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John Overdeck’s Twilio TWLO Stock Holding History

John Overdeck’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
Q2 		$2.7M Buy
13,100
+11,100
+555% +$1.97M ﹤0.01% 2730
2026
Q1 		$252K Sell
2,000
-7,400
-79% -$910K ﹤0.01% 4175
2025
Q4 		$1.34M Buy
+9,400
New +$1.16M ﹤0.01% 2733
2022
Q1 		– Sell
-14,100
Closed -$3.71M – 4307
2021
Q4 		$3.71M Buy
14,100
+1,100
+8% +$329K 0.01% 1393
2021
Q3 		$4.15M Buy
13,000
+4,400
+51% +$1.6M 0.01% 1371
2021
Q2 		$3.39M Sell
8,600
-1,400
-14% -$486K 0.01% 1455
2021
Q1 		$3.41M Sell
10,000
-44,400
-82% -$16.6M 0.01% 1302
2020
Q4 		$18.4M Sell
54,400
-51,600
-49% -$16.1M 0.05% 401
2020
Q3 		$26.2M Buy
106,000
+91,700
+641% +$22.6M 0.09% 230
2020
Q2 		$3.14M Sell
14,300
-91,900
-87% -$14.8M 0.02% 876
2020
Q1 		$9.5M Buy
106,200
+32,200
+44% +$3.54M 0.08% 273
2019
Q4 		$7.27M Sell
74,000
-21,300
-22% -$2.18M 0.02% 756
2019
Q3 		$10.5M Buy
95,300
+80,200
+531% +$10.4M 0.04% 529
2019
Q2 		$2.06M Sell
15,100
-15,900
-51% -$2.12M 0.01% 1427
2019
Q1 		$4M Buy
31,000
+14,700
+90% +$1.66M 0.01% 1072
2018
Q4 		$1.46M Sell
16,300
-1,900
-10% -$154K 0.01% 1419
2018
Q3 		$1.57M Sell
18,200
-3,200
-15% -$234K ﹤0.01% 1654
2018
Q2 		$1.2M Buy
+21,400
New +$1.06M ﹤0.01% 2013
2018
Q1 		– Sell
-10,200
Closed -$241K – 3527
2017
Q4 		$241K Sell
10,200
-125,300
-92% -$3.52M ﹤0.01% 2830
2017
Q3 		$4.04M Buy
135,500
+102,500
+311% +$3.07M 0.01% 903
2017
Q2 		$961K Sell
33,000
-52,600
-61% -$1.44M ﹤0.01% 1919
2017
Q1 		$2.47M Buy
+85,600
New +$2.59M 0.01% 1333

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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.