JFG
TWLO icon

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
Q2 		$822K Sell
3,984
-705
-15% -$125K 0.01% 1050
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jefferies Financial Group's TWLO Position: Q2 2026 in Review

Jefferies Financial Group reduced its Twilio (TWLO) stake by 15% in Q2 2026, selling an estimated $125K and leaving 3,984 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1050.

Jefferies Financial Group first reported a position in TWLO in Q4 2022 and has held it in 7 quarters since. The position peaked at $895K in Q4 2025. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Jefferies Financial Group held 3,984 shares of Twilio worth $822K as of Q2 2026.
  • Jefferies Financial Group sold 705 Twilio shares in Q2 2026, an estimated $125K.
  • Twilio made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1050 holding.
  • Jefferies Financial Group first reported a position in Twilio in Q4 2022 and has held it in 7 quarters since.
  • Jefferies Financial Group's Twilio position peaked at $895K in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.