Point72 Asset Management’s Twilio TWLO Stock Holding History

Point72 Asset 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
2026 Q1	$252K	Sell	2,000 -38,400	-95%	-$4.72M	﹤0.01%	3434
2025 Q4	$5.75M	Buy	40,400 +36,700	+992%	+$4.55M	0.01%	1736
2025 Q3	$370K	Sell	3,700 -4,500	-55%	-$507K	﹤0.01%	2007
2025 Q2	$1.02M	Sell	8,200 -52,000	-86%	-$5.53M	﹤0.01%	1549
2025 Q1	$5.89M	Hold	60,200	–	–	0.01%	865
2024 Q4	$6.51M	Buy	60,200 +8,200	+16%	+$749K	0.01%	864
2024 Q3	$3.39M	Buy	+52,000	New	+$3.11M	0.01%	994
2024 Q1	–	Sell	-1,800	Closed	-$137K	–	2634
2023 Q4	$137K	Hold	1,800	–	–	﹤0.01%	1888
2023 Q3	$105K	Buy	+1,800	New	+$112K	﹤0.01%	1954
2023 Q2	–	Sell	-2,700	Closed	-$180K	–	2798
2023 Q1	$180K	Sell	2,700 -147,300	-98%	-$9.09M	﹤0.01%	1513
2022 Q4	$7.34M	Buy	+150,000	New	+$8.54M	0.03%	645
2019 Q4	–	Sell	-100,000	Closed	-$11M	–	1259
2019 Q3	$11M	Buy	+100,000	New	+$13M	0.07%	343

Other funds holding TWLO

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

Point72 Asset Management's TWLO Position: Q1 2026 in Review

Point72 Asset Management increased its Twilio (TWLO) stake by 58% in Q1 2026, buying an estimated $43M and bringing the position to 951,879 shares worth $120M. The position accounts for 0.15% of the portfolio, ranked #136.

Point72 Asset Management first reported a position in TWLO in Q2 2017 and has held it in 26 quarters since. The position peaked at $195M in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Point72 Asset Management held 951,879 shares of Twilio worth $120M as of Q1 2026.
Point72 Asset Management bought 349,690 Twilio shares in Q1 2026, an estimated $43M.
Twilio made up 0.15% of Point72 Asset Management's portfolio in Q1 2026, its #136 holding.
Point72 Asset Management first reported a position in Twilio in Q2 2017 and has held it in 26 quarters since.
Point72 Asset Management's Twilio position peaked at $195M in Q4 2024.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.