Campbell & Co Investment Adviser’s Twilio TWLO Stock Holding History

Campbell & Co Investment Adviser’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 Q2	–	Sell	-21,999	Closed	-$2.15M	–	1483
2025 Q1	$2.15M	Buy	+21,999	New	+$2.61M	0.17%	179
2024 Q4	–	Sell	-46,949	Closed	-$3.06M	–	1379
2024 Q3	$3.06M	Buy	46,949 +8,672	+23%	+$519K	0.23%	94
2024 Q2	$2.17M	Buy	38,277 +29,424	+332%	+$1.74M	0.18%	136
2024 Q1	$541K	Buy	+8,853	New	+$583K	0.05%	658
2022 Q2	–	Sell	-3,403	Closed	-$561K	–	923
2022 Q1	$561K	Buy	3,403 +2,553	+300%	+$465K	0.15%	226
2021 Q4	$224K	Buy	+850	New	+$254K	0.08%	494

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Campbell & Co Investment Adviser's TWLO Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Twilio (TWLO) in Q2 2025, closing a stake of 21,999 shares — an estimated $2.15M sold.

Campbell & Co Investment Adviser first reported a position in TWLO in Q4 2021 and held it in 6 quarters. The position peaked at $3.06M in Q3 2024. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Campbell & Co Investment Adviser reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 21,999 Twilio shares in Q2 2025, an estimated $2.15M.
Campbell & Co Investment Adviser first reported a position in Twilio in Q4 2021 and held it in 6 quarters.
Campbell & Co Investment Adviser's Twilio position peaked at $3.06M in Q3 2024.
824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.