Twilio
TWLO
970 hedge funds and large institutions have $28.5B invested in Twilio in 2026 Q2 according to their latest regulatory filings, with 228 funds opening new positions, 318 increasing their positions, 315 reducing their positions, and 66 closing their positions.
245% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 66
67% more capital invested
Capital invested by funds: $17.1B → $28.5B (+$11.4B)
44% more call options, than puts
Call options by funds: $810M | Put options by funds: $563M
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
18% more funds holding
Funds holding: 820 → 970 (+150)
1.53% more ownership
Funds ownership: 89.86% → 91.39% (+1.5%)
1% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 315
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$505M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$327M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$317M |
| 4 |
JCAM
Jericho Capital Asset Management
New York
|
+$265M |
| 5 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$358M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$339M |
| 3 |
SHCM
Sachem Head Capital Management
New York
|
-$297M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$188M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$179M |
TWLO Hedge Fund Activity: Q2 2026 in Review
970 of the 8,346 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q2 2026, worth a combined $28.5B — up 67% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new TWLO positions and 66 closed out — a net gain of 162 holders — while 318 added to existing stakes and 315 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $505M. The largest seller was Fidelity International, cutting an estimated $358M.
- 970 institutional investors held Twilio (TWLO) as of Q2 2026, up from 820 in Q1 2026.
- Funds reported $28.5B of Twilio stock for Q2 2026, up 67% quarter-over-quarter.
- 228 funds opened new Twilio positions in Q2 2026 and 66 closed out, a net change of +162 holders.
- The largest Twilio buyer in Q2 2026 was JP Morgan Chase, an estimated $505M added.
- The largest Twilio seller in Q2 2026 was Fidelity International, an estimated $358M sold.
Based on aggregated 13F filings for Q2 2026.