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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
2020
Q2 		– Sell
-30,000
Closed -$2.68M – 2035
2020
Q1 		$2.68M Hold
30,000
– – 0.15% 134
2019
Q4 		$2.95M Buy
+30,000
New +$3.06M 0.06% 257

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.