111 Capital’s Twilio TWLO Stock Holding History

111 Capital’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,390	Closed	-$439K	–	535
2025 Q3	$439K	Buy	+4,390	New	+$494K	0.08%	240
2025 Q1	–	Sell	-2,151	Closed	-$232K	–	621
2024 Q4	$232K	Buy	+2,151	New	+$197K	0.05%	344

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

111 Capital's TWLO Position: Q4 2025 in Review

111 Capital sold out of Twilio (TWLO) in Q4 2025, closing a stake of 4,390 shares — an estimated $439K sold.

111 Capital first reported a position in TWLO in Q4 2024 and held it in 2 quarters. The position peaked at $439K in Q3 2025. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

111 Capital reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
111 Capital sold 4,390 Twilio shares in Q4 2025, an estimated $439K.
111 Capital first reported a position in Twilio in Q4 2024 and held it in 2 quarters.
111 Capital's Twilio position peaked at $439K in Q3 2025.
872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on 111 Capital's 13F filing for Q4 2025, filed 11 Feb 2026.