Point72 Asset Management
TWLO icon

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
Q2 		$2.29M Buy
11,100
+9,100
+455% +$1.61M ﹤0.01% 2300
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
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

Point72 Asset Management's TWLO Position: Q2 2026 in Review

Point72 Asset Management reduced its Twilio (TWLO) stake by 78% in Q2 2026, selling an estimated $131M and leaving 212,861 shares worth $43.9M. The position accounts for 0.05% of the portfolio, ranked #483.

Point72 Asset Management first reported a position in TWLO in Q2 2017 and has held it in 27 quarters since. The position peaked at $195M in Q4 2024. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Point72 Asset Management held 212,861 shares of Twilio worth $43.9M as of Q2 2026.
  • Point72 Asset Management sold 739,018 Twilio shares in Q2 2026, an estimated $131M.
  • Twilio made up 0.05% of Point72 Asset Management's portfolio in Q2 2026, its #483 holding.
  • Point72 Asset Management first reported a position in Twilio in Q2 2017 and has held it in 27 quarters since.
  • Point72 Asset Management's Twilio position peaked at $195M in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.