13D Management’s Twilio TWLO Stock Holding History

13D Management’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
2026 Q1	$7.64M	Hold	60,755	–	–	11.85%	1
2025 Q4	$8.64M	Hold	60,755	–	–	10.28%	1
2025 Q3	$6.08M	Hold	60,755	–	–	5.83%	6
2025 Q2	$7.56M	Sell	60,755 -1,785	-3%	-$190K	6.89%	1
2025 Q1	$6.12M	Sell	62,540 -28,217	-31%	-$3.34M	5.4%	7
2024 Q4	$9.81M	Sell	90,757 -8,136	-8%	-$744K	7.27%	1
2024 Q3	$6.45M	Sell	98,893 -39,766	-29%	-$2.38M	4.73%	10
2024 Q2	$7.88M	Buy	+138,659	New	+$8.18M	5.75%	5

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

13D Management's TWLO Position: Q1 2026 in Review

13D Management held its Twilio (TWLO) position steady in Q1 2026 at 60,755 shares worth $7.64M. The position accounts for 11.85% of the portfolio, ranked #1.

13D Management first reported a position in TWLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.81M in Q4 2024. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

13D Management held 60,755 shares of Twilio worth $7.64M as of Q1 2026.
13D Management left its Twilio share count unchanged in Q1 2026.
Twilio made up 11.85% of 13D Management's portfolio in Q1 2026, its #1 holding.
13D Management first reported a position in Twilio in Q2 2024 and has held it in 8 quarters since.
13D Management's Twilio position peaked at $9.81M in Q4 2024.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on 13D Management's 13F filing for Q1 2026, filed 15 May 2026.