AXQ Capital’s Twilio TWLO Stock Holding History

AXQ Capital’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
2025 Q4	–	Sell	-2,654	Closed	-$266K	–	933
2025 Q3	$266K	Buy	+2,654	New	+$299K	0.1%	358
2025 Q2	–	Sell	-9,072	Closed	-$888K	–	786
2025 Q1	$888K	Buy	+9,072	New	+$1.08M	0.36%	71

Other funds holding TWLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AXQ Capital's TWLO Position: Q4 2025 in Review

AXQ Capital sold out of Twilio (TWLO) in Q4 2025, closing a stake of 2,654 shares — an estimated $266K sold.

AXQ Capital first reported a position in TWLO in Q1 2025 and held it in 2 quarters. The position peaked at $888K in Q1 2025. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

AXQ Capital reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
AXQ Capital sold 2,654 Twilio shares in Q4 2025, an estimated $266K.
AXQ Capital first reported a position in Twilio in Q1 2025 and held it in 2 quarters.
AXQ Capital's Twilio position peaked at $888K in Q1 2025.
872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on AXQ Capital's 13F filing for Q4 2025, filed 10 Feb 2026.