Ardsley Advisory Partners’s Twilio TWLO Stock Holding History

Ardsley Advisory Partners’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	$14.2M	Buy	69,000 +21,800	+46%	+$3.86M	1.48%	17
2026 Q1	$5.94M	Sell	47,200 -15,300	-24%	-$1.88M	0.76%	42
2025 Q4	$8.89M	Buy	+62,500	New	+$7.74M	0.98%	34
2022 Q2	–	Sell	-74,000	Closed	-$12.2M	–	170
2022 Q1	$12.2M	Buy	74,000 +64,500	+679%	+$11.8M	2.03%	10
2021 Q4	$2.5M	Buy	9,500 +7,000	+280%	+$2.09M	0.48%	42
2021 Q3	$798K	Sell	2,500 -500	-17%	-$182K	0.12%	83
2021 Q2	$1.18M	Sell	3,000 -2,000	-40%	-$694K	0.14%	84
2021 Q1	$1.7M	Sell	5,000 -1,500	-23%	-$562K	0.21%	63
2020 Q4	$2.2M	Sell	6,500 -3,500	-35%	-$1.09M	0.36%	52
2020 Q3	$2.47M	Buy	10,000 +1,500	+18%	+$370K	0.48%	40
2020 Q2	$1.86M	Buy	+8,500	New	+$1.36M	0.4%	41
2020 Q1	–	Sell	-76,500	Closed	-$7.51M	–	161
2019 Q4	$7.51M	Buy	+76,500	New	+$7.81M	1.2%	24
2018 Q4	–	Sell	-4,000	Closed	-$346K	–	156
2018 Q3	$346K	Buy	+4,000	New	+$292K	0.05%	120

Other funds holding TWLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Ardsley Advisory Partners's TWLO Position: Q2 2026 in Review

Ardsley Advisory Partners increased its Twilio (TWLO) stake by 46% in Q2 2026, buying an estimated $3.86M and bringing the position to 69,000 shares worth $14.2M. The position accounts for 1.48% of the portfolio, ranked #17.

Ardsley Advisory Partners first reported a position in TWLO in Q3 2018 and has held it in 13 quarters since. 282 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Ardsley Advisory Partners held 69,000 shares of Twilio worth $14.2M as of Q2 2026.
Ardsley Advisory Partners bought 21,800 Twilio shares in Q2 2026, an estimated $3.86M.
Twilio made up 1.48% of Ardsley Advisory Partners's portfolio in Q2 2026, its #17 holding.
Ardsley Advisory Partners first reported a position in Twilio in Q3 2018 and has held it in 13 quarters since.
282 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.