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Durable Capital Partners’s Twilio TWLO Stock Holding History

Durable Capital Partners’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
Q1 		– Sell
-962,089
Closed -$137M – 46
2025
Q4 		$137M Buy
+962,089
New +$119M 1.29% 26
2022
Q1 		– Sell
-1,057,585
Closed -$279M – 61
2021
Q4 		$279M Sell
1,057,585
-50,775
-5% -$15.2M 2.18% 19
2021
Q3 		$354M Buy
1,108,360
+421,690
+61% +$154M 2.68% 14
2021
Q2 		$271M Sell
686,670
-65,365
-9% -$22.7M 2% 18
2021
Q1 		$256M Sell
752,035
-183,431
-20% -$68.7M 2.17% 18
2020
Q4 		$317M Sell
935,466
-255,159
-21% -$79.7M 2.82% 14
2020
Q3 		$294M Sell
1,190,625
-66,561
-5% -$16.4M 3.24% 10
2020
Q2 		$276M Buy
1,257,186
+706,848
+128% +$113M 3.44% 10
2020
Q1 		$49.3M Buy
+550,338
New +$60.4M 1% 22

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Durable Capital Partners's TWLO Position: Q1 2026 in Review

Durable Capital Partners sold out of Twilio (TWLO) in Q1 2026, closing a stake of 962,089 shares — an estimated $137M sold.

Durable Capital Partners first reported a position in TWLO in Q1 2020 and held it in 9 quarters. The position peaked at $354M in Q3 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Durable Capital Partners reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Durable Capital Partners sold 962,089 Twilio shares in Q1 2026, an estimated $137M.
  • Durable Capital Partners first reported a position in Twilio in Q1 2020 and held it in 9 quarters.
  • Durable Capital Partners's Twilio position peaked at $354M in Q3 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Durable Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.