Hood River Capital Management’s Twilio TWLO Stock Holding History

Hood River 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 Q1	–	Sell	-139,174	Closed	-$19.8M	–	198
2025 Q4	$19.8M	Sell	139,174 -1,565	-1%	-$194K	0.22%	110
2025 Q3	$14.1M	Buy	140,739 +7,210	+5%	+$812K	0.17%	114
2025 Q2	$16.6M	Buy	133,529 +35,468	+36%	+$3.77M	0.23%	102
2025 Q1	$9.6M	Buy	98,061 +28,497	+41%	+$3.38M	0.16%	105
2024 Q4	$7.52M	Buy	+69,564	New	+$6.36M	0.11%	113

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Hood River Capital Management's TWLO Position: Q1 2026 in Review

Hood River Capital Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 139,174 shares — an estimated $19.8M sold.

Hood River Capital Management first reported a position in TWLO in Q4 2024 and held it in 5 quarters. The position peaked at $19.8M in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Hood River Capital Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Hood River Capital Management sold 139,174 Twilio shares in Q1 2026, an estimated $19.8M.
Hood River Capital Management first reported a position in Twilio in Q4 2024 and held it in 5 quarters.
Hood River Capital Management's Twilio position peaked at $19.8M in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.