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 | $40.2M | Sell |
319,400
-84,300
| -21% | -$10.4M | 0.01% | 1209 |
|
|
2025
Q4 | $57.4M | Sell |
403,700
-6,400
| -2% | -$793K | 0.01% | 853 |
|
|
2025
Q3 | $41M | Buy |
410,100
+220,700
| +117% | +$24.8M | 0.01% | 1070 |
|
|
2025
Q2 | $23.6M | Sell |
189,400
-9,500
| -5% | -$1.01M | ﹤0.01% | 1298 |
|
|
2025
Q1 | $19.5M | Sell |
198,900
-122,200
| -38% | -$14.5M | ﹤0.01% | 1328 |
|
|
2024
Q4 | $34.7M | Buy |
321,100
+30,600
| +11% | +$2.8M | 0.01% | 891 |
|
|
2024
Q3 | $18.9M | Buy |
290,500
+48,800
| +20% | +$2.92M | ﹤0.01% | 1283 |
|
|
2024
Q2 | $13.7M | Sell |
241,700
-346,400
| -59% | -$20.4M | ﹤0.01% | 1672 |
|
|
2024
Q1 | $36M | Buy |
588,100
+27,900
| +5% | +$1.84M | 0.01% | 803 |
|
|
2023
Q4 | $42.5M | Buy |
560,200
+148,200
| +36% | +$9.24M | 0.01% | 767 |
|
|
2023
Q3 | $24.1M | Sell |
412,000
-294,000
| -42% | -$18.3M | 0.01% | 959 |
|
|
2023
Q2 | $44.9M | Buy |
706,000
+268,500
| +61% | +$15.8M | 0.02% | 649 |
|
|
2023
Q1 | $29.2M | Buy |
437,500
+26,400
| +6% | +$1.63M | 0.01% | 774 |
|
|
2022
Q4 | $20.1M | Sell |
411,100
-136,400
| -25% | -$7.76M | 0.01% | 1006 |
|
|
2022
Q3 | $37.9M | Buy |
547,500
+231,500
| +73% | +$18.5M | 0.02% | 647 |
|
|
2022
Q2 | $26.5M | Sell |
316,000
-315,800
| -50% | -$35.3M | 0.01% | 914 |
|
|
2022
Q1 | $104M | Buy |
631,800
+19,600
| +3% | +$3.57M | 0.03% | 374 |
|
|
2021
Q4 | $161M | Buy |
612,200
+214,300
| +54% | +$64.1M | 0.05% | 234 |
|
|
2021
Q3 | $127M | Buy |
397,900
+73,000
| +22% | +$26.6M | 0.04% | 278 |
|
|
2021
Q2 | $128M | Buy |
324,900
+75,100
| +30% | +$26.1M | 0.05% | 260 |
|
|
2021
Q1 | $85.1M | Buy |
249,800
+100,600
| +67% | +$37.7M | 0.04% | 321 |
|
|
2020
Q4 | $50.5M | Buy |
149,200
+400
| +0.3% | +$125K | 0.03% | 451 |
|
|
2020
Q3 | $36.8M | Buy |
148,800
+12,500
| +9% | +$3.08M | 0.02% | 500 |
|
|
2020
Q2 | $29.9M | Buy |
136,300
+75,400
| +124% | +$12.1M | 0.02% | 550 |
|
|
2020
Q1 | $5.45M | Buy |
60,900
+13,200
| +28% | +$1.45M | 0.01% | 1124 |
|
|
2019
Q4 | $4.69M | Sell |
47,700
-170,800
| -78% | -$17.4M | 0.01% | 1152 |
|
|
2019
Q3 | $24M | Buy |
218,500
+18,000
| +9% | +$2.33M | 0.04% | 314 |
|
|
2019
Q2 | $27.3M | Sell |
200,500
-45,800
| -19% | -$6.1M | 0.05% | 297 |
|
|
2019
Q1 | $31.8M | Sell |
246,300
-759,900
| -76% | -$85.6M | 0.05% | 278 |
|
|
2018
Q4 | $89.9M | Buy |
1,006,200
+902,100
| +867% | +$73.3M | 0.19% | 81 |
|
|
2018
Q3 | $8.98M | Buy |
104,100
+37,600
| +57% | +$2.75M | 0.02% | 673 |
|
|
2018
Q2 | $3.73M | Buy |
66,500
+35,800
| +117% | +$1.77M | 0.01% | 1302 |
|
|
2018
Q1 | $1.17M | Sell |
30,700
-23,200
| -43% | -$735K | ﹤0.01% | 2457 |
|
|
2017
Q4 | $1.27M | Sell |
53,900
-61,600
| -53% | -$1.73M | ﹤0.01% | 2053 |
|
|
2017
Q3 | $3.45M | Buy |
115,500
+95,700
| +483% | +$2.87M | 0.01% | 1134 |
|
|
2017
Q2 | $576K | Sell |
19,800
-13,200
| -40% | -$361K | ﹤0.01% | 2846 |
|
|
2017
Q1 | $953K | Sell |
33,000
-29,500
| -47% | -$892K | ﹤0.01% | 2114 |
|
|
2016
Q4 | $1.8M | Buy |
62,500
+14,200
| +29% | +$532K | 0.01% | 1424 |
|
|
2016
Q3 | $3.11M | Buy |
+48,300
| New | +$2.41M | 0.01% | 847 |
|
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.