Blueshift Asset Management’s Twilio TWLO Stock Holding History

Blueshift Asset Management’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	$904K	Buy	4,379 +1,021	+30%	+$181K	0.21%	83
2026 Q1	$423K	Sell	3,358 -2,146	-39%	-$264K	0.13%	250
2025 Q4	$783K	Sell	5,504 -1,587	-22%	-$197K	0.23%	120
2025 Q3	$710K	Buy	7,091 +4,793	+209%	+$540K	0.22%	128
2025 Q2	$286K	Buy	+2,298	New	+$244K	0.09%	300
2023 Q4	–	Sell	-4,773	Closed	-$279K	–	374
2023 Q3	$279K	Buy	+4,773	New	+$297K	0.17%	202
2022 Q4	–	Sell	-37,984	Closed	-$2.63M	–	641
2022 Q3	$2.63M	Buy	37,984 +10,741	+39%	+$858K	0.56%	32
2022 Q2	$2.28M	Buy	27,243 +22,517	+476%	+$2.52M	0.38%	53
2022 Q1	$779K	Sell	4,726 -15,179	-76%	-$2.77M	0.07%	318
2021 Q4	$5.24M	Buy	+19,905	New	+$5.95M	0.46%	46
2021 Q3	–	Sell	-2,760	Closed	-$1.09M	–	1305
2021 Q2	$1.09M	Sell	2,760 -17,604	-86%	-$6.11M	0.06%	333
2021 Q1	$6.94M	Buy	+20,364	New	+$7.63M	0.71%	14
2020 Q4	–	Sell	-9,121	Closed	-$2.25M	–	879
2020 Q3	$2.25M	Buy	+9,121	New	+$2.25M	0.31%	93
2020 Q1	–	Sell	-25,018	Closed	-$2.46M	–	679
2019 Q4	$2.46M	Buy	25,018 +15,632	+167%	+$1.6M	0.28%	83
2019 Q3	$1.03M	Sell	9,386 -39,235	-81%	-$5.09M	0.16%	185
2019 Q2	$6.63M	Sell	48,621 -12,586	-21%	-$1.68M	0.87%	4
2019 Q1	$7.91M	Buy	+61,207	New	+$6.89M	1.11%	3

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Blueshift Asset Management's TWLO Position: Q2 2026 in Review

Blueshift Asset Management increased its Twilio (TWLO) stake by 30% in Q2 2026, buying an estimated $181K and bringing the position to 4,379 shares worth $904K. The position accounts for 0.21% of the portfolio, ranked #83.

Blueshift Asset Management first reported a position in TWLO in Q1 2019 and has held it in 17 quarters since. The position peaked at $7.91M in Q1 2019. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Blueshift Asset Management held 4,379 shares of Twilio worth $904K as of Q2 2026.
Blueshift Asset Management bought 1,021 Twilio shares in Q2 2026, an estimated $181K.
Twilio made up 0.21% of Blueshift Asset Management's portfolio in Q2 2026, its #83 holding.
Blueshift Asset Management first reported a position in Twilio in Q1 2019 and has held it in 17 quarters since.
Blueshift Asset Management's Twilio position peaked at $7.91M in Q1 2019.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.