Blue Grotto Capital’s Twilio TWLO Stock Holding History

Blue Grotto 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	–	Sell	-298,483	Closed	-$42.5M	–	32
2025 Q4	$42.5M	Sell	298,483 -125,878	-30%	-$15.6M	4.36%	13
2025 Q3	$42.5M	Sell	424,361 -3,991	-0.9%	-$449K	4.93%	8
2025 Q2	$53.3M	Buy	428,352 +218,352	+104%	+$23.2M	6.43%	5
2025 Q1	$20.6M	Buy	+210,000	New	+$24.9M	3.36%	12

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 $105B AUM 38.07% 1-Year Est. Return

SHCM

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

Blue Grotto Capital's TWLO Position: Q1 2026 in Review

Blue Grotto Capital sold out of Twilio (TWLO) in Q1 2026, closing a stake of 298,483 shares — an estimated $42.5M sold.

Blue Grotto Capital first reported a position in TWLO in Q1 2025 and held it in 4 quarters. The position peaked at $53.3M in Q2 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Blue Grotto Capital reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Blue Grotto Capital sold 298,483 Twilio shares in Q1 2026, an estimated $42.5M.
Blue Grotto Capital first reported a position in Twilio in Q1 2025 and held it in 4 quarters.
Blue Grotto Capital's Twilio position peaked at $53.3M in Q2 2025.
815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Blue Grotto Capital's 13F filing for Q1 2026, filed 15 May 2026.