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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bayforest Capital's TWLO Position: Q2 2026 in Review

Bayforest Capital increased its Twilio (TWLO) stake by 70% in Q2 2026, buying an estimated $22K and bringing the position to 302 shares worth $62.3K. The position accounts for 0.06% of the portfolio, ranked #568.

Bayforest Capital first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $409K in Q1 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Bayforest Capital held 302 shares of Twilio worth $62.3K as of Q2 2026.
  • Bayforest Capital bought 124 Twilio shares in Q2 2026, an estimated $22K.
  • Twilio made up 0.06% of Bayforest Capital's portfolio in Q2 2026, its #568 holding.
  • Bayforest Capital first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Twilio position peaked at $409K in Q1 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.