G2 Capital Management’s Twilio TWLO Stock Holding History

G2 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	$403K	Hold	3,200	–	–	0.1%	53
2025 Q4	$455K	Sell	3,200 -100	-3%	-$12.4K	0.11%	45
2025 Q3	$330K	Hold	3,300	–	–	0.08%	57
2025 Q2	$410K	Sell	3,300 -200	-6%	-$21.3K	0.12%	43
2025 Q1	$343K	Sell	3,500 -100	-3%	-$11.8K	0.1%	50
2024 Q4	$389K	Sell	3,600 -400	-10%	-$36.6K	0.11%	45
2024 Q3	$261K	Hold	4,000	–	–	0.08%	57
2024 Q2	$227K	Hold	4,000	–	–	0.07%	60
2024 Q1	$245K	Hold	4,000	–	–	0.08%	59
2023 Q4	$303K	Hold	4,000	–	–	0.1%	49
2023 Q3	$234K	Sell	4,000 -10	-0.2%	-$623	0.11%	42
2023 Q2	$255K	Hold	4,010	–	–	0.11%	42
2023 Q1	$267K	Buy	+4,010	New	+$247K	0.11%	51
2022 Q4	–	Sell	-2,910	Closed	-$201K	–	67
2022 Q3	$201K	Buy	+2,910	New	+$233K	0.09%	52

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

G2 Capital Management's TWLO Position: Q1 2026 in Review

G2 Capital Management held its Twilio (TWLO) position steady in Q1 2026 at 3,200 shares worth $403K. The position accounts for 0.1% of the portfolio, ranked #53.

G2 Capital Management first reported a position in TWLO in Q3 2022 and has held it in 14 quarters since. The position peaked at $455K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

G2 Capital Management held 3,200 shares of Twilio worth $403K as of Q1 2026.
G2 Capital Management left its Twilio share count unchanged in Q1 2026.
Twilio made up 0.1% of G2 Capital Management's portfolio in Q1 2026, its #53 holding.
G2 Capital Management first reported a position in Twilio in Q3 2022 and has held it in 14 quarters since.
G2 Capital Management's Twilio position peaked at $455K in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.