David J. Yvars Group’s Twilio TWLO Stock Holding History

David J. Yvars Group’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	$221K	Buy	+1,070	New	+$190K	0.1%	95
2022 Q1	–	Sell	-1,070	Closed	-$282K	–	95
2021 Q4	$282K	Hold	1,070	–	–	0.17%	67
2021 Q3	$347K	Hold	1,070	–	–	0.2%	59
2021 Q2	$422K	Hold	1,070	–	–	0.24%	58
2021 Q1	$365K	Hold	1,070	–	–	0.23%	54
2020 Q4	$362K	Buy	+1,070	New	+$334K	0.25%	52

Other funds holding TWLO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

David J. Yvars Group's TWLO Position: Q2 2026 in Review

David J. Yvars Group opened a new position in Twilio (TWLO) in Q2 2026: 1,070 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings. This is a return to the name: David J. Yvars Group previously reported a position in TWLO as recently as Q4 2021.

David J. Yvars Group first reported a position in TWLO in Q4 2020 and has held it in 6 quarters since. The position peaked at $422K in Q2 2021. 111 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

David J. Yvars Group held 1,070 shares of Twilio worth $221K as of Q2 2026.
Twilio was a new David J. Yvars Group position in Q2 2026.
Twilio made up 0.1% of David J. Yvars Group's portfolio in Q2 2026, its #95 holding.
David J. Yvars Group first reported a position in Twilio in Q4 2020 and has held it in 6 quarters since.
David J. Yvars Group's Twilio position peaked at $422K in Q2 2021.
111 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.