Bayesian Capital Management’s Twilio TWLO Stock Holding History

Bayesian 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	$248K	Buy	+1,200	New	+$213K	0.16%	177
2024 Q3	–	Sell	-6,915	Closed	-$393K	–	1043
2024 Q2	$393K	Buy	+6,915	New	+$408K	0.05%	431
2023 Q4	–	Sell	-104,800	Closed	-$6.13M	–	1038
2023 Q3	$6.13M	Buy	104,800 +80,700	+335%	+$5.03M	0.7%	25
2023 Q2	$1.53M	Sell	24,100 -22,400	-48%	-$1.32M	0.16%	173
2023 Q1	$3.1M	Buy	+46,500	New	+$2.87M	0.38%	63
2022 Q2	–	Sell	-7,100	Closed	-$1.17M	–	1084
2022 Q1	$1.17M	Buy	+7,100	New	+$1.29M	0.17%	174
2019 Q4	–	Sell	-10,101	Closed	-$1.11M	–	757
2019 Q3	$1.11M	Buy	+10,101	New	+$1.31M	0.21%	124
2019 Q2	–	Sell	-12,375	Closed	-$1.6M	–	677
2019 Q1	$1.6M	Sell	12,375 -16,125	-57%	-$1.82M	0.31%	97
2018 Q4	$2.54M	Sell	28,500 -6,900	-19%	-$561K	0.52%	36
2018 Q3	$3.05M	Sell	35,400 -3,100	-8%	-$227K	0.5%	42
2018 Q2	$2.16M	Buy	38,500 +9,700	+34%	+$480K	0.49%	43
2018 Q1	$1.1M	Buy	+28,800	New	+$912K	0.28%	106
2017 Q4	–	Sell	-28,900	Closed	-$863K	–	733
2017 Q3	$863K	Buy	+28,900	New	+$866K	0.21%	156

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

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

Bayesian Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 1,200 shares worth $248K. The stake represents 0.16% of the portfolio and ranks #177 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in TWLO as recently as Q2 2024.

Bayesian Capital Management first reported a position in TWLO in Q3 2017 and has held it in 13 quarters since. The position peaked at $6.13M in Q3 2023. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Bayesian Capital Management held 1,200 shares of Twilio worth $248K as of Q2 2026.
Twilio was a new Bayesian Capital Management position in Q2 2026.
Twilio made up 0.16% of Bayesian Capital Management's portfolio in Q2 2026, its #177 holding.
Bayesian Capital Management first reported a position in Twilio in Q3 2017 and has held it in 13 quarters since.
Bayesian Capital Management's Twilio position peaked at $6.13M in Q3 2023.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.