Position in TWLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$119,765,415
+$34,110,052 QoQ
Shares Held
951,879
+58.1% QoQ
Ownership
0.627%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TWLO Over Time
Shares Held
Position Value (USD)
Derivatives in TWLO
reported options exposure · as of Mar 31, 2026CallValue
$251,640
CallShares
2,000
PutValue
$943,650
PutShares
7,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Point72 Asset Management, L.P. holds $2,531,740,777 across 62 Software - Infrastructure names. TWLO ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
3,300,815 | $379,098,602 | |
| 2 | XYZ |
Block, Inc.
|
6,298,335 | $379,033,800 | |
| 3 | OKTA |
Okta, Inc.
|
2,770,741 | $218,085,024 | |
| 4 | ORCL |
Oracle Corp
|
1,183,832 | $174,153,525 | |
| 5 | FFIV |
F5, Inc.
|
482,256 | $139,531,128 | |
| 6 | MSFT |
Microsoft Corp
|
350,644 | $129,797,889 | |
| 7 | VRSN |
Verisign Inc/Ca
|
505,695 | $125,594,410 | |
| 8 | TWLO |
Twilio Inc
This page
|
951,879 | $119,765,415 |
All Filings in TWLO
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,765,415 | 951,879 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $251,640 | 2,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $943,650 | 7,500 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $85,655,363 | 602,189 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,337,056 | 9,400 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $5,746,496 | 40,400 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $24,610,429 | 245,883 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $370,333 | 3,700 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $96,986,001 | 779,881 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,019,752 | 8,200 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $988,891 | 10,100 | Put | Defined | 2025-07-21 | |
| 2025-03-31 | $27,955,067 | 285,518 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $5,894,182 | 60,200 | Call | Defined | 2025-07-21 | |
| 2024-12-31 | $194,728,384 | 1,801,706 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,091,608 | 10,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $6,506,416 | 60,200 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $3,391,440 | 52,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,937,034 | 29,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $116,273,824 | 1,782,794 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $75,812,945 | 1,334,500 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $62,557,611 | 1,023,019 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $26,953,120 | 355,254 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $136,566 | 1,800 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $105,354 | 1,800 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $3,511,800 | 60,000 | Put | Defined | 2023-11-14 | |
| 2023-03-31 | $179,901 | 2,700 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $36,386,109 | 546,092 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $56,270,903 | 1,149,324 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,344,000 | 150,000 | Call | Defined | 2023-05-15 | |
| 2022-09-30 | $22,510,601 | 325,580 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,549,214 | 9,400 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $2,443,792 | 6,200 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,900,384 | 58,400 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $77,000,162 | 311,628 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $116,386,292 | 530,427 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,713,835 | 41,500 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||