1832 Asset Management
TWLO icon

1832 Asset Management’s Twilio TWLO Stock Holding History

1832 Asset 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 		$115M Buy
+555,500
New +$98.5M 0.06% 155
2026
Q1 		– Sell
-33,573
Closed -$4.78M – 735
2025
Q4 		$4.78M Buy
33,573
+12,335
+58% +$1.53M ﹤0.01% 443
2025
Q3 		$2.13M Buy
21,238
+6,046
+40% +$681K ﹤0.01% 486
2025
Q2 		$1.89M Buy
+15,192
New +$1.62M ﹤0.01% 505
2024
Q3 		– Sell
-70
Closed -$3.98K – 907
2024
Q2 		$3.98K Buy
+70
New +$4.13K ﹤0.01% 817
2022
Q2 		– Sell
-57,900
Closed -$9.41M – 959
2022
Q1 		$9.41M Buy
57,900
+57,890
+578,900% +$10.5M 0.01% 399
2021
Q4 		$3K Sell
10
-550,823
-100% -$165M ﹤0.01% 686
2021
Q3 		$172M Sell
550,833
-442,167
-45% -$161M 0.32% 85
2021
Q2 		$394M Sell
993,000
-97,500
-9% -$33.8M 0.76% 39
2021
Q1 		$350M Sell
1,090,500
-100,200
-8% -$37.5M 0.76% 39
2020
Q4 		$414M Buy
1,190,700
+347,600
+41% +$109M 0.97% 24
2020
Q3 		$209M Buy
843,100
+250,200
+42% +$61.7M 0.55% 56
2020
Q2 		$124M Buy
+592,900
New +$95.2M 0.37% 75
2019
Q3 		– Sell
-680,600
Closed -$91.4M – 750
2019
Q2 		$91.4M Sell
680,600
-6,100
-0.9% -$812K 0.3% 85
2019
Q1 		$84.5M Sell
686,700
-146,300
-18% -$16.5M 0.29% 84
2018
Q4 		$72.5M Buy
+833,000
New +$67.7M 0.29% 85
2016
Q4 		– Sell
-294,100
Closed -$18.9M – 755
2016
Q3 		$18.9M Buy
+294,100
New +$14.7M 0.07% 212

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

1832 Asset Management's TWLO Position: Q2 2026 in Review

1832 Asset Management opened a new position in Twilio (TWLO) in Q2 2026: 555,500 shares worth $115M. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: 1832 Asset Management previously reported a position in TWLO as recently as Q4 2025.

1832 Asset Management first reported a position in TWLO in Q3 2016 and has held it in 17 quarters since. The position peaked at $414M in Q4 2020. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • 1832 Asset Management held 555,500 shares of Twilio worth $115M as of Q2 2026.
  • Twilio was a new 1832 Asset Management position in Q2 2026.
  • Twilio made up 0.06% of 1832 Asset Management's portfolio in Q2 2026, its #155 holding.
  • 1832 Asset Management first reported a position in Twilio in Q3 2016 and has held it in 17 quarters since.
  • 1832 Asset Management's Twilio position peaked at $414M in Q4 2020.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.