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
Q1 		$944K Sell
7,500
-1,900
-20% -$234K ﹤0.01% 2798
2025
Q4 		$1.34M Buy
+9,400
New +$1.16M ﹤0.01% 2724
2025
Q2 		– Sell
-10,100
Closed -$989K – 2622
2025
Q1 		$989K Hold
10,100
– – ﹤0.01% 1450
2024
Q4 		$1.09M Sell
10,100
-19,600
-66% -$1.79M ﹤0.01% 1435
2024
Q3 		$1.94M Buy
+29,700
New +$1.78M ﹤0.01% 1206
2023
Q4 		– Sell
-60,000
Closed -$3.51M – 2839
2023
Q3 		$3.51M Buy
+60,000
New +$3.74M 0.01% 990

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

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.