Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Twilio TWLO Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-25,006
Closed -$3.11M – 1118
2025
Q2 		$3.11M Sell
25,006
-902
-3% -$95.9K 0.01% 546
2025
Q1 		$2.54M Sell
25,908
-697,988
-96% -$82.7M 0.01% 603
2024
Q4 		$78.2M Sell
723,896
-143,025
-16% -$13.1M 0.28% 88
2024
Q3 		$56.5M Buy
866,921
+4,061
+0.5% +$243K 0.22% 117
2024
Q2 		$49M Buy
862,860
+265,918
+45% +$15.7M 0.2% 115
2024
Q1 		$36.5M Sell
596,942
-37,657
-6% -$2.48M 0.16% 139
2023
Q4 		$48.1M Sell
634,599
-550,645
-46% -$34.3M 0.24% 98
2023
Q3 		$69.4M Buy
1,185,244
+113,042
+11% +$7.04M 0.41% 62
2023
Q2 		$68.2M Sell
1,072,202
-2,670
-0.2% -$158K 0.39% 58
2023
Q1 		$71.6M Buy
+1,074,872
New +$66.3M 0.44% 49
2017
Q1 		– Sell
-14,380
Closed -$415K – 1004
2016
Q4 		$415K Buy
+14,380
New +$539K 0.01% 713

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jacobs Levy Equity Management's TWLO Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 25,006 shares — an estimated $3.11M sold.

Jacobs Levy Equity Management first reported a position in TWLO in Q4 2016 and held it in 11 quarters. The position peaked at $78.2M in Q4 2024. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 25,006 Twilio shares in Q3 2025, an estimated $3.11M.
  • Jacobs Levy Equity Management first reported a position in Twilio in Q4 2016 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Twilio position peaked at $78.2M in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.