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
Q1 | $33.6M | Sell |
266,800
-60,200
| -18% | -$7.4M | ﹤0.01% | 1335 |
|
|
2025
Q4 | $46.5M | Buy |
327,000
+5,200
| +2% | +$644K | 0.01% | 992 |
|
|
2025
Q3 | $32.2M | Buy |
321,800
+141,600
| +79% | +$15.9M | ﹤0.01% | 1237 |
|
|
2025
Q2 | $22.4M | Sell |
180,200
-337,800
| -65% | -$35.9M | ﹤0.01% | 1343 |
|
|
2025
Q1 | $50.7M | Sell |
518,000
-257,300
| -33% | -$30.5M | 0.01% | 657 |
|
|
2024
Q4 | $83.8M | Buy |
775,300
+443,700
| +134% | +$40.6M | 0.02% | 493 |
|
|
2024
Q3 | $21.6M | Buy |
331,600
+136,700
| +70% | +$8.18M | ﹤0.01% | 1186 |
|
|
2024
Q2 | $11.1M | Sell |
194,900
-375,800
| -66% | -$22.2M | ﹤0.01% | 1930 |
|
|
2024
Q1 | $34.9M | Sell |
570,700
-441,200
| -44% | -$29.1M | 0.01% | 822 |
|
|
2023
Q4 | $76.8M | Buy |
1,011,900
+48,200
| +5% | +$3M | 0.02% | 494 |
|
|
2023
Q3 | $56.4M | Buy |
963,700
+374,600
| +64% | +$23.3M | 0.02% | 506 |
|
|
2023
Q2 | $37.5M | Sell |
589,100
-41,500
| -7% | -$2.45M | 0.01% | 746 |
|
|
2023
Q1 | $42M | Sell |
630,600
-111,100
| -15% | -$6.85M | 0.02% | 592 |
|
|
2022
Q4 | $36.3M | Sell |
741,700
-56,700
| -7% | -$3.23M | 0.02% | 666 |
|
|
2022
Q3 | $55.2M | Buy |
798,400
+327,600
| +70% | +$26.2M | 0.02% | 480 |
|
|
2022
Q2 | $39.5M | Sell |
470,800
-159,300
| -25% | -$17.8M | 0.02% | 662 |
|
|
2022
Q1 | $104M | Buy |
630,100
+141,800
| +29% | +$25.8M | 0.03% | 377 |
|
|
2021
Q4 | $129M | Buy |
488,300
+90,800
| +23% | +$27.2M | 0.04% | 290 |
|
|
2021
Q3 | $127M | Buy |
397,500
+44,000
| +12% | +$16M | 0.04% | 279 |
|
|
2021
Q2 | $139M | Buy |
353,500
+79,800
| +29% | +$27.7M | 0.05% | 241 |
|
|
2021
Q1 | $93.3M | Sell |
273,700
-30,700
| -10% | -$11.5M | 0.05% | 293 |
|
|
2020
Q4 | $103M | Sell |
304,400
-65,700
| -18% | -$20.5M | 0.05% | 241 |
|
|
2020
Q3 | $91.4M | Sell |
370,100
-36,900
| -9% | -$9.1M | 0.06% | 239 |
|
|
2020
Q2 | $89.3M | Buy |
407,000
+298,600
| +275% | +$47.9M | 0.07% | 207 |
|
|
2020
Q1 | $9.7M | Sell |
108,400
-68,100
| -39% | -$7.48M | 0.01% | 793 |
|
|
2019
Q4 | $17.3M | Sell |
176,500
-200,000
| -53% | -$20.4M | 0.02% | 429 |
|
|
2019
Q3 | $41.4M | Sell |
376,500
-137,600
| -27% | -$17.8M | 0.07% | 198 |
|
|
2019
Q2 | $70.1M | Sell |
514,100
-280,900
| -35% | -$37.4M | 0.12% | 112 |
|
|
2019
Q1 | $103M | Sell |
795,000
-278,100
| -26% | -$31.3M | 0.17% | 75 |
|
|
2018
Q4 | $95.8M | Buy |
1,073,100
+305,500
| +40% | +$24.8M | 0.2% | 76 |
|
|
2018
Q3 | $66.2M | Buy |
767,600
+605,500
| +374% | +$44.3M | 0.13% | 97 |
|
|
2018
Q2 | $9.08M | Sell |
162,100
-14,100
| -8% | -$698K | 0.02% | 658 |
|
|
2018
Q1 | $6.73M | Buy |
176,200
+161,200
| +1,075% | +$5.11M | 0.02% | 767 |
|
|
2017
Q4 | $354K | Sell |
15,000
-22,800
| -60% | -$640K | ﹤0.01% | 3578 |
|
|
2017
Q3 | $1.13M | Buy |
37,800
+12,800
| +51% | +$384K | ﹤0.01% | 2171 |
|
|
2017
Q2 | $728K | Sell |
25,000
-43,500
| -64% | -$1.19M | ﹤0.01% | 2555 |
|
|
2017
Q1 | $1.98M | Buy |
68,500
+31,000
| +83% | +$937K | 0.01% | 1383 |
|
|
2016
Q4 | $1.08M | Sell |
37,500
-70,600
| -65% | -$2.65M | ﹤0.01% | 1968 |
|
|
2016
Q3 | $6.96M | Buy |
+108,100
| New | +$5.4M | 0.03% | 437 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Jane Street's TWLO Position: Q1 2026 in Review
Jane Street increased its Twilio (TWLO) stake by 3,747% in Q1 2026, buying an estimated $60M and bringing the position to 500,740 shares worth $63M. The position accounts for 0.01% of the portfolio, ranked #911.
Jane Street first reported a position in TWLO in Q2 2016 and has held it in 40 quarters since. The position peaked at $95M in Q1 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Jane Street held 500,740 shares of Twilio worth $63M as of Q1 2026.
- Jane Street bought 487,723 Twilio shares in Q1 2026, an estimated $60M.
- Twilio made up 0.01% of Jane Street's portfolio in Q1 2026, its #911 holding.
- Jane Street first reported a position in Twilio in Q2 2016 and has held it in 40 quarters since.
- Jane Street's Twilio position peaked at $95M in Q1 2024.
- 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.