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Gavin Baker’s Twilio TWLO Stock Holding History

Gavin Baker’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 		$149M Sell
720,338
-201,264
-22% -$35.7M 1.04% 18
2026
Q1 		$116M Buy
921,602
+204,656
+29% +$25.2M 2.32% 12
2025
Q4 		$102M Sell
716,946
-248,817
-26% -$30.8M 1.25% 20
2025
Q3 		$96.7M Buy
965,763
+235,463
+32% +$26.5M 1.88% 17
2025
Q2 		$90.8M Buy
730,300
+614,943
+533% +$65.4M 2.52% 16
2025
Q1 		$11.3M Buy
+115,357
New +$13.7M 0.34% 40
2022
Q4 		– Sell
-1,241,395
Closed -$85.8M – 41
2022
Q3 		$85.8M Buy
1,241,395
+757,918
+157% +$60.6M 2.26% 12
2022
Q2 		$40.5M Sell
483,477
-321,604
-40% -$36M 1.51% 26
2022
Q1 		$133M Buy
805,081
+145,728
+22% +$26.6M 4.09% 7
2021
Q4 		$174M Buy
659,353
+258,181
+64% +$77.2M 5.43% 5
2021
Q3 		$128M Buy
401,172
+324,477
+423% +$118M 3.02% 9
2021
Q2 		$30.2M Sell
76,695
-25,640
-25% -$8.9M 0.54% 35
2021
Q1 		$34.9M Buy
102,335
+59,500
+139% +$22.3M 0.79% 36
2020
Q4 		$14.5M Buy
42,835
+6,700
+19% +$2.09M 0.64% 40
2020
Q3 		$8.93M Sell
36,135
-11,500
-24% -$2.84M 0.84% 30
2020
Q2 		$10.5M Sell
47,635
-174,700
-79% -$28.1M 1.48% 22
2020
Q1 		$19.9M Buy
222,335
+83,400
+60% +$9.16M 4.4% 10
2019
Q4 		$13.7M Buy
+138,935
New +$14.2M 3.13% 15

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

Gavin Baker's TWLO Position: Q2 2026 in Review

Gavin Baker reduced its Twilio (TWLO) stake by 22% in Q2 2026, selling an estimated $35.7M and leaving 720,338 shares worth $149M. The position accounts for 1.04% of the portfolio, ranked #18.

Gavin Baker first reported a position in TWLO in Q4 2019 and has held it in 18 quarters since. The position peaked at $174M in Q4 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Gavin Baker held 720,338 shares of Twilio worth $149M as of Q2 2026.
  • Gavin Baker sold 201,264 Twilio shares in Q2 2026, an estimated $35.7M.
  • Twilio made up 1.04% of Gavin Baker's portfolio in Q2 2026, its #18 holding.
  • Gavin Baker first reported a position in Twilio in Q4 2019 and has held it in 18 quarters since.
  • Gavin Baker's Twilio position peaked at $174M in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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