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Clayton Partners’s Twilio TWLO Stock Holding History

Clayton Partners’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 		$4.11M Buy
32,629
+161
+0.5% +$19.8K 2.98% 16
2025
Q4 		$4.62M Sell
32,468
-348
-1% -$43.1K 3.34% 10
2025
Q3 		$3.28M Sell
32,816
-79
-0.2% -$8.89K 2.49% 19
2025
Q2 		$4.09M Sell
32,895
-3,459
-10% -$368K 3.44% 10
2025
Q1 		$3.56M Sell
36,354
-21,824
-38% -$2.59M 3.1% 12
2024
Q4 		$6.29M Buy
58,178
+9,570
+20% +$875K 4.35% 6
2024
Q3 		$3.17M Sell
48,608
-413
-0.8% -$24.7K 2.28% 21
2024
Q2 		$2.78M Sell
49,021
-597
-1% -$35.2K 2.24% 20
2024
Q1 		$3.03M Buy
+49,618
New +$3.27M 2.58% 17

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

Clayton Partners's TWLO Position: Q1 2026 in Review

Clayton Partners increased its Twilio (TWLO) stake by 0.5% in Q1 2026, buying an estimated $19.8K and bringing the position to 32,629 shares worth $4.11M. The position accounts for 2.98% of the portfolio, ranked #16.

Clayton Partners first reported a position in TWLO in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.29M in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Clayton Partners held 32,629 shares of Twilio worth $4.11M as of Q1 2026.
  • Clayton Partners bought 161 Twilio shares in Q1 2026, an estimated $19.8K.
  • Twilio made up 2.98% of Clayton Partners's portfolio in Q1 2026, its #16 holding.
  • Clayton Partners first reported a position in Twilio in Q1 2024 and has held it in 9 quarters since.
  • Clayton Partners's Twilio position peaked at $6.29M in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Clayton Partners's 13F filing for Q1 2026, filed 15 May 2026.