Jericho Capital Asset Management’s Twilio TWLO Stock Holding History

Jericho Capital Asset Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.8M	Buy	+697,511	New	+$85.8M	1.3%	21
2025 Q4	–	Sell	-1,970,978	Closed	-$197M	–	31
2025 Q3	$197M	Sell	1,970,978 -888,385	-31%	-$100M	2.05%	20
2025 Q2	$356M	Sell	2,859,363 -421,000	-13%	-$44.8M	4.74%	9
2025 Q1	$321M	Buy	3,280,363 +493,000	+18%	+$58.4M	5.84%	6
2024 Q4	$301M	Buy	+2,787,363	New	+$255M	4.3%	10
2021 Q3	–	Sell	-542,649	Closed	-$214M	–	52
2021 Q2	$214M	Hold	542,649	–	–	5.06%	5
2021 Q1	$185M	Buy	542,649 +237,649	+78%	+$89M	4.89%	2
2020 Q4	$103M	Sell	305,000 -19,000	-6%	-$5.94M	2.43%	14
2020 Q3	$80.1M	Buy	+324,000	New	+$79.9M	3.24%	13
2019 Q4	–	Sell	-724,665	Closed	-$79.7M	–	34
2019 Q3	$79.7M	Buy	724,665 +113,692	+19%	+$14.7M	4.55%	9
2019 Q2	$83.3M	Buy	610,973 +241,473	+65%	+$32.2M	3.67%	12
2019 Q1	$47.7M	Sell	369,500 -37,700	-9%	-$4.25M	2.16%	19
2018 Q4	$36.4M	Buy	+407,200	New	+$33.1M	3.7%	11

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Jericho Capital Asset Management's TWLO Position: Q1 2026 in Review

Jericho Capital Asset Management opened a new position in Twilio (TWLO) in Q1 2026: 697,511 shares worth $87.8M. The stake represents 1.3% of the portfolio and ranks #21 among its holdings. This is a return to the name: Jericho Capital Asset Management previously reported a position in TWLO as recently as Q3 2025.

Jericho Capital Asset Management first reported a position in TWLO in Q4 2018 and has held it in 13 quarters since. The position peaked at $356M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Jericho Capital Asset Management held 697,511 shares of Twilio worth $87.8M as of Q1 2026.
Twilio was a new Jericho Capital Asset Management position in Q1 2026.
Twilio made up 1.3% of Jericho Capital Asset Management's portfolio in Q1 2026, its #21 holding.
Jericho Capital Asset Management first reported a position in Twilio in Q4 2018 and has held it in 13 quarters since.
Jericho Capital Asset Management's Twilio position peaked at $356M in Q2 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Jericho Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.