Jun 30, 2026	JPMorgan Trust II, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,875,569	1.87%	+43,515	Jun 30, 2026	carried, not yet filed for the newest quarter
12	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,335,700	1.52%	+495,700	Jun 30, 2026	carried, not yet filed for the newest quarter
13	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,250,229	1.47%	-1,011,006	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,247,629	1.46%	-83,842	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Jericho Capital Asset Management L.P. 13F CIK 1525234 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,192,455	1.43%	+1,494,944	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,007,065	1.31%	+51,543	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,935,539	1.26%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Durable Capital Partners LP 13F CIK 1798849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,846,153	1.20%	+1,846,153	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,786,989	1.16%	+1,786,989	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,740,366	1.13%	+48,016	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,732,134	1.13%	-132,967	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,103	0.00%	+606	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
21.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	225	0.00%	+69	Jul 31, 2026	E Trade Trust, not summed
21.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	148	0.00%	+81	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
22	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,698,992	1.11%	-100,941	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	98,653	0.06%	+3,315	Jun 30, 2026	Northern Funds, not summed
22.2	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,720	0.00%	-2,100	Jul 31, 2026	FlexShares Trust, not summed
22.3	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,719	0.00%	-158	Jun 30, 2026	Northern Funds, not summed
22.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,634	0.00%	-182	Jul 31, 2026	FlexShares Trust, not summed
22.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	330	0.00%	-42	Jul 31, 2026	FlexShares Trust, not summed
23	VANGUARD INFORMATION TECHNOLOGY INDEX FUND Fund S000004452 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,611,015	1.05%	-275,180	May 31, 2026	VANGUARD WORLD FUND, not summed
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575,474	1.03%	+101,699	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	22,546	0.01%	+13,561	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
25	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,435,153	0.93%	-58,899	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	213,397	0.14%	-77	Jul 31, 2026	Dimensional ETF Trust, not summed
25.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	189,660	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.3	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	132,676	0.09%	+6,185	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
25.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	116,608	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	99,381	0.06%	-210	Jul 31, 2026	Dimensional ETF Trust, not summed
26	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,271,006	0.83%	+84,261	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,204,982	0.78%	+1,019,749	Jun 30, 2026	carried, not yet filed for the newest quarter
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,160,241	0.76%	+270,659	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Goldman Sachs Small/Mid Cap Growth Fund Fund S000009322 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	97,766	0.06%	-4,575	May 31, 2026	Goldman Sachs Trust, not summed
28.2	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	82,744	0.05%	-18,596	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.3	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	18,129	0.01%	-10,490	May 31, 2026	Goldman Sachs ETF Trust, not summed
28.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,839	0.00%	-72	May 31, 2026	Goldman Sachs ETF Trust II, not summed
28.5	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	4,340	0.00%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
29	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,794	0.75%	+259,757	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,127,328	0.73%	-10,740	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	409,970	0.27%	-71	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	161,453	0.11%	+4,191	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	128,468	0.08%	+4,992	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	92,480	0.06%	+3,476	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	89,938	0.06%	+1,437	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	SRS Investment Management, LLC 13F CIK 1503174 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,683	0.70%	-988,725	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,809	0.66%	+41,264	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	964,969	0.63%	-51,928	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	23,580	0.02%	-170	Jul 31, 2026	BNY Mellon ETF Trust, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	963,319	0.63%	+19,579	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	896,825	0.58%	-27,950	Jun 30, 2026	carried, not yet filed for the newest quarter
36	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	872,878	0.57%	-470,934	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	854,257	0.56%	+854,257	Jun 30, 2026	carried, not yet filed for the newest quarter
38	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	835,472	0.54%	+80,067	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	8,678	0.01%	-5,008	May 29, 2026	DBX ETF Trust, not summed
38.2	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,422	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
38.3	Xtrackers Artificial Intelligence and Big Data ETF Fund S000085311 · Registered fund · May 31, 2026 DBX ETF Trust, not summed	1,842	0.00%	+42	May 31, 2026	DBX ETF Trust, not summed
38.4	Xtrackers MSCI Kokusai Equity ETF Fund S000067508 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	1,383	0.00%	-15	Aug 31, 2026	DBX ETF Trust, not summed
38.5	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	608	0.00%	+334	Aug 31, 2026	DBX ETF Trust, not summed
39	FRED ALGER MANAGEMENT, LLC 13F CIK 3520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	830,937	0.54%	+640,196	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	ALGER FOCUS EQUITY FUND Fund S000009201 · Registered fund · Jul 31, 2026 ALGER INSTITUTIONAL FUNDS, not summed	206,712	0.13%	—	Jul 31, 2026	ALGER INSTITUTIONAL FUNDS, not summed
39.2	ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND Fund S000009204 · Registered fund · Jul 31, 2026 ALGER INSTITUTIONAL FUNDS, not summed	100,816	0.07%	+63,765	Jul 31, 2026	ALGER INSTITUTIONAL FUNDS, not summed
39.3	ALGER CAPITAL APPRECIATION FUND Fund S000009163 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	57,038	0.04%	+38,972	Jul 31, 2026	ALGER FUNDS, not summed
39.4	Alger 35 ETF Fund S000069956 · Registered fund · Jun 30, 2026 Alger ETF Trust, not summed	35,088	0.02%	+17,584	Jun 30, 2026	Alger ETF Trust, not summed
39.5	ALGER MID CAP FOCUS FUND Fund S000063650 · Registered fund · Jul 31, 2026 ALGER FUNDS, not summed	25,273	0.02%	—	Jul 31, 2026	ALGER FUNDS, not summed
40	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	824,034	0.54%	+340,423	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Allspring Large Cap Core Fund Fund S000029060 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	115,401	0.08%	+18,289	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
40.2	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	109,733	0.07%	—	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
40.3	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	62,362	0.04%	-22,638	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
40.4	Allspring Premier Large Company Growth Fund Fund S000029061 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	53,045	0.03%	—	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
40.5	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	51,233	0.03%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
41	Whale Rock Capital Management LLC 13F CIK 1387322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	821,768	0.54%	+821,768	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	755,608	0.49%	-348,166	Jun 30, 2026	carried, not yet filed for the newest quarter
43	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	755,410	0.49%	+141,296	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	170,560	0.11%	-59,500	Jul 31, 2026	Principal Funds, Inc, not summed
43.2	Principal Capital Appreciation Select ETF Fund S000091386 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	135,063	0.09%	+121,102	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
43.3	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	60,671	0.04%	+59,851	Jul 31, 2026	Principal Funds, Inc, not summed
43.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	58,026	0.04%	+26	Jul 31, 2026	Principal Funds, Inc, not summed
43.5	Principal Capital Appreciation Account Fund S000014085 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	11,720	0.01%	+3,205	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
44	Atreides Management, LP 13F CIK 1777813 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	720,338	0.47%	-201,264	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	677,699	0.44%	+28,817	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	657,891	0.43%	+66,238	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Sachem Head Capital Management LP 13F CIK 1582090 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	620,000	0.40%	-1,675,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMorgan Growth Advantage Fund Fund S000004474 · Registered fund · Jun 30, 2026 J.P. Morgan Mutual Fund Investment Trust, not summed	600,922	0.39%	-56,108	Jun 30, 2026	J.P. Morgan Mutual Fund Investment Trust, not summed
49	Artemis Investment Management LLP 13F CIK 1535385 · Non-US institution · Sep 30, 2026	588,018	0.38%	+217,952	Sep 30, 2026
50	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	587,288	0.38%	-134,446	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	First Trust Technology AlphaDEX Fund Fund S000017703 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	164,868	0.11%	+35,920	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
50.2	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	40,773	0.03%	—	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
50.3	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	7,705	0.01%	+1,035	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
50.4	First Trust Active Factor Mid Cap ETF Fund S000066789 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	4,236	0.00%	+903	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
50.5	First Trust Expanded Technology ETF Fund S000071978 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	534	0.00%	—	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed

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Key facts CIK 1447669 CUSIP 90138F102 13F (30d) 255 filings 240 filers Visit website Investor relations