Two Sigma Investments
TWLO icon

Two Sigma Investments’s Twilio TWLO Stock Holding History

Two Sigma Investments’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 		$252K Sell
2,000
-7,400
-79% -$910K ﹤0.01% 4175
2025
Q4 		$1.34M Buy
+9,400
New +$1.16M ﹤0.01% 2733
2022
Q1 		– Sell
-14,100
Closed -$3.71M – 4307
2021
Q4 		$3.71M Buy
14,100
+1,100
+8% +$329K 0.01% 1393
2021
Q3 		$4.15M Buy
13,000
+4,400
+51% +$1.6M 0.01% 1371
2021
Q2 		$3.39M Sell
8,600
-1,400
-14% -$486K 0.01% 1455
2021
Q1 		$3.41M Sell
10,000
-44,400
-82% -$16.6M 0.01% 1302
2020
Q4 		$18.4M Sell
54,400
-51,600
-49% -$16.1M 0.05% 401
2020
Q3 		$26.2M Buy
106,000
+91,700
+641% +$22.6M 0.09% 230
2020
Q2 		$3.14M Sell
14,300
-91,900
-87% -$14.8M 0.02% 876
2020
Q1 		$9.5M Buy
106,200
+32,200
+44% +$3.54M 0.08% 273
2019
Q4 		$7.27M Sell
74,000
-21,300
-22% -$2.18M 0.02% 756
2019
Q3 		$10.5M Buy
95,300
+80,200
+531% +$10.4M 0.04% 529
2019
Q2 		$2.06M Sell
15,100
-15,900
-51% -$2.12M 0.01% 1427
2019
Q1 		$4M Buy
31,000
+14,700
+90% +$1.66M 0.01% 1072
2018
Q4 		$1.46M Sell
16,300
-1,900
-10% -$154K 0.01% 1419
2018
Q3 		$1.57M Sell
18,200
-3,200
-15% -$234K ﹤0.01% 1654
2018
Q2 		$1.2M Buy
+21,400
New +$1.06M ﹤0.01% 2013
2018
Q1 		– Sell
-10,200
Closed -$241K – 3527
2017
Q4 		$241K Sell
10,200
-125,300
-92% -$3.52M ﹤0.01% 2830
2017
Q3 		$4.04M Buy
135,500
+102,500
+311% +$3.07M 0.01% 903
2017
Q2 		$961K Sell
33,000
-52,600
-61% -$1.44M ﹤0.01% 1919
2017
Q1 		$2.47M Buy
+85,600
New +$2.59M 0.01% 1333

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 Investments's TWLO Position: Q1 2026 in Review

Two Sigma Investments increased its Twilio (TWLO) stake by 100% in Q1 2026, buying an estimated $3.04M and bringing the position to 49,512 shares worth $6.23M. The position accounts for 0.01% of the portfolio, ranked #1786.

Two Sigma Investments first reported a position in TWLO in Q1 2018 and has held it in 27 quarters since. The position peaked at $142M in Q1 2022. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Two Sigma Investments held 49,512 shares of Twilio worth $6.23M as of Q1 2026.
  • Two Sigma Investments bought 24,743 Twilio shares in Q1 2026, an estimated $3.04M.
  • Twilio made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1786 holding.
  • Two Sigma Investments first reported a position in Twilio in Q1 2018 and has held it in 27 quarters since.
  • Two Sigma Investments's Twilio position peaked at $142M in Q1 2022.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.