Twilio
TWLO
821 hedge funds and large institutions have $17.1B invested in Twilio in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 327 increasing their positions, 269 reducing their positions, and 130 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 269
6% more call options, than puts
Call options by funds: $225M | Put options by funds: $212M
0.6% more ownership
Funds ownership: 89.27% → 89.86% (+0.6%)
6% less funds holding
Funds holding: 872 → 821 (-51)
12% less capital invested
Capital invested by funds: $19.5B → $17.1B (-$2.39B)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
30% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
+$196M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
+$85.8M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$73.2M |
| 5 |
Millennium Management
New York
|
+$65.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$197M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$137M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$123M |
| 4 |
SPC
Slate Path Capital
New York
|
-$101M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$76.9M |
TWLO Hedge Fund Activity: Q1 2026 in Review
821 of the 8,208 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: 130 funds closed out of TWLO and 91 opened new positions — a net loss of 39 holders — while 269 trimmed existing stakes and 327 added.
The largest buyer was Alkeon Capital Management, adding an estimated $196M. The largest seller was Invesco, cutting an estimated $197M.
- 821 institutional investors held Twilio (TWLO) as of Q1 2026, down from 872 in Q4 2025.
- Funds reported $17.1B of Twilio stock for Q1 2026, down 12% quarter-over-quarter.
- 91 funds opened new Twilio positions in Q1 2026 and 130 closed out, a net change of -39 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.