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Fieldview Capital Management’s Twilio TWLO Stock Holding History

Fieldview 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 		$652K Buy
+3,159
New +$560K 0.19% 169
2025
Q2 		– Sell
-26,565
Closed -$2.6M – 521
2025
Q1 		$2.6M Buy
+26,565
New +$3.15M 0.37% 103

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

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

Fieldview Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 3,159 shares worth $652K. The stake represents 0.19% of the portfolio and ranks #169 among its holdings. This is a return to the name: Fieldview Capital Management previously reported a position in TWLO as recently as Q1 2025.

Fieldview Capital Management first reported a position in TWLO in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.6M in Q1 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Fieldview Capital Management held 3,159 shares of Twilio worth $652K as of Q2 2026.
  • Twilio was a new Fieldview Capital Management position in Q2 2026.
  • Twilio made up 0.19% of Fieldview Capital Management's portfolio in Q2 2026, its #169 holding.
  • Fieldview Capital Management first reported a position in Twilio in Q1 2025 and has held it in 2 quarters since.
  • Fieldview Capital Management's Twilio position peaked at $2.6M in Q1 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.