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 Q2	$598K	Sell	2,900 -300	-9%	-$53.2K	0.13%	42
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 $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

G2 Capital Management's TWLO Position: Q2 2026 in Review

G2 Capital Management reduced its Twilio (TWLO) stake by 9.4% in Q2 2026, selling an estimated $53.2K and leaving 2,900 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #42.

G2 Capital Management first reported a position in TWLO in Q3 2022 and has held it in 15 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

G2 Capital Management held 2,900 shares of Twilio worth $598K as of Q2 2026.
G2 Capital Management sold 300 Twilio shares in Q2 2026, an estimated $53.2K.
Twilio made up 0.13% of G2 Capital Management's portfolio in Q2 2026, its #42 holding.
G2 Capital Management first reported a position in Twilio in Q3 2022 and has held it in 15 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on G2 Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.