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Brandywine Global Investment Management’s Twilio TWLO Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$8.32M Sell
58,467
-1,825
-3% -$226K 0.06% 286
2025
Q3 		$6.06M Buy
+60,292
New +$6.79M 0.04% 348
2024
Q3 		– Sell
-93,269
Closed -$5.19M – 728
2024
Q2 		$5.19M Buy
93,269
+36,435
+64% +$2.15M 0.04% 386
2024
Q1 		$3.41M Sell
56,834
-374
-0.7% -$24.6K 0.02% 475
2023
Q4 		$4.42M Buy
+57,208
New +$3.57M 0.04% 421

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brandywine Global Investment Management's TWLO Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Twilio (TWLO) stake by 3% in Q4 2025, selling an estimated $226K and leaving 58,467 shares worth $8.32M. The position accounts for 0.06% of the portfolio, ranked #286.

Brandywine Global Investment Management first reported a position in TWLO in Q4 2023 and has held it in 5 quarters since. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Brandywine Global Investment Management held 58,467 shares of Twilio worth $8.32M as of Q4 2025.
  • Brandywine Global Investment Management sold 1,825 Twilio shares in Q4 2025, an estimated $226K.
  • Twilio made up 0.06% of Brandywine Global Investment Management's portfolio in Q4 2025, its #286 holding.
  • Brandywine Global Investment Management first reported a position in Twilio in Q4 2023 and has held it in 5 quarters since.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.