Formula Growth’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Sell |
9,000
-1,688
| -16% | -$299K | 0.65% | 55 |
|
|
2026
Q1 | $1.34M | Hold |
10,688
| – | – | 0.61% | 63 |
|
|
2025
Q4 | $1.52M | Sell |
10,688
-14,312
| -57% | -$1.77M | 0.59% | 68 |
|
|
2025
Q3 | $2.5M | Buy |
25,000
+11,000
| +79% | +$1.24M | 0.89% | 51 |
|
|
2025
Q2 | $1.74M | Sell |
14,000
-12,688
| -48% | -$1.35M | 0.66% | 62 |
|
|
2025
Q1 | $2.61M | Buy |
26,688
+2,000
| +8% | +$237K | 1.06% | 39 |
|
|
2024
Q4 | $2.67M | Sell |
24,688
-31,000
| -56% | -$2.83M | 0.9% | 48 |
|
|
2024
Q3 | $3.63M | Sell |
55,688
-5,000
| -8% | -$299K | 1.25% | 29 |
|
|
2024
Q2 | $3.45M | Buy |
60,688
+10,000
| +20% | +$590K | 1.25% | 26 |
|
|
2024
Q1 | $3.1M | Buy |
50,688
+10,000
| +25% | +$659K | 0.99% | 43 |
|
|
2023
Q4 | $3.09M | Sell |
40,688
-15,000
| -27% | -$935K | 0.99% | 39 |
|
|
2023
Q3 | $3.26M | Buy |
55,688
+4,000
| +8% | +$249K | 1.11% | 30 |
|
|
2023
Q2 | $3.29M | Buy |
51,688
+4,678
| +10% | +$276K | 1.05% | 32 |
|
|
2023
Q1 | $3.13M | Sell |
47,010
-278
| -0.6% | -$17.1K | 1.01% | 36 |
|
|
2022
Q4 | $2.32M | Hold |
47,288
| – | – | 0.66% | 59 |
|
|
2022
Q3 | $3.27M | Sell |
47,288
-3,400
| -7% | -$272K | 0.93% | 42 |
|
|
2022
Q2 | $4.25M | Sell |
50,688
-1,631
| -3% | -$182K | 1.18% | 30 |
|
|
2022
Q1 | $8.62M | Sell |
52,319
-7,099
| -12% | -$1.29M | 1.63% | 14 |
|
|
2021
Q4 | $15.6M | Buy |
59,418
+9,839
| +20% | +$2.94M | 2.78% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
49,579
+20,300
| +69% | +$7.39M | 2.26% | 8 |
|
|
2021
Q2 | $11.5M | Sell |
29,279
-5,000
| -15% | -$1.74M | 1.59% | 14 |
|
|
2021
Q1 | $11.7M | Buy |
34,279
+5,267
| +18% | +$1.97M | 1.68% | 14 |
|
|
2020
Q4 | $9.82M | Sell |
29,012
-13,500
| -32% | -$4.22M | 1.64% | 18 |
|
|
2020
Q3 | $10.5M | Sell |
42,512
-13,800
| -25% | -$3.4M | 1.96% | 10 |
|
|
2020
Q2 | $12.4M | Sell |
56,312
-42,000
| -43% | -$6.74M | 2.09% | 10 |
|
|
2020
Q1 | $8.8M | Sell |
98,312
-55,000
| -36% | -$6.04M | 1.69% | 20 |
|
|
2019
Q4 | $15.1M | Buy |
153,312
+81,000
| +112% | +$8.27M | 1.9% | 15 |
|
|
2019
Q3 | $7.95M | Buy |
72,312
+60,000
| +487% | +$7.78M | 1.19% | 27 |
|
|
2019
Q2 | $1.68M | Hold |
12,312
| – | – | 0.24% | 94 |
|
|
2019
Q1 | $1.59M | Hold |
12,312
| – | – | 0.22% | 94 |
|
|
2018
Q4 | $1.1M | Sell |
12,312
-7,500
| -38% | -$609K | 0.18% | 101 |
|
|
2018
Q3 | $1.71M | Sell |
19,812
-35,000
| -64% | -$2.56M | 0.2% | 96 |
|
|
2018
Q2 | $3.07M | Sell |
54,812
-185,052
| -77% | -$9.17M | 0.34% | 67 |
|
|
2018
Q1 | $9.16M | Sell |
239,864
-301,136
| -56% | -$9.54M | 1.09% | 29 |
|
|
2017
Q4 | $12.8M | Buy |
541,000
+258,000
| +91% | +$7.24M | 1.68% | 19 |
|
|
2017
Q3 | $8.45M | Buy |
283,000
+33,000
| +13% | +$989K | 1.33% | 25 |
|
|
2017
Q2 | $7.28M | Buy |
+250,000
| New | +$6.84M | 1.25% | 25 |
|
Other funds holding TWLO
Formula Growth's TWLO Position: Q2 2026 in Review
Formula Growth reduced its Twilio (TWLO) stake by 16% in Q2 2026, selling an estimated $299K and leaving 9,000 shares worth $1.86M. The position accounts for 0.65% of the portfolio, ranked #55.
Formula Growth first reported a position in TWLO in Q2 2017 and has held it in 37 quarters since. The position peaked at $15.8M in Q3 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Formula Growth held 9,000 shares of Twilio worth $1.86M as of Q2 2026.
- Formula Growth sold 1,688 Twilio shares in Q2 2026, an estimated $299K.
- Twilio made up 0.65% of Formula Growth's portfolio in Q2 2026, its #55 holding.
- Formula Growth first reported a position in Twilio in Q2 2017 and has held it in 37 quarters since.
- Formula Growth's Twilio position peaked at $15.8M in Q3 2021.
- 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.