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Twilio Inc

TWLO

Holders

3

Combined Value

$86.13M

Combined Shares

684,530

Current Price

$204.08

52W High

$238.48

vs 52W High

−14.4%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$43.01$75.21$107.42$139.62Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $56.81Q4 2024 · implied price $108.08Q1 2025 · implied price $97.91Q2 2025 · implied price $124.36Q3 2025 · implied price $100.09Q1 2026 · implied price $125.82Jim Simons - Renaissance Technologies · bought 8,495 shares @ ~$56.81 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · sold 8,495 shares @ ~$56.81 · Q3 2024 (sold out)Andreas Halvorsen - Viking Global Investors · bought 838,385 shares @ ~$108.08 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 582,895 shares @ ~$108.08 · Q4 2024 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 362,155 shares @ ~$97.91 · Q1 2025 (new position)Andreas Halvorsen - Viking Global Investors · sold 582,871 shares @ ~$97.91 · Q1 2025Jim Simons - Renaissance Technologies · sold 356,800 shares @ ~$97.91 · Q1 2025Andreas Halvorsen - Viking Global Investors · sold 255,514 shares @ ~$97.91 · Q2 2025 (sold out)Jim Simons - Renaissance Technologies · sold 226,095 shares @ ~$97.91 · Q2 2025 (sold out)Stanley Druckenmiller - Duquesne Family Office · sold 161,680 shares @ ~$124.36 · Q2 2025Andreas Halvorsen - Viking Global Investors · bought 450,770 shares @ ~$125.82 · Q1 2026 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 181,760 shares @ ~$125.82 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · bought 52,000 shares @ ~$125.82 · Q1 2026 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 312,325 shares @ ~$100.09 · Q3 2025Stanley Druckenmiller - Duquesne Family Office · sold 512,800 shares @ ~$100.09 · Q4 2025 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Andreas Halvorsen - Viking Global Investors$56.72M0.16%~$125.82+62.2%BUY Q1 2026Q1 2026
Stanley Druckenmiller - Duquesne Family Office$22.87M0.68%~$125.82+62.2%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$6.54M0.01%~$125.82+62.2%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Andreas Halvorsen - Viking Global InvestorsNEW BUY+$56.72M~$125.82
Q1 2026Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$22.87M~$125.82
Q1 2026Jim Simons - Renaissance TechnologiesNEW BUY+$6.54M~$125.82
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$51.33M~$100.09
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$31.26M~$100.09
Q2 2025Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$25.02M~$97.91
Q2 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$22.14M~$97.91
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$20.11M~$124.36
Q1 2025Andreas Halvorsen - Viking Global InvestorsSELL−$57.07M~$97.91
Q1 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$35.46M~$97.91
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$34.93M~$97.91
Q4 2024Andreas Halvorsen - Viking Global InvestorsNEW BUY+$90.61M~$108.08
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$63.00M~$108.08
Q3 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$482.6K~$56.81
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$482.6K~$56.81

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20263684,530+33.5%$86.13M$125.82
Q3 20251512,800+155.8%$51.33M$100.09
Q2 20251200,475-76.2%$24.93M$124.36
Q1 20253843,764-40.6%$82.61M$97.91
Q4 202421,421,280+16630.8%$153.61M$108.08
Q2 202418,495—$482.6K$56.81