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 Q2	$4.03M	Sell	19,549 -41,683	-68%	-$7.39M	0.44%	58
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 $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

Delta Global Management's TWLO Position: Q2 2026 in Review

Delta Global Management reduced its Twilio (TWLO) stake by 68% in Q2 2026, selling an estimated $7.39M and leaving 19,549 shares worth $4.03M. The position accounts for 0.44% of the portfolio, ranked #58.

Delta Global Management first reported a position in TWLO in Q4 2023 and has held it in 9 quarters since. The position peaked at $44.9M in Q3 2024. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Delta Global Management held 19,549 shares of Twilio worth $4.03M as of Q2 2026.
Delta Global Management sold 41,683 Twilio shares in Q2 2026, an estimated $7.39M.
Twilio made up 0.44% of Delta Global Management's portfolio in Q2 2026, its #58 holding.
Delta Global Management first reported a position in Twilio in Q4 2023 and has held it in 9 quarters since.
Delta Global Management's Twilio position peaked at $44.9M in Q3 2024.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Delta Global Management's 13F filing for Q2 2026, filed 13 Aug 2026.