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 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 $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

J. Safra Sarasin Holding's TWLO Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Twilio (TWLO) stake by 79% in Q1 2026, buying an estimated $12.9M and bringing the position to 236,883 shares worth $29.8M. The position accounts for 0.51% of the portfolio, ranked #59.

J. Safra Sarasin Holding first reported a position in TWLO in Q2 2024 and has held it in 7 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

J. Safra Sarasin Holding held 236,883 shares of Twilio worth $29.8M as of Q1 2026.
J. Safra Sarasin Holding bought 104,679 Twilio shares in Q1 2026, an estimated $12.9M.
Twilio made up 0.51% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #59 holding.
J. Safra Sarasin Holding first reported a position in Twilio in Q2 2024 and has held it in 7 quarters since.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.