HVCM
TWLO icon

Hel Ved Capital Management’s Twilio TWLO Stock Holding History

Hel Ved 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
2025
Q4 		– Sell
-13,350
Closed -$1.34M – 89
2025
Q3 		$1.34M Buy
13,350
+5,000
+60% +$563K 0.28% 56
2025
Q2 		$1.04M Buy
+8,350
New +$888K 0.27% 60
2024
Q2 		– Sell
-19,400
Closed -$1.19M – 68
2024
Q1 		$1.19M Sell
19,400
-7,610
-28% -$501K 0.29% 48
2023
Q4 		$2.05M Buy
+27,010
New +$1.68M 0.59% 33

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hel Ved Capital Management's TWLO Position: Q4 2025 in Review

Hel Ved Capital Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 13,350 shares — an estimated $1.34M sold.

Hel Ved Capital Management first reported a position in TWLO in Q4 2023 and held it in 4 quarters. The position peaked at $2.05M in Q4 2023. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Hel Ved Capital Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Hel Ved Capital Management sold 13,350 Twilio shares in Q4 2025, an estimated $1.34M.
  • Hel Ved Capital Management first reported a position in Twilio in Q4 2023 and held it in 4 quarters.
  • Hel Ved Capital Management's Twilio position peaked at $2.05M in Q4 2023.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Hel Ved Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.