Impax Asset Management Group
TWLO icon

Impax Asset Management Group’s Twilio TWLO Stock Holding History

Impax Asset Management Group’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 		$7.23M Sell
35,064
-10,092
-22% -$1.79M 0.05% 191
2026
Q1 		$5.68M Sell
45,156
-5,338
-11% -$657K 0.04% 203
2025
Q4 		$7.18M Sell
50,494
-15,142
-23% -$1.88M 0.04% 183
2025
Q3 		$6.57M Buy
+65,636
New +$7.39M 0.04% 177
2024
Q1 		– Sell
-3,282
Closed -$249K – 361
2023
Q4 		$249K Sell
3,282
-590
-15% -$36.8K ﹤0.01% 363
2023
Q3 		$227K Sell
3,872
-111
-3% -$6.92K ﹤0.01% 384
2023
Q2 		$253K Buy
3,983
+17
+0.4% +$1K ﹤0.01% 381
2023
Q1 		$264K Sell
3,966
-566
-12% -$34.9K ﹤0.01% 378
2022
Q4 		$222K Sell
4,532
-618
-12% -$35.2K ﹤0.01% 372
2022
Q3 		$356K Sell
5,150
-529
-9% -$42.3K ﹤0.01% 349
2022
Q2 		$476K Sell
5,679
-210
-4% -$23.5K ﹤0.01% 327
2022
Q1 		$971K Sell
5,889
-2
-0% -$364 ﹤0.01% 295
2021
Q4 		$1.55M Sell
5,891
-20,722
-78% -$6.2M 0.01% 261
2021
Q3 		$8.49M Buy
26,613
+75
+0.3% +$27.3K 0.03% 173
2021
Q2 		$10.5M Buy
26,538
+108
+0.4% +$37.5K 0.05% 150
2021
Q1 		$9.01M Buy
26,430
+198
+0.8% +$74.2K 0.05% 146
2020
Q4 		$8.88M Sell
26,232
-17
-0.1% -$5.31K 0.06% 125
2020
Q3 		$6.49M Buy
26,249
+8,103
+45% +$2M 0.06% 136
2020
Q2 		$3.98M Sell
18,146
-7
-0% -$1.12K 0.04% 164
2020
Q1 		$1.63M Buy
18,153
+15,694
+638% +$1.72M 0.02% 198
2019
Q4 		$242K Buy
+2,459
New +$251K ﹤0.01% 274

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Impax Asset Management Group's TWLO Position: Q2 2026 in Review

Impax Asset Management Group reduced its Twilio (TWLO) stake by 22% in Q2 2026, selling an estimated $1.79M and leaving 35,064 shares worth $7.23M. The position accounts for 0.05% of the portfolio, ranked #191.

Impax Asset Management Group first reported a position in TWLO in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.5M in Q2 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Impax Asset Management Group held 35,064 shares of Twilio worth $7.23M as of Q2 2026.
  • Impax Asset Management Group sold 10,092 Twilio shares in Q2 2026, an estimated $1.79M.
  • Twilio made up 0.05% of Impax Asset Management Group's portfolio in Q2 2026, its #191 holding.
  • Impax Asset Management Group first reported a position in Twilio in Q4 2019 and has held it in 21 quarters since.
  • Impax Asset Management Group's Twilio position peaked at $10.5M in Q2 2021.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.