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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 		– Sell
-5,000
Closed -$629K – 213
2026
Q1 		$629K Buy
+5,000
New +$615K 0.08% 136
2020
Q1 		– Sell
-4,000
Closed -$393K – 160
2019
Q4 		$393K Buy
+4,000
New +$409K 0.06% 109

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
P
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. 268 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.
  • 268 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.