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Archon Capital Management’s Twilio TWLO Stock Holding History

Archon Capital 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 		– Sell
-9,800
Closed -$1.39M – 61
2025
Q4 		$1.39M Sell
9,800
-46,500
-83% -$5.76M 0.79% 37
2025
Q3 		$5.64M Buy
56,300
+25,300
+82% +$2.85M 3.36% 11
2025
Q2 		$3.86M Buy
31,000
+7,000
+29% +$744K 3.16% 13
2025
Q1 		$2.35M Buy
24,000
+14,000
+140% +$1.66M 2.48% 20
2024
Q4 		$1.08M Sell
10,000
-48,400
-83% -$4.42M 1.05% 29
2024
Q3 		$3.81M Buy
+58,400
New +$3.49M 7.14% 5
2022
Q4 		– Sell
-80,000
Closed -$5.53M – 41
2022
Q3 		$5.53M Sell
80,000
-65,650
-45% -$5.25M 0.98% 25
2022
Q2 		$12.2M Buy
145,650
+139,750
+2,369% +$15.6M 2.79% 12
2022
Q1 		$972K Buy
+5,900
New +$1.08M 0.12% 33
2018
Q2 		– Sell
-35,710
Closed -$1.36M – 28
2018
Q1 		$1.36M Sell
35,710
-132,578
-79% -$4.2M 0.14% 21
2017
Q4 		$3.97M Sell
168,288
-195,920
-54% -$5.5M 1.99% 14
2017
Q3 		$10.9M Sell
364,208
-94,880
-21% -$2.84M 5.84% 5
2017
Q2 		$13.4M Buy
459,088
+350,784
+324% +$9.59M 10.89% 2
2017
Q1 		$3.13M Buy
+108,304
New +$3.27M 4.45% 9

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Archon Capital Management's TWLO Position: Q1 2026 in Review

Archon Capital Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 9,800 shares — an estimated $1.39M sold.

Archon Capital Management first reported a position in TWLO in Q1 2017 and held it in 14 quarters. The position peaked at $13.4M in Q2 2017. 818 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Archon Capital Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Archon Capital Management sold 9,800 Twilio shares in Q1 2026, an estimated $1.39M.
  • Archon Capital Management first reported a position in Twilio in Q1 2017 and held it in 14 quarters.
  • Archon Capital Management's Twilio position peaked at $13.4M in Q2 2017.
  • 818 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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