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GAMMA Investing’s Twilio TWLO Stock Holding History

GAMMA Investing’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
Q3 		$1.45M Buy
4,952
+747
+18% +$170K 0.05% 315
2026
Q2 		$868K Buy
4,205
+468
+13% +$83K 0.03% 438
2026
Q1 		$470K Buy
3,737
+1,129
+43% +$139K 0.02% 595
2025
Q4 		$371K Buy
2,608
+1,075
+70% +$133K 0.02% 658
2025
Q3 		$153K Buy
1,533
+392
+34% +$44.1K 0.01% 1168
2025
Q2 		$142K Buy
1,141
+188
+20% +$20K 0.01% 1160
2025
Q1 		$93.3K Buy
953
+104
+12% +$12.3K 0.01% 1318
2024
Q4 		$91.8K Buy
849
+170
+25% +$15.5K 0.01% 1180
2024
Q3 		$44.3K Buy
679
+41
+6% +$2.45K ﹤0.01% 1575
2024
Q2 		$36.2K Buy
638
+264
+71% +$15.6K ﹤0.01% 1425
2024
Q1 		$22.9K Buy
374
+106
+40% +$6.98K ﹤0.01% 1555
2023
Q4 		$18.8K Buy
+268
New +$16.7K 0.01% 1546

Other funds holding TWLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing's TWLO Position: Q3 2026 in Review

GAMMA Investing increased its Twilio (TWLO) stake by 18% in Q3 2026, buying an estimated $170K and bringing the position to 4,952 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #315.

GAMMA Investing first reported a position in TWLO in Q4 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • GAMMA Investing held 4,952 shares of Twilio worth $1.45M as of Q3 2026.
  • GAMMA Investing bought 747 Twilio shares in Q3 2026, an estimated $170K.
  • Twilio made up 0.05% of GAMMA Investing's portfolio in Q3 2026, its #315 holding.
  • GAMMA Investing first reported a position in Twilio in Q4 2023 and has held it in 12 quarters since.
  • 29 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.