Jefferies Financial Group’s Twilio TWLO Stock Holding History

Jefferies Financial 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 Q1	$590K	Sell	4,689 -1,601	-25%	-$197K	﹤0.01%	1139
2025 Q4	$895K	Buy	+6,290	New	+$779K	﹤0.01%	1136
2025 Q2	–	Sell	-2,869	Closed	-$281K	–	1810
2025 Q1	$281K	Buy	+2,869	New	+$340K	﹤0.01%	1267
2024 Q1	–	Sell	-6,280	Closed	-$476K	–	2037
2023 Q4	$476K	Buy	+6,280	New	+$391K	﹤0.01%	1245
2023 Q2	–	Sell	-9,720	Closed	-$648K	–	2012
2023 Q1	$648K	Buy	9,720 +427	+5%	+$26.3K	0.01%	1023
2022 Q4	$455K	Buy	+9,293	New	+$529K	﹤0.01%	1095

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Jefferies Financial Group's TWLO Position: Q1 2026 in Review

Jefferies Financial Group reduced its Twilio (TWLO) stake by 25% in Q1 2026, selling an estimated $197K and leaving 4,689 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Jefferies Financial Group first reported a position in TWLO in Q4 2022 and has held it in 6 quarters since. The position peaked at $895K in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Jefferies Financial Group held 4,689 shares of Twilio worth $590K as of Q1 2026.
Jefferies Financial Group sold 1,601 Twilio shares in Q1 2026, an estimated $197K.
Twilio made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1139 holding.
Jefferies Financial Group first reported a position in Twilio in Q4 2022 and has held it in 6 quarters since.
Jefferies Financial Group's Twilio position peaked at $895K in Q4 2025.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.