Atom Investors’s Twilio TWLO Stock Holding History

Atom Investors’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	$1.14M	Buy	+5,549	New	+$984K	0.1%	316
2025 Q1	–	Sell	-8,578	Closed	-$927K	–	639
2024 Q4	$927K	Buy	+8,578	New	+$784K	0.12%	251
2022 Q1	–	Sell	-4,225	Closed	-$1.11M	–	316
2021 Q4	$1.11M	Sell	4,225 -6,100	-59%	-$1.82M	0.19%	103
2021 Q3	$3.29M	Buy	+10,325	New	+$3.76M	0.27%	42
2020 Q1	–	Sell	-48,234	Closed	-$4.74M	–	379
2019 Q4	$4.74M	Sell	48,234 -149,816	-76%	-$15.3M	0.39%	79
2019 Q3	$21.8M	Buy	198,050 +64,338	+48%	+$8.34M	1.49%	14
2019 Q2	$18.2M	Buy	+133,712	New	+$17.8M	1.19%	13
2019 Q1	–	Sell	-16,993	Closed	-$1.52M	–	713
2018 Q4	$1.52M	Buy	+16,993	New	+$1.38M	0.15%	170

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

Atom Investors's TWLO Position: Q2 2026 in Review

Atom Investors opened a new position in Twilio (TWLO) in Q2 2026: 5,549 shares worth $1.14M. The stake represents 0.1% of the portfolio and ranks #316 among its holdings. This is a return to the name: Atom Investors previously reported a position in TWLO as recently as Q4 2024.

Atom Investors first reported a position in TWLO in Q4 2018 and has held it in 8 quarters since. The position peaked at $21.8M in Q3 2019. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Atom Investors held 5,549 shares of Twilio worth $1.14M as of Q2 2026.
Twilio was a new Atom Investors position in Q2 2026.
Twilio made up 0.1% of Atom Investors's portfolio in Q2 2026, its #316 holding.
Atom Investors first reported a position in Twilio in Q4 2018 and has held it in 8 quarters since.
Atom Investors's Twilio position peaked at $21.8M in Q3 2019.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.