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TWLO Hedge Fund Activity: Q1 2026 in Review

814 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2026, worth a combined $17.1B — down 12% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of TWLO and 89 opened new positions — a net loss of 38 holders — while 267 trimmed existing stakes and 325 added.

The largest buyer was Alkeon Capital Management, adding an estimated $196M. The largest seller was Invesco, cutting an estimated $197M.

  • 814 institutional investors held Twilio (TWLO) as of Q1 2026, down from 868 in Q4 2025.
  • Funds reported $17.1B of Twilio stock for Q1 2026, down 12% quarter-over-quarter.
  • 89 funds opened new Twilio positions in Q1 2026 and 127 closed out, a net change of -38 holders.
  • The largest Twilio buyer in Q1 2026 was Alkeon Capital Management, an estimated $196M added.
  • The largest Twilio seller in Q1 2026 was Invesco, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2026.