Renaissance Technologies (RenTech)'s TWLO Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC) currently holds 52,000 shares of Twilio Inc. (TWLO) worth $6.54 M, representing 0.01% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 1 M shares. Largest reduction occurred in Q1 2019, reducing 1.69 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +52,000 | New Buy | 52,000 | $125.82 |
| Q2 2025 | -226,095 | Sold Out | 0 | $0.00 |
| Q1 2025 | -356,800 | Reduce 61.21% | 226,095 | $97.91 |
| Q4 2024 | +582,895 | New Buy | 582,895 | $108.08 |
| Q3 2024 | -8,495 | Sold Out | 0 | $0.00 |
| Q2 2024 | -343,500 | Reduce 97.59% | 8,495 | $56.81 |
| Q1 2024 | -480,200 | Reduce 57.70% | 351,995 | $61.15 |
| Q4 2023 | +832,195 | New Buy | 832,195 | $75.87 |
| Q3 2023 | -54,200 | Sold Out | 0 | $0.00 |
| Q2 2023 | -161,600 | Reduce 74.88% | 54,200 | $0.06 |
| Q1 2023 | -642,495 | Reduce 74.86% | 215,800 | $0.07 |
| Q4 2022 | +693,595 | Add 421.13% | 858,295 | $0.05 |
| Q3 2022 | +162,200 | Add 6488.00% | 164,700 | $69.14 |
| Q2 2022 | -1.16 M | Reduce 99.79% | 2,500 | $84.00 |
| Q1 2022 | +1 M | Add 630.99% | 1.16 M | $164.81 |
| Q4 2021 | -91,600 | Reduce 36.52% | 159,195 | $263.34 |
| Q3 2021 | +250,795 | New Buy | 250,795 | $319.05 |
| Q2 2021 | -115,295 | Sold Out | 0 | $0.00 |
| Q1 2021 | +115,295 | New Buy | 115,295 | $340.76 |
| Q4 2020 | -194,295 | Sold Out | 0 | $0.00 |
| Q3 2020 | -516,300 | Reduce 72.66% | 194,295 | $247.09 |
| Q2 2020 | +657,800 | Add 1245.95% | 710,595 | $219.42 |
| Q1 2020 | +52,795 | New Buy | 52,795 | $89.50 |
| Q1 2019 | -1.69 M | Sold Out | 0 | $0.00 |
| Q4 2018 | +481,100 | Add 39.67% | 1.69 M | $89.30 |
| Q3 2018 | +602,800 | Add 98.80% | 1.21 M | $86.28 |
| Q2 2018 | -285,700 | Reduce 31.89% | 610,100 | $56.02 |
| Q1 2018 | +895,800 | New Buy | 895,800 | $38.18 |
Renaissance Technologies (RenTech)'s Twilio Investment FAQs
Renaissance Technologies (RenTech) first purchased Twilio Inc. (TWLO) in Q1 2018, acquiring 895,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Twilio Inc. (TWLO) for 28 quarters since Q1 2018.
Renaissance Technologies (RenTech)'s largest addition to Twilio Inc. (TWLO) was in Q1 2022, adding 1,163,695 shares worth $191.79 M.
According to the latest 13F filing for Q1 2026, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC, owns 52,000 shares of Twilio Inc. (TWLO), valued at approximately $6.54 M.
As of the Q1 2026 filing, Twilio Inc. (TWLO) represents approximately 0.01% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Twilio Inc. (TWLO) was 1,694,000 shares, as reported at the end of Q4 2018.