Connor, Clark & Lunn Investment Management (CC&L)’s Twilio TWLO Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$54.9M	Buy	436,124 +178,426	+69%	+$21.9M	0.13%	163
2025 Q4	$36.7M	Sell	257,698 -115,446	-31%	-$14.3M	0.1%	176
2025 Q3	$37.3M	Buy	373,144 +305,306	+450%	+$34.4M	0.12%	166
2025 Q2	$8.44M	Sell	67,838 -18,309	-21%	-$1.95M	0.03%	438
2025 Q1	$8.43M	Buy	+86,147	New	+$10.2M	0.04%	367
2024 Q3	–	Sell	-19,623	Closed	-$1.11M	–	1644
2024 Q2	$1.11M	Sell	19,623 -315,347	-94%	-$18.6M	﹤0.01%	822
2024 Q1	$20.5M	Buy	+334,970	New	+$22.1M	0.09%	200
2023 Q2	–	Sell	-5,636	Closed	-$376K	–	1505
2023 Q1	$376K	Buy	+5,636	New	+$348K	﹤0.01%	963
2021 Q4	–	Sell	-48,084	Closed	-$15.3M	–	1210
2021 Q3	$15.3M	Buy	+48,084	New	+$17.5M	0.08%	176
2021 Q2	–	Sell	-16,025	Closed	-$5.46M	–	1109
2021 Q1	$5.46M	Buy	16,025 +10,519	+191%	+$3.94M	0.03%	338
2020 Q4	$1.86M	Buy	+5,506	New	+$1.72M	0.01%	525

Other funds holding TWLO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s TWLO Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Twilio (TWLO) stake by 69% in Q1 2026, buying an estimated $21.9M and bringing the position to 436,124 shares worth $54.9M. The position accounts for 0.13% of the portfolio, ranked #163.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in TWLO in Q4 2020 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 436,124 shares of Twilio worth $54.9M as of Q1 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 178,426 Twilio shares in Q1 2026, an estimated $21.9M.
Twilio made up 0.13% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #163 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Twilio in Q4 2020 and has held it in 11 quarters since.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.