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Fred Alger Management’s Twilio TWLO Stock Holding History

Fred Alger 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 		$171M Buy
830,937
+640,196
+336% +$113M 0.57% 28
2026
Q1 		$24M Sell
190,741
-181,740
-49% -$22.4M 0.11% 100
2025
Q4 		$53M Sell
372,481
-70,511
-16% -$8.73M 0.21% 63
2025
Q3 		$44.3M Buy
442,992
+431,067
+3,615% +$48.5M 0.17% 69
2025
Q2 		$1.48M Buy
11,925
+9,708
+438% +$1.03M 0.01% 332
2025
Q1 		$217K Buy
+2,217
New +$263K ﹤0.01% 417
2024
Q2 		– Sell
-8,915
Closed -$545K – 473
2024
Q1 		$545K Buy
+8,915
New +$587K ﹤0.01% 392
2022
Q2 		– Sell
-482,186
Closed -$79.5M – 548
2022
Q1 		$79.5M Sell
482,186
-215,742
-31% -$39.3M 0.25% 119
2021
Q4 		$184M Buy
697,928
+152,307
+28% +$45.6M 0.46% 68
2021
Q3 		$174M Buy
545,621
+106,778
+24% +$38.9M 0.42% 80
2021
Q2 		$173M Sell
438,843
-116,227
-21% -$40.3M 0.41% 87
2021
Q1 		$189M Sell
555,070
-46,294
-8% -$17.3M 0.49% 65
2020
Q4 		$204M Buy
601,364
+100,753
+20% +$31.5M 0.53% 55
2020
Q3 		$124M Sell
500,611
-67,575
-12% -$16.7M 0.36% 78
2020
Q2 		$125M Buy
568,186
+320,338
+129% +$51.4M 0.41% 67
2020
Q1 		$22.2M Buy
247,848
+25,907
+12% +$2.84M 0.1% 146
2019
Q4 		$21.8M Buy
221,941
+215,520
+3,356% +$22M 0.08% 169
2019
Q3 		$706K Sell
6,421
-14,154
-69% -$1.84M ﹤0.01% 357
2019
Q2 		$2.81M Buy
20,575
+20,157
+4,822% +$2.68M 0.01% 276
2019
Q1 		$54K Buy
418
+236
+130% +$26.6K ﹤0.01% 414
2018
Q4 		$16K Buy
+182
New +$14.8K ﹤0.01% 461
2016
Q3 		– Sell
-27,689
Closed -$1.01M – 536
2016
Q2 		$1.01M Buy
+27,689
New +$858K 0.01% 327

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

Fred Alger Management's TWLO Position: Q2 2026 in Review

Fred Alger Management increased its Twilio (TWLO) stake by 336% in Q2 2026, buying an estimated $113M and bringing the position to 830,937 shares worth $171M. The position accounts for 0.57% of the portfolio, ranked #28.

Fred Alger Management first reported a position in TWLO in Q2 2016 and has held it in 22 quarters since. The position peaked at $204M in Q4 2020. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Fred Alger Management held 830,937 shares of Twilio worth $171M as of Q2 2026.
  • Fred Alger Management bought 640,196 Twilio shares in Q2 2026, an estimated $113M.
  • Twilio made up 0.57% of Fred Alger Management's portfolio in Q2 2026, its #28 holding.
  • Fred Alger Management first reported a position in Twilio in Q2 2016 and has held it in 22 quarters since.
  • Fred Alger Management's Twilio position peaked at $204M in Q4 2020.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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