SWStonkWhisper

TWLOInstitutional Flow

Period: 2026-03-31 · 38 managers with reported activity

FundFlow Score
0.00
New Positions
4
Increased
15
Decreased / Exited
19

TWLO institutional flow for the 2026-03-31 13F reporting period: 38 institutional managers filed activity, with 4 opening new positions and 15 increasing existing holdings (50% bullish). 17 reduced positions and 2 fully exited (50% bearish). FundFlow score: 0.00 — signaling balanced/neutral institutional activity with 100% confidence.

FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for TWLO.

Quarterly Flow History

2024-09
+0.17
36m
2024-12
+0.37
38m
2025-03
-0.12
41m
2025-06
+0.23
39m
2025-09
-0.35
34m
2025-12
+0.08
37m
2026-03
0.00
38m
2026-06
+0.50
4m

Accumulating (19)

ManagerActionSharesValue
Viking GlobalNEW POSITION451K$56.7B
DuquesneNEW POSITION182K$22.9M
Renaissance TechNEW POSITION52K$6.5B
WintonNEW POSITION7K$924.4M
MillenniumINCREASED636K+187%$80.0B
SRS Inv MgmtINCREASED2.1M+14%$259.7B
American CenturyINCREASED563K+41%$70.8B
ExodusPointINCREASED176K+138%$22.2B
DE ShawINCREASED140K+246%$17.6B
State StreetINCREASED5.9M+1%$736.7B
BalyasnyINCREASED1.1M+5%$138.9B
Geode CapitalINCREASED565K+9%$71.1B
AcadianINCREASED113K+50%$14.2M
WellingtonINCREASED31K+6531%$4.0B
InvescoINCREASED17K+51488%$2.1B
AlkeonINCREASED265K+6%$33.4B
Brevan HowardINCREASED19K+159%$2.3B
Gotham AssetINCREASED17K+89%$2.1B
Northern TrustINCREASED38K+2%$4.7B

Distributing (19)

ManagerActionSharesPrev Value
Durable CapitalEXITED0-100%
GGHEXITED0-100%
ArrowstreetDECREASED592K-63%$74.4B
CitadelDECREASED126K-73%$15.9B
SchonfeldDECREASED167K-26%$21.0B
BridgewaterDECREASED98K-22%$12.3B
Man GroupDECREASED7K-78%$819.2M
Alta ParkDECREASED118K-16%$14.9B
Two SigmaDECREASED2K-86%$264.2M
CaxtonDECREASED3K-76%$406.3M
TudorDECREASED4K-69%$553.6M
DFADECREASED137K-2%$17.2B
Point72DECREASED8K-20%$943.6M
LSVDECREASED19K-8%$2.4M
Marshall WaceDECREASED400-70%$50.3M
Neuberger Berman (Eisman)DECREASED18-98%$2.3M
Moore CapitalDECREASED23K-2%$2.9B
Polen CapitalDECREASED3K-11%$340.7M
Franklin TempletonDECREASED6K-1%$715.7M
Data derived from SEC 13F filings. Updated quarterly. Not financial advice.← Back to FundFlow overview·View full whale holdings →