GI
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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing's TWLO Position: Q2 2026 in Review

GAMMA Investing increased its Twilio (TWLO) stake by 13% in Q2 2026, buying an estimated $83K and bringing the position to 4,205 shares worth $868K. The position accounts for 0.03% of the portfolio, ranked #438.

GAMMA Investing first reported a position in TWLO in Q4 2023 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • GAMMA Investing held 4,205 shares of Twilio worth $868K as of Q2 2026.
  • GAMMA Investing bought 468 Twilio shares in Q2 2026, an estimated $83K.
  • Twilio made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #438 holding.
  • GAMMA Investing first reported a position in Twilio in Q4 2023 and has held it in 11 quarters since.
  • 136 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.