Jag Capital Management’s Twilio TWLO Stock Holding History

Jag Capital 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
2026 Q2	$11.9M	Buy	+57,452	New	+$10.2M	1.11%	28
2020 Q1	–	Sell	-13,400	Closed	-$1.32M	–	195
2019 Q4	$1.32M	Sell	13,400 -103,554	-89%	-$10.6M	0.15%	109
2019 Q3	$12.9M	Sell	116,954 -19,306	-14%	-$2.5M	1.55%	29
2019 Q2	$18.6M	Buy	136,260 +14,256	+12%	+$1.9M	2.1%	18
2019 Q1	$15.8M	Buy	122,004 +9,332	+8%	+$1.05M	2.57%	18
2018 Q4	$10.1M	Sell	112,672 -109,222	-49%	-$8.87M	2.05%	23
2018 Q3	$19.1M	Sell	221,894 -20,956	-9%	-$1.53M	3.13%	9
2018 Q2	$13.6M	Buy	242,850 +13,520	+6%	+$670K	2.33%	20
2018 Q1	$8.76M	Buy	+229,330	New	+$7.26M	1.62%	32

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 $3.37T AUM 44.26% 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

Jag Capital Management's TWLO Position: Q2 2026 in Review

Jag Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 57,452 shares worth $11.9M. The stake represents 1.11% of the portfolio and ranks #28 among its holdings. This is a return to the name: Jag Capital Management previously reported a position in TWLO as recently as Q4 2019.

Jag Capital Management first reported a position in TWLO in Q1 2018 and has held it in 9 quarters since. The position peaked at $19.1M in Q3 2018. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Jag Capital Management held 57,452 shares of Twilio worth $11.9M as of Q2 2026.
Twilio was a new Jag Capital Management position in Q2 2026.
Twilio made up 1.11% of Jag Capital Management's portfolio in Q2 2026, its #28 holding.
Jag Capital Management first reported a position in Twilio in Q1 2018 and has held it in 9 quarters since.
Jag Capital Management's Twilio position peaked at $19.1M in Q3 2018.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.