Jane Street’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.4M | Sell |
103,615
-397,125
| -79% | -$70.4M | ﹤0.01% | 2101 |
|
|
2026
Q1 | $63M | Buy |
500,740
+487,723
| +3,747% | +$60M | 0.01% | 911 |
|
|
2025
Q4 | $1.85M | Sell |
13,017
-174,200
| -93% | -$21.6M | ﹤0.01% | 4956 |
|
|
2025
Q3 | $18.7M | Sell |
187,217
-277,156
| -60% | -$31.2M | ﹤0.01% | 1724 |
|
|
2025
Q2 | $57.7M | Sell |
464,373
-102,946
| -18% | -$10.9M | 0.01% | 692 |
|
|
2025
Q1 | $55.5M | Sell |
567,319
-221,017
| -28% | -$26.2M | 0.01% | 621 |
|
|
2024
Q4 | $85.2M | Buy |
788,336
+773,781
| +5,316% | +$70.7M | 0.02% | 485 |
|
|
2024
Q3 | $949K | Sell |
14,555
-245,300
| -94% | -$14.7M | ﹤0.01% | 6005 |
|
|
2024
Q2 | $14.8M | Sell |
259,855
-1,293,955
| -83% | -$76.3M | ﹤0.01% | 1599 |
|
|
2024
Q1 | $95M | Buy |
1,553,810
+1,160,273
| +295% | +$76.4M | 0.02% | 384 |
|
|
2023
Q4 | $29.9M | Buy |
393,537
+305,986
| +349% | +$19.1M | 0.01% | 969 |
|
|
2023
Q3 | $5.12M | Sell |
87,551
-343,079
| -80% | -$21.4M | ﹤0.01% | 2572 |
|
|
2023
Q2 | $27.4M | Buy |
430,630
+344,146
| +398% | +$20.3M | 0.01% | 951 |
|
|
2023
Q1 | $5.76M | Sell |
86,484
-144,790
| -63% | -$8.93M | ﹤0.01% | 2251 |
|
|
2022
Q4 | $11.3M | Buy |
231,274
+149,444
| +183% | +$8.51M | 0.01% | 1491 |
|
|
2022
Q3 | $5.66M | Sell |
81,830
-132,019
| -62% | -$10.5M | ﹤0.01% | 2413 |
|
|
2022
Q2 | $17.9M | Buy |
213,849
+76,634
| +56% | +$8.57M | 0.01% | 1200 |
|
|
2022
Q1 | $22.6M | Sell |
137,215
-124,029
| -47% | -$22.6M | 0.01% | 1162 |
|
|
2021
Q4 | $68.8M | Buy |
261,244
+154,982
| +146% | +$46.4M | 0.02% | 515 |
|
|
2021
Q3 | $33.9M | Sell |
106,262
-7,585
| -7% | -$2.76M | 0.01% | 774 |
|
|
2021
Q2 | $44.9M | Buy |
113,847
+36,178
| +47% | +$12.6M | 0.02% | 601 |
|
|
2021
Q1 | $26.5M | Sell |
77,669
-42,130
| -35% | -$15.8M | 0.01% | 783 |
|
|
2020
Q4 | $40.6M | Buy |
119,799
+79,608
| +198% | +$24.9M | 0.02% | 524 |
|
|
2020
Q3 | $9.93M | Buy |
40,191
+24,078
| +149% | +$5.94M | 0.01% | 1219 |
|
|
2020
Q2 | $3.54M | Buy |
16,113
+7,325
| +83% | +$1.18M | ﹤0.01% | 2278 |
|
|
2020
Q1 | $786K | Sell |
8,788
-120,118
| -93% | -$13.2M | ﹤0.01% | 3078 |
|
|
2019
Q4 | $12.7M | Buy |
128,906
+80,099
| +164% | +$8.18M | 0.02% | 538 |
|
|
2019
Q3 | $5.37M | Buy |
48,807
+4,980
| +11% | +$646K | 0.01% | 944 |
|
|
2019
Q2 | $5.98M | Sell |
43,827
-415,228
| -90% | -$55.3M | 0.01% | 924 |
|
|
2019
Q1 | $59.3M | Buy |
459,055
+352,563
| +331% | +$39.7M | 0.1% | 144 |
|
|
2018
Q4 | $9.51M | Buy |
106,492
+45,248
| +74% | +$3.68M | 0.02% | 605 |
|
|
2018
Q3 | $5.28M | Sell |
61,244
-10,554
| -15% | -$772K | 0.01% | 995 |
|
|
2018
Q2 | $4.02M | Sell |
71,798
-1,262
| -2% | -$62.5K | 0.01% | 1237 |
|
|
2018
Q1 | $2.79M | Buy |
73,060
+26,524
| +57% | +$840K | 0.01% | 1487 |
|
|
2017
Q4 | $1.1M | Buy |
46,536
+6,229
| +15% | +$175K | ﹤0.01% | 2239 |
|
|
2017
Q3 | $1.2M | Buy |
40,307
+27,342
| +211% | +$820K | ﹤0.01% | 2103 |
|
|
2017
Q2 | $377K | Sell |
12,965
-30,832
| -70% | -$843K | ﹤0.01% | 3360 |
|
|
2017
Q1 | $1.26M | Sell |
43,797
-44,605
| -50% | -$1.35M | 0.01% | 1812 |
|
|
2016
Q4 | $2.55M | Buy |
88,402
+22,882
| +35% | +$857K | 0.01% | 1110 |
|
|
2016
Q3 | $4.22M | Buy |
65,520
+52,053
| +387% | +$2.6M | 0.02% | 690 |
|
|
2016
Q2 | $492K | Buy |
+13,467
| New | +$417K | ﹤0.01% | 2782 |
|
Other funds holding TWLO
JCAM
Jane Street's TWLO Position: Q2 2026 in Review
Jane Street reduced its Twilio (TWLO) stake by 79% in Q2 2026, selling an estimated $70.4M and leaving 103,615 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2101.
Jane Street first reported a position in TWLO in Q2 2016 and has held it in 41 quarters since. The position peaked at $95M in Q1 2024. 893 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Jane Street held 103,615 shares of Twilio worth $21.4M as of Q2 2026.
- Jane Street sold 397,125 Twilio shares in Q2 2026, an estimated $70.4M.
- Twilio made up ﹤0.01% of Jane Street's portfolio in Q2 2026, its #2101 holding.
- Jane Street first reported a position in Twilio in Q2 2016 and has held it in 41 quarters since.
- Jane Street's Twilio position peaked at $95M in Q1 2024.
- 893 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.