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SRS Investment Management’s Twilio TWLO Stock Holding History

SRS Investment 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 		$222M Sell
1,075,683
-988,725
-48% -$175M 2.05% 16
2026
Q1 		$260M Buy
2,064,408
+254,130
+14% +$31.3M 2.74% 12
2025
Q4 		$257M Buy
+1,810,278
New +$224M 2.71% 12
2023
Q3 		– Sell
-2,715,939
Closed -$173M – 22
2023
Q2 		$173M Sell
2,715,939
-303,756
-10% -$17.9M 1.98% 8
2023
Q1 		$201M Buy
3,019,695
+2,413,702
+398% +$149M 2.89% 6
2022
Q4 		$29.7M Buy
605,993
+113,045
+23% +$6.43M 0.54% 10
2022
Q3 		$34.1M Buy
+492,948
New +$39.4M 0.67% 11

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

SRS Investment Management's TWLO Position: Q2 2026 in Review

SRS Investment Management reduced its Twilio (TWLO) stake by 48% in Q2 2026, selling an estimated $175M and leaving 1,075,683 shares worth $222M. The position accounts for 2.05% of the portfolio, ranked #16.

SRS Investment Management first reported a position in TWLO in Q3 2022 and has held it in 7 quarters since. The position peaked at $260M in Q1 2026. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • SRS Investment Management held 1,075,683 shares of Twilio worth $222M as of Q2 2026.
  • SRS Investment Management sold 988,725 Twilio shares in Q2 2026, an estimated $175M.
  • Twilio made up 2.05% of SRS Investment Management's portfolio in Q2 2026, its #16 holding.
  • SRS Investment Management first reported a position in Twilio in Q3 2022 and has held it in 7 quarters since.
  • SRS Investment Management's Twilio position peaked at $260M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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