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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
2024
Q1 		– Sell
-35,000
Closed -$2.66M – 2036
2023
Q4 		$2.66M Buy
+35,000
New +$2.18M 0.02% 605

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pictet Asset Management
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. 815 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.
  • 815 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.