Allianz Asset Management’s Twilio TWLO Stock Holding History

Allianz 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 Q1	$2.16M	Buy	17,195 +7,494	+77%	+$922K	﹤0.01%	1535
2025 Q4	$1.38M	Sell	9,701 -29,885	-75%	-$3.7M	﹤0.01%	1637
2025 Q3	$3.96M	Sell	39,586 -116,189	-75%	-$13.1M	﹤0.01%	1217
2025 Q2	$19.4M	Sell	155,775 -98,245	-39%	-$10.4M	0.02%	584
2025 Q1	$24.9M	Buy	254,020 +230,680	+988%	+$27.3M	0.03%	505
2024 Q4	$2.52M	Buy	23,340 +3,285	+16%	+$300K	﹤0.01%	1335
2024 Q3	$1.31M	Sell	20,055 -5,804	-22%	-$347K	﹤0.01%	1551
2024 Q2	$1.47M	Sell	25,859 -5,280	-17%	-$312K	﹤0.01%	1430
2024 Q1	$1.9M	Buy	31,139 +11,078	+55%	+$730K	﹤0.01%	1195
2023 Q4	$1.52M	Buy	20,061 +5,377	+37%	+$335K	﹤0.01%	1431
2023 Q3	$859K	Sell	14,684 -8,305	-36%	-$518K	﹤0.01%	1755
2023 Q2	$1.46M	Buy	22,989 +411	+2%	+$24.3K	﹤0.01%	1419
2023 Q1	$1.5M	Buy	22,578 +8,366	+59%	+$516K	﹤0.01%	1492
2022 Q4	$696K	Sell	14,212 -4,623	-25%	-$263K	﹤0.01%	1635
2022 Q3	$1.3M	Sell	18,835 -1,410,921	-99%	-$113M	﹤0.01%	1358
2022 Q2	$120M	Buy	1,429,756 +1,170,237	+451%	+$131M	0.11%	196
2022 Q1	$42.8M	Sell	259,519 -1,798,242	-87%	-$328M	0.03%	505
2021 Q4	$542M	Sell	2,057,761 -530,788	-21%	-$159M	0.37%	51
2021 Q3	$826M	Sell	2,588,549 -39,244	-1%	-$14.3M	0.64%	21
2021 Q2	$1.04B	Buy	2,627,793 +443,975	+20%	+$154M	0.87%	17
2021 Q1	$744M	Sell	2,183,818 -259,326	-11%	-$97.1M	0.72%	22
2020 Q4	$827M	Sell	2,443,144 -78,661	-3%	-$24.6M	0.82%	18
2020 Q3	$623M	Buy	2,521,805 +672,420	+36%	+$166M	0.72%	23
2020 Q2	$406M	Sell	1,849,385 -291,757	-14%	-$46.8M	0.47%	37
2020 Q1	$192M	Sell	2,141,142 -564,498	-21%	-$62M	0.26%	91
2019 Q4	$266M	Buy	2,705,640 +101,998	+4%	+$10.4M	0.24%	80
2019 Q3	$286M	Buy	2,603,642 +379,693	+17%	+$49.2M	0.28%	66
2019 Q2	$303M	Buy	2,223,949 +181,622	+9%	+$24.2M	0.28%	61
2019 Q1	$264M	Sell	2,042,327 -754,146	-27%	-$84.9M	0.26%	73
2018 Q4	$250M	Buy	2,796,473 +1,719,428	+160%	+$140M	0.27%	71
2018 Q3	$92.9M	Buy	1,077,045 +445,135	+70%	+$32.5M	0.08%	253
2018 Q2	$35.4M	Sell	631,910 -1,176,430	-65%	-$58.3M	0.03%	563
2018 Q1	$69M	Buy	1,808,340 +310,270	+21%	+$9.83M	0.07%	324
2017 Q4	$35.4M	Buy	1,498,070 +130,325	+10%	+$3.66M	0.03%	693
2017 Q3	$40.8M	Buy	1,367,745 +371,055	+37%	+$11.1M	0.04%	596
2017 Q2	$29M	Buy	+996,690	New	+$27.3M	0.03%	785

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 $94.8B AUM 24.11% 1-Year Est. Return

SHCM

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

Allianz Asset Management's TWLO Position: Q1 2026 in Review

Allianz Asset Management increased its Twilio (TWLO) stake by 77% in Q1 2026, buying an estimated $922K and bringing the position to 17,195 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Allianz Asset Management first reported a position in TWLO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.04B in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Allianz Asset Management held 17,195 shares of Twilio worth $2.16M as of Q1 2026.
Allianz Asset Management bought 7,494 Twilio shares in Q1 2026, an estimated $922K.
Twilio made up ﹤0.01% of Allianz Asset Management's portfolio in Q1 2026, its #1535 holding.
Allianz Asset Management first reported a position in Twilio in Q2 2017 and has held it in 36 quarters since.
Allianz Asset Management's Twilio position peaked at $1.04B in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.