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Equibles

ExodusPoint Capital Management, LP

Position in TWLO — Twilio Inc

CIK 1736225 NEW YORK, NY
Back to TWLO Full portfolio

Position in TWLO

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$22,176,781
+$11,632,246 QoQ
Shares Held
176,258
+137.8% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TWLO Over Time

Shares Held

Position Value (USD)

Derivatives in TWLO

reported options exposure · as of Mar 31, 2020
CallValue
$2,684,700
CallShares
30,000
PutValue
$0
PutShares
0

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

ExodusPoint Capital Management, LP holds $513,459,347 across 47 Software - Infrastructure names.

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 231,231 $86,253,787
2 MDB
MongoDB, Inc.
 130,972 $43,993,494
3 AKAM
Akamai Technologies Inc
 289,784 $34,255,366
4 OKTA
Okta, Inc.
 229,003 $31,247,459
5 GEN
Gen Digital Inc.
 1,216,444 $30,229,615
6 ORCL
Oracle Corp
 185,787 $27,227,084
7 XYZ
Block, Inc.
 353,554 $26,870,104
8 NET
Cloudflare, Inc.
 100,016 $24,531,924

All Filings in TWLO

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,176,781 176,258
2025-12-31 $10,544,535 74,132
2025-09-30 $10,404,956 103,956
2025-06-30 $2,963,871 23,833
2024-12-31 $15,673,221 145,015
2024-09-30 $1,538,278 23,586
2023-09-30 $1,932,485 33,017
2023-06-30 $1,506,203 23,675
2023-03-31 $3,961,020 59,448
2022-12-31 $1,091,808 22,300
2022-09-30 $2,871,038 41,525
2022-03-31 $4,146,289 25,158
2021-09-30 $5,960,173 18,681
2021-06-30 $5,767,743 14,633
2021-03-31 $4,027,442 11,819
2020-12-31 $31,154,863 92,038
2020-09-30 $5,907,674 23,909
2020-03-31 $115,352 1,289
2020-03-31 $2,684,700 30,000