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 		$264K Sell
2,100
-13,100
-86% -$1.61M ﹤0.01% 4143
2025
Q4 		$2.16M Buy
+15,200
New +$1.88M ﹤0.01% 2378
2022
Q1 		– Sell
-19,200
Closed -$5.06M – 4308
2021
Q4 		$5.06M Buy
19,200
+4,700
+32% +$1.41M 0.01% 1190
2021
Q3 		$4.63M Buy
14,500
+1,400
+11% +$510K 0.01% 1289
2021
Q2 		$5.16M Buy
13,100
+5,200
+66% +$1.81M 0.01% 1188
2021
Q1 		$2.69M Sell
7,900
-55,600
-88% -$20.8M 0.01% 1477
2020
Q4 		$21.5M Sell
63,500
-92,500
-59% -$28.9M 0.06% 337
2020
Q3 		$38.5M Buy
156,000
+133,400
+590% +$32.9M 0.14% 151
2020
Q2 		$4.96M Sell
22,600
-118,200
-84% -$19M 0.02% 648
2020
Q1 		$12.6M Buy
140,800
+60,400
+75% +$6.63M 0.1% 204
2019
Q4 		$7.9M Sell
80,400
-36,600
-31% -$3.74M 0.02% 727
2019
Q3 		$12.9M Buy
117,000
+79,800
+215% +$10.3M 0.04% 471
2019
Q2 		$5.07M Buy
37,200
+10,200
+38% +$1.36M 0.02% 892
2019
Q1 		$3.49M Buy
27,000
+8,600
+47% +$969K 0.01% 1151
2018
Q4 		$1.64M Sell
18,400
-900
-5% -$73.1K 0.01% 1346
2018
Q3 		$1.67M Buy
19,300
+1,700
+10% +$124K ﹤0.01% 1606
2018
Q2 		$986K Buy
+17,600
New +$872K ﹤0.01% 2165
2018
Q1 		– Sell
-13,400
Closed -$316K – 3528
2017
Q4 		$316K Sell
13,400
-165,400
-93% -$4.64M ﹤0.01% 2706
2017
Q3 		$5.34M Buy
178,800
+128,800
+258% +$3.86M 0.02% 775
2017
Q2 		$1.46M Sell
50,000
-39,900
-44% -$1.09M 0.01% 1643
2017
Q1 		$2.6M Buy
+89,900
New +$2.72M 0.01% 1298

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.