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 Q3	–	Sell	-3,984	Closed	-$822K	–	1830
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Jefferies Financial Group's TWLO Position: Q3 2026 in Review

Jefferies Financial Group sold out of Twilio (TWLO) in Q3 2026, closing a stake of 3,984 shares — an estimated $822K sold.

Jefferies Financial Group first reported a position in TWLO in Q4 2022 and held it in 7 quarters. The position peaked at $895K in Q4 2025. 789 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

Jefferies Financial Group reported no remaining Twilio position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 3,984 Twilio shares in Q3 2026, an estimated $822K.
Jefferies Financial Group first reported a position in Twilio in Q4 2022 and held it in 7 quarters.
Jefferies Financial Group's Twilio position peaked at $895K in Q4 2025.
789 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.