Laurion Capital Management’s Twilio TWLO Stock Holding History

Laurion Capital 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
2024 Q1	–	Sell	-93,800	Closed	-$7.12M	–	632
2023 Q4	$7.12M	Sell	93,800 -100,000	-52%	-$6.23M	0.06%	221
2023 Q3	$11.3M	Sell	193,800 -6,200	-3%	-$386K	0.07%	193
2023 Q2	$12.7M	Buy	+200,000	New	+$11.8M	0.07%	196
2021 Q3	–	Sell	-13,000	Closed	-$5.12M	–	879
2021 Q2	$5.12M	Buy	+13,000	New	+$4.51M	0.03%	276
2021 Q1	–	Sell	-128,200	Closed	-$43.4M	–	897
2020 Q4	$43.4M	Buy	+128,200	New	+$40.1M	0.34%	73
2019 Q4	–	Sell	-129,700	Closed	-$14.3M	–	1242
2019 Q3	$14.3M	Sell	129,700 -42,500	-25%	-$5.51M	0.11%	191
2019 Q2	$23.5M	Buy	172,200 +122,600	+247%	+$16.3M	0.23%	107
2019 Q1	$6.41M	Buy	+49,600	New	+$5.59M	0.09%	184
2018 Q4	–	Sell	-36,100	Closed	-$3.12M	–	1421
2018 Q3	$3.12M	Buy	+36,100	New	+$2.64M	0.03%	458

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Laurion Capital Management's TWLO Position: Q2 2026 in Review

Laurion Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 2,918 shares worth $602K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Laurion Capital Management previously reported a position in TWLO as recently as Q2 2025.

Laurion Capital Management first reported a position in TWLO in Q3 2018 and has held it in 10 quarters since. The position peaked at $26.1M in Q3 2019. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Laurion Capital Management held 2,918 shares of Twilio worth $602K as of Q2 2026.
Twilio was a new Laurion Capital Management position in Q2 2026.
Twilio made up 0.02% of Laurion Capital Management's portfolio in Q2 2026, its #281 holding.
Laurion Capital Management first reported a position in Twilio in Q3 2018 and has held it in 10 quarters since.
Laurion Capital Management's Twilio position peaked at $26.1M in Q3 2019.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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