Morgan Stanley
TWLO icon

Morgan Stanley’s Twilio TWLO Stock Holding History

Morgan Stanley’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
Q1 		$235M Sell
1,865,101
-311,740
-14% -$38.3M 0.01% 866
2025
Q4 		$310M Sell
2,176,841
-523,247
-19% -$64.8M 0.02% 731
2025
Q3 		$270M Buy
2,700,088
+720,001
+36% +$81.1M 0.02% 765
2025
Q2 		$246M Sell
1,980,087
-118,944
-6% -$12.6M 0.02% 771
2025
Q1 		$206M Sell
2,099,031
-661,755
-24% -$78.4M 0.01% 832
2024
Q4 		$298M Buy
2,760,786
+855,567
+45% +$78.2M 0.02% 659
2024
Q3 		$124M Buy
1,905,219
+202,071
+12% +$12.1M 0.01% 1085
2024
Q2 		$96.8M Sell
1,703,148
-126,649
-7% -$7.47M 0.01% 1202
2024
Q1 		$112M Sell
1,829,797
-1,909,405
-51% -$126M 0.01% 1105
2023
Q4 		$284M Buy
3,739,202
+1,722,085
+85% +$107M 0.01% 946
2023
Q3 		$118M Sell
2,017,117
-132,414
-6% -$8.25M 0.01% 968
2023
Q2 		$137M Buy
2,149,531
+140,087
+7% +$8.27M 0.01% 900
2023
Q1 		$134M Buy
2,009,444
+256,160
+15% +$15.8M 0.01% 893
2022
Q4 		$85.8M Sell
1,753,284
-515,369
-23% -$29.3M 0.01% 1124
2022
Q3 		$157M Buy
2,268,653
+54,712
+2% +$4.37M 0.02% 677
2022
Q2 		$186M Buy
2,213,941
+44,213
+2% +$4.95M 0.02% 620
2022
Q1 		$358M Sell
2,169,728
-7,389,137
-77% -$1.35B 0.05% 358
2021
Q4 		$2.52B Sell
9,558,865
-177,181
-2% -$53M 0.31% 69
2021
Q3 		$3.11B Sell
9,736,046
-1,242,371
-11% -$452M 0.42% 44
2021
Q2 		$4.33B Buy
10,978,417
+152,151
+1% +$52.8M 0.57% 24
2021
Q1 		$3.69B Buy
10,826,266
+1,566,136
+17% +$587M 0.54% 29
2020
Q4 		$3.13B Sell
9,260,130
-2,401,684
-21% -$750M 0.48% 33
2020
Q3 		$2.88B Buy
11,661,814
+495,130
+4% +$122M 0.56% 32
2020
Q2 		$2.45B Sell
11,166,684
-114,940
-1% -$18.5M 0.54% 33
2020
Q1 		$1.01B Buy
11,281,624
+2,454,614
+28% +$270M 0.27% 89
2019
Q4 		$868M Buy
8,827,010
+470,700
+6% +$48.1M 0.2% 112
2019
Q3 		$919M Buy
8,356,310
+88,176
+1% +$11.4M 0.24% 96
2019
Q2 		$1.13B Buy
8,268,134
+1,736,102
+27% +$231M 0.3% 79
2019
Q1 		$844M Buy
6,532,032
+2,492,589
+62% +$281M 0.24% 101
2018
Q4 		$361M Buy
4,039,443
+3,035,584
+302% +$247M 0.11% 193
2018
Q3 		$86.6M Buy
1,003,859
+56,255
+6% +$4.11M 0.02% 666
2018
Q2 		$53.1M Buy
947,604
+47,775
+5% +$2.37M 0.01% 879
2018
Q1 		$34.4M Buy
899,829
+163,225
+22% +$5.17M 0.01% 1192
2017
Q4 		$17.4M Buy
736,604
+54,296
+8% +$1.52M ﹤0.01% 1793
2017
Q3 		$20.4M Buy
682,308
+297,703
+77% +$8.93M 0.01% 1568
2017
Q2 		$11.2M Sell
384,605
-2,178
-0.6% -$59.6K ﹤0.01% 2071
2017
Q1 		$11.2M Sell
386,783
-1,426,581
-79% -$43.1M ﹤0.01% 2082
2016
Q4 		$52.3M Buy
1,813,364
+1,602,311
+759% +$60M 0.02% 844
2016
Q3 		$13.6M Buy
211,053
+201,493
+2,108% +$10.1M ﹤0.01% 1760
2016
Q2 		$349K Buy
+9,560
New +$296K ﹤0.01% 4625

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Morgan Stanley's TWLO Position: Q1 2026 in Review

Morgan Stanley reduced its Twilio (TWLO) stake by 14% in Q1 2026, selling an estimated $38.3M and leaving 1,865,101 shares worth $235M. The position accounts for 0.01% of the portfolio, ranked #866.

Morgan Stanley first reported a position in TWLO in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.33B in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Morgan Stanley held 1,865,101 shares of Twilio worth $235M as of Q1 2026.
  • Morgan Stanley sold 311,740 Twilio shares in Q1 2026, an estimated $38.3M.
  • Twilio made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #866 holding.
  • Morgan Stanley first reported a position in Twilio in Q2 2016 and has held it in 40 quarters since.
  • Morgan Stanley's Twilio position peaked at $4.33B in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.