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Alta Park Capital’s Twilio TWLO Stock Holding History

Alta Park 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
2026
Q1 		$14.9M Sell
118,027
-22,440
-16% -$2.76M 2.31% 23
2025
Q4 		$20M Buy
140,467
+75,086
+115% +$9.3M 2.4% 16
2025
Q3 		$6.54M Sell
65,381
-240,437
-79% -$27.1M 0.57% 38
2025
Q2 		$38M Buy
+305,818
New +$32.5M 4.32% 9

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Alta Park Capital's TWLO Position: Q1 2026 in Review

Alta Park Capital reduced its Twilio (TWLO) stake by 16% in Q1 2026, selling an estimated $2.76M and leaving 118,027 shares worth $14.9M. The position accounts for 2.31% of the portfolio, ranked #23.

Alta Park Capital first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $38M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Alta Park Capital held 118,027 shares of Twilio worth $14.9M as of Q1 2026.
  • Alta Park Capital sold 22,440 Twilio shares in Q1 2026, an estimated $2.76M.
  • Twilio made up 2.31% of Alta Park Capital's portfolio in Q1 2026, its #23 holding.
  • Alta Park Capital first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
  • Alta Park Capital's Twilio position peaked at $38M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Alta Park Capital's 13F filing for Q1 2026, filed 15 May 2026.