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ExodusPoint Capital Management’s Twilio TWLO Stock Holding History

ExodusPoint 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
Q1 		$22.2M Buy
176,258
+102,126
+138% +$12.6M 0.18% 81
2025
Q4 		$10.5M Sell
74,132
-29,824
-29% -$3.69M 0.08% 245
2025
Q3 		$10.4M Buy
103,956
+80,123
+336% +$9.02M 0.11% 191
2025
Q2 		$2.96M Buy
+23,833
New +$2.53M 0.03% 595
2025
Q1 		– Sell
-145,015
Closed -$15.7M – 2003
2024
Q4 		$15.7M Buy
145,015
+121,429
+515% +$11.1M 0.11% 165
2024
Q3 		$1.54M Buy
+23,586
New +$1.41M 0.01% 831
2023
Q4 		– Sell
-33,017
Closed -$1.93M – 2066
2023
Q3 		$1.93M Buy
33,017
+9,342
+39% +$582K 0.02% 685
2023
Q2 		$1.51M Sell
23,675
-35,773
-60% -$2.11M 0.01% 925
2023
Q1 		$3.96M Buy
59,448
+37,148
+167% +$2.29M 0.03% 597
2022
Q4 		$1.09M Sell
22,300
-19,225
-46% -$1.09M 0.02% 901
2022
Q3 		$2.87M Buy
+41,525
New +$3.32M 0.04% 619
2022
Q2 		– Sell
-25,158
Closed -$4.15M – 2466
2022
Q1 		$4.15M Buy
+25,158
New +$4.58M 0.05% 454
2021
Q4 		– Sell
-18,681
Closed -$5.96M – 2605
2021
Q3 		$5.96M Buy
18,681
+4,048
+28% +$1.47M 0.08% 336
2021
Q2 		$5.77M Buy
14,633
+2,814
+24% +$977K 0.06% 307
2021
Q1 		$4.03M Sell
11,819
-80,219
-87% -$30M 0.06% 340
2020
Q4 		$31.2M Buy
92,038
+68,129
+285% +$21.3M 0.3% 30
2020
Q3 		$5.91M Buy
+23,909
New +$5.89M 0.12% 152
2020
Q2 		– Sell
-1,289
Closed -$115K – 2036
2020
Q1 		$115K Sell
1,289
-60,463
-98% -$6.64M 0.01% 871
2019
Q4 		$6.07M Buy
61,752
+29,947
+94% +$3.06M 0.11% 145
2019
Q3 		$3.5M Buy
31,805
+17,472
+122% +$2.27M 0.12% 147
2019
Q2 		$1.95M Buy
+14,333
New +$1.91M 0.08% 155

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

ExodusPoint Capital Management's TWLO Position: Q1 2026 in Review

ExodusPoint Capital Management increased its Twilio (TWLO) stake by 138% in Q1 2026, buying an estimated $12.6M and bringing the position to 176,258 shares worth $22.2M. The position accounts for 0.18% of the portfolio, ranked #81.

ExodusPoint Capital Management first reported a position in TWLO in Q2 2019 and has held it in 21 quarters since. The position peaked at $31.2M in Q4 2020. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • ExodusPoint Capital Management held 176,258 shares of Twilio worth $22.2M as of Q1 2026.
  • ExodusPoint Capital Management bought 102,126 Twilio shares in Q1 2026, an estimated $12.6M.
  • Twilio made up 0.18% of ExodusPoint Capital Management's portfolio in Q1 2026, its #81 holding.
  • ExodusPoint Capital Management first reported a position in Twilio in Q2 2019 and has held it in 21 quarters since.
  • ExodusPoint Capital Management's Twilio position peaked at $31.2M in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.