Alyeska Investment Group
TWLO icon

Alyeska Investment Group’s Twilio TWLO Stock Holding History

Alyeska Investment Group’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
2024
Q2 		– Sell
-200,000
Closed -$12.2M – 675
2024
Q1 		$12.2M Buy
+200,000
New +$13.2M 0.08% 256
2022
Q3 		– Sell
-200,000
Closed -$16.8M – 494
2022
Q2 		$16.8M Buy
+200,000
New +$22.4M 0.19% 158

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Alyeska Investment Group's TWLO Position: Q1 2026 in Review

Alyeska Investment Group increased its Twilio (TWLO) stake by 191% in Q1 2026, buying an estimated $73.2M and bringing the position to 907,805 shares worth $114M. The position accounts for 0.32% of the portfolio, ranked #77.

Alyeska Investment Group first reported a position in TWLO in Q1 2017 and has held it in 31 quarters since. The position peaked at $265M in Q3 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Alyeska Investment Group held 907,805 shares of Twilio worth $114M as of Q1 2026.
  • Alyeska Investment Group bought 595,457 Twilio shares in Q1 2026, an estimated $73.2M.
  • Twilio made up 0.32% of Alyeska Investment Group's portfolio in Q1 2026, its #77 holding.
  • Alyeska Investment Group first reported a position in Twilio in Q1 2017 and has held it in 31 quarters since.
  • Alyeska Investment Group's Twilio position peaked at $265M in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Alyeska Investment Group's 13F filing for Q1 2026, filed 15 May 2026.