Artemis Investment Management’s Twilio TWLO Stock Holding History

Artemis Investment 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 Q2	$76.4M	Buy	+370,066	New	+$65.6M	0.68%	55
2023 Q4	–	Sell	-347,010	Closed	-$20.3M	–	244
2023 Q3	$20.3M	Sell	347,010 -415,514	-54%	-$25.9M	0.28%	91
2023 Q2	$48.5M	Sell	762,524 -250,060	-25%	-$14.8M	0.61%	50
2023 Q1	$67.3M	Buy	+1,012,584	New	+$62.5M	0.82%	37
2020 Q2	–	Sell	-16,952	Closed	-$1.52M	–	280
2020 Q1	$1.52M	Buy	+16,952	New	+$1.86M	﹤0.01%	207
2016 Q3	–	Sell	-138,510	Closed	-$5.08M	–	253
2016 Q2	$5.08M	Buy	+138,510	New	+$4.29M	0.14%	150

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Artemis Investment Management's TWLO Position: Q2 2026 in Review

Artemis Investment Management opened a new position in Twilio (TWLO) in Q2 2026: 370,066 shares worth $76.4M. The stake represents 0.68% of the portfolio and ranks #55 among its holdings. This is a return to the name: Artemis Investment Management previously reported a position in TWLO as recently as Q3 2023.

Artemis Investment Management first reported a position in TWLO in Q2 2016 and has held it in 6 quarters since. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Artemis Investment Management held 370,066 shares of Twilio worth $76.4M as of Q2 2026.
Twilio was a new Artemis Investment Management position in Q2 2026.
Twilio made up 0.68% of Artemis Investment Management's portfolio in Q2 2026, its #55 holding.
Artemis Investment Management first reported a position in Twilio in Q2 2016 and has held it in 6 quarters since.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.