J. Safra Sarasin Holding’s Twilio TWLO Stock Holding History

J. Safra Sarasin Holding’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	$28.3M	Sell	165,271 -71,612	-30%	-$12.7M	0.41%	66
2026 Q1	$29.8M	Buy	236,883 +104,679	+79%	+$12.9M	0.51%	59
2025 Q4	$18.8M	Buy	+132,204	New	+$16.4M	0.31%	82
2025 Q3	–	Sell	-15,293	Closed	-$1.9M	–	545
2025 Q2	$1.9M	Sell	15,293 -11,111	-42%	-$1.18M	0.03%	227
2025 Q1	$2.59M	Buy	26,404 +8,866	+51%	+$1.05M	0.05%	189
2024 Q4	$1.9M	Sell	17,538 -9,298	-35%	-$850K	0.03%	226
2024 Q3	$1.75M	Sell	26,836 -841	-3%	-$50.3K	0.03%	235
2024 Q2	$1.57M	Buy	+27,677	New	+$1.63M	0.03%	264

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

J. Safra Sarasin Holding's TWLO Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Twilio (TWLO) stake by 30% in Q2 2026, selling an estimated $12.7M and leaving 165,271 shares worth $28.3M. The position accounts for 0.41% of the portfolio, ranked #66.

J. Safra Sarasin Holding first reported a position in TWLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.8M in Q1 2026. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

J. Safra Sarasin Holding held 165,271 shares of Twilio worth $28.3M as of Q2 2026.
J. Safra Sarasin Holding sold 71,612 Twilio shares in Q2 2026, an estimated $12.7M.
Twilio made up 0.41% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #66 holding.
J. Safra Sarasin Holding first reported a position in Twilio in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's Twilio position peaked at $29.8M in Q1 2026.
971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.