Delta Global Management’s Twilio TWLO Stock Holding History

Delta Global 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 Q1	$7.7M	Buy	+61,232	New	+$7.53M	0.63%	41
2025 Q3	–	Sell	-71,159	Closed	-$8.85M	–	243
2025 Q2	$8.85M	Sell	71,159 -129,758	-65%	-$13.8M	0.59%	32
2025 Q1	$19.7M	Sell	200,917 -114,067	-36%	-$13.5M	1.42%	22
2024 Q4	$34M	Sell	314,984 -373,584	-54%	-$34.1M	2.82%	15
2024 Q3	$44.9M	Buy	688,568 +317,054	+85%	+$19M	3.02%	15
2024 Q2	$21.1M	Sell	371,514 -214,978	-37%	-$12.7M	1.4%	26
2024 Q1	$35.9M	Buy	586,492 +118,308	+25%	+$7.79M	2.73%	16
2023 Q4	$35.5M	Buy	+468,184	New	+$29.2M	5.45%	6

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Delta Global Management's TWLO Position: Q1 2026 in Review

Delta Global Management opened a new position in Twilio (TWLO) in Q1 2026: 61,232 shares worth $7.7M. The stake represents 0.63% of the portfolio and ranks #41 among its holdings. This is a return to the name: Delta Global Management previously reported a position in TWLO as recently as Q2 2025.

Delta Global Management first reported a position in TWLO in Q4 2023 and has held it in 8 quarters since. The position peaked at $44.9M in Q3 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Delta Global Management held 61,232 shares of Twilio worth $7.7M as of Q1 2026.
Twilio was a new Delta Global Management position in Q1 2026.
Twilio made up 0.63% of Delta Global Management's portfolio in Q1 2026, its #41 holding.
Delta Global Management first reported a position in Twilio in Q4 2023 and has held it in 8 quarters since.
Delta Global Management's Twilio position peaked at $44.9M in Q3 2024.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Delta Global Management's 13F filing for Q1 2026, filed 15 May 2026.