Freestone Grove Partners’s Twilio TWLO Stock Holding History

Freestone Grove Partners’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	$27.3M	Sell	132,175 -619,512	-82%	-$110M	0.18%	171
2026 Q1	$94.6M	Buy	751,687 +256,935	+52%	+$31.6M	0.67%	20
2025 Q4	$70.4M	Sell	494,752 -529,490	-52%	-$65.6M	0.51%	37
2025 Q3	$103M	Buy	1,024,242 +308,416	+43%	+$34.7M	0.77%	13
2025 Q2	$89M	Buy	715,826 +87,916	+14%	+$9.35M	0.67%	24
2025 Q1	$61.5M	Buy	627,910 +187,441	+43%	+$22.2M	0.63%	36
2024 Q4	$47.6M	Buy	+440,469	New	+$40.3M	0.58%	57

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

Freestone Grove Partners's TWLO Position: Q2 2026 in Review

Freestone Grove Partners reduced its Twilio (TWLO) stake by 82% in Q2 2026, selling an estimated $110M and leaving 132,175 shares worth $27.3M. The position accounts for 0.18% of the portfolio, ranked #171.

Freestone Grove Partners first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $103M in Q3 2025. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Freestone Grove Partners held 132,175 shares of Twilio worth $27.3M as of Q2 2026.
Freestone Grove Partners sold 619,512 Twilio shares in Q2 2026, an estimated $110M.
Twilio made up 0.18% of Freestone Grove Partners's portfolio in Q2 2026, its #171 holding.
Freestone Grove Partners first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
Freestone Grove Partners's Twilio position peaked at $103M in Q3 2025.
964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.