Horizon Investments’s Twilio TWLO Stock Holding History

Horizon Investments’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	$2.71M	Buy	21,573 +21,570	+719,000%	+$2.65M	0.03%	409
2025 Q4	$427	Hold	3	–	–	﹤0.01%	1271
2025 Q3	$300	Buy	3 +1	+50%	+$113	﹤0.01%	1160
2025 Q2	$249	Buy	+2	New	+$213	﹤0.01%	1101

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

Horizon Investments's TWLO Position: Q1 2026 in Review

Horizon Investments increased its Twilio (TWLO) stake by 719,000% in Q1 2026, buying an estimated $2.65M and bringing the position to 21,573 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #409.

Horizon Investments first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Horizon Investments held 21,573 shares of Twilio worth $2.71M as of Q1 2026.
Horizon Investments bought 21,570 Twilio shares in Q1 2026, an estimated $2.65M.
Twilio made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #409 holding.
Horizon Investments first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.