Brandywine Managers’s Twilio TWLO Stock Holding History

Brandywine Managers’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	$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

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 $94.8B AUM 24.11% 1-Year Est. Return

SHCM

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

Brandywine Managers's TWLO Position: Q1 2026 in Review

Brandywine Managers held its Twilio (TWLO) position steady in Q1 2026 at 2,357 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #37.

Brandywine Managers first reported a position in TWLO in Q1 2018 and has held it in 31 quarters since. The position peaked at $3.86M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Brandywine Managers held 2,357 shares of Twilio worth $297K as of Q1 2026.
Brandywine Managers left its Twilio share count unchanged in Q1 2026.
Twilio made up 0.17% of Brandywine Managers's portfolio in Q1 2026, its #37 holding.
Brandywine Managers first reported a position in Twilio in Q1 2018 and has held it in 31 quarters since.
Brandywine Managers's Twilio position peaked at $3.86M in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.