Jeff Yass’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 | $24.8M | Buy |
120,058
+66,549
| +124% | +$11.8M | ﹤0.01% | 2221 |
|
|
2026
Q1 | $6.73M | Sell |
53,509
-118,380
| -69% | -$14.6M | ﹤0.01% | 3732 |
|
|
2025
Q4 | $24.4M | Buy |
171,889
+62,856
| +58% | +$7.79M | ﹤0.01% | 2012 |
|
|
2025
Q3 | $10.9M | Sell |
109,033
-301,930
| -73% | -$34M | ﹤0.01% | 2928 |
|
|
2025
Q2 | $51.1M | Buy |
410,963
+296,310
| +258% | +$31.5M | 0.01% | 1158 |
|
|
2025
Q1 | $11.2M | Sell |
114,653
-280,506
| -71% | -$33.2M | ﹤0.01% | 2378 |
|
|
2024
Q4 | $42.7M | Buy |
395,159
+306,862
| +348% | +$28M | 0.01% | 1245 |
|
|
2024
Q3 | $5.76M | Sell |
88,297
-301,279
| -77% | -$18M | ﹤0.01% | 3371 |
|
|
2024
Q2 | $22.1M | Buy |
389,576
+349,142
| +863% | +$20.6M | ﹤0.01% | 1626 |
|
|
2024
Q1 | $2.47M | Sell |
40,434
-75,201
| -65% | -$4.95M | ﹤0.01% | 4883 |
|
|
2023
Q4 | $8.77M | Buy |
115,635
+111,312
| +2,575% | +$6.94M | ﹤0.01% | 2811 |
|
|
2023
Q3 | $253K | Sell |
4,323
-557,717
| -99% | -$34.8M | ﹤0.01% | 9717 |
|
|
2023
Q2 | $35.8M | Sell |
562,040
-175,499
| -24% | -$10.4M | 0.01% | 1221 |
|
|
2023
Q1 | $49.1M | Buy |
737,539
+42,289
| +6% | +$2.61M | 0.01% | 959 |
|
|
2022
Q4 | $34M | Buy |
695,250
+291,302
| +72% | +$16.6M | 0.01% | 1112 |
|
|
2022
Q3 | $27.9M | Buy |
403,948
+250,130
| +163% | +$20M | 0.01% | 1154 |
|
|
2022
Q2 | $12.9M | Sell |
153,818
-540,580
| -78% | -$60.5M | ﹤0.01% | 1888 |
|
|
2022
Q1 | $114M | Buy |
694,398
+542,023
| +356% | +$98.8M | 0.02% | 603 |
|
|
2021
Q4 | $40.1M | Sell |
152,375
-379,452
| -71% | -$113M | 0.01% | 1258 |
|
|
2021
Q3 | $170M | Buy |
531,827
+371,799
| +232% | +$135M | 0.02% | 584 |
|
|
2021
Q2 | $63.1M | Sell |
160,028
-14,467
| -8% | -$5.02M | 0.01% | 1038 |
|
|
2021
Q1 | $59.5M | Sell |
174,495
-90,838
| -34% | -$34M | 0.01% | 988 |
|
|
2020
Q4 | $89.8M | Buy |
265,333
+111,275
| +72% | +$34.8M | 0.01% | 705 |
|
|
2020
Q3 | $38.1M | Sell |
154,058
-98,020
| -39% | -$24.2M | 0.01% | 1025 |
|
|
2020
Q2 | $55.3M | Sell |
252,078
-28,522
| -10% | -$4.58M | 0.01% | 778 |
|
|
2020
Q1 | $25.1M | Sell |
280,600
-541,723
| -66% | -$59.5M | 0.01% | 1044 |
|
|
2019
Q4 | $80.8M | Buy |
822,323
+218,689
| +36% | +$22.3M | 0.02% | 567 |
|
|
2019
Q3 | $66.4M | Buy |
603,634
+313,144
| +108% | +$40.6M | 0.02% | 600 |
|
|
2019
Q2 | $39.6M | Sell |
290,490
-177,920
| -38% | -$23.7M | 0.01% | 814 |
|
|
2019
Q1 | $60.5M | Buy |
+468,410
| New | +$52.8M | 0.02% | 524 |
|
|
2018
Q4 | – | Sell |
-46,817
| Closed | -$3.8M | – | 9988 |
|
|
2018
Q3 | $4.04M | Buy |
+46,817
| New | +$3.42M | ﹤0.01% | 2943 |
|
|
2018
Q2 | – | Sell |
-45,444
| Closed | -$2.25M | – | 10451 |
|
|
2018
Q1 | $1.74M | Sell |
45,444
-411,999
| -90% | -$13M | ﹤0.01% | 4189 |
|
|
2017
Q4 | $10.8M | Buy |
457,443
+284,889
| +165% | +$8M | ﹤0.01% | 1756 |
|
|
2017
Q3 | $5.15M | Buy |
172,554
+164,039
| +1,926% | +$4.92M | ﹤0.01% | 2461 |
|
|
2017
Q2 | $248K | Sell |
8,515
-408,765
| -98% | -$11.2M | ﹤0.01% | 7929 |
|
|
2017
Q1 | $12M | Buy |
+417,280
| New | +$12.6M | 0.01% | 1460 |
|
|
2016
Q4 | – | Sell |
-281,210
| Closed | -$10.5M | – | 10180 |
|
|
2016
Q3 | $18.1M | Buy |
+281,210
| New | +$14M | 0.01% | 1093 |
|
Other funds holding TWLO
Jeff Yass's TWLO Position: Q2 2026 in Review
Jeff Yass increased its Twilio (TWLO) stake by 124% in Q2 2026, buying an estimated $11.8M and bringing the position to 120,058 shares worth $24.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.
Jeff Yass first reported a position in TWLO in Q3 2016 and has held it in 37 quarters since. The position peaked at $170M in Q3 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Jeff Yass held 120,058 shares of Twilio worth $24.8M as of Q2 2026.
- Jeff Yass bought 66,549 Twilio shares in Q2 2026, an estimated $11.8M.
- Twilio made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2221 holding.
- Jeff Yass first reported a position in Twilio in Q3 2016 and has held it in 37 quarters since.
- Jeff Yass's Twilio position peaked at $170M in Q3 2021.
- 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.