Flight Deck Capital’s Twilio TWLO Stock Holding History

Flight Deck Capital’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
2025 Q4	–	Sell	-80,300	Closed	-$8.04M	–	13
2025 Q3	$8.04M	Buy	+80,300	New	+$9.04M	6.09%	7
2022 Q3	–	Sell	-92,700	Closed	-$7.77M	–	20
2022 Q2	$7.77M	Buy	92,700 +46,600	+101%	+$5.21M	5.85%	8
2022 Q1	$7.6M	Sell	46,100 -4,379	-9%	-$798K	4.94%	10
2021 Q4	$13.3M	Buy	+50,479	New	+$15.1M	6.24%	7

Other funds holding TWLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SHCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flight Deck Capital's TWLO Position: Q4 2025 in Review

Flight Deck Capital sold out of Twilio (TWLO) in Q4 2025, closing a stake of 80,300 shares — an estimated $8.04M sold.

Flight Deck Capital first reported a position in TWLO in Q4 2021 and held it in 4 quarters. The position peaked at $13.3M in Q4 2021. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

Flight Deck Capital reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
Flight Deck Capital sold 80,300 Twilio shares in Q4 2025, an estimated $8.04M.
Flight Deck Capital first reported a position in Twilio in Q4 2021 and held it in 4 quarters.
Flight Deck Capital's Twilio position peaked at $13.3M in Q4 2021.
868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Flight Deck Capital's 13F filing for Q4 2025, filed 17 Feb 2026.