Janus Henderson Group’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 | $1.88M | Sell |
14,977
-3,508
| -19% | -$431K | ﹤0.01% | 1372 |
|
|
2025
Q4 | $2.63M | Buy |
18,485
+6,803
| +58% | +$843K | ﹤0.01% | 1198 |
|
|
2025
Q3 | $1.17M | Buy |
11,682
+500
| +4% | +$56.3K | ﹤0.01% | 1578 |
|
|
2025
Q2 | $1.39M | Sell |
11,182
-1,407
| -11% | -$150K | ﹤0.01% | 1456 |
|
|
2025
Q1 | $1.25M | Sell |
12,589
-356
| -3% | -$42.2K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $1.4M | Sell |
12,945
-1,600
| -11% | -$146K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $949K | Hold |
14,545
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q2 | $826K | Sell |
14,545
-8,346
| -36% | -$492K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $1.4M | Buy |
22,891
+4
| +0% | +$263 | ﹤0.01% | 1458 |
|
|
2023
Q4 | $1.74M | Sell |
22,887
-3,005
| -12% | -$187K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $1.52M | Buy |
25,892
+2,499
| +11% | +$156K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $1.49M | Sell |
23,393
-1,974
| -8% | -$116K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $1.69M | Buy |
25,367
+188
| +0.7% | +$11.6K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $1.23M | Sell |
25,179
-20,919
| -45% | -$1.19M | ﹤0.01% | 1262 |
|
|
2022
Q3 | $3.19M | Sell |
46,098
-4,465,888
| -99% | -$357M | ﹤0.01% | 1124 |
|
|
2022
Q2 | $378M | Buy |
4,511,986
+995,172
| +28% | +$111M | 0.26% | 103 |
|
|
2022
Q1 | $580M | Buy |
3,516,814
+347,920
| +11% | +$63.4M | 0.28% | 83 |
|
|
2021
Q4 | $835M | Buy |
3,168,894
+1,059,726
| +50% | +$317M | 0.35% | 61 |
|
|
2021
Q3 | $673M | Buy |
2,109,168
+149,841
| +8% | +$54.6M | 0.29% | 78 |
|
|
2021
Q2 | $772M | Buy |
1,959,327
+335,334
| +21% | +$116M | 0.33% | 68 |
|
|
2021
Q1 | $553M | Buy |
1,623,993
+93,621
| +6% | +$35.1M | 0.25% | 96 |
|
|
2020
Q4 | $518M | Buy |
1,530,372
+939,568
| +159% | +$294M | 0.24% | 97 |
|
|
2020
Q3 | $146M | Buy |
590,804
+73,674
| +14% | +$18.2M | 0.08% | 260 |
|
|
2020
Q2 | $113M | Buy |
517,130
+103,094
| +25% | +$16.6M | 0.06% | 288 |
|
|
2020
Q1 | $37.1M | Buy |
414,036
+234,505
| +131% | +$25.7M | 0.03% | 527 |
|
|
2019
Q4 | $17.6M | Sell |
179,531
-8,727
| -5% | -$891K | 0.01% | 858 |
|
|
2019
Q3 | $20.7M | Buy |
188,258
+91,140
| +94% | +$11.8M | 0.01% | 814 |
|
|
2019
Q2 | $13.2M | Buy |
97,118
+5,755
| +6% | +$766K | 0.01% | 889 |
|
|
2019
Q1 | $11.8M | Sell |
91,363
-79,050
| -46% | -$8.9M | 0.01% | 885 |
|
|
2018
Q4 | $15.2M | Buy |
170,413
+135,113
| +383% | +$11M | 0.01% | 815 |
|
|
2018
Q3 | $3.05M | Buy |
+35,300
| New | +$2.58M | ﹤0.01% | 1108 |
|
|
2018
Q2 | – | Sell |
-8,066
| Closed | -$308K | – | 1432 |
|
|
2018
Q1 | $308K | Buy |
+8,066
| New | +$255K | ﹤0.01% | 1307 |
|
Other funds holding TWLO
VPM
VCM
SHCM
Janus Henderson Group's TWLO Position: Q1 2026 in Review
Janus Henderson Group reduced its Twilio (TWLO) stake by 19% in Q1 2026, selling an estimated $431K and leaving 14,977 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.
Janus Henderson Group first reported a position in TWLO in Q1 2018 and has held it in 32 quarters since. The position peaked at $835M in Q4 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.
- Janus Henderson Group held 14,977 shares of Twilio worth $1.88M as of Q1 2026.
- Janus Henderson Group sold 3,508 Twilio shares in Q1 2026, an estimated $431K.
- Twilio made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #1372 holding.
- Janus Henderson Group first reported a position in Twilio in Q1 2018 and has held it in 32 quarters since.
- Janus Henderson Group's Twilio position peaked at $835M in Q4 2021.
- 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.
Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.