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Equibles

Point72 Asset Management, L.P.

Position in TWLO — Twilio Inc

CIK 1603466 STAMFORD, CT
Back to TWLO Full portfolio

Position in TWLO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$43,919,610
-$75,845,805 QoQ
Shares Held
212,861
-77.6% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#88
of 962 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026
CallValue
$2,290,263
CallShares
11,100
PutValue
$2,145,832
PutShares
10,400

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 Jun 30, 2026

Point72 Asset Management, L.P. holds $2,394,989,303 across 54 Software - Infrastructure names. TWLO ranks #15 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ORCL
Oracle Corp
 3,410,580 $499,820,499
2 XYZ
Block, Inc.
 4,470,306 $339,743,256
3 AKAM
Akamai Technologies Inc
 2,575,659 $304,468,650
4 OKTA
Okta, Inc.
 1,851,774 $252,674,562
5 FFIV
F5, Inc.
 242,125 $100,714,315
6 VRSN
Verisign Inc/Ca
 379,395 $95,440,606
7 GTLB
Gitlab Inc.
 2,351,909 $71,803,781
8 DOCN
DigitalOcean Holdings, Inc.
 456,866 $71,741,667

All Filings in TWLO

Export CSV
39 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $43,919,610 212,861
2026-06-30 $2,145,832 10,400
2026-06-30 $2,290,263 11,100
2026-03-31 $119,765,415 951,879
2026-03-31 $251,640 2,000
2026-03-31 $943,650 7,500
2025-12-31 $85,655,363 602,189
2025-12-31 $1,337,056 9,400
2025-12-31 $5,746,496 40,400
2025-09-30 $24,610,429 245,883
2025-09-30 $370,333 3,700
2025-06-30 $96,986,001 779,881
2025-06-30 $1,019,752 8,200
2025-03-31 $5,894,182 60,200
2025-03-31 $988,891 10,100
2025-03-31 $27,955,067 285,518
2024-12-31 $194,728,384 1,801,706
2024-12-31 $1,091,608 10,100
2024-12-31 $6,506,416 60,200
2024-09-30 $3,391,440 52,000
2024-09-30 $1,937,034 29,700
2024-09-30 $116,273,824 1,782,794
2024-06-30 $75,812,945 1,334,500
2024-03-31 $62,557,611 1,023,019
2023-12-31 $26,953,120 355,254
2023-12-31 $136,566 1,800
2023-09-30 $105,354 1,800
2023-09-30 $3,511,800 60,000
2023-03-31 $179,901 2,700
2023-03-31 $36,386,109 546,092
2022-12-31 $56,270,903 1,149,324
2022-12-31 $7,344,000 150,000
2022-09-30 $22,510,601 325,580
2022-03-31 $1,549,214 9,400
2021-06-30 $2,443,792 6,200
2021-03-31 $19,900,384 58,400
2020-09-30 $77,000,162 311,628
2020-06-30 $116,386,292 530,427
2020-03-31 $3,713,835 41,500