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Hodges Capital Management’s Twilio TWLO Stock Holding History

Hodges 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 		$16.9M Buy
81,920
+50,120
+158% +$8.89M 1.12% 22
2026
Q1 		$4M Buy
+31,800
New +$3.91M 0.33% 90
2024
Q1 		– Sell
-216,850
Closed -$16.5M – 231
2023
Q4 		$16.5M Buy
216,850
+135,900
+168% +$8.47M 0.87% 42
2023
Q3 		$4.74M Buy
+80,950
New +$5.04M 0.56% 52
2022
Q4 		– Sell
-5,183
Closed -$358K – 224
2022
Q3 		$358K Sell
5,183
-40,917
-89% -$3.27M 0.06% 169
2022
Q2 		$3.86M Buy
46,100
+144
+0.3% +$16.1K 0.39% 78
2022
Q1 		$7.57M Buy
45,956
+21,054
+85% +$3.84M 0.6% 58
2021
Q4 		$6.56M Buy
24,902
+272
+1% +$81.3K 0.48% 75
2021
Q3 		$7.86M Buy
24,630
+10,783
+78% +$3.93M 0.58% 60
2021
Q2 		$5.46M Buy
13,847
+105
+0.8% +$36.5K 0.61% 59
2021
Q1 		$4.68M Buy
13,742
+250
+2% +$93.6K 0.65% 55
2020
Q4 		$4.57M Sell
13,492
-764
-5% -$239K 0.72% 46
2020
Q3 		$3.52M Sell
14,256
-100
-0.7% -$24.7K 0.68% 51
2020
Q2 		$3.15M Sell
14,356
-11,026
-43% -$1.77M 0.64% 58
2020
Q1 		$2.27M Sell
25,382
-26,777
-51% -$2.94M 0.58% 57
2019
Q4 		$5.13M Buy
52,159
+15,196
+41% +$1.55M 0.67% 47
2019
Q3 		$4.06M Sell
36,963
-15,605
-30% -$2.02M 0.47% 71
2019
Q2 		$7.17M Sell
52,568
-24,945
-32% -$3.32M 0.78% 45
2019
Q1 		$10M Buy
77,513
+68,690
+779% +$7.74M 1.01% 33
2018
Q4 		$5.03M Buy
8,823
+6,023
+215% +$489K 0.57% 56
2018
Q3 		$242K Buy
+2,800
New +$205K 0.02% 230

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Hodges Capital Management increased its Twilio (TWLO) stake by 158% in Q2 2026, buying an estimated $8.89M and bringing the position to 81,920 shares worth $16.9M. The position accounts for 1.12% of the portfolio, ranked #22.

Hodges Capital Management first reported a position in TWLO in Q3 2018 and has held it in 21 quarters since. 475 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Hodges Capital Management held 81,920 shares of Twilio worth $16.9M as of Q2 2026.
  • Hodges Capital Management bought 50,120 Twilio shares in Q2 2026, an estimated $8.89M.
  • Twilio made up 1.12% of Hodges Capital Management's portfolio in Q2 2026, its #22 holding.
  • Hodges Capital Management first reported a position in Twilio in Q3 2018 and has held it in 21 quarters since.
  • 475 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.