Davis Capital Management
TWLO icon

Davis Capital Management’s Twilio TWLO Stock Holding History

Davis 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
Q3 		$1.46K Hold
5
– – ﹤0.01% 450
2026
Q2 		$1.03K Buy
5
+3
+150% +$532 ﹤0.01% 482
2026
Q1 		$252 Hold
2
– – ﹤0.01% 518
2025
Q4 		$284 Hold
2
– – ﹤0.01% 500
2025
Q3 		$200 Buy
+2
New +$225 ﹤0.01% 572

Other funds holding TWLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Davis Capital Management's TWLO Position: Q3 2026 in Review

Davis Capital Management held its Twilio (TWLO) position steady in Q3 2026 at 5 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Davis Capital Management first reported a position in TWLO in Q3 2025 and has held it in 5 quarters since. 753 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Davis Capital Management held 5 shares of Twilio worth $1.46K as of Q3 2026.
  • Davis Capital Management left its Twilio share count unchanged in Q3 2026.
  • Twilio made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #450 holding.
  • Davis Capital Management first reported a position in Twilio in Q3 2025 and has held it in 5 quarters since.
  • 753 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.