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Scott Ferguson’s Twilio TWLO Stock Holding History

Scott Ferguson’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 		$128M Sell
620,000
-1,675,000
-73% -$297M 2.65% 16
2026
Q1 		$289M Hold
2,295,000
– – 6.96% 6
2025
Q4 		$326M Sell
2,295,000
-1,000,000
-30% -$124M 7.65% 3
2025
Q3 		$330M Hold
3,295,000
– – 9.32% 3
2025
Q2 		$410M Hold
3,295,000
– – 12.79% 1
2025
Q1 		$323M Hold
3,295,000
– – 12.93% 2
2024
Q4 		$356M Hold
3,295,000
– – 19.62% 1
2024
Q3 		$215M Hold
3,295,000
– – 11.27% 3
2024
Q2 		$187M Hold
3,295,000
– – 9.31% 3
2024
Q1 		$201M Buy
+3,295,000
New +$217M 8.62% 3

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

Scott Ferguson's TWLO Position: Q2 2026 in Review

Scott Ferguson reduced its Twilio (TWLO) stake by 73% in Q2 2026, selling an estimated $297M and leaving 620,000 shares worth $128M. The position accounts for 2.65% of the portfolio, ranked #16.

Scott Ferguson first reported a position in TWLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $410M in Q2 2025. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Scott Ferguson held 620,000 shares of Twilio worth $128M as of Q2 2026.
  • Scott Ferguson sold 1,675,000 Twilio shares in Q2 2026, an estimated $297M.
  • Twilio made up 2.65% of Scott Ferguson's portfolio in Q2 2026, its #16 holding.
  • Scott Ferguson first reported a position in Twilio in Q1 2024 and has held it in 10 quarters since.
  • Scott Ferguson's Twilio position peaked at $410M in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Sachem Head Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.