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Condor Capital Management’s Twilio TWLO Stock Holding History

Condor Capital Management’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 		$4.54M Sell
36,105
-622
-2% -$76.5K 0.38% 58
2025
Q4 		$5.22M Sell
36,727
-1,201
-3% -$149K 0.42% 51
2025
Q3 		$3.8M Sell
37,928
-474
-1% -$53.4K 0.31% 68
2025
Q2 		$4.78M Buy
38,402
+11,719
+44% +$1.25M 0.41% 53
2025
Q1 		$2.61M Buy
+26,683
New +$3.16M 0.24% 89

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

Condor Capital Management's TWLO Position: Q1 2026 in Review

Condor Capital Management reduced its Twilio (TWLO) stake by 1.7% in Q1 2026, selling an estimated $76.5K and leaving 36,105 shares worth $4.54M. The position accounts for 0.38% of the portfolio, ranked #58.

Condor Capital Management first reported a position in TWLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.22M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Condor Capital Management held 36,105 shares of Twilio worth $4.54M as of Q1 2026.
  • Condor Capital Management sold 622 Twilio shares in Q1 2026, an estimated $76.5K.
  • Twilio made up 0.38% of Condor Capital Management's portfolio in Q1 2026, its #58 holding.
  • Condor Capital Management first reported a position in Twilio in Q1 2025 and has held it in 5 quarters since.
  • Condor Capital Management's Twilio position peaked at $5.22M in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.