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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
Q2 		$5.21M Sell
25,232
-7,397
-23% -$1.31M 3.42% 8
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clayton Partners's TWLO Position: Q2 2026 in Review

Clayton Partners reduced its Twilio (TWLO) stake by 23% in Q2 2026, selling an estimated $1.31M and leaving 25,232 shares worth $5.21M. The position accounts for 3.42% of the portfolio, ranked #8.

Clayton Partners first reported a position in TWLO in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.29M in Q4 2024. 965 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Clayton Partners held 25,232 shares of Twilio worth $5.21M as of Q2 2026.
  • Clayton Partners sold 7,397 Twilio shares in Q2 2026, an estimated $1.31M.
  • Twilio made up 3.42% of Clayton Partners's portfolio in Q2 2026, its #8 holding.
  • Clayton Partners first reported a position in Twilio in Q1 2024 and has held it in 10 quarters since.
  • Clayton Partners's Twilio position peaked at $6.29M in Q4 2024.
  • 965 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Clayton Partners's 13F filing for Q2 2026, filed 14 Aug 2026.