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Dmitry Balyasny’s Twilio TWLO Stock Holding History

Dmitry Balyasny’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 		$1.01M Buy
+4,900
New +$869K ﹤0.01% 2204
2026
Q1 		– Sell
-9,300
Closed -$1.32M – 3556
2025
Q4 		$1.32M Buy
+9,300
New +$1.15M ﹤0.01% 2061
2025
Q2 		– Sell
-4,400
Closed -$431K – 3369
2025
Q1 		$431K Sell
4,400
-13,500
-75% -$1.6M ﹤0.01% 2325
2024
Q4 		$1.93M Buy
+17,900
New +$1.64M ﹤0.01% 1684

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

Dmitry Balyasny's TWLO Position: Q2 2026 in Review

Dmitry Balyasny reduced its Twilio (TWLO) stake by 32% in Q2 2026, selling an estimated $61.7M and leaving 755,608 shares worth $156M. The position accounts for 0.19% of the portfolio, ranked #112.

Dmitry Balyasny first reported a position in TWLO in Q4 2016 and has held it in 29 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Dmitry Balyasny held 755,608 shares of Twilio worth $156M as of Q2 2026.
  • Dmitry Balyasny sold 348,166 Twilio shares in Q2 2026, an estimated $61.7M.
  • Twilio made up 0.19% of Dmitry Balyasny's portfolio in Q2 2026, its #112 holding.
  • Dmitry Balyasny first reported a position in Twilio in Q4 2016 and has held it in 29 quarters since.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.