G2 Investment Partners Management’s Twilio TWLO Stock Holding History

G2 Investment Partners 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	$12.4M	Buy	+60,004	New	+$10.6M	2.26%	15
2023 Q2	–	Sell	-80,000	Closed	-$5.33M	–	114
2023 Q1	$5.33M	Buy	80,000 +67,613	+546%	+$4.17M	1.5%	24
2022 Q4	$606K	Buy	+12,387	New	+$705K	0.18%	62
2019 Q1	–	Sell	-33,336	Closed	-$2.98M	–	73
2018 Q4	$2.98M	Sell	33,336 -2,864	-8%	-$233K	1.24%	23
2018 Q3	$3.12M	Buy	+36,200	New	+$2.65M	1.14%	32

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 Investment Partners Management's TWLO Position: Q2 2026 in Review

G2 Investment Partners Management opened a new position in Twilio (TWLO) in Q2 2026: 60,004 shares worth $12.4M. The stake represents 2.26% of the portfolio and ranks #15 among its holdings. This is a return to the name: G2 Investment Partners Management previously reported a position in TWLO as recently as Q1 2023.

G2 Investment Partners Management first reported a position in TWLO in Q3 2018 and has held it in 5 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

G2 Investment Partners Management held 60,004 shares of Twilio worth $12.4M as of Q2 2026.
Twilio was a new G2 Investment Partners Management position in Q2 2026.
Twilio made up 2.26% of G2 Investment Partners Management's portfolio in Q2 2026, its #15 holding.
G2 Investment Partners Management first reported a position in Twilio in Q3 2018 and has held it in 5 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.