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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davis Capital Management's TWLO Position: Q2 2026 in Review

Davis Capital Management increased its Twilio (TWLO) stake by 150% in Q2 2026, buying an estimated $532 and bringing the position to 5 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Davis Capital Management first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Davis Capital Management held 5 shares of Twilio worth $1.03K as of Q2 2026.
  • Davis Capital Management bought 3 Twilio shares in Q2 2026, an estimated $532.
  • Twilio made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #482 holding.
  • Davis Capital Management first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.