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Ashford Capital Management’s Twilio TWLO Stock Holding History

Ashford 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
Q2 		$2.7M Buy
+13,095
New +$2.32M 0.29% 63
2024
Q1 		– Sell
-177,121
Closed -$13.4M – 96
2023
Q4 		$13.4M Sell
177,121
-29,476
-14% -$1.84M 1.8% 23
2023
Q3 		$12.1M Sell
206,597
-2,510
-1% -$156K 1.78% 25
2023
Q2 		$13.3M Sell
209,107
-3,770
-2% -$222K 1.86% 24
2023
Q1 		$14.2M Sell
212,877
-4,070
-2% -$251K 2.12% 20
2022
Q4 		$10.6M Buy
216,947
+29,682
+16% +$1.69M 1.65% 24
2022
Q3 		$12.9M Buy
187,265
+103,746
+124% +$8.29M 1.97% 25
2022
Q2 		$7M Buy
83,519
+950
+1% +$106K 0.99% 33
2022
Q1 		$13.6M Buy
82,569
+230
+0.3% +$41.9K 1.47% 28
2021
Q4 		$21.7M Sell
82,339
-7,440
-8% -$2.23M 2.16% 21
2021
Q3 		$28.6M Sell
89,779
-590
-0.7% -$215K 2.6% 10
2021
Q2 		$35.6M Sell
90,369
-1,342
-1% -$466K 3.21% 7
2021
Q1 		$31.3M Buy
91,711
+386
+0.4% +$145K 2.92% 8
2020
Q4 		$30.9M Sell
91,325
-8,520
-9% -$2.66M 2.99% 8
2020
Q3 		$24.7M Sell
99,845
-24,632
-20% -$6.07M 2.93% 10
2020
Q2 		$27.3M Sell
124,477
-15,961
-11% -$2.56M 3.54% 7
2020
Q1 		$12.6M Buy
140,438
+34,580
+33% +$3.8M 2.22% 20
2019
Q4 		$10.4M Buy
105,858
+11,495
+12% +$1.17M 1.39% 32
2019
Q3 		$10.4M Buy
94,363
+21,259
+29% +$2.76M 1.5% 28
2019
Q2 		$9.97M Sell
73,104
-200
-0.3% -$26.6K 1.34% 31
2019
Q1 		$9.47M Buy
+73,304
New +$8.26M 1.38% 28

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ashford Capital Management's TWLO Position: Q2 2026 in Review

Ashford Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 13,095 shares worth $2.7M. The stake represents 0.29% of the portfolio and ranks #63 among its holdings. This is a return to the name: Ashford Capital Management previously reported a position in TWLO as recently as Q4 2023.

Ashford Capital Management first reported a position in TWLO in Q1 2019 and has held it in 21 quarters since. The position peaked at $35.6M in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Ashford Capital Management held 13,095 shares of Twilio worth $2.7M as of Q2 2026.
  • Twilio was a new Ashford Capital Management position in Q2 2026.
  • Twilio made up 0.29% of Ashford Capital Management's portfolio in Q2 2026, its #63 holding.
  • Ashford Capital Management first reported a position in Twilio in Q1 2019 and has held it in 21 quarters since.
  • Ashford Capital Management's Twilio position peaked at $35.6M in Q2 2021.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.