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Beaconlight Capital’s Twilio TWLO Stock Holding History

Beaconlight 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 		$6.06M Buy
+29,366
New +$5.21M 2.14% 17
2026
Q1 		– Sell
-46,060
Closed -$6.55M – 39
2025
Q4 		$6.55M Buy
46,060
+22,644
+97% +$2.8M 3.83% 12
2025
Q3 		$2.34M Sell
23,416
-45,337
-66% -$5.1M 1.16% 27
2025
Q2 		$8.55M Buy
68,753
+58,786
+590% +$6.25M 4.88% 7
2025
Q1 		$976K Buy
+9,967
New +$1.18M 0.65% 22

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

Beaconlight Capital's TWLO Position: Q2 2026 in Review

Beaconlight Capital opened a new position in Twilio (TWLO) in Q2 2026: 29,366 shares worth $6.06M. The stake represents 2.14% of the portfolio and ranks #17 among its holdings. This is a return to the name: Beaconlight Capital previously reported a position in TWLO as recently as Q4 2025.

Beaconlight Capital first reported a position in TWLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.55M in Q2 2025. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Beaconlight Capital held 29,366 shares of Twilio worth $6.06M as of Q2 2026.
  • Twilio was a new Beaconlight Capital position in Q2 2026.
  • Twilio made up 2.14% of Beaconlight Capital's portfolio in Q2 2026, its #17 holding.
  • Beaconlight Capital first reported a position in Twilio in Q1 2025 and has held it in 5 quarters since.
  • Beaconlight Capital's Twilio position peaked at $8.55M in Q2 2025.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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