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Ardmore Road Asset Management’s Twilio TWLO Stock Holding History

Ardmore Road 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 		– Sell
-101,002
Closed -$14.4M – 91
2025
Q4 		$14.4M Sell
101,002
-148,998
-60% -$18.5M 1.09% 37
2025
Q3 		$25M Buy
+250,000
New +$28.1M 1.62% 28

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

Ardmore Road Asset Management's TWLO Position: Q1 2026 in Review

Ardmore Road Asset Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 101,002 shares — an estimated $14.4M sold.

Ardmore Road Asset Management first reported a position in TWLO in Q3 2025 and held it in 2 quarters. The position peaked at $25M in Q3 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Ardmore Road Asset Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Ardmore Road Asset Management sold 101,002 Twilio shares in Q1 2026, an estimated $14.4M.
  • Ardmore Road Asset Management first reported a position in Twilio in Q3 2025 and held it in 2 quarters.
  • Ardmore Road Asset Management's Twilio position peaked at $25M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.