Davidson Kempner Capital Management’s Twilio TWLO Stock Holding History

Davidson Kempner 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	$10.3M	Buy	+50,000	New	+$8.86M	0.12%	128
2021 Q4	–	Sell	-16,000	Closed	-$5.11M	–	608
2021 Q3	$5.11M	Buy	+16,000	New	+$5.83M	0.07%	181
2020 Q4	–	Sell	-61,515	Closed	-$15.2M	–	330
2020 Q3	$15.2M	Buy	61,515 +16,409	+36%	+$4.05M	0.22%	106
2020 Q2	$9.9M	Sell	45,106 -122,468	-73%	-$19.7M	0.24%	109
2020 Q1	$15M	Sell	167,574 -353,785	-68%	-$38.8M	0.4%	57
2019 Q4	$51.2M	Buy	521,359 +321,359	+161%	+$32.8M	1.15%	17
2019 Q3	$22M	Sell	200,000 -5,000	-2%	-$648K	0.43%	38
2019 Q2	$28M	Buy	205,000 +101,258	+98%	+$13.5M	0.3%	47
2019 Q1	$13.4M	Sell	103,742 -33,758	-25%	-$3.8M	0.26%	87
2018 Q4	$12.3M	Buy	+137,500	New	+$11.2M	0.24%	87

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

Davidson Kempner Capital Management's TWLO Position: Q2 2026 in Review

Davidson Kempner Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 50,000 shares worth $10.3M. The stake represents 0.12% of the portfolio and ranks #128 among its holdings. This is a return to the name: Davidson Kempner Capital Management previously reported a position in TWLO as recently as Q3 2021.

Davidson Kempner Capital Management first reported a position in TWLO in Q4 2018 and has held it in 10 quarters since. The position peaked at $51.2M in Q4 2019. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Davidson Kempner Capital Management held 50,000 shares of Twilio worth $10.3M as of Q2 2026.
Twilio was a new Davidson Kempner Capital Management position in Q2 2026.
Twilio made up 0.12% of Davidson Kempner Capital Management's portfolio in Q2 2026, its #128 holding.
Davidson Kempner Capital Management first reported a position in Twilio in Q4 2018 and has held it in 10 quarters since.
Davidson Kempner Capital Management's Twilio position peaked at $51.2M in Q4 2019.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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