Maplelane Capital’s Twilio TWLO Stock Holding History

Maplelane Capital’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
2025 Q3	–	Sell	-515,000	Closed	-$64M	–	123
2025 Q2	$64M	Sell	515,000 -230,000	-31%	-$24.5M	1.8%	15
2025 Q1	$72.9M	Buy	+745,000	New	+$88.3M	3.01%	9
2017 Q1	–	Sell	-231,000	Closed	-$6.67M	–	165
2016 Q4	$6.67M	Buy	+231,000	New	+$8.66M	0.28%	68

Other funds holding TWLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

SHCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Maplelane Capital's TWLO Position: Q3 2025 in Review

Maplelane Capital sold out of Twilio (TWLO) in Q3 2025, closing a stake of 515,000 shares — an estimated $64M sold.

Maplelane Capital first reported a position in TWLO in Q4 2016 and held it in 3 quarters. The position peaked at $72.9M in Q1 2025. 774 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Maplelane Capital reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Maplelane Capital sold 515,000 Twilio shares in Q3 2025, an estimated $64M.
Maplelane Capital first reported a position in Twilio in Q4 2016 and held it in 3 quarters.
Maplelane Capital's Twilio position peaked at $72.9M in Q1 2025.
774 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Maplelane Capital's 13F filing for Q3 2025, filed 13 Nov 2025.