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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Bayforest Capital's TWLO Position: Q1 2026 in Review

Bayforest Capital increased its Twilio (TWLO) stake by 1,518% in Q1 2026, buying an estimated $20.5K and bringing the position to 178 shares worth $22.4K. The position accounts for 0.03% of the portfolio, ranked #713.

Bayforest Capital first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $409K in Q1 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Bayforest Capital held 178 shares of Twilio worth $22.4K as of Q1 2026.
Bayforest Capital bought 167 Twilio shares in Q1 2026, an estimated $20.5K.
Twilio made up 0.03% of Bayforest Capital's portfolio in Q1 2026, its #713 holding.
Bayforest Capital first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
Bayforest Capital's Twilio position peaked at $409K in Q1 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.