Steven Cohen's TWLO Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 245,883 shares of Twilio Inc. (TWLO) worth $24.61 M, representing 0.04% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in TWLO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 823,744 shares. Largest reduction occurred in Q1 2025, reducing 1.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Twilio (TWLO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Twilio (TWLO) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +50,900 | New Buy | 50,900 | $29.12 |
| Q3 2017 | -50,900 | Sold Out | 0 | $0.00 |
| Q4 2017 | +199,116 | New Buy | 199,116 | $23.60 |
| Q1 2018 | -194,116 | Reduce 97.49% | 5,000 | $38.20 |
| Q2 2018 | -5,000 | Sold Out | 0 | $0.00 |
| Q3 2018 | +85,000 | New Buy | 85,000 | $86.28 |
| Q4 2018 | +12,200 | Add 14.35% | 97,200 | $89.30 |
| Q1 2019 | +67,540 | Add 69.49% | 164,740 | $129.18 |
| Q2 2019 | -164,740 | Sold Out | 0 | $0.00 |
| Q3 2019 | +188,285 | New Buy | 188,285 | $109.96 |
| Q4 2019 | -188,285 | Sold Out | 0 | $0.00 |
| Q1 2020 | +41,500 | New Buy | 41,500 | $89.49 |
| Q2 2020 | +488,927 | Add 1178.14% | 530,427 | $219.42 |
| Q3 2020 | -218,799 | Reduce 41.25% | 311,628 | $247.09 |
| Q4 2020 | -311,628 | Sold Out | 0 | $0.00 |
| Q1 2021 | +58,400 | New Buy | 58,400 | $340.75 |
| Q2 2021 | -52,200 | Reduce 89.38% | 6,200 | $394.19 |
| Q3 2021 | -6,200 | Sold Out | 0 | $0.00 |
| Q1 2022 | +9,400 | New Buy | 9,400 | $164.79 |
| Q2 2022 | -9,400 | Sold Out | 0 | $0.00 |
| Q3 2022 | +325,580 | New Buy | 325,580 | $69.14 |
| Q4 2022 | +823,744 | Add 253.01% | 1.15 M | $48.96 |
| Q1 2023 | -603,232 | Reduce 52.49% | 546,092 | $66.63 |
| Q2 2023 | -546,092 | Sold Out | 0 | $0.00 |
| Q4 2023 | +355,254 | New Buy | 355,254 | $75.87 |
| Q1 2024 | +667,765 | Add 187.97% | 1.02 M | $61.15 |
| Q2 2024 | +311,481 | Add 30.45% | 1.33 M | $56.81 |
| Q3 2024 | +448,294 | Add 33.59% | 1.78 M | $65.22 |
| Q4 2024 | +18,912 | Add 1.06% | 1.8 M | $108.08 |
| Q1 2025 | -1.52 M | Reduce 84.15% | 285,518 | $97.91 |
| Q2 2025 | +494,363 | Add 173.15% | 779,881 | $124.36 |
| Q3 2025 | -533,998 | Reduce 68.47% | 245,883 | $100.09 |
Steven Cohen's Twilio Investment FAQs
Steven Cohen first purchased Twilio Inc. (TWLO) in Q2 2017, acquiring 50,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Twilio Inc. (TWLO) for 32 quarters since Q2 2017.
Steven Cohen's largest addition to Twilio Inc. (TWLO) was in Q4 2022, adding 1,149,324 shares worth $56.27 M.
According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 245,883 shares of Twilio Inc. (TWLO), valued at approximately $24.61 M.
As of the Q3 2025 filing, Twilio Inc. (TWLO) represents approximately 0.04% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Twilio Inc. (TWLO) was 1,801,706 shares, as reported at the end of Q4 2024.