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 Q2	$8.05M	Sell	39,000 -21,755	-36%	-$3.86M	11.28%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

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

13D Management's TWLO Position: Q2 2026 in Review

13D Management reduced its Twilio (TWLO) stake by 36% in Q2 2026, selling an estimated $3.86M and leaving 39,000 shares worth $8.05M. The position accounts for 11.28% of the portfolio, ranked #2.

13D Management first reported a position in TWLO in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.81M in Q4 2024. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

13D Management held 39,000 shares of Twilio worth $8.05M as of Q2 2026.
13D Management sold 21,755 Twilio shares in Q2 2026, an estimated $3.86M.
Twilio made up 11.28% of 13D Management's portfolio in Q2 2026, its #2 holding.
13D Management first reported a position in Twilio in Q2 2024 and has held it in 9 quarters since.
13D Management's Twilio position peaked at $9.81M in Q4 2024.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on 13D Management's 13F filing for Q2 2026, filed 14 Aug 2026.