Evergreen Capital Management’s Twilio TWLO Stock Holding History

Evergreen 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 Q1	$1.23M	Buy	9,754 +2,815	+41%	+$346K	0.03%	440
2025 Q4	$987K	Buy	6,939 +256	+4%	+$31.7K	0.02%	474
2025 Q3	$669K	Buy	6,683 +2,138	+47%	+$241K	0.02%	529
2025 Q2	$565K	Sell	4,545 -163	-3%	-$17.3K	0.02%	510
2025 Q1	$461K	Buy	4,708 +67	+1%	+$7.94K	0.02%	545
2024 Q4	$502K	Sell	4,641 -1,400	-23%	-$128K	0.02%	507
2024 Q3	$394K	Buy	6,041 +111	+2%	+$6.64K	0.01%	604
2024 Q2	$337K	Buy	+5,930	New	+$350K	0.01%	619
2022 Q2	–	Sell	-1,687	Closed	-$278K	–	684
2022 Q1	$278K	Buy	+1,687	New	+$307K	0.01%	509
2021 Q3	–	Sell	-541	Closed	-$213K	–	593
2021 Q2	$213K	Buy	+541	New	+$188K	0.01%	493

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

Evergreen Capital Management's TWLO Position: Q1 2026 in Review

Evergreen Capital Management increased its Twilio (TWLO) stake by 41% in Q1 2026, buying an estimated $346K and bringing the position to 9,754 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #440.

Evergreen Capital Management first reported a position in TWLO in Q2 2021 and has held it in 10 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Evergreen Capital Management held 9,754 shares of Twilio worth $1.23M as of Q1 2026.
Evergreen Capital Management bought 2,815 Twilio shares in Q1 2026, an estimated $346K.
Twilio made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #440 holding.
Evergreen Capital Management first reported a position in Twilio in Q2 2021 and has held it in 10 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.