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Slate Path Capital’s Twilio TWLO Stock Holding History

Slate Path Capital’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 		– Sell
-742,810
Closed -$93.5M – 49
2026
Q1 		$93.5M Sell
742,810
-819,790
-52% -$101M 1.39% 25
2025
Q4 		$222M Buy
1,562,600
+1,107,700
+244% +$137M 3% 13
2025
Q3 		$45.5M Buy
+454,900
New +$51.2M 0.7% 40
2025
Q2 		– Sell
-1,106,000
Closed -$108M – 55
2025
Q1 		$108M Buy
+1,106,000
New +$131M 1.96% 22

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

Slate Path Capital's TWLO Position: Q2 2026 in Review

Slate Path Capital sold out of Twilio (TWLO) in Q2 2026, closing a stake of 742,810 shares — an estimated $93.5M sold.

Slate Path Capital first reported a position in TWLO in Q1 2025 and held it in 4 quarters. The position peaked at $222M in Q4 2025. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Slate Path Capital reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Slate Path Capital sold 742,810 Twilio shares in Q2 2026, an estimated $93.5M.
  • Slate Path Capital first reported a position in Twilio in Q1 2025 and held it in 4 quarters.
  • Slate Path Capital's Twilio position peaked at $222M in Q4 2025.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Slate Path Capital's 13F filing for Q2 2026, filed 14 Aug 2026.