Dark Forest Capital Management’s Twilio TWLO Stock Holding History

Dark Forest 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 Q2	$639K	Sell	3,098 -9,883	-76%	-$1.75M	0.04%	602
2026 Q1	$1.63M	Buy	+12,981	New	+$1.6M	0.15%	210
2025 Q2	–	Sell	-8,250	Closed	-$808K	–	1517
2025 Q1	$808K	Buy	+8,250	New	+$978K	0.04%	788
2023 Q4	–	Sell	-22,471	Closed	-$1.32M	–	1063
2023 Q3	$1.32M	Buy	22,471 +6,589	+41%	+$411K	0.1%	300
2023 Q2	$1.01M	Buy	+15,882	New	+$937K	0.09%	293
2023 Q1	–	Sell	-138	Closed	-$6.76K	–	1490
2022 Q4	$6.76K	Buy	+138	New	+$7.85K	﹤0.01%	816
2022 Q3	–	Sell	-1	Closed	–	–	1442
2022 Q2	$0	Buy	+1	New	+$112	﹤0.01%	1378
2022 Q1	–	Sell	-31	Closed	-$8K	–	1771
2021 Q4	$8K	Buy	+31	New	+$9.27K	﹤0.01%	1021
2021 Q3	–	Sell	-37	Closed	-$15K	–	1556
2021 Q2	$15K	Buy	+37	New	+$12.8K	0.01%	597

Other funds holding TWLO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dark Forest Capital Management's TWLO Position: Q2 2026 in Review

Dark Forest Capital Management reduced its Twilio (TWLO) stake by 76% in Q2 2026, selling an estimated $1.75M and leaving 3,098 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #602.

Dark Forest Capital Management first reported a position in TWLO in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2026. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Dark Forest Capital Management held 3,098 shares of Twilio worth $639K as of Q2 2026.
Dark Forest Capital Management sold 9,883 Twilio shares in Q2 2026, an estimated $1.75M.
Twilio made up 0.04% of Dark Forest Capital Management's portfolio in Q2 2026, its #602 holding.
Dark Forest Capital Management first reported a position in Twilio in Q2 2021 and has held it in 9 quarters since.
Dark Forest Capital Management's Twilio position peaked at $1.63M in Q1 2026.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.