TWLO
TWILIO INC - AData as of 2026 Q2 (06-30) · 13F snapshot
Summary
TWILIO INC - A (TWLO) is held as common stock by 7 tracked hedge-fund managers, with a combined reported value of ~$244.48M; the largest are Alex Sacerdote, Steven Cohen, Izzy Englander. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 3 new, 4 trimmed, 4 closed. 12 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Cooling
Common-stock holders74 also report options
Congress trades12
Price$286.98vs quarter-end+39.09%
Sectors2
This quarter's moves
Top holderAlex SacerdoteNew3
Added0
Trimmed / sold8
Common-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
Alex SacerdoteNew large stake
Value $169.56M1.4% of portfolio821,7682026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Alex Sacerdote | $169.56M | 1.4% | New large stake |
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $182.38M— of portfolio883,9002026 Q2
Value $60.29M— of portfolio292,2002026 Q2
Value $13.33M— of portfolio64,6002026 Q2
Value $7.02M— of portfolio34,0002026 Q2
Value $3.76M— of portfolio18,2002026 Q2
Value $3.51M— of portfolio17,0002026 Q2
Value $2.29M— of portfolio11,1002026 Q2
Value $2.15M— of portfolio10,4002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinCALL | $182.38M | — | — |
| Ken GriffinPUT | $60.29M | — | — |
| Paul Tudor JonesCALL | $13.33M | — | — |
| Izzy EnglanderCALL | $7.02M | — | — |
| Paul Tudor JonesPUT | $3.76M | — | — |
| Izzy EnglanderPUT | $3.51M | — | — |
| Steven CohenCALL | $2.29M | — | — |
| Steven CohenPUT | $2.15M | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.