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Bay Rivers Group’s Twilio TWLO Stock Holding History

Bay Rivers Group’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 		$306K Sell
1,482
-209
-12% -$37.1K 0.1% 102
2026
Q1 		$213K Sell
1,691
-217
-11% -$26.7K 0.09% 99
2025
Q4 		$271K Buy
+1,908
New +$236K 0.11% 82
2025
Q3 		– Sell
-1,908
Closed -$237K – 92
2025
Q2 		$237K Sell
1,908
-218
-10% -$23.2K 0.11% 79
2025
Q1 		$208K Buy
+2,126
New +$252K 0.11% 80

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bay Rivers Group's TWLO Position: Q2 2026 in Review

Bay Rivers Group reduced its Twilio (TWLO) stake by 12% in Q2 2026, selling an estimated $37.1K and leaving 1,482 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #102.

Bay Rivers Group first reported a position in TWLO in Q1 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Bay Rivers Group held 1,482 shares of Twilio worth $306K as of Q2 2026.
  • Bay Rivers Group sold 209 Twilio shares in Q2 2026, an estimated $37.1K.
  • Twilio made up 0.1% of Bay Rivers Group's portfolio in Q2 2026, its #102 holding.
  • Bay Rivers Group first reported a position in Twilio in Q1 2025 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.