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TWLOTWLO
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Position history for SRS Investment Management, LLCSRS Investment Management, LLC's holdings in TWILIO INC - A

SRS Investment Management, LLC holds 1.1M shares of TWLO (TWILIO INC - A), worth $221.9M as of 2026-Q2. The position was decreased (-47.9% shares). TWLO represents 2.1% of SRS Investment Management, LLC's portfolio.

Current Value

$221.9M

Current Shares

1.1M

Total Value Change

-$35.5M

Total Shares Change

-734,595

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-47.9%
$221.9M2.1%$206.33
0
2026-Q1
Increased
2.1M
+14.0%
$259.7M2.7%$123.51
61
2025-Q4
New
1.8M
-
$257.5M2.7%$144.14
81

Other major holders of TWLO: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., SANDS CAPITAL MANAGEMENT, LLC, JENNISON ASSOCIATES LLC

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