Dorsal Capital Management’s Twilio TWLO Stock Holding History

Dorsal Capital Management’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	$82.5M	Sell	400,000 -300,000	-43%	-$53.2M	2.92%	14
2026 Q1	$88.1M	Buy	700,000 +150,000	+27%	+$18.5M	3.42%	14
2025 Q4	$78.2M	Buy	+550,000	New	+$68.1M	2.72%	16
2024 Q1	–	Sell	-1,150,000	Closed	-$87.3M	–	30
2023 Q4	$87.3M	Buy	1,150,000 +50,000	+5%	+$3.12M	2.69%	15
2023 Q3	$64.4M	Buy	1,100,000 +300,000	+38%	+$18.7M	2.2%	18
2023 Q2	$50.9M	Buy	800,000 +300,000	+60%	+$17.7M	1.75%	18
2023 Q1	$33.3M	Buy	+500,000	New	+$30.8M	1.07%	25
2022 Q1	–	Sell	-230,000	Closed	-$60.6M	–	29
2021 Q4	$60.6M	Sell	230,000 -95,000	-29%	-$28.4M	3.48%	12
2021 Q3	$104M	Sell	325,000 -5,000	-2%	-$1.82M	5.07%	7
2021 Q2	$130M	Buy	330,000 +80,000	+32%	+$27.8M	6.08%	7
2021 Q1	$85.2M	Sell	250,000 -25,000	-9%	-$9.36M	4.33%	13
2020 Q4	$93.1M	Hold	275,000	–	–	5.39%	8
2020 Q3	$68M	Sell	275,000 -125,000	-31%	-$30.8M	5.24%	10
2020 Q2	$87.8M	Sell	400,000 -25,000	-6%	-$4.01M	5.42%	8
2020 Q1	$38M	Buy	425,000 +100,000	+31%	+$11M	3.08%	16
2019 Q4	$31.9M	Buy	+325,000	New	+$33.2M	1.93%	20

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dorsal Capital Management's TWLO Position: Q2 2026 in Review

Dorsal Capital Management reduced its Twilio (TWLO) stake by 43% in Q2 2026, selling an estimated $53.2M and leaving 400,000 shares worth $82.5M. The position accounts for 2.92% of the portfolio, ranked #14.

Dorsal Capital Management first reported a position in TWLO in Q4 2019 and has held it in 16 quarters since. The position peaked at $130M in Q2 2021. 965 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Dorsal Capital Management held 400,000 shares of Twilio worth $82.5M as of Q2 2026.
Dorsal Capital Management sold 300,000 Twilio shares in Q2 2026, an estimated $53.2M.
Twilio made up 2.92% of Dorsal Capital Management's portfolio in Q2 2026, its #14 holding.
Dorsal Capital Management first reported a position in Twilio in Q4 2019 and has held it in 16 quarters since.
Dorsal Capital Management's Twilio position peaked at $130M in Q2 2021.
965 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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