John Overdeck’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 | $19M | Buy |
92,269
+42,757
| +86% | +$7.58M | 0.01% | 1092 |
|
|
2026
Q1 | $6.23M | Buy |
49,512
+24,743
| +100% | +$3.04M | 0.01% | 1786 |
|
|
2025
Q4 | $3.52M | Sell |
24,769
-50,940
| -67% | -$6.31M | 0.01% | 2021 |
|
|
2025
Q3 | $7.58M | Sell |
75,709
-155,805
| -67% | -$17.5M | 0.01% | 1138 |
|
|
2025
Q2 | $28.8M | Sell |
231,514
-1,217,546
| -84% | -$129M | 0.05% | 431 |
|
|
2025
Q1 | $142M | Buy |
1,449,060
+319,335
| +28% | +$37.8M | 0.3% | 69 |
|
|
2024
Q4 | $122M | Buy |
1,129,725
+1,048,619
| +1,293% | +$95.8M | 0.27% | 82 |
|
|
2024
Q3 | $5.29M | Buy |
+81,106
| New | +$4.85M | 0.01% | 1057 |
|
|
2024
Q2 | – | Sell |
-32,404
| Closed | -$1.98M | – | 3338 |
|
|
2024
Q1 | $1.98M | Sell |
32,404
-670,701
| -95% | -$44.2M | ﹤0.01% | 1486 |
|
|
2023
Q4 | $53.3M | Buy |
703,105
+596,847
| +562% | +$37.2M | 0.12% | 212 |
|
|
2023
Q3 | $6.22M | Sell |
106,258
-700,993
| -87% | -$43.7M | 0.02% | 791 |
|
|
2023
Q2 | $51.4M | Sell |
807,251
-658,347
| -45% | -$38.9M | 0.13% | 207 |
|
|
2023
Q1 | $97.7M | Sell |
1,465,598
-918,807
| -39% | -$56.7M | 0.28% | 90 |
|
|
2022
Q4 | $117M | Buy |
2,384,405
+1,012,163
| +74% | +$57.6M | 0.37% | 60 |
|
|
2022
Q3 | $94.9M | Buy |
1,372,242
+548,644
| +67% | +$43.8M | 0.32% | 76 |
|
|
2022
Q2 | $69M | Sell |
823,598
-37,841
| -4% | -$4.23M | 0.23% | 113 |
|
|
2022
Q1 | $142M | Buy |
861,439
+854,533
| +12,374% | +$156M | 0.42% | 44 |
|
|
2021
Q4 | $1.82M | Buy |
6,906
+1,600
| +30% | +$479K | ﹤0.01% | 2003 |
|
|
2021
Q3 | $1.69M | Buy |
+5,306
| New | +$1.93M | ﹤0.01% | 2142 |
|
|
2021
Q2 | – | Sell |
-285,329
| Closed | -$99.1M | – | 4575 |
|
|
2021
Q1 | $97.2M | Buy |
285,329
+251,881
| +753% | +$94.3M | 0.25% | 85 |
|
|
2020
Q4 | $11.3M | Buy |
33,448
+21,700
| +185% | +$6.78M | 0.03% | 555 |
|
|
2020
Q3 | $2.9M | Buy |
+11,748
| New | +$2.9M | 0.01% | 1090 |
|
|
2019
Q3 | – | Sell |
-6,556
| Closed | -$850K | – | 3808 |
|
|
2019
Q2 | $894K | Sell |
6,556
-206,364
| -97% | -$27.5M | ﹤0.01% | 2034 |
|
|
2019
Q1 | $27.5M | Sell |
212,920
-78,736
| -27% | -$8.87M | 0.09% | 298 |
|
|
2018
Q4 | $26M | Sell |
291,656
-1,001,172
| -77% | -$81.3M | 0.1% | 261 |
|
|
2018
Q3 | $112M | Sell |
1,292,828
-25,502
| -2% | -$1.86M | 0.3% | 80 |
|
|
2018
Q2 | $73.9M | Buy |
1,318,330
+214,541
| +19% | +$10.6M | 0.22% | 108 |
|
|
2018
Q1 | $42.1M | Buy |
+1,103,789
| New | +$35M | 0.14% | 182 |
|
Other funds holding TWLO
John Overdeck's TWLO Position: Q2 2026 in Review
John Overdeck increased its Twilio (TWLO) stake by 86% in Q2 2026, buying an estimated $7.58M and bringing the position to 92,269 shares worth $19M. The position accounts for 0.01% of the portfolio, ranked #1092.
John Overdeck first reported a position in TWLO in Q1 2018 and has held it in 28 quarters since. The position peaked at $142M in Q1 2022. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- John Overdeck held 92,269 shares of Twilio worth $19M as of Q2 2026.
- John Overdeck bought 42,757 Twilio shares in Q2 2026, an estimated $7.58M.
- Twilio made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1092 holding.
- John Overdeck first reported a position in Twilio in Q1 2018 and has held it in 28 quarters since.
- John Overdeck's Twilio position peaked at $142M in Q1 2022.
- 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.