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Alex Sacerdote’s Twilio TWLO Stock Holding History

Alex Sacerdote’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$170M Buy
+821,768
New +$146M 1.36% 24
2025
Q1 		– Sell
-1,029,907
Closed -$111M – 41
2024
Q4 		$111M Buy
+1,029,907
New +$94.1M 1.32% 29
2021
Q4 		– Sell
-496,441
Closed -$158M – 71
2021
Q3 		$158M Sell
496,441
-232,918
-32% -$84.8M 1.04% 33
2021
Q2 		$287M Buy
729,359
+58,929
+9% +$20.5M 1.88% 22
2021
Q1 		$228M Buy
670,430
+283,626
+73% +$106M 1.88% 28
2020
Q4 		$131M Sell
386,804
-544,536
-58% -$170M 0.87% 36
2020
Q3 		$230M Sell
931,340
-16
-0% -$3.94K 1.52% 30
2020
Q2 		$204M Hold
931,356
– – 1.63% 30
2020
Q1 		$83.3M Sell
931,356
-1,381
-0.1% -$152K 1.14% 35
2019
Q4 		$91.7M Sell
932,737
-760,027
-45% -$77.6M 1.56% 28
2019
Q3 		$186M Sell
1,692,764
-1,228
-0.1% -$159K 3.44% 10
2019
Q2 		$231M Sell
1,693,992
-241
-0% -$32.1K 3.95% 7
2019
Q1 		$219M Sell
1,694,233
-767,549
-31% -$86.4M 3.94% 6
2018
Q4 		$220M Buy
2,461,782
+345,694
+16% +$28.1M 7% 2
2018
Q3 		$183M Buy
2,116,088
+968,884
+84% +$70.8M 4.07% 7
2018
Q2 		$64.3M Buy
+1,147,204
New +$56.8M 1.84% 20
2016
Q3 		– Sell
-100,000
Closed -$3.65M – 37
2016
Q2 		$3.65M Buy
+100,000
New +$3.1M 0.3% 31

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Alex Sacerdote's TWLO Position: Q2 2026 in Review

Alex Sacerdote opened a new position in Twilio (TWLO) in Q2 2026: 821,768 shares worth $170M. The stake represents 1.36% of the portfolio and ranks #24 among its holdings. This is a return to the name: Alex Sacerdote previously reported a position in TWLO as recently as Q4 2024.

Alex Sacerdote first reported a position in TWLO in Q2 2016 and has held it in 17 quarters since. The position peaked at $287M in Q2 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Alex Sacerdote held 821,768 shares of Twilio worth $170M as of Q2 2026.
  • Twilio was a new Alex Sacerdote position in Q2 2026.
  • Twilio made up 1.36% of Alex Sacerdote's portfolio in Q2 2026, its #24 holding.
  • Alex Sacerdote first reported a position in Twilio in Q2 2016 and has held it in 17 quarters since.
  • Alex Sacerdote's Twilio position peaked at $287M in Q2 2021.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Whale Rock Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.