Two Sigma Advisers
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Two Sigma Advisers’s Twilio TWLO Stock Holding History

Two Sigma Advisers’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 		– Sell
-71,200
Closed -$10.1M – 2013
2025
Q4 		$10.1M Sell
71,200
-12,700
-15% -$1.57M 0.02% 535
2025
Q3 		$8.4M Sell
83,900
-54,097
-39% -$6.09M 0.02% 550
2025
Q2 		$17.2M Sell
137,997
-1,270,800
-90% -$135M 0.04% 368
2025
Q1 		$138M Buy
1,408,797
+473,100
+51% +$56.1M 0.31% 69
2024
Q4 		$101M Buy
935,697
+816,197
+683% +$74.6M 0.23% 79
2024
Q3 		$7.79M Buy
119,500
+68,500
+134% +$4.1M 0.02% 557
2024
Q2 		$2.9M Sell
51,000
-5,600
-10% -$330K 0.01% 1003
2024
Q1 		$3.46M Sell
56,600
-126,397
-69% -$8.32M 0.01% 946
2023
Q4 		$13.9M Buy
+182,997
New +$11.4M 0.03% 422
2023
Q3 		– Sell
-137,497
Closed -$8.75M – 2578
2023
Q2 		$8.75M Sell
137,497
-577,500
-81% -$34.1M 0.02% 541
2023
Q1 		$47.6M Sell
714,997
-491,100
-41% -$30.3M 0.12% 173
2022
Q4 		$59.1M Buy
1,206,097
+243,500
+25% +$13.9M 0.16% 136
2022
Q3 		$66.6M Buy
962,597
+302,800
+46% +$24.2M 0.19% 128
2022
Q2 		$55.3M Buy
659,797
+214,100
+48% +$24M 0.16% 141
2022
Q1 		$73.5M Buy
+445,697
New +$81.2M 0.2% 114
2021
Q2 		– Sell
-5,311
Closed -$1.81M – 2702
2021
Q1 		$1.81M Buy
+5,311
New +$1.99M 0.01% 1313
2019
Q2 		– Sell
-262,338
Closed -$33.9M – 2441
2019
Q1 		$33.9M Sell
262,338
-677,462
-72% -$76.3M 0.09% 284
2018
Q4 		$83.9M Sell
939,800
-238,700
-20% -$19.4M 0.23% 118
2018
Q3 		$102M Buy
1,178,500
+101,400
+9% +$7.41M 0.25% 111
2018
Q2 		$60.3M Buy
1,077,100
+114,300
+12% +$5.66M 0.16% 164
2018
Q1 		$36.8M Buy
+962,800
New +$30.5M 0.1% 261

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

Two Sigma Advisers's TWLO Position: Q1 2026 in Review

Two Sigma Advisers sold out of Twilio (TWLO) in Q1 2026, closing a stake of 71,200 shares — an estimated $10.1M sold.

Two Sigma Advisers first reported a position in TWLO in Q1 2018 and held it in 21 quarters. The position peaked at $138M in Q1 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Two Sigma Advisers reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Two Sigma Advisers sold 71,200 Twilio shares in Q1 2026, an estimated $10.1M.
  • Two Sigma Advisers first reported a position in Twilio in Q1 2018 and held it in 21 quarters.
  • Two Sigma Advisers's Twilio position peaked at $138M in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.