Steven Cohen’s Twilio TWLO Stock Holding History

Steven Cohen’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	$2.15M	Buy	10,400 +2,900	+39%	+$514K	﹤0.01%	2344
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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Steven Cohen's TWLO Position: Q2 2026 in Review

Steven Cohen 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.

Steven Cohen 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. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Steven Cohen held 212,861 shares of Twilio worth $43.9M as of Q2 2026.
Steven Cohen sold 739,018 Twilio shares in Q2 2026, an estimated $131M.
Twilio made up 0.05% of Steven Cohen's portfolio in Q2 2026, its #483 holding.
Steven Cohen first reported a position in Twilio in Q2 2017 and has held it in 27 quarters since.
Steven Cohen's Twilio position peaked at $195M in Q4 2024.
959 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.