CG
TWLO icon

Circumference Group’s Twilio TWLO Stock Holding History

Circumference Group’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 		$3.15M Sell
25,000
-40,000
-62% -$4.92M 7.05% 9
2025
Q4 		$9.25M Sell
65,000
-4,000
-6% -$495K 9.96% 1
2025
Q3 		$6.91M Buy
69,000
+2,000
+3% +$225K 7.72% 2
2025
Q2 		$8.33M Buy
67,000
+17,000
+34% +$1.81M 8.64% 1
2025
Q1 		$4.9M Hold
50,000
– – 6% 7
2024
Q4 		$5.4M Hold
50,000
– – 4.65% 7
2024
Q3 		$3.26M Buy
50,000
+5,000
+11% +$299K 3.38% 16
2024
Q2 		$2.56M Buy
45,000
+15,000
+50% +$885K 2.7% 16
2024
Q1 		$1.83M Buy
30,000
+10,000
+50% +$659K 1.72% 26
2023
Q4 		$1.52M Buy
+20,000
New +$1.25M 1.33% 23

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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