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Josh Resnick’s Twilio TWLO Stock Holding History

Josh Resnick’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 		$452M Buy
2,192,455
+1,494,944
+214% +$265M 3.74% 12
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
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

Josh Resnick's TWLO Position: Q2 2026 in Review

Josh Resnick increased its Twilio (TWLO) stake by 214% in Q2 2026, buying an estimated $265M and bringing the position to 2,192,455 shares worth $452M. The position accounts for 3.74% of the portfolio, ranked #12.

Josh Resnick first reported a position in TWLO in Q4 2018 and has held it in 14 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Josh Resnick held 2,192,455 shares of Twilio worth $452M as of Q2 2026.
  • Josh Resnick bought 1,494,944 Twilio shares in Q2 2026, an estimated $265M.
  • Twilio made up 3.74% of Josh Resnick's portfolio in Q2 2026, its #12 holding.
  • Josh Resnick first reported a position in Twilio in Q4 2018 and has held it in 14 quarters since.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.