Bayforest Capital’s Twilio TWLO Stock Holding History

Bayforest 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
2026 Q3	$29.5K	Sell	101 -201	-67%	-$45.8K	0.04%	632
2026 Q2	$62.3K	Buy	302 +124	+70%	+$22K	0.06%	568
2026 Q1	$22.4K	Buy	178 +167	+1,518%	+$20.5K	0.03%	713
2025 Q4	$1.56K	Sell	11 -1,879	-99%	-$233K	﹤0.01%	747
2025 Q3	$189K	Sell	1,890 -250	-12%	-$28.1K	0.09%	396
2025 Q2	$266K	Sell	2,140 -2,035	-49%	-$216K	0.12%	326
2025 Q1	$409K	Buy	4,175 +2,569	+160%	+$304K	0.18%	213
2024 Q4	$174K	Buy	+1,606	New	+$147K	0.22%	160

Other funds holding TWLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bayforest Capital's TWLO Position: Q3 2026 in Review

Bayforest Capital reduced its Twilio (TWLO) stake by 67% in Q3 2026, selling an estimated $45.8K and leaving 101 shares worth $29.5K. The position accounts for 0.04% of the portfolio, ranked #632.

Bayforest Capital first reported a position in TWLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $409K in Q1 2025. 596 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

Bayforest Capital held 101 shares of Twilio worth $29.5K as of Q3 2026.
Bayforest Capital sold 201 Twilio shares in Q3 2026, an estimated $45.8K.
Twilio made up 0.04% of Bayforest Capital's portfolio in Q3 2026, its #632 holding.
Bayforest Capital first reported a position in Twilio in Q4 2024 and has held it in 8 quarters since.
Bayforest Capital's Twilio position peaked at $409K in Q1 2025.
596 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.