Henry Ellenbogen’s Twilio TWLO Stock Holding History

Henry Ellenbogen’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	$381M	Buy	+1,846,153	New	+$327M	3.7%	10
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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Henry Ellenbogen's TWLO Position: Q2 2026 in Review

Henry Ellenbogen opened a new position in Twilio (TWLO) in Q2 2026: 1,846,153 shares worth $381M. The stake represents 3.7% of the portfolio and ranks #10 among its holdings. This is a return to the name: Henry Ellenbogen previously reported a position in TWLO as recently as Q4 2025.

Henry Ellenbogen first reported a position in TWLO in Q1 2020 and has held it in 10 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Henry Ellenbogen held 1,846,153 shares of Twilio worth $381M as of Q2 2026.
Twilio was a new Henry Ellenbogen position in Q2 2026.
Twilio made up 3.7% of Henry Ellenbogen's portfolio in Q2 2026, its #10 holding.
Henry Ellenbogen first reported a position in Twilio in Q1 2020 and has held it in 10 quarters since.
959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Durable Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.