Jefferies Group's TWLO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,984 shares of Twilio Inc. (TWLO) worth $822,019, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 6,290 shares. Largest reduction occurred in Q2 2023, reducing 9,720 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -705 | Reduce 15.04% | 3,984 | $206.33 |
| Q1 2026 | -1,601 | Reduce 25.45% | 4,689 | $125.82 |
| Q4 2025 | +6,290 | New Buy | 6,290 | $142.24 |
| Q2 2025 | -2,869 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,869 | New Buy | 2,869 | $97.91 |
| Q1 2024 | -6,280 | Sold Out | 0 | $0.00 |
| Q4 2023 | +6,280 | New Buy | 6,280 | $75.87 |
| Q2 2023 | -9,720 | Sold Out | 0 | $0.00 |
| Q1 2023 | +427 | Add 4.59% | 9,720 | $66.63 |
| Q4 2022 | +9,293 | New Buy | 9,293 | $48.96 |
Jefferies Group's Twilio Investment FAQs
Jefferies Group first purchased Twilio Inc. (TWLO) in Q4 2022, acquiring 9,293 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Twilio Inc. (TWLO) for 10 quarters since Q4 2022.
Jefferies Group's largest addition to Twilio Inc. (TWLO) was in Q4 2022, adding 9,293 shares worth $454,986.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,984 shares of Twilio Inc. (TWLO), valued at approximately $822,019.
As of the Q2 2026 filing, Twilio Inc. (TWLO) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Twilio Inc. (TWLO) was 9,720 shares, as reported at the end of Q1 2023.