Brandywine Managers’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $486K | Hold |
2,357
| – | – | 0.24% | 35 |
|
|
2026
Q1 | $297K | Hold |
2,357
| – | – | 0.17% | 37 |
|
|
2025
Q4 | $335K | Hold |
2,357
| – | – | 0.17% | 34 |
|
|
2025
Q3 | $236K | Hold |
2,357
| – | – | 0.23% | 34 |
|
|
2025
Q2 | $293K | Hold |
2,357
| – | – | 0.29% | 28 |
|
|
2025
Q1 | $231K | Hold |
2,357
| – | – | 0.28% | 30 |
|
|
2024
Q4 | $255K | Buy |
+2,357
| New | +$215K | 0.27% | 34 |
|
|
2024
Q2 | – | Sell |
-9,782
| Closed | -$598K | – | 43 |
|
|
2024
Q1 | $598K | Hold |
9,782
| – | – | 0.59% | 24 |
|
|
2023
Q4 | $742K | Hold |
9,782
| – | – | 0.81% | 22 |
|
|
2023
Q3 | $573K | Hold |
9,782
| – | – | 0.97% | 22 |
|
|
2023
Q2 | $622K | Hold |
9,782
| – | – | 0.41% | 31 |
|
|
2023
Q1 | $652K | Hold |
9,782
| – | – | 0.46% | 26 |
|
|
2022
Q4 | $479K | Hold |
9,782
| – | – | 1.67% | 21 |
|
|
2022
Q3 | $676K | Hold |
9,782
| – | – | 2.22% | 13 |
|
|
2022
Q2 | $820K | Hold |
9,782
| – | – | 2.01% | 9 |
|
|
2022
Q1 | $1.61M | Hold |
9,782
| – | – | 2.78% | 6 |
|
|
2021
Q4 | $2.58M | Hold |
9,782
| – | – | 2.92% | 5 |
|
|
2021
Q3 | $3.12M | Hold |
9,782
| – | – | 3.26% | 6 |
|
|
2021
Q2 | $3.86M | Hold |
9,782
| – | – | 4.4% | 5 |
|
|
2021
Q1 | $3.33M | Buy |
9,782
+2,482
| +34% | +$930K | 4.43% | 3 |
|
|
2020
Q4 | $2.47M | Hold |
7,300
| – | – | 3.4% | 7 |
|
|
2020
Q3 | $1.8M | Hold |
7,300
| – | – | 3.42% | 5 |
|
|
2020
Q2 | $1.6M | Hold |
7,300
| – | – | 6.58% | 2 |
|
|
2020
Q1 | $653K | Sell |
7,300
-3,980
| -35% | -$437K | 0.23% | 6 |
|
|
2019
Q4 | $1.11M | Hold |
11,280
| – | – | 0.33% | 16 |
|
|
2019
Q3 | $1.24M | Buy |
11,280
+3,980
| +55% | +$516K | 0.41% | 10 |
|
|
2019
Q2 | $995K | Hold |
7,300
| – | – | 0.37% | 19 |
|
|
2019
Q1 | $943K | Hold |
7,300
| – | – | 0.38% | 18 |
|
|
2018
Q4 | $652K | Hold |
7,300
| – | – | 0.31% | 19 |
|
|
2018
Q3 | $630K | Hold |
7,300
| – | – | 0.27% | 20 |
|
|
2018
Q2 | $409K | Sell |
7,300
-200
| -3% | -$9.91K | 0.16% | 22 |
|
|
2018
Q1 | $286K | Buy |
+7,500
| New | +$238K | 0.16% | 24 |
|
Other funds holding TWLO
Brandywine Managers's TWLO Position: Q2 2026 in Review
Brandywine Managers held its Twilio (TWLO) position steady in Q2 2026 at 2,357 shares worth $486K. The position accounts for 0.24% of the portfolio, ranked #35.
Brandywine Managers first reported a position in TWLO in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.86M in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Brandywine Managers held 2,357 shares of Twilio worth $486K as of Q2 2026.
- Brandywine Managers left its Twilio share count unchanged in Q2 2026.
- Twilio made up 0.24% of Brandywine Managers's portfolio in Q2 2026, its #35 holding.
- Brandywine Managers first reported a position in Twilio in Q1 2018 and has held it in 32 quarters since.
- Brandywine Managers's Twilio position peaked at $3.86M in Q2 2021.
- 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Brandywine Managers's 13F filing for Q2 2026, filed 14 Aug 2026.